How to set up monday.com as a CRM (the structure I use on every build)
The board structure, columns and pipeline stages I use to build monday.com CRMs that sales teams actually keep updated.
6 min read
Written from real projects
What actually works in monday.com, written up from real implementations. No theory, no feature tours.
The board structure, columns and pipeline stages I use to build monday.com CRMs that sales teams actually keep updated.
6 min read
What native monday.com automations handle well, the exact points where they run out, and which integration platform to reach for instead.
5 min read
Mirror columns look like normal columns and behave nothing like them. Where they break reporting, and what to do instead.
5 min read
The data migration is the easy half. This is the 4 week rollout sequence I use so people actually switch.
5 min read
Six structural choices you make in week one, what each costs when you get it wrong, and how to decide.
5 min read
One email a week, one idea, drawn from whatever I am building that week.