Hızlı Başlangıç
Bu kılavuz, Pazartesi günleri yayınlanan CRM özelliklerinin tümünü kapsamaktadır:
- Başlarken — Create your account and enable the CRM workspace
- İletişim Yönetimi Nasıl Kullanılır? — Keep every contact, client, and company record in the same place
- Satış Sürecini Nasıl Kullanabilirsiniz? — Track every deal through each stage of your sales process
- Otomasyonlar Nasıl Kullanılır? — Automate repetitive follow-ups so nothing falls through the cracks
- Pazartesi İş Yönetimi Nasıl Kullanılır? — Turn closed deals into live project boards without retyping data
- How to Use Dashboard customization — Build a sales dashboard that shows the numbers you care about
- How to Use Resource management — Balance workload across your team before anyone burns out
- Kanban Panosu Nasıl Kullanılır? — See deals and tasks as cards you can move in seconds
- Gantt Şeması Nasıl Kullanılır? — Map project timelines and spot delays before clients notice
- Entegrasyon Merkezi Nasıl Kullanılır? — Connect the tools your business already runs on
- Akıllı İş Akışı Otomasyonu Nasıl Kullanılır? — Let AI watch your projects and flag risk early
- How to Use Monday MCP — Let AI assistants read and update your boards directly
Gerekli süre: Her özellik için 5 dakika.
Bu kılavuzda ayrıca şunlar da yer almaktadır: Profesyonel İpuçları | Sık Yapılan Hatalar | Sorun giderme | Fiyatlandırma | Alternatifler
Bu kılavuza neden güvenmelisiniz?
I have run my own client work inside monday sales CRM for two years.
Every step below comes from real hands-on use, not vendor marketing.
Pazartesi CRM is a customer relationship management platform built on flexible boards.
Managing relationships here goes far beyond the deals board most teams stop at.
This tutorial shows you how to use Monday CRM feature by feature.
Step by step, with screenshots and the shortcuts I actually rely on.
Pazartesi CRM Eğitimi
This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced otomasyon.
Pazartesi CRM
Run your whole sales process in one place. Monday CRM keeps contacts, deals, and client projects on boards your team can customize in minutes. Start free — no credit card needed.
Monday CRM'e Başlamak
Herhangi bir özelliği kullanmadan önce, bu tek seferlik kurulumu tamamlayın.
Yaklaşık üç dakika sürüyor.
Adım 1: Hesabınızı Oluşturun
Go to the Monday website and simply click Get Started.
Enter your work email and pick a password.
Name your organization and invite your sales team.
✓ Kontrol noktası: Kontrol edin gelen kutusu Onay e-postası için.
Adım 2: CRM Çalışma Alanını Etkinleştirin
Open the product menu and add monday sales CRM to your account.
Monday CRM runs in the browser, and mobile apps exist for iOS ve Android.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: You should see the CRM workspace in your sidebar.
3. Adım: İlk Kurulumu Tamamlayın
Pick one of the default board templates that matches your sales process.
Then add your first contacts through a form or by typing them in manually.
✅ Tamamlandı: Aşağıdaki özelliklerden herhangi birini kullanmaya hazırsınız.
Monday CRM İletişim Yönetimi Nasıl Kullanılır?
İletişim Yönetimi stores every lead and contact record on one shared board.
İşte adım adım nasıl kullanılacağı.
Adım 1: Kişiler Panosunu Açın
Simply click CRM in the left sidebar, then open the Contacts board.
This board holds all your clients, customers, and companies.
Step 2: Add Contact Details
Click the plus icon and type the person’s name.
Fill the email, phone, and company columns with real details.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your new contact appears with a linked company record.
Step 3: Sync Your Email
Connect Gmail or Outlook for two-way email sync.
Send personalized emails and mass emails with open tracking built in.
✅ Sonuç: Every customer conversation now lives beside the contact record.
💡 Profesyonel İpucu: Embed a web form on your site so contacts get created automatically.
Monday CRM Satış Hattı Nasıl Kullanılır?
Satış Hattı shows every open deal and its current stage on one board.
İşte adım adım nasıl kullanılacağı.
Adım 1: Fırsatlar Panosunu Açın
The deals board manages your sales pipeline from first call to signed contract.
Each group represents one stage of the sales process.
Step 2: Rename Your Stages
Edit the group names to match how your sales team actually sells.
Add a deal value column so revenue totals calculate themselves.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Each group shows a live deal count and total value.
Step 3: Drag Deals Forward
Drag any deal card into the next group as it progresses.
The drag-and-drop interface makes pipeline updates super simple.
✅ Sonuç: You can see your whole pipeline health in one screen.
💡 Profesyonel İpucu: Add a rotting indicator column to flag stale deals fast.
Monday CRM Otomasyonları Nasıl Kullanılır?
Otomasyonlar streamline the repetitive tasks that eat your selling time.
İşte adım adım nasıl kullanılacağı.
Step 1: Open the Automations Center
Tıklamak Otomatikleştirmek in the top right corner of any board.
Browse the recipe library or start from a blank recipe.
Adım 2: Bir Tetikleyici Seçin
For example, choose when status changes to Won.
Triggers can also fire on date arrival or column change.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: The new recipe shows as active in your automations list.
Step 3: Choose the Action
Set the action to notify a person or create an item.
You can run automation between different boards and groups too.
✅ Sonuç: Routine follow-ups run themselves, which lifts team productivity fast.
💡 Profesyonel İpucu: Start with three recipes only, then add more once you trust the outcome.
How to Use Monday CRM Work Managemer
Pazartesi İş Yönetimi connects your CRM records to real project management work.
İşte adım adım nasıl kullanılacağı.
Step 1: Convert a Won Deal
Open a closed deal and choose convert to project.
Monday CRM creates a project board linked to that client data.
Step 2: Assign Different Tasks
Use the People column to assign ownership of specific tasks.
Break delivery into small tasks with clear due dates.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: The project board shows the client name pulled from the deal.
3. Adım: İlerlemenin Takibi
Watch the progress column update as each task closes.
Sales and delivery teams now work from the same place.
✅ Sonuç: Client data and project deliverables stay connected after the sale.
💡 Profesyonel İpucu: Create a centralized hub board to track the health of all client projects.
How to Use Monday CRM Dashboard customizer
Dashboard customization turns raw board data into dashboards your managers actually read.
İşte adım adım nasıl kullanılacağı.
Adım 1: Yeni Bir Kontrol Paneli Oluşturun
Click the plus button in the sidebar and choose Kontrol Paneli.
Connect the deals board and any other board you track.
Step 2: Add Your First Widget
Pick a widget such as numbers, battery, or pie chart.
Each widget reads live data, so nothing needs manual updates.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your dashboard shows live totals from the deals board.
Adım 3: Düzeni Özelleştirin
Drag widgets around until the key KPIs sit at the top.
Use the numbers widget to optimize weekly sales performance reviews.
✅ Sonuç: You get a full overview of sales performance without building reports.
💡 Profesyonel İpucu: Share a read-only dashboard link with leadership instead of emailing screenshots.
How to Use Monday CRM Resource Manager
Resource management shows who is overloaded and who has room for more work.
İşte adım adım nasıl kullanılacağı.
Adım 1: İş Yükü Görünümünü Açın
Add the workload view to any board with assigned owners.
It shows capacity per person across the week.
Step 2: Rebalance the Work
Drag tasks from an overloaded person to a teammate with capacity.
Set weekly capacity in hours for accurate numbers.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Overloaded team members appear in red on the capacity bar.
Step 3: Set Roles and Permissions
Give new team members viewer or member roles as needed.
Roles control access to sensitive data while keeping work transparent.
✅ Sonuç: Work is spread evenly and nobody quietly drowns in tasks.
💡 Profesyonel İpucu: Review workload every Monday morning before assigning any new client project.
Monday CRM Kanban Panosu Nasıl Kullanılır?
Kanban Panosu displays your board as movable cards instead of rows.
İşte adım adım nasıl kullanılacağı.
Step 1: Add the Kanban View
Click the plus sign beside your board views.
Monday offers over 27 view types, so scroll to Kanban.
Step 2: Group by Status
Choose status as the grouping column for your cards.
Each column now reflects one stage of work.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Your items appear as cards grouped under status columns.
Step 3: Move the Cards
Drag any card between columns to update its status aniden.
Cards marked Stuck stand out in orange right away.
✅ Sonuç: Daily standups get faster because the board reads at a glance.
💡 Profesyonel İpucu: Filter the Kanban view by owner so reps see only their deals.
Monday CRM Gantt Şeması Nasıl Kullanılır?
Gantt Şeması lays your project timeline out on a scrollable calendar.
İşte adım adım nasıl kullanılacağı.
Adım 1: Zaman Çizelgesi Sütunu Ekleyin
Gantt needs start and end dates for every task.
Add the timeline column and fill both dates.
Step 2: Switch to Chart View
Open the chart view and select Gantt from the list.
Bars now show duration for each task.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Dependency arrows link your tasks across the timeline.
Step 3: Link Dependencies
Connect tasks that cannot start until another finishes.
Shifting one bar moves every dependent task with it.
✅ Sonuç: Delivery dates stay realistic because delays surface immediately.
💡 Profesyonel İpucu: Add milestone diamonds for client sign-off dates to keep deadlines visible.
Monday CRM Entegrasyon Merkezi Nasıl Kullanılır?
Entegrasyon Merkezi links Monday CRM to the other platforms your team uses daily.
İşte adım adım nasıl kullanılacağı.
Step 1: Open the Integrations Center
Tıklamak Entegre et in the board header.
Search the app you want by name.
Step 2: Pick a Recipe
Choose a recipe such as sending a Slack message on status change.
Muhasebe tools can push invoices straight into a board.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: The integration icon shows on your board header.
Step 3: Authorize the Connection
Log in to the connected tool and approve access.
Test the recipe once with a dummy item.
✅ Sonuç: Data flows between platforms without copy and paste.
💡 Profesyonel İpucu: Connect your calendar so booked demos create deal items automatically.
Monday CRM Akıllı İş Akışı Otomasyonu Nasıl Kullanılır?
Akıllı İş Akışı Otomasyonu uses AI to read project patterns and warn you erken.
İşte adım adım nasıl kullanılacağı.
Step 1: Turn On Risk Monitoring
Open the AI panel from your board menu.
Enable risk monitoring for the boards that matter most.
Step 2: Set Your Thresholds
Tell it which overdue window counts as a real problem.
Choose who receives the alert.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Flagged items appear with a risk label on the board.
Step 3: Act on the Flags
Review flagged items during your weekly check-in.
Reassign or reschedule anything marked as high risk.
✅ Sonuç: Problems surface days earlier than manual reviews would catch them.
💡 Profesyonel İpucu: Pair risk flags with an automation that notifies the account owner instantly.
How to Use Monday CRM MCP
Pazartesi MCP opens your boards to yapay zeka asistanları through a secure connection.
İşte adım adım nasıl kullanılacağı.
Step 1: Enable the MCP Server
Open the developer area in your account settings.
Generate an API token for the connection.
Step 2: Connect Your AI Tool
Paste the token into your AI assistant’s connector settings.
Limit the token scope to the boards you want exposed.
İşte bunun nasıl göründüğü:
✓ Kontrol noktası: Senin asistan lists your real board names back to you.
Step 3: Ask for Board Actions
Ask your assistant to create items or summarize a board.
It reads live data instead of guessing.
✅ Sonuç: Routine board updates happen through plain conversation.
💡 Profesyonel İpucu: Keep MCP tokens scoped to one workspace so sensitive deals stay private.
Pazartesi CRM Profesyonel İpuçları ve Kısayolları
After two years on this platform, these are the tips I hand new team members.
Klavye Kısayolları
| Aksiyon | Kısayol |
|---|---|
| Quick search across boards | Ctrl + K |
| Show the full shortcut list | Shift + ? |
| Move between board cells | Ok tuşları |
| Undo your last change | Ctrl + Z |
Çoğu insanın gözden kaçırdığı gizli özellikler
- Toplu işlemler: Select several items at once to move, duplicate, or archive them together.
- Yönetim kurulu şablonları: Save any finished board as a template so new projects start structured.
- E-posta şablonları: Save personalized emails once and reuse them across every deal.
- Stuck status alerts: Pair the Stuck label with an automation that pings the owner.
Pazartesi CRM'de Kaçınılması Gereken Yaygın Hatalar
Mistake #1: Treating boards like a spreadsheet
❌ Yanlış: Typing every update by hand and never touching automation.
✅ Sağ: Automate status changes and reminders so the board updates itself.
Mistake #2: Creating a new board for everything
❌ Yanlış: Making a separate board for each client, then losing track of all of them.
✅ Sağ: Use groups inside one board to organize clients and keep reporting simple.
Mistake #3: Skipping roles and permissions
❌ Yanlış: Giving every new member full admin access on day one.
✅ Sağ: Set viewer or member roles first, then widen access as trust builds.
Pazartesi CRM Sorun Giderme
Problem: Boards will not load
Neden: An old browser blocks the scripts you need to view this site properly.
Düzeltmek: Update your browser, clear the cache, then reload the board.
Problem: A güvenlik page blocks you
Neden: The performance security layer sometimes challenges shared office IP addresses.
Düzeltmek: Copy the Ray ID from that page and send it to support.
Problem: An automation never fires
Neden: The trigger column was renamed, or your monthly action limit ran out.
Düzeltmek: Reopen the recipe, reselect the column, and check your usage counter.
📌 Not: You need a supported browser to view boards correctly on any device.
📌 Not: If none of these fix your issue, contact Monday support.
Monday CRM nedir?
Pazartesi CRM is customer relationship management software built on customizable boards.
It manages the customer journey and sales pipeline in one place.
Think of it like a spreadsheet that can think, talk, and chase people for you.
Bu kısa özeti izleyin:
Aşağıdaki temel özellikleri içermektedir:
- İletişim Yönetimi: Store contacts, companies, and conversations on one board
- Satış Süreci: Move deals through stages with drag-and-drop columns
- Otomasyonlar: Trigger emails, tasks, and notifications without manual work
- Pazartesi İş Yönetimi: Connect sales records to delivery projects and tasks
- Dashboard customization: Pull live KPIs from any board into visual widgets
- Resource management: See team capacity and control who accesses sensitive data
- Kanban Panosu: Visual card view for fast pipeline and task updates
- Gantt Şeması: Timeline view with dependencies and milestone tracking
- Entegrasyon Merkezi: Link email, Slack, invoices, and 200+ other apps
- Akıllı İş Akışı Otomasyonu: AI risk monitoring that spots problems before they hit
- Monday MCP: Bağlamak yapay zeka asistanları to your boards through MCP
Ayrıntılı inceleme için lütfen sayfamıza bakın. Pazartesi CRM incelemesi.
Pazartesi CRM Fiyatlandırması
İşte Monday CRM'in 2026'daki maliyeti:
| Plan | Fiyat | En İyisi İçin |
|---|---|---|
| Temel | 9$/kullanıcı/ay | Small teams tracking contacts and simple deals |
| Standart | 12$/kullanıcı/ay | Otomasyona ihtiyaç duyan büyüyen satış ekipleri |
| Profesyonel | 19$/kullanıcı/ay | Companies running forecasting and full dashboards |
Ücretsiz deneme sürümü: Evet, 14 gün, kredi kartı gerekmiyor.
Para iade garantisi: Yes, 30 days on annual plans.
💰 En İyi Fiyat/Performans: Standard — it unlocks automation, which is where the real time savings start.
Pazartesi CRM ve Alternatifleri
So how does Monday CRM compare against the other big CRM tools?
Bu karşılaştırmayı izleyin:
| Alet | En İyisi İçin | Fiyat | Değerlendirme |
|---|---|---|---|
| Pazartesi CRM | Visual boards and project handoff | 9$/ay | ⭐ 4.2 |
| HubSpot | Inbound marketing and free tier | 20$/ay | ⭐ 4.5 |
| Pipedrive | Pure pipeline selling | 14$/ay | ⭐ 4.5 |
| ClickUp | Tasks and docs in one tool | 7$/ay | ⭐ 4.6 |
| Salesforce | Large enterprise reporting | 25$/ay | ⭐ 4.4 |
| Zoho CRM | Budget-conscious küçük işletme | 14$/ay | ⭐ 4.3 |
Hızlı seçimler:
- Genel olarak en iyi: HubSpot — deepest feature set if budget allows
- En iyi bütçe: ClickUp — cheapest seat price for mixed work
- Yeni başlayanlar için en iyisi: Monday CRM — boards feel familiar from day one
- Best for pipeline focus: Pipedrive — built purely around moving deals
🎯 Pazartesi CRM Alternatifleri
Monday CRM'e alternatif mi arıyorsunuz? İşte en iyi seçenekler:
- 🚀 HubSpot: Generous free tier with marketing, sales, and service tools under one login.
- 🎯 Pipedrive: A focused pipeline tool that keeps reps on the next action, nothing else.
- 💰 ClickUp: Cheap seats and strong project management if you want tasks and deals together.
- 🏢 Salesforce: Enterprise reporting and deep customization, though setup needs an admin.
- ⭐ Zoho CRM: Low-cost CRM with solid automation for küçük işletme teams watching spend.
Tam liste için lütfen sayfamıza bakın. Pazartesi CRM alternatifleri rehber.
⚔️ Pazartesi CRM Karşılaştırması
İşte Monday CRM'in rakiplerine karşı performansı:
- Pazartesi CRM ve HubSpot karşılaştırması: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
- Pazartesi CRM ve Pipedrive karşılaştırması: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
- Pazartesi CRM ve ClickUp karşılaştırması: ClickUp costs less per seat, Monday feels cleaner for sales teams.
- Pazartesi CRM ve Salesforce karşılaştırması: Salesforce reports deeper, Monday gets a team live in an afternoon.
- Monday CRM ve Zoho CRM karşılaştırması: Zoho is cheaper, Monday is easier to navigate and customize without training.
Monday CRM'i Hemen Kullanmaya Başlayın
Monday CRM'in tüm önemli özelliklerini nasıl kullanacağınızı öğrendiniz:
- ✅ İletişim Yönetimi
- ✅ Satış Süreci
- ✅ Otomasyonlar
- ✅ Pazartesi İş Yönetimi
- ✅ Dashboard customization
- ✅ Resource management
- ✅ Kanban Panosu
- ✅ Gantt Şeması
- ✅ Entegrasyon Merkezi
- ✅ Akıllı İş Akışı Otomasyonu
- ✅ Monday MCP
Sonraki adım: Pick one feature and try it today.
Çoğu kişi İletişim Yönetimi ile başlar.
Beş dakikadan az sürüyor.
Sıkça Sorulan Sorular
Pazartesi bir CRM mi yoksa ERP mi?
Monday is a CRM built on a work platform. It manages contacts, deals, and projects, but it is not a full ERP system.
Monday CRM'i etkili bir şekilde nasıl kullanabilirsiniz?
Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.
Monday CRM gerçekten ücretsiz mi?
There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.
Monday CRM ne işe yarar?
It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.
Monday.com'da eğitim videoları var mı?
Yes. Monday runs a free academy, in-app walkthroughs, and template guides. This tutorial covers the same features in a faster format.
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