Choose Your Path

If you're starting from scratch, or you're ready to replace your existing CRM setup, you can use the Kitset as your new CRM foundation.

The boards, connections, automations and workflows are already there.

You can then customise them to suit the way your organisation actually works.

This is the fastest way to get a fully structured CRM without building everything yourself.

Already have a CRM you're reasonably happy with?

Great. Don't throw it away just because you bought the Kitset.

Use Monday CRM 2.0 as a library of improvements.

For example, you might want to:

• Fix the way Leads connect to Contacts and Accounts
• Improve Activity tracking
• Stop creating duplicate records
• Add better qualification processes
• Improve task management
• Add automations
• Improve visibility across your CRM

You can take the relevant boards, columns, automations or ideas and incorporate them into your existing system.

Start with the problem, not the Kitset.

If something in your current CRM is annoying you, find the corresponding feature in the Kitset and see how I've approached it.

You don't need to implement five years' worth of CRM improvements on Tuesday afternoon.

Pick one problem.

Fix it.

Test it.

Then move on to the next one.

The Kitset is fully documented, so use the documentation.

Before changing something, have a look at how I've built it and why.

There are also demonstration videos for many of the features, so you can see the system in action before deciding whether it's something you want to use.

That's really the whole idea behind Monday CRM 2.0.

You get a working foundation, a library of proven solutions, and the documentation to understand how the pieces fit together.

You decide how much of it you actually need.

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