如何使用 Monday CRM：完整功能指南（2026）

由 Fahim Joharder | Last updated Aug 11, 2026

快速入门

本指南涵盖了周一的所有CRM功能：

入门 — Create your account and enable the CRM workspace
如何使用联系人管理 — Keep every contact, client, and company record in the same place
如何使用销售管道 — Track every deal through each stage of your sales process
如何使用自动化功能 — Automate repetitive follow-ups so nothing falls through the cracks
如何使用星期一工作管理 — 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
如何使用看板 — See deals and tasks as cards you can move in seconds
如何使用甘特图 — Map project timelines and spot delays before clients notice
如何使用集成中心 — Connect the tools your business already runs on
如何使用智能工作流自动化 — Let AI watch your projects and flag risk early
How to Use Monday MCP — Let AI assistants read and update your boards directly

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I have run my own client work inside monday sales 客户关系管理 for two years.

Every step below comes from real hands-on use, not vendor marketing.

周一客户关系管理 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.

周一 CRM 教程

This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced 自动化.

星期一客户关系管理

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.

立即试用 Monday CRM →

阅读完整评测 →

星期一 CRM 替代方案 →

Monday CRM入门指南

在使用任何功能之前，请先完成此一次性设置。

大约需要三分钟。

第一步：创建您的帐户

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.

✓ 检查点： 检查你的收件箱用于确认邮件。

步骤 2：启用 CRM 工作区

Open the product menu and add monday sales CRM to your account.

Monday CRM runs in the browser, and mobile apps exist for iOS 以及安卓系统。

这就是它的样子：

✓ 检查点： You should see the CRM workspace in your sidebar.

步骤 3：完成初始设置

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.

✅ 完成： 您已准备好使用以下任何功能。

免费试用星期一

如何使用 Monday CRM 联系人管理

联系管理 stores every lead and contact record on one shared board.

以下是使用步骤。

步骤 1：打开联系人面板

Simply click 客户关系管理 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.

这就是它的样子：

✓ 检查点： 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.

✅ 结果： Every customer conversation now lives beside the contact record.

💡 专业提示： Embed a web form on your site so contacts get created automatically.

免费试用星期一

如何使用 Monday CRM 销售流程

销售渠道 shows every open deal and its current stage on one board.

以下是使用步骤。

步骤 1：打开交易板

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.

这就是它的样子：

✓ 检查点： 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.

✅ 结果： You can see your whole pipeline health in one screen.

💡 专业提示： Add a rotting indicator column to flag stale deals fast.

免费试用星期一

如何使用 Monday CRM 自动化功能

自动化 streamline the repetitive tasks that eat your selling time.

以下是使用步骤。

Step 1: Open the Automations Center

点击 自动化 in the top right corner of any board.

Browse the recipe library or start from a blank recipe.

步骤二：选择触发因素

For example, choose when status changes to Won.

Triggers can also fire on date arrival or column change.

这就是它的样子：

✓ 检查点： 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.

✅ 结果： Routine follow-ups run themselves, which lifts team productivity fast.

💡 专业提示： Start with three recipes only, then add more once you trust the outcome.

免费试用星期一

How to Use Monday CRM Work Managemer

星期一工作管理 connects your CRM records to real project management work.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： The project board shows the client name pulled from the deal.

步骤三：跟踪进度

Watch the progress column update as each task closes.

Sales and delivery teams now work from the same place.

✅ 结果： Client data and project deliverables stay connected after the sale.

💡 专业提示： Create a centralized hub board to track the health of all client projects.

免费试用星期一

How to Use Monday CRM Dashboard customizer

Dashboard customization turns raw board data into dashboards your managers actually read.

以下是使用步骤。

步骤 1：创建新仪表板

Click the plus button in the sidebar and choose 仪表板.

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.

这就是它的样子：

✓ 检查点： Your dashboard shows live totals from the deals board.

步骤 3：自定义布局

Drag widgets around until the key KPIs sit at the top.

Use the numbers widget to optimize weekly sales performance reviews.

✅ 结果： You get a full overview of sales performance without building reports.

💡 专业提示： Share a read-only dashboard link with leadership instead of emailing screenshots.

免费试用星期一

How to Use Monday CRM Resource Manager

Resource management shows who is overloaded and who has room for more work.

以下是使用步骤。

步骤 1：打开工作负载视图

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.

这就是它的样子：

✓ 检查点： 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.

✅ 结果： Work is spread evenly and nobody quietly drowns in tasks.

💡 专业提示： Review workload every Monday morning before assigning any new client project.

免费试用星期一

如何使用 Monday CRM 看板

看板 displays your board as movable cards instead of rows.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Your items appear as cards grouped under status columns.

Step 3: Move the Cards

Drag any card between columns to update its status 即刻.

Cards marked Stuck stand out in orange right away.

✅ 结果： Daily standups get faster because the board reads at a glance.

💡 专业提示： Filter the Kanban view by owner so reps see only their deals.

免费试用星期一

如何使用 Monday CRM 甘特图

甘特图 lays your project timeline out on a scrollable calendar.

以下是使用步骤。

步骤 1：添加时间线列

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.

这就是它的样子：

✓ 检查点： 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.

✅ 结果： Delivery dates stay realistic because delays surface immediately.

💡 专业提示： Add milestone diamonds for client sign-off dates to keep deadlines visible.

免费试用星期一

如何使用 Monday CRM 集成中心

集成中心 links Monday CRM to the other platforms your team uses daily.

以下是使用步骤。

Step 1: Open the Integrations Center

点击整合 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.

会计 tools can push invoices straight into a board.

这就是它的样子：

✓ 检查点： The integration icon shows on your board header.

Step 3: Authorize the Connection

Test the recipe once with a dummy item.

✅ 结果： Data flows between platforms without copy and paste.

💡 专业提示： Connect your calendar so booked demos create deal items automatically.

免费试用星期一

如何使用 Monday CRM 智能工作流自动化

智能工作流自动化 uses AI to read project patterns and warn you 早期的.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

✅ 结果： Problems surface days earlier than manual reviews would catch them.

💡 专业提示： Pair risk flags with an automation that notifies the account owner instantly.

免费试用星期一

How to Use Monday CRM MCP

星期一 MCP opens your boards to 人工智能助手 through a secure connection.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 你的助手 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.

✅ 结果： Routine board updates happen through plain conversation.

💡 专业提示： Keep MCP tokens scoped to one workspace so sensitive deals stay private.

免费试用星期一

周一 CRM 专业技巧和快捷方式

After two years on this platform, these are the tips I hand new team members.

键盘快捷键

行动	捷径
Quick search across boards	Ctrl + K
Show the full shortcut list	Shift + ？
Move between board cells	方向键
Undo your last change	Ctrl + Z

大多数人错过的隐藏功能

批量操作： Select several items at once to move, duplicate, or archive them together.
看板模板： Save any finished board as a template so new projects start structured.
电子邮件模板： Save personalized emails once and reuse them across every deal.
Stuck status alerts: Pair the Stuck label with an automation that pings the owner.

免费试用星期一

周一客户关系管理中需要避免的常见错误

Mistake #1: Treating boards like a spreadsheet

❌ 错误： Typing every update by hand and never touching automation.

✅ 右图： Automate status changes and reminders so the board updates itself.

Mistake #2: Creating a new board for everything

❌ 错误： Making a separate board for each client, then losing track of all of them.

✅ 右图： Use groups inside one board to organize clients and keep reporting simple.

Mistake #3: Skipping roles and permissions

❌ 错误： Giving every new member full admin access on day one.

✅ 右图： Set viewer or member roles first, then widen access as trust builds.

免费试用星期一

星期一 CRM故障排除

Problem: Boards will not load

原因： An old browser blocks the scripts you need to view this site properly.

使固定： Update your browser, clear the cache, then reload the board.

Problem: A 安全 page blocks you

原因： The performance security layer sometimes challenges shared office IP addresses.

使固定： Copy the Ray ID from that page and send it to support.

Problem: An automation never fires

原因： The trigger column was renamed, or your monthly action limit ran out.

使固定： Reopen the recipe, reselect the column, and check your usage counter.

📌 笔记： You need a supported browser to view boards correctly on any device.

📌 笔记： If none of these fix your issue, contact Monday support.

免费试用星期一

什么是Monday CRM？

星期一客户关系管理 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.

观看这段快速概览：

它包含以下主要特点：

联系人管理： Store contacts, companies, and conversations on one board
销售渠道： Move deals through stages with drag-and-drop columns
自动化： Trigger emails, tasks, and notifications without manual work
星期一工作管理： 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
看板： Visual card view for fast pipeline and task updates
甘特图： Timeline view with dependencies and milestone tracking
集成中心： Link email, Slack, invoices, and 200+ other apps
智能工作流程自动化： AI risk monitoring that spots problems before they hit
Monday MCP: 连接人工智能助手 to your boards through MCP

如需完整评测，请参阅我们的周一客户关系管理（CRM）回顾.

免费试用星期一

周一 CRM 定价

以下是2026年Monday CRM的成本：

计划	价格	最适合
基本的	每用户每月 9 美元	Small teams tracking contacts and simple deals
标准	每用户每月 12 美元	需要自动化的不断壮大的销售团队
专业版	每用户每月 19 美元	Companies running forecasting and full dashboards

免费试用： 是的，14天内无需信用卡。

退款保证： Yes, 30 days on annual plans.

💰 性价比最高： Standard — it unlocks automation, which is where the real time savings start.

免费试用星期一

周一 CRM 与替代方案

So how does Monday CRM compare against the other big CRM tools?

观看这段对比视频：

工具	最适合	价格	等级
星期一客户关系管理	Visual boards and project handoff	每月9美元	⭐ 4.2
HubSpot	Inbound marketing and free tier	每月 20 美元	⭐ 4.5
管道驱动	Pure pipeline selling	每月14美元	⭐ 4.5
点击上	Tasks and docs in one tool	每月7美元	⭐ 4.6
Salesforce	Large enterprise reporting	每月 25 美元	⭐ 4.4
Zoho CRM	Budget-conscious 小型企业	每月14美元	⭐ 4.3

快速精选：

综合最佳： HubSpot — deepest feature set if budget allows
最佳预算： ClickUp — cheapest seat price for mixed work
最适合初学者： Monday CRM — boards feel familiar from day one
Best for pipeline focus: Pipedrive — built purely around moving deals

🎯 周一 CRM 替代方案

正在寻找 Monday CRM 的替代方案？以下是一些最佳选择：

🚀 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 小型企业 teams watching spend.

完整列表请参见我们的周一客户关系管理替代方案指导。

⚔️ 周一 CRM 对比

以下是 Monday CRM 与各竞争对手的对比情况：

周一 CRM 与 HubSpot 对比: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
周一 CRM 与 Pipedrive 对比: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
周一 CRM 与 ClickUp 对比: ClickUp costs less per seat, Monday feels cleaner for sales teams.
周一 CRM 与 Salesforce: Salesforce reports deeper, Monday gets a team live in an afternoon.
Monday CRM 与 Zoho CRM 对比: Zoho is cheaper, Monday is easier to navigate and customize without training.