快速入门
本指南涵盖了周一的所有CRM功能：
- 入门 — Create your account and set up your CRM workspace
- 如何使用联系人管理 — Store and organize all your customer data in one place
- 如何使用销售管道 — Track every deal from lead to close
- 如何使用自动化功能 — Automate repetitive tasks and save hours each week
- How to Use Monday Work Management — Manage projects and workflows alongside your CRM
- 如何使用仪表盘自定义功能 — Build custom dashboards to track sales performance
- 如何使用资源管理 — Monitor team capacity and balance workloads
- 如何使用看板 — Visualize different tasks and deals with drag-and-drop cards
- 如何使用甘特图 — Plan timelines and track project progress visually
- 如何使用集成中心 — Connect your favorite tools in the same place
- 如何使用智能工作流自动化 — Build advanced automation between boards and groups
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
我用了星期一 客户关系管理 for over 12 months and tested every feature covered here. This how to use Monday 客户关系管理 本教程源自真实的实践经验，而非营销噱头或供应商截图。
Monday CRM is one of the most powerful customer relationship management tools available today.
但大多数用户仅仅触及了它功能的冰山一角。
本指南将向您展示如何使用所有主要功能。
一步一步教你，附带截图和专业技巧。
周一 CRM 教程
本周一CRM完整教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。
星期一客户关系管理
Manage your entire sales process and customer relationships in one place. Monday CRM gives your sales team a visual, drag-and-drop platform to track deals, automate tasks, and close faster. Start free — no credit card required.
Monday CRM入门指南
使用任何功能之前，请先完成此一次性设置。
大约需要3分钟。
请先观看这段简短的概述：
现在让我们一步一步来。
第一步：创建您的帐户
Go to Monday.com’s website and simply click “Get Started.”
请输入您的电子邮件地址、公司名称，并创建密码。
You can also sign up with your Google or Microsoft account.
✓ 检查点： 检查你的 收件箱 请发送确认邮件。
Step 2: Enable the CRM Workspace
After logging in, navigate to the workspace selector on the left sidebar.
Select “CRM” as your workspace type to access the Monday sales CRM features.
Monday will show you default board templates to help you get started.
✓ 检查点： You should see the CRM workspace with sample boards.
步骤 3：完成初始设置
Choose a template or create a blank board for your sales process.
Add your team members so they can access the CRM.
Teams can be added to boards for easier collaboration and management.
✅ 完成： 您已准备好使用以下任何功能。
如何使用 Monday CRM 联系人管理
联系管理 lets you store, organize, and track all your customers, leads, and clients in one centralized board.
以下是使用步骤。
观看联系人管理实际应用：
现在让我们逐一分析每个步骤。
Step 1: Create a Contacts Board
Navigate to your CRM workspace and click “Add New Board.”
Name it “Contacts” and choose the contacts template.
You can add contacts through a form or manually by creating rows.
步骤二：自定义列
Add columns for phone, email, company, and deal value.
The “People” column lets you assign ownership of contacts to team members.
Use groups to organize contacts by stage — new leads, active clients, and past customers.
✓ 检查点： Your board should show organized groups with custom columns.
Step 3: Import Existing Contacts
Click the three-dot menu and select “Import data.”
请上传包含您现有联系人数据的 CSV 文件。
Map each column to the correct field in your board.
✅ 结果： All your contacts are now organized in one board with full details visible at a glance.
💡 专业提示： Use the Updates Section to communicate about specific contacts. Your team can leave notes, tag colleagues, and track every conversation without leaving the board.
如何使用 Monday CRM 销售流程
销售渠道 让您能够追踪从首次接触到最终成交的每一笔交易。
以下是使用步骤。
观看销售流程实际运作：
现在让我们逐一分析每个步骤。
Step 1: Set Up Your Deals Board
Create a new board called “Deals” in your CRM workspace.
Add groups for each stage of your sales process — like Lead, Qualified, Proposal, and Won.
Each deal becomes a row that you can drag between stages.
Step 2: Add Deal Details
Add columns for deal value, expected close date, and priority.
Link each deal to a contact on your Contacts board for full context.
Monday CRM features a drag-and-drop interface for building customizable visual sales pipelines.
✓ 检查点： You should see deals organized by stage with values displayed.
Step 3: Track and Update Deals
Move deals between groups as they progress through your sales process.
Use the chart view to see your pipeline value at each stage.
Monday CRM can convert qualified leads from the CRM into project boards.
✅ 结果： You now have a complete visual pipeline showing every deal and its current stage.
💡 专业提示： Set up a “Deal Won” 自动化 that moves closed deals to a separate group and sends personalized emails to your new customers. This keeps your active pipeline clean and focused.
如何使用 Monday CRM 自动化功能
自动化 let you automate repetitive tasks and keep your sales process moving forward without manual effort.
以下是使用步骤。
观看自动化操作演示：
现在让我们逐一分析每个步骤。
步骤 1：打开自动化中心
Click the “Automate” button at the top of any board.
Browse the pre-built 自动化 templates or create a custom one.
Monday allows you to create automation between different boards and groups.
步骤 2：选择触发器和操作
Select a trigger — like “When status changes to Done.”
Then pick an action — like “Notify the account owner” or “Move item to group.”
You can set up automations to handle tasks that used to take your team hours.
✓ 检查点： Your automation should show a green “Active” status.
步骤三：测试和改进
Change an item’s status to trigger the automation manually.
Verify the action fires correctly.
Add more conditions to control exactly when the automation runs.
✅ 结果： Your board now handles routine tasks automatically, giving your team more time to focus on closing deals.
💡 专业提示： Create a “lead assignment” automation that distributes new leads to your sales team in a round-robin pattern. This prevents leads from getting stuck and keeps your organization running smoothly.
How to Use Monday CRM Monday Work Management
星期一工作管理 lets you manage projects, track progress, and coordinate your team alongside your CRM data.
以下是使用步骤。
Watch Monday Work Management in action:
现在让我们逐一分析每个步骤。
步骤 1：创建项目看板
Click “Add Board” and select a project management template.
Monday.com provides various templates to help you get started fast.
Name your board and assign it to the right workspace.
步骤二：添加任务并指定负责人
Break your project into different tasks using rows.
Use the “People” column to assign each task to new team members or existing staff.
Add due dates, status columns, and priority tags to keep things on track.
✓ 检查点： Your project board should display tasks with owners and deadlines.
Step 3: Link CRM Data to Projects
Use the “Connect Boards” column to link project tasks to CRM deals.
This links client data to project deliverables automatically.
Now managing client work and sales happens in the same place.
✅ 结果： Your projects are linked to customer accounts, giving your team full context on every deliverable.
💡 专业提示： Create centralized hubs to track the overall health and status of all initiatives at a high level. This gives leadership an overview without digging into individual boards.
如何使用 Monday CRM 控制面板自定义功能
仪表盘自定义 lets you build custom dashboards to track KPIs, sales performance, and team productivity at a glance.
以下是使用步骤。
观看仪表盘自定义功能演示：
现在让我们逐一分析每个步骤。
步骤 1：创建新仪表板
Click the “+” icon and select “New Dashboard.”
Monday.com provides a customizable sales dashboard to manage your KPIs.
Name your dashboard based on what you want to track.
步骤二：添加小部件
Click “Add Widget” and choose from options like charts, numbers, and tables.
Connect each widget to the relevant board — like your Deals or Contacts board.
The platform supports creating dashboards with widgets like Gantt charts and pie charts for visual insights.
✓ 检查点： Your dashboard should show live data from your boards.
步骤 3：自定义布局
Drag widgets to rearrange them on your dashboard.
Resize each widget to highlight the most important data.
Dashboards provide an overview of current projects and boards for your whole team.
✅ 结果： You have a real-time dashboard showing all your key performance metrics in one view.
💡 专业提示： Create separate dashboards for different teams — one for sales performance and another for project management. Users can choose from over 27 view types to display their boards according to their needs.
如何使用 Monday CRM 资源管理
资源管理 lets you monitor your team’s workload, prevent burnout, and balance capacity across your organization.
以下是使用步骤。
观看资源管理实际应用：
现在让我们逐一分析每个步骤。
步骤 1：打开工作负载视图
Click the “Views” button on your board and select “Workload.”
Monday CRM supports a workload view to monitor team capacity.
This shows you how many tasks each person has assigned.
步骤二：设置容量限制
Define how many hours or tasks each team member can handle per week.
The workload view highlights anyone who is over or under capacity.
Red bars show overloaded team members who need support.
✓ 检查点： Your workload view should show colored bars for each person.
步骤 3：重新平衡工作
Drag tasks from overloaded members to those with extra capacity.
This helps prevent burnout and keeps your team productive.
Roles and permissions allow control of access to sensitive data while keeping things transparent.
✅ 结果： Your team’s workload is balanced, and no one is overwhelmed or sitting idle.
💡 专业提示： Check the workload view every Monday morning before your team meeting. This gives you a clear picture of capacity and helps you manage tasks for the week ahead.
如何使用 Monday CRM 看板
看板 lets you visualize deals, tasks, and workflows as draggable cards organized into columns.
以下是使用步骤。
观看看板实际操作演示：
现在让我们逐一分析每个步骤。
步骤 1：切换到看板视图
Open any board and click “Views” at the top.
Select “Kanban” from the list of available views.
Your board items will appear as cards grouped by status.
第二步：整理列
Each status label becomes a column in the Kanban view.
Customize your columns to match your workflow stages — like “To Do,” “In Progress,” and “Done.”
Simply click on a card to see full details without leaving the view.
✓ 检查点： Your cards should be arranged in labeled columns.
Step 3: Drag Cards to Update Status
Drag a card from one column to another to update its status.
The underlying board updates automatically.
This is super simple and makes it easy to manage deals visually.
✅ 结果： You can see every task’s status at a glance and move items forward with a single drag.
💡 专业提示： Use the Kanban view for your deals board during team meetings. It makes reviewing your sales pipeline progress fast and visual — no scrolling through rows needed.
如何使用 Monday CRM 甘特图
甘特图 lets you plan timelines, track dependencies, and see project progress on a visual calendar.
以下是使用步骤。
观看甘特图实际应用：
现在让我们逐一分析每个步骤。
Step 1: Add Timeline Column
Open your board and add a “Timeline” column.
Set start and end dates for each task.
This data powers the Gantt Chart view.
步骤 2：切换到甘特图视图
Click “Views” and select “Gantt Chart.”
Your tasks appear as horizontal bars across a timeline.
Color coding matches your groups, making it easy to navigate.
✓ 检查点： Tasks should display as bars with correct date ranges.
Step 3: Add Dependencies
Add a “Dependencies” column to link tasks together.
Arrows between bars show which tasks must finish before others start.
Drag bars to adjust timelines and reschedule on the fly.
✅ 结果： Your project timeline is fully mapped with dependencies, deadlines, and visual progress tracking.
💡 专业提示： Use the Gantt chart’s critical path feature to identify tasks that directly 影响 your project deadline. Focus your team’s effort on these items first to keep projects on schedule.
如何使用 Monday CRM 集成中心
集成中心 lets you connect Monday CRM with your favorite tools — from Gmail and Outlook to Slack, HubSpot, and more.
以下是使用步骤。
观看集成中心实际运行演示：
现在让我们逐一分析每个步骤。
步骤 1：打开集成菜单
Click “Integrate” at the top of any board.
Browse available integrations by category — email, communications, or CRM platforms.
Monday CRM provides two-way email sync with Gmail and Outlook.
步骤 2：连接您的工具
Select the tool you want to connect and click “Add to Board.”
请按照授权步骤授予访问权限。
Choose which board columns map to data from the connected tool.
✓ 检查点： The integration should show “Connected” with a green icon.
Step 3: Set Up Sync Rules
Define what data syncs and how often it updates.
For example, sync new form submissions directly to your Contacts board.
This keeps all your 商业 data flowing into one platform.
✅ 结果： Your tools are connected and data flows automatically between platforms.
💡 专业提示： Connect your email first. Monday CRM supports mass emailing with tracking capabilities, so you can send personalized emails and track opens directly from your board.
如何使用 Monday CRM 智能工作流自动化
智能工作流自动化 lets you build advanced, multi-step automations that span across boards and handle complex business logic.
以下是使用步骤。
观看智能工作流自动化实际应用：
现在让我们逐一分析每个步骤。
Step 1: Access the Workflow Builder
Navigate to the Automations center and click “Create Custom Automation.”
Select “Multi-step” to access the advanced workflow 建筑商.
This lets you chain multiple triggers and actions together.
Step 2: Build Your Workflow
Add conditions, delays, and multiple actions to a single workflow.
For example, create a workflow that notifies your team, updates a status, and creates a task — all from one trigger.
Monday CRM employs AI for risk monitoring by analyzing project patterns to flag potential issues.
✓ 检查点： Your multi-step workflow should show all connected actions.
步骤 3：激活和监控
Toggle the workflow to “Active” and test it with sample data.
Check the automation log to confirm every step fires correctly.
Adjust conditions if any step doesn’t trigger as expected.
✅ 结果： Complex workflows run on autopilot, connecting multiple boards and keeping your entire business in sync.
💡 专业提示： Build an onboarding workflow that triggers when a deal closes. It can create a project board, assign new team members, send welcome emails, and set up invoices — all without manual work.
周一 CRM 专业技巧和快捷方式
经过 12 个月多的测试，以下是我总结的一些最佳使用技巧。
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Search for anything | Ctrl + K / Cmd + K |
| Create a new item | Ctrl + Shift + I |
| Open board menu | Ctrl + Shift + B |
| 撤销上一步操作 | Ctrl + Z / Cmd + Z |
大多数人错过的隐藏功能
- Board Templates Library: Monday.com provides over 200 templates across project management, CRM, and operations. Browse them before building from scratch to save hours of setup time.
- Subitems for Complex Tasks: Break any task into subtasks using subitems. This is perfect for managing multi-step deals or client onboarding processes within a single row.
- My Work View: Access “My Work” from the left sidebar to see every task assigned to you across all boards. This gives you a personal overview of your workload and deadlines.
周一客户关系管理中需要避免的常见错误
Mistake #1: Creating Too Many Boards
❌ 错误： Making a separate board for every single client, project, or task type. This creates chaos and makes it impossible to track progress across your business.
✅ 右图： Use groups within a single board to organize by client, stage, or category. Keep your board structure clean and use dashboards to pull data together.
Mistake #2: Ignoring Automations
❌ 错误： Manually updating statuses, sending follow-ups, and assigning leads one by one. This wastes hours every week and leads to missed follow-ups.
✅ 右图： Set up automations for repetitive actions like lead assignment, status notifications, and email follow-ups. Even 5 basic automations can save your team hours each week.
Mistake #3: Not Using Dashboards
❌ 错误： Clicking into individual boards every time you need a status update. This wastes time and gives you a fragmented picture of your sales performance.
✅ 右图： Build a master dashboard that pulls data from all your boards. Use widgets to track deals, revenue, and team productivity from one screen.
星期一 CRM故障排除
问题：自动化流程未触发
原因： Your automation may be inactive, or the trigger conditions don’t match. Some automations also have monthly action limits based on your plan.
使固定： Check the Automations panel for a red error icon. Verify the trigger conditions match your column values exactly. Update your browser to the latest version and clear cache if the issue persists.
Problem: Board Loading Slowly
原因： Boards with thousands of items, many columns, or heavy integrations can slow down. Too many subitems also affect performance security.
使固定： Archive old items instead of deleting them. Split large boards into smaller ones by quarter or region. Use filters to show only relevant items.
Problem: Email Integration Not Syncing
原因： Authorization may have expired, or your email provider changed its security settings. Check if you need to update your browser to view this site properly.
使固定： Disconnect and reconnect the email integration from Settings. Make sure you’re on the Standard plan or above — the Basic plan doesn’t include email sync. If you see a Cloudflare error with a Ray ID, clear your browser cache and try again.
📌 笔记： If none of these fix your issue, contact Monday CRM support.
什么是Monday CRM？
星期一客户关系管理 is a customer relationship management tool built on the Monday.com work operating system that helps you manage every aspect of the sales cycle and customer data in one centralized place.
Think of it like a visual command center for your entire sales team.
观看这段快速概览：
它包含以下主要特点：
- 联系人管理： Store and organize all your customers, leads, and companies in one board with custom columns and groups.
- 销售渠道： Track every deal through your sales process with a visual pipeline and chart view.
- 自动化： Automate lead assignments, follow-ups, notifications, and status changes to save hours per week.
- 星期一工作管理： Manage projects and different tasks alongside CRM data to keep everything in the same place.
- 仪表盘自定义： Build custom dashboards with widgets to track sales performance, deals, and team productivity.
- 资源管理： Monitor team workload and balance capacity to prevent burnout.
- 看板： Visualize deals and tasks as cards you can drag between columns.
- 甘特图： Plan project timelines with dependencies and visual progress bars.
- 集成中心： Connect Gmail, Outlook, Slack, and dozens of other tools to keep data flowing.
- 智能工作流程自动化： Build advanced multi-step automations across boards for complex business processes.
Monday.com CRM allows you to manage your customer’s journey and sales pipeline in one place. Once your workspace is created, you can start adding contacts and deals right away. The platform is designed for teams of all sizes — from startups to enterprise organizations.
如需完整评测，请参阅我们的 周一客户关系管理（CRM）回顾.
周一 CRM 定价
以下是2026年Monday CRM的成本：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Individuals or teams of two testing the platform |
| 基本的 | 每用户每月 9 美元 | Small teams getting started with CRM basics |
| 标准 | 每用户每月 12 美元 | Growing teams needing email sync and automations |
| 专业版 | 每用户每月 19 美元 | Sales teams needing forecasting and email sequences |
免费试用： Yes — free forever plan available, plus a 14-day free trial of the Pro plan with no credit card required.
退款保证： 没有官方的退款政策，但您可以随时取消。
💰 性价比最高： Standard at $12/user/month — it includes email sync, automations, and integrations that the Basic plan lacks. Most teams need these features to run a functional CRM.
周一 CRM 与替代方案
Monday CRM 与其他产品相比如何？以下是竞争格局：
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 sales pipeline and project management | $0–$19/user/mo | ⭐ 4.2 |
| HubSpot | 免费 CRM 及营销工具 | 每席每月 0-800 美元 | ⭐ 4.0 |
| 管道驱动 | 以销售为中心的销售渠道管理 | 每用户每月 14 美元 | ⭐ 4.3 |
| 点击上 | Project management with CRM features | 每用户每月 0 至 12 美元 | ⭐ 4.3 |
| Salesforce | 企业级 CRM，具备深度定制功能 | 每用户每月 25 美元 | ⭐ 4.5 |
| Zoho CRM | Budget-friendly all-in-one CRM | 每用户每月 14 美元 | ⭐ 4.0 |
快速精选：
- 综合最佳： Monday CRM — Best for teams that need CRM and project management in one platform.
- 最佳预算： HubSpot — Free forever plan with solid CRM basics for small teams.
- 最适合初学者： Pipedrive — Super simple interface designed specifically for sales teams.
- 最适合企业使用： Salesforce — Deep customization and advanced 报道 适用于大型组织。
🎯 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： Free CRM with built-in marketing, sales, and service tools. Great for companies wanting an all-in-one platform without upfront costs.
- 💰 Pipedrive： Sales-first CRM with a visual pipeline that’s super simple to set up. Ideal for small sales teams who want to focus on closing deals fast.
- 🎨 ClickUp： Powerful project management software with CRM capabilities. Perfect for teams that need to organize projects, tasks, and client relationships together.
- 🏢 Salesforce： The enterprise-grade CRM with the deepest customization and largest app marketplace. Best for large companies with complex sales processes.
- 💼 Zoho CRM： Budget-friendly CRM with AI-powered analytics and strong automation. A solid pick for small to mid-size companies wanting value.
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 offers a free plan and better marketing tools, but Monday CRM wins on project management and visual board customization.
- 周一 CRM 与 Pipedrive 对比: Pipedrive is better for pure sales pipeline focus, but Monday CRM offers broader project management and team collaboration features.
- 周一 CRM 与 ClickUp 对比: ClickUp is stronger on project management and has a free plan, but Monday CRM has deeper CRM-specific features like email tracking and lead scoring.
- 周一 CRM 与 Salesforce: Salesforce is the enterprise leader with advanced reporting and customization, but Monday CRM is easier to learn and more affordable for small teams.
- Monday CRM 与 Zoho CRM 对比: Zoho CRM offers more built-in features at lower prices, but Monday CRM has a more intuitive visual interface and better project management integration.
立即开始使用 Monday CRM
您已学会如何使用 Monday CRM 的所有主要功能：
- ✅ 联系人管理
- ✅ 销售渠道
- ✅ 自动化
- ✅ Monday Work Management
- ✅ 仪表盘自定义
- ✅ 资源管理
- ✅看板
- ✅ 甘特图
- ✅ 集成中心
- ✅ 智能工作流程自动化
下一步： 选择一项功能，立即试用。
大多数人都是从联系人管理开始的。
只需不到5分钟。
常见问题解答
如何有效使用 Monday CRM？
To use Monday CRM effectively, start by setting up your boards with the right columns and groups for your sales process. Create a Contacts board and a Deals board, then connect them with the “Connect Boards” column. Set up automations to handle repetitive tasks like lead assignment and follow-up reminders. Finally, build a dashboard to track your KPIs and sales performance in real time.
星期一可以作为客户关系管理系统吗？
Yes, Monday works as a full CRM. Monday.com CRM is designed to help manage every aspect of the sales cycle and customer data in one centralized place. It includes contact management, sales pipeline tracking, email integration, automations, and custom dashboards. It’s built on the same platform as Monday Work Management, so you also get project management tools your team can use.
What is Monday.com and how do you use it?
Monday.com is a work operating system that lets you manage projects, workflows, and customer relationships all in one platform. You use it by creating boards — visual tables where each row is a task, deal, or contact. You can customize boards with columns, set up automations, and build dashboards to track everything. The CRM product specifically helps sales teams manage leads, deals, and client conversations.
Monday CRM 真的免费吗？
Yes, Monday CRM offers a free plan at $0 for individuals or small teams of two. For more advanced CRM features, paid plans start at $9/user/month for the Basic plan. You can also try the Pro plan free for 14 days without a credit card. The free trial gives you access to all features so you can test before committing.
Monday.com有教程吗？
Yes, Monday.com has extensive tutorials. They offer a Monday Academy with video courses, a help center with step-by-step guides, and a community forum where you can ask questions. You can also find this complete tutorial right here on FahimAI.com, which covers every feature with screenshots and pro tips from real hands-on experience.
Monday是CRM还是ERP？
Monday is primarily a CRM, not an ERP. It focuses on customer relationship management — tracking leads, deals, contacts, and sales performance. While it includes project management and resource management features that overlap with some ERP functions, it doesn’t handle 会计, inventory, or supply chain management like a true ERP system.
Monday CRM 的功能是什么？
Monday CRM helps you manage your entire sales process from one platform. It tracks contacts and companies, visualizes your deals pipeline, sends personalized emails with tracking, automates follow-ups and task assignments, and provides dashboards for sales performance reporting. You can also create invoices, manage client onboarding, and connect with tools like Gmail, Outlook, and Slack.
哪个CRM系统最容易使用？
Monday CRM is one of the easiest CRMs to use thanks to its visual, drag-and-drop interface. New team members can start using it within minutes without technical training. Pipedrive is another easy option for pure sales teams. HubSpot also ranks high for beginners with its free plan and guided setup. The best pick depends on whether you need just CRM or CRM plus project management.
Monday.com 使用起来有多容易？
Monday.com is very easy to use. The drag-and-drop interface, color-coded boards, and pre-built templates make it simple to get started. Most users can create their first board and start managing tasks within minutes. The learning curve is much lower than platforms like Salesforce. Monday also provides templates to help you set up boards for common workflows fast.
What is Monday.com and how does it work?
Monday.com is a work management platform that uses visual boards to help teams organize, track, and manage work. You create boards with rows (items) and columns (data fields). Each board can represent a project, sales pipeline, or any workflow. Items move through stages as work progresses. The CRM product adds sales-specific features like email tracking, lead scoring, and pipeline dashboards on top of this flexible board structure.
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