How to use Monday CRM?

Monday CRM lets you manage sales, track leads, and automate tasks - all in one place. It's easy to set up, customize, and integrate with over 300 tools via Latenode. Here's what you need to know:

Pricing: Starts at $10 per seat/month (Basic plan). Other plans include Standard ($14), Pro ($24), and custom Enterprise pricing.
Core Features: Customizable sales pipelines, email tracking, automation, and mobile access.
Automation: Use Latenode to connect Monday CRM with Gmail, Slack, Google Sheets, and more for seamless workflows.
Setup: Import contacts from Excel, convert leads, or use forms to collect data.

Why it matters: Save time, reduce manual work, and improve customer management with Monday CRM. Ready to dive in? Let’s explore how it works.

How to use Monday.com CRM | Manage Leads, Pipelines, Tickets & More

Getting Started with Monday CRM

Monday CRM is built to simplify lead management with a quick and straightforward setup process, taking you from account creation to full functionality in no time.

Setting Up Your Account

Getting started with Monday CRM is a breeze. If you’re new to monday.com, you can create an account directly on the Monday CRM homepage [3]. Once you log in, an intuitive onboarding process walks you through connecting your email and setting up your first sales pipeline. This ensures you’re ready to start capturing and managing customer data right away. From there, you can explore various ways to import and organize your contacts efficiently.

Importing and Managing Contacts

Monday CRM provides several user-friendly options to bring your contacts into the system, making it easy to transition from spreadsheets or other platforms.

Excel Import Method: If your contacts are stored in an Excel file, importing them is simple. Open your board, select the "New contact" dropdown, and choose "Import contacts." You can either browse for or drag-and-drop your CSV file [5]. The system allows you to map your imported columns to existing fields on your board and gives you the option to skip or overwrite duplicates by using a unique column, such as "Email" or "Phone" [5].
Lead Conversion: Leads can be directly converted into contacts with just one click. Use the "Move to contacts" button in the "Create a contact" column on your Leads board to maintain a seamless connection between lead capture and contact management [4].
Manual Entry: For one-off contacts, such as those you meet at events or through referrals, you can manually add them by activating the item creation form and filling in the necessary fields [4].
WorkForm Collection: To gather contacts through forms, you can add a form view to your Contacts board using a monday WorkForm. Customize the form to suit your needs, making it an effective tool for collecting contact information [4].

Monday CRM smartly associates accounts with contacts based on email domains. For manual associations, you can use the Connect Boards Column [4]. Additionally, the Emails & Activities feature allows you to manage email communication directly within your Contacts board [4].

Pro Tip: If you’re importing contacts to your Leads board and have automations enabled, the status of imported items will change to "New Lead." To avoid this, temporarily disable your automations before importing [5].

Customizing Your Sales Pipeline

Monday CRM offers flexibility to shape your sales pipeline around your specific needs, allowing you to customize deal stages and workflows beyond the default setup.

The Deals board is central to tracking each deal’s progress through your sales cycle [6]. You can modify the board by adding or removing groups to better align with your process [6]. The Columns center provides options to include fields such as deal value, expected close date, and lead source, giving your team the tools to manage deals effectively [6].

Built-in automations are another powerful feature of the Deals board. These can be tailored to match your workflow, helping your team stay organized and focused [6].

Core Features of Monday CRM

Monday CRM offers a suite of features designed to simplify and enhance sales management. These tools help streamline communication, clarify sales pipelines, and incorporate automation to save time and improve efficiency.

Email and Communication Management

The Emails & Activities feature consolidates all customer communications, allowing users to send, receive, and track emails directly within Monday CRM. With email tracking, you can see when a recipient opens your message, enabling timely follow-ups. Shared email templates ensure consistent communication across teams, while an AI-powered tool assists in composing and rephrasing emails effortlessly. For broader outreach, the platform supports personalized mass emails using dynamic fields, making tailored communication at scale easier than ever.

"Take your workflows up a notch with CRM features that help you automate repetitive work, centralize customer communication, and organize your data in one place." – monday.com [2]

Sales Funnel and Pipeline Visualization

Monday CRM's funnel chart widget provides a clear and interactive view of your sales pipeline. This tool makes it easy to identify bottlenecks and opportunities at each stage of the sales process. Dashboards deliver insights into essential metrics such as conversion rates and deal sizes, while conditional status updates automatically move deals forward based on predefined criteria [7]. The platform also includes detailed reporting tools to evaluate individual performance, analyze win/loss ratios, and forecast revenue with precision.

Mobile access is another standout feature, enabling team members to update deal information while on the go. This capability is particularly important, as 66% of employees frequently rely on their smartphones for work tasks [8]. Combined with its communication tools, this visualization functionality sets the groundwork for powerful automation, helping teams stay organized and proactive.

Automated Workflows with Latenode

Monday CRM takes automation to the next level by integrating with Latenode, connecting the platform to over 300 apps. This integration automates time-consuming tasks like data entry and follow-up actions, such as scheduling tasks, sending reminders, or notifying team members. For instance, you can link website form submissions or marketing campaigns directly to Monday CRM, ensuring leads are captured and processed automatically.

With conditional logic, you can trigger specific actions when a deal progresses to a certain stage. The visual workflow builder simplifies the creation of multi-step automations, seamlessly connecting Monday CRM with tools like Google Sheets, Slack, QuickBooks, or Mailchimp. Additionally, data synchronization ensures that updates made in Monday CRM are reflected across all integrated platforms, keeping everything aligned and up-to-date.

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How Teams Use Monday CRM

Monday CRM is a versatile platform that caters to the varied needs of teams managing customer relationships. Here's a closer look at how different groups use it to enhance their workflows and improve customer satisfaction.

Small Businesses and Startups

For small businesses and startups, Monday CRM offers a straightforward way to organize customer data and adapt workflows as business needs evolve. Its intuitive design makes it especially appealing for teams that need flexibility without sacrificing functionality.

Statistics back up the value of CRM tools: 83% of small businesses reported a positive return on investment (ROI) after adopting a CRM, and 76% noted improved reporting accuracy [9]. With pricing starting at $12 per user per month for annual plans [9], Monday CRM provides an accessible entry point for growing companies.

Automation plays a key role in maximizing efficiency here. For example, Latenode can automate lead capture from sources like contact forms, social media platforms, and emails. When a prospective customer submits a form, Latenode can create a new deal in Monday CRM, assign it to the right sales representative, and initiate follow-up email sequences. This eliminates the need for manual data entry and ensures that no potential leads are overlooked.

Sales and marketing teams within startups also benefit from these automated processes, which make managing prospects more seamless.

Sales and Marketing Teams

Sales and marketing teams rely on Monday CRM to accelerate lead conversion and improve campaign effectiveness. Custom pipelines allow deals to be segmented by priority, size, or expected close date, while insights into lead behavior help teams identify the most promising opportunities [10].

A case in point is Black Mountain, which used automation to streamline its sales cycle. The company implemented workflows to automatically transfer lead details between boards as deals progressed. For example, when a deal moved from "opportunity" to "won", all relevant information was automatically sent to client onboarding and invoicing boards. This approach eliminated over 100 manual tasks, saved more than 10 hours of administrative work per month, and boosted conversions by 15% [11].

"The amount of time we save by being able to easily obtain the right lists for marketing activities or cross-selling opportunities for the Sales team is so valuable." - Luca Pope, Sales and Marketing, Black Mountain [11]

Marketing teams also value the platform's ability to integrate CRM features with project management tools, enabling seamless collaboration. Latenode enhances these capabilities by connecting Monday CRM with marketing automation tools, social media platforms, and analytics software. For instance, if a prospect interacts with a LinkedIn ad campaign, Latenode can automatically update their deal status, notify the assigned sales representative via Slack, and add the prospect to a targeted email sequence.

Customer Success Teams

Customer success teams also leverage Monday CRM to strengthen client relationships and improve retention. By centralizing communication history and automating routine tasks, such as check-ins, these teams can focus on delivering personalized service. Research shows that a 5% increase in customer retention can lead to a profitability boost of 25% to 95% [13].

Automation simplifies follow-ups, progress tracking, and escalation processes when customer satisfaction scores fall below acceptable levels [12]. The platform's segmentation tools allow customer success managers to group clients based on factors like purchase history, engagement, or specific needs, enabling more tailored interactions.

Latenode further enhances these efforts by integrating Monday CRM with support ticketing systems, survey tools, and communication platforms. For example, when a customer submits a support ticket, Latenode can automatically update their record in Monday CRM, assign a follow-up task to the customer success manager, and send a satisfaction survey once the issue is resolved. This creates a smooth, end-to-end experience that strengthens customer trust and loyalty.

Automating Monday CRM with Latenode

Monday CRM becomes a game-changer when integrated into your broader business systems. With Latenode, Monday CRM evolves from a standalone tool into the central hub of your sales operations, seamlessly connecting it with over 300 apps and services.

Connecting Monday CRM to Other Apps

Latenode enables smooth integration between Monday boards and other apps, making it easy to automate updates and manage tasks effortlessly [15]. Using its visual builder, AI tools, and headless browser, Latenode allows for complex automation setups that go beyond what Monday’s native features offer [15].

The integration process is straightforward. Latenode can trigger actions in other systems based on changes in Monday, and the reverse is also true [15]. For instance, when a deal advances to a specific stage on a Monday board, Latenode can automatically update external CRM records [15]. Similarly, as leads progress in your CRM, Latenode can create corresponding tasks in Monday [15].

Common integrations include linking Monday CRM with Gmail to create tasks from emails, connecting with HubSpot to generate Monday projects when deals reach key stages, and syncing with Google Sheets for real-time data updates. Notifications for project updates can also be sent to teams via Slack or Microsoft Teams, keeping everyone informed [15].

Latenode offers both no-code tools for quick setups and low-code options for advanced customizations using JavaScript and AI models [16]. This flexibility allows sales teams to manage simpler workflows independently while technical teams can create more intricate, multi-step processes. Pre-built automation templates further simplify the process, catering to a variety of workflows.

Popular Automation Templates

Latenode provides several templates that showcase how its capabilities enhance Monday CRM. One standout example is the Bigin by Zoho CRM + Monday + Slack template. When a deal in Bigin reaches the "Closed Won" stage, a new project is automatically created in Monday to manage the post-sales workflow, while a congratulatory message is sent to the team in Slack [19].

Another useful template integrates Monday + Bigin by Zoho CRM + Google Sheets. In this setup, updates to a project’s status in Monday are recorded in Bigin, with details logged into a Google Sheet for tracking [19].

For lead management, combining Jotform and Monday ensures that every new Jotform submission creates a task in Monday, eliminating manual data entry and keeping boards up to date [17]. Similarly, Typeform and Monday integration uses form responses to populate Monday boards and trigger workflows based on user inputs [18].

Other popular templates include Gmail integration, which converts new emails into Monday tasks by parsing the subject and body content into relevant columns [18], and the HubSpot and Monday template, which creates detailed Monday projects whenever deals reach specific stages in HubSpot [18].

These templates highlight how effortlessly Monday CRM can integrate into your existing systems, saving time and reducing manual effort.

Benefits of Automation with Latenode

Latenode builds on Monday CRM’s flexible data management by automating repetitive tasks, ensuring data flows seamlessly between Monday and other tools in real time [15]. This eliminates delays and errors caused by manual data entry, allowing teams to focus on more strategic activities.

The platform’s pricing model, based on execution time rather than per-task or per-user fees, makes it cost-effective to scale automation as your needs grow.

Its visual builder and AI-powered workflow tools lower the technical barriers to automation. Sales teams can design and adjust workflows without needing deep programming knowledge, while advanced users can utilize JavaScript, AI, and headless browsers for more complex data handling [15].

Beyond efficiency, automation enhances the customer experience. Faster response times and consistent follow-ups become achievable as workflows instantly create tasks, send notifications, and update systems whenever leads submit forms or reach key milestones. This level of coordination ensures no opportunities are missed while maintaining the personal touch that fosters strong customer relationships.

Conclusion

Monday CRM simplifies customer relationship management by centralizing sales activities, customer data, and communications. Covering the entire sales cycle - from lead tracking to post-sales support - it offers the customization and automation features that businesses need to grow efficiently [1].

Its adaptable design supports both startups navigating their first sales pipeline and larger companies managing complex customer interactions. Features like visual pipeline management, AI-driven email drafting, and mobile accessibility ensure sales teams remain productive, no matter their location or technical expertise. When paired with Latenode, Monday CRM's capabilities expand even further, offering enhanced automation and seamless management.

The integration of Monday CRM with Latenode brings a new level of efficiency. While Monday CRM excels at organizing and visualizing sales data, Latenode eliminates repetitive manual work, creating a smooth flow of information across the 300+ apps businesses rely on daily. This combination not only saves time but also delivers tangible business results.

For example, research from Forrester highlights that improving customer retention by just 5% can increase profitability by at least 25% [14]. By letting Monday CRM handle relationship management and Latenode automate routine tasks, businesses are well-positioned to achieve these kinds of results.

"I couldn't even comprehend how we would report without Monday CRM." – Dominic Harris, Co-Founder [1]
"It is saving us time, it is keeping us organized, and it is working. We are so happy to have found Monday CRM." – Lizzie Post, Co-president [1]

For businesses aiming to scale their customer relationships effectively, the combination of Monday CRM's robust features and Latenode's automation creates a winning formula. Your sales team can focus on building meaningful relationships, while the technology seamlessly handles data management, notifications, and routine updates to keep deals moving forward.

The real question isn’t whether you need better CRM tools - it’s whether you’re ready to unlock your sales team’s full potential. With Monday CRM and Latenode working together, efficiency and growth become achievable goals for every part of your sales process.

FAQs

How does Monday CRM integrate with other tools to simplify workflow automation?

Monday CRM works effortlessly with over 200 tools, helping teams simplify workflows and keep data centralized. By linking with widely-used apps like email services, marketing platforms, and calendars, it takes care of repetitive tasks such as syncing lead information, alerting team members about updates, or generating tasks based on external triggers.

Its no-code automation features make it simple to design workflows that match your team's specific needs. For instance, you can set up automated follow-ups when a deal progresses to a new stage or create tasks automatically from form submissions. This not only saves time but also minimizes manual errors, keeping your CRM processes smooth, well-organized, and aligned with your team's objectives.

What are the differences between Monday CRM pricing plans, and which one is right for your business?

Monday CRM provides three pricing plans - Basic, Standard, and Pro - designed to meet the needs of various business sizes and requirements:

Basic Plan ($12 per user/month): Tailored for small teams, this plan includes unlimited contacts, pipelines, lead management, and mobile access. It’s a straightforward option for businesses that need core CRM capabilities without extra bells and whistles.
Standard Plan ($17 per user/month): Aimed at growing teams, this plan builds on the Basic offering by adding email integration, activity management, and the ability to create custom automations. These features help streamline workflows and enhance sales processes.
Pro Plan ($28 per user/month): Geared toward larger teams or businesses with more intricate sales cycles, the Pro plan includes advanced tools like sales forecasting, email tracking, and customizable quotes. It’s designed to handle more complex operational needs.

Pricing is based on the number of users, allowing businesses to scale their subscription as they grow. For those opting for annual billing, discounts of up to 18% are available, making it a budget-friendly choice for long-term planning.

Can Monday CRM be customized to match my sales process?

Monday CRM offers a high level of flexibility, making it easy to align with your specific sales process. You can modify deal stages, incorporate custom fields, and oversee multiple sales pipelines, all without needing to write a single line of code. For instance, you can design personalized boards for various sales stages, create forms to gather targeted lead information, and implement automations - such as notifying team members when a deal progresses to the next stage.

Additionally, teams can enhance their workflows with tools like data enrichment and conditional updates. For example, you can configure your CRM to monitor leads from the initial inquiry through to closing, ensuring every stage mirrors your unique sales funnel. This adaptability ensures that Monday CRM can meet the distinct demands of your business.