Monday.com as CRM: When It Makes Sense

I've set up Monday.com as CRM for service businesses, boutique retailers, and professional service firms. Here's what I've learned.

When Monday.com CRM Works

Team size is 2-20 salespeople — Beyond 50+, you need enterprise forecasting.

Your process is visual — If your team thinks in pipelines, Kanban views help.

You're already using Monday.com — Reduces tool sprawl.

Deals are relationship-based — Long-cycle B2B, service businesses, consultancies.

When Monday.com CRM Doesn't Work

High-volume transactional sales — Hundreds of leads daily need proper automation.

Marketing automation integration — Use HubSpot for email sequences and nurture.

Complex forecasting — Monday.com's reporting is adequate, not sophisticated.

The Setup That Works

Essential Columns Only

• Name (deal/company)
• Contact, Email, Phone
• Deal Value
• Stage (status column)
• Owner
• Next Action + Next Action Date

That's it. I've seen boards with 30+ columns where reps ignore most of them.

Stage Configuration

Lead → Qualified → Proposal → Negotiation → Won/Lost

Keep it simple and sequential.

The Views You Need

• Kanban — Main working view
• My Deals — What each rep sees
• This Week's Actions — Weekly to-do list
• Pipeline Value — Leadership dashboard

Key Automations

Follow-up reminder:

When: "Next Action Date" is Today
Then: Notify Owner

Stale deal alert:

When: No update for 14 days
And: Not Won/Lost
Then: Notify Owner, set High priority

Won deal handoff:

When: Status → "Won"
Then: Create item in Onboarding board, Notify Success Team

The Bottom Line

Monday.com works as CRM when:

• Small-to-medium team (2-20)
• Relationship-based sales
• Already using Monday.com

It doesn't work when:

• High-volume transactional
• Complex forecasting needed
• Deep marketing automation required

Start simple. Add complexity only when proven needed. The best CRM is the one your team actually uses.

Need Help Setting Up Monday.com as CRM?

We can help you configure it properly for your sales workflow.