If your sales team is stuck between spreadsheets and a half-working CRM, you’re not alone.
A lot of businesses choose monday.com for sales or marketing because it looks easy – but then hit a wall trying to make it scale. Or they haven’t invested effort in setting up the automations.
The truth? monday.com isn’t a perfect CRM out of the box. But with the right setup, it becomes a powerful, customisable sales platform your team will actually enjoy using. And can evolve with the maturity of your team.
Here’s how to turn monday.com into a CRM that drives deals, not admin.
Why Use monday.com for Sales?
Most CRMs are built around generic workflows.
They don’t flex to how your team actually sells. That’s where monday.com shines:
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It’s fully customisable – from lead stages to reporting views -
It’s fast to update – reps can move deals without five clicks -
It automates admin – assign tasks, trigger reminders, send Slack updates -
It gives leadership visibility – with dashboards that show real-time status
If your sales process doesn’t follow a rigid pipeline, monday.com lets you build something that fits you
How to Set Up monday.com as a Sales CRM
You don’t need to start from scratch, but you do need to go beyond the default templates.
Here’s how to structure your monday.com CRM properly.
1. Create a Leads Board
Set up columns for:
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Lead owner
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Company name
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Deal value
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Status (use groups for New, In Progress, Won, Lost)
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Lead source
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Next action / follow-up date
2. Build a Deal Pipeline View
Use Kanban view to visualise deal stages:
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Contacted
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Demo scheduled
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Proposal sent
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Negotiation
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Closed won / lost
Add automation to move leads between boards or stages.
3. Add Sales Automations
Examples:
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When status changes to “Proposal sent” → notify Head of Sales
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If no activity in 2 days → send reminder
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When lead signs the proposal, mark “Won” → move to onboarding board
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Notify Customer Success Manager of new client
4. Connect to Tools You Already Use
Integrate with:
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Gmail / Outlook (for email sending and tracking)
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Slack (for instant deal alerts)
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Xero or QuickBooks (for finance handover)
5. Build Sales Dashboards
Use charts and widgets to track:
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Total pipeline value
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Conversion rate
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Time in stage
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Win rate by rep
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Activity volume (calls, emails, tasks)
This gives managers visibility, without asking reps to manually build reports.
Common Pitfalls (and How to Avoid Them)
❌ Using too many boards
Keep your pipeline in one board with views, not scattered setups.
❌ Using monday.com Work Management as a CRM
monday.com Work Management is great for project management, but it’s important to upgrade to their CRM product to unlock the features you need for a Sales Team to get value.
❌ No follow-up tracking
Make “Next action” a mandatory field. Use monday.com automations to remind reps.
❌ Too much manual data entry
Every manual task is a chance for it to go stale. Automate what you can.
Who Should Use monday.com CRM?
It’s ideal for:
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SaaS and tech startups
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Agencies and consultancies
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B2B services
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Pharmaceutical, Retail, Wholesale
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Growing sales teams (5–50 reps)
If your sales team is scaling and you need a flexible structure, not rigid rules, monday.com is a strong fit.
Need Help Setting Up monday.com CRM?
At Quirk, we help teams turn monday.com into a sales system they actually use, with:
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Custom CRM builds
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Workflow design
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Automation
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Sales dashboards
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Team training
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Company-wide integration
Let’s make your sales process scale with a modern, usable tech stack.
Final Word: monday.com for Sales = CRM That Fits Your Team
Your sales team doesn’t need another tracking tool.
They need a system that reflects how they really work.
With the right setup, monday.com becomes the CRM your team actually updates, leadership actually trusts, and new hires can learn in minutes.
Book Your Free Consultation
Not sure which plan is right for your team? Book a complimentary 15-minute discovery call with our monday Service specialists. We’ll help you understand exactly what you need and how to set it up for success.
Quirk is a certified monday.com partner helping Australian businesses implement work management systems that actually work. We believe if you can see it, you can solve it.
