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
monday.com as a CRM
A pipeline your team updates without being chased, and numbers you can trust at the end of the month.
Most monday.com CRM builds fail for the same reason: they are designed around what the tool can do instead of how the sales team actually works. You end up with 40 columns, 6 of which get filled in.
This cluster covers the opposite approach. Start from the handful of decisions a salesperson makes in a week, model those as stages, and let everything else be optional.
Articles
Templates
Boardbeginner
monday.com CRM starter board
The exact board structure I use to start every CRM build: 6 pipeline stages, 9 columns that earn their place, and the 5 automations worth having on day one.
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If you are in the middle of one of these and want a second opinion, a short call usually saves a lot of rebuilding.