How to Use monday CRM: Master Sales Automation in 2026

Do you feel like your sales leads are falling through the cracks?

Keeping track of every client in messy spreadsheets is a nightmare.

It is easy to lose 数据, miss follow-up calls, and let deals go cold.

This chaos slows you down and costs you money.

You might feel stressed and disorganized as your to-do list grows.

The good news is that monday 客户关系管理 fixes this.

It puts all your data in one spot.

You can see your whole 商业 clearly and get more done. Let’s learn how to use monday CRM.

周一

Join over 225,000 customers who use monday to boost productivity. Teams report saving 10+ hours every week with 自动化.

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How to use Smart Workflow Automation

Think of Smart Workflow 自动化 as a helper that never sleeps.

In Monday sales 客户关系管理, these are “if-this-then-that” rules.

They handle the small, boring tasks so your sales team can focus on talking to people.

This is a big part of customer relationship management.

It helps your sales performance stay high because you never forget a lead.

When you bring on new team members, automations 制作 training easy.

They don’t have to learn every tiny step of your sales process because the system does it for them.

Everything stays in the same place, making your life much simpler.

Setting Up Your First Automation

• 前往自动化中心： Look at the top right of your board. Click the button that says “Automations.” You might need to update your browser to view this site properly.
• Pick a Recipe: You will see many “recipes.” These are ready-to-use rules. A great one for a sales team is: “When a status changes, notify someone.”
• 填空： Click the underlined words. For example, choose the “Status” column. Then, pick “Qualified” as the change. Finally, like yourself or a teammate to get the alert.
• 打开它： Click “Create Automation.” Now, whenever a lead is ready, the right person will know instantly!
• Connect Different Tasks: You can even set it to move a deal to a new project management board once the sale is closed. This keeps all your different tasks moving without any extra clicks.

How to use Kanban Board

A Kanban board is a simple way to see your work.

It looks like cards on a wall. It helps your team see where every deal is hiding.

You can manage your clients without getting confused.

Instead of a long list, you see a visual map of your success.

If you cannot see the cards, you may need to update your browser.

Sometimes, a browser to view this site needs to be fresh.

If you see a Ray ID error, check your performance 安全 设置。

Most of the time, you need a modern browser to see the chart view clearly.

Building Your Kanban View

• Add a New View: Look at the top of your board. Click the “+” icon. Choose “Kanban” from the list.
• Pick Your Columns: 这 客户关系管理 will ask how to group your cards. Choose “Status.” This shows columns like “New,” “Working,” and “Closed.”
• Choose What to See: You can pick what info shows on each card. You might want to see the deal price or the client’s name.
• Move Your Deals: To move a lead, simply click on the card. Hold down your mouse and drag it to the next column. Is it that easy?
• Review the Work: Use this view to review who needs a phone call. You can even click a card to send personalized emails to your clients right from the board.

How to use a Gantt Chart

A Gantt chart is a great tool for organization.

It looks like a timeline that shows when your projects start and end.

While a Kanban board is for quick moves, a Gantt chart helps you see the big picture.

It is super simple to use once you get started.

It helps teams stay on track during long tasks.

Using this feature helps you focus on what needs to happen first.

If you are managing many customers at once, you need a clear structure.

The Gantt chart lets you organize every deal so nothing overlaps.

This keeps your account tidy and your lead management smooth.

Planning Your Project Timeline

• Add the Gantt View: Click the “+” sign on your platform dashboard. Select “Gantt” to create the new view.
• Fill in Your Dates: For the chart to work, your items must have dates. Make sure you have a “Timeline” column for all your projects.
• Link Your Tasks: This is the best part. You can draw a line between two tasks. This tells the 客户关系管理 that one task must finish before the next one starts.
• Watch the Progress: As you finish work, the bars on the chart will change color. This shows you the project’s progress in real time.
• Use Automation: You can set up an automation to notify the team when a bar reaches its end date.

Alternatives to Monday

Monday Compared

结论

Learning to navigate this software is a smart move for your company.

It helps you optimize your daily work and boost performance.

By using tools like the Gantt chart and Kanban board, you streamline how you track contacts.

You can even use templates to get started fast.

For example, you can use groups on your boards to keep details organized.

Whether you are sending invoices or checking a lead form, everything is created to help your productivity.

Many companies use these features to build better relationships.

Now, explore your account and build a better workflow!

常见问题解答

More Facts about Monday CRM

• 周一 客户关系管理 has ready-made templates to help you start organizing your sales tasks quickly.
• You can use the deals board to manage your sales and see where your money is coming from.
• You can build a sales dashboard to track your goals and measure your progress.
• There is a free plan available that works well for very small teams of two people.
• The Basic plan has a set monthly fee per person on your team.
• The Standard plan costs a little more per person each month but gives you more features.
• The Pro plan has a higher monthly cost per person because it includes advanced tools.
• The Enterprise plan has a custom price that varies based on your large company’s needs.
• This software helps you keep all your customer details and sales steps in one central place.
• You can customize your sales dashboard to show the exact numbers and performance you need to see.
• The system lets you create automated actions across different boards to save time on repetitive tasks.
• You can control who can see private data, so your information stays safe.
• There is a workload view that helps you see how busy your team is, so nobody gets overworked.
• You can create boards to manage your projects and the steps needed to finish them.
• Monday offers many different templates to help you set up your boards easily.
• Dashboards give you a quick summary of how all your current projects are going.
• You can choose from over 27 different ways to view your work and boards.
• You can add widgets, such as pie and Gantt charts, to your dashboard to view project details clearly.
• You can create a central hub to check the overall health of all your plans at a high level.
• The “People” column shows which team member is responsible for a task.
• You can drag and drop items on the screen to build your own visual sales paths and charts.
• You can easily turn a qualified sales lead into a project board and link client data to the work.
• The software syncs with Gmail and Outlook so you can send and track emails directly.
• The system uses AI to look for patterns and warn you about potential risks before they happen.
• You can manage your customers’ entire journey and your sales pipeline in one spot.
• To get started, you need to create an account and turn on the 客户关系管理 workspace.
• You can add new contacts by typing them in manually or by using a form.