BotSquad Blog Archives

The default monday CRM setup gives you a decent starting point. You’ve got Leads. Contacts. Companies. Deals. Activities. You can customise the boards, add columns, create automations and

You’ve had three calls with a prospect. You’ve sent two emails. You’ve had a meeting with them and agreed on the next steps. All of that information is

If you use monday CRM and sometimes feel like you’re fighting against your own system, you’re not imagining things. monday CRM is a flexible platform, and the default

The Client A transport business using monday.com Work Management to manage three different services: Vehicle transfers Vehicle relocations Bike hires On the surface, everything seemed to be working.

“I run everything in spreadsheets and it works fine.” Honestly? I believe you. I’ve met businesses running on spreadsheets that are smoother than companies spending thousands a month

People often assume my job is building clever automations. Or dashboards. Or colour-coded boards with far too many status columns. (Although I’ll admit… I do enjoy a good

If you’ve been researching monday sales CRM pricing, you’ve probably noticed something confusing:there are multiple monday.com products, multiple pricing pages, and a lot of outdated advice floating around

If you’ve ever struggled to set up and use the Leads Board and other default Boards in Monday CRM in a way that actually works for your organisation,

Kickoff to BotSquad’s “Monday.com Training for Teams” Series monday CRM is powerful. Almost too powerful. For small business owners, that power can be a blessing but it can

I’ve spent years consulting in monday.com through Botsquad, working one-on-one with founders, operators, and teams who all came to me with different businesses… and the same problems. Overwhelm.