7 Things to Fix in Your monday CRM Setup

Your monday CRM might be working... but that doesn't mean it's working well.

The default monday CRM setup gives you a solid starting point.

But once you start using it in a real business, you can run into awkward workflows, disconnected records, duplicate data and a surprising amount of manual work.

I've spent years building and working with monday CRM systems, and I've found a number of recurring problems that can make your CRM harder to use than it needs to be.

So I've put together this free checklist to help you find them in your own setup.

Inside you'll discover 7 things worth checking in your monday CRM

Leads and Contacts – are you moving Leads around in a way that makes reporting harder and potentially creates duplicate Contacts?
Connections between records – are your Leads, Contacts, Accounts and Deals actually connected in a useful way?
Activity tracking – can you easily see what communication has happened and what needs to happen next?

Qualification and sales workflow – does your CRM actually record why a Lead is qualified, or just whether it is?
Tasks and follow-ups – are important tasks scattered across different boards and buried inside items?
Automation – are you still doing things manually that your CRM could be handling for you?
Visibility and workload – can you easily see what needs your attention, or are you relying on a collection of boards and monday's My Work feature to piece everything together?

This isn't another "Ultimate monday CRM Guide"

It's a practical checklist.

You can work through the checklist against your existing monday CRM and identify the areas that could be improved.

For each problem, I'll show you:

What to look for

Check your current monday CRM setup for the seven common problem areas. You’ll get a simple checklist of what to look for so you can quickly identify whether any of these issues are affecting your own CRM.

Why it matters

Understand how each problem can create unnecessary admin, duplicate data, poor visibility or awkward workflows. Some may seem like minor annoyances, but they can become increasingly painful as your CRM grows.

What you can do about it

Get practical suggestions for improving each problem without necessarily rebuilding your entire CRM. You can fix the issues yourself, adapt your existing setup, or use the ideas as a starting point for building a more capable system.

WHO IS THIS FOR?

This is for you if:

You're already using monday CRM and have run into road-blocks and limitations that you haven't been able to work around yet.

You're finding that the default setup doesn't quite fit the way your business works

You're spending more time maintaining your CRM than doing your actual job!

You're planning on using Monday CRM but want more advanced features and less limitations than the default CRM Boards.

It's Free.

Get The Free Checklist

Before you download it...

You don't need to rebuild your entire CRM.

In fact, that's one of the points of the checklist.

You may find that only one or two parts of your system are causing problems. Once you know what they are, you can decide whether to fix them yourself or look for a better solution.

And if you discover that your CRM needs more than a few tweaks, I've also built Monday CRM 2.0, a documented CRM framework designed to address many of these problems without you having to spend months figuring everything out yourself.

But start with the checklist.

Find out what's actually wrong with your setup first.

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7 Things to Fix in Your monday CRM Setup

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