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Monday CRM Done Right.
A complete, advanced CRM system with smarter workflows, powerful features and fewer of the limitations built into the default monday CRM setup.
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Why You Need The Monday CRM 2.0 Kitset
Tired of fighting the default monday CRM setup?
You’ve probably discovered that the standard monday CRM boards look great when you first set them up, but things start getting awkward once you try to build a CRM that actually matches the way your business works.
Monday CRM 2.0 is built to tackle those frustrations head-on.
Frustrated by disconnected boards and manual data entry?
Why should you have to manually create, connect and maintain related Contacts, Accounts, Deals, Projects and Activities?
If your CRM already knows that records are related, it should be able to keep those relationships connected for you.
Spent hours trying to work around the limitations built into the default Monday CRM setup?
You can spend months experimenting with boards, columns and automations trying to make the default CRM behave the way you need it to.
Or start with a system where the hard thinking and problem-solving has already been done.
Tired of doing the same repetitive CRM admin over and over?
Creating tasks. Logging activities. Setting follow-ups. Managing recurring work. Keeping records updated.
When your CRM requires you to constantly maintain the system yourself, the system becomes another job to manage.
Finding it harder and harder to see what actually needs your attention?
As your CRM grows, tasks, deadlines, recurring work and priorities can quickly become scattered across different boards and buried inside items.
Instead of helping you stay organised, your CRM can become another source of overwhelm.
Don't want to inherit another black-box template?
One of the biggest problems with buying a pre-built system is not knowing how the bloody thing works.
Monday CRM 2.0 includes documentation for every board, column, automation, feature and Monday Workflow, along with demo videos, so you can understand what's happening under the hood and confidently customise the system to suit your business.
Powerful Features That Make The Default Boards Look A Little...Weak-Sauce
"The Kitset gives you the foundation. You can then customise the system around how your business works".
UNDERSTAND THE WHY
A CRM that fixes the gaps in the default setup
Stop fighting monday CRM's limitations
The default monday CRM setup can leave you working around awkward workflows and structural limitations. CRM 2.0 gives you a more capable foundation designed to address those frustrations.
Keep your CRM properly connected
Stop manually creating and connecting Contacts, Accounts, Deals, Activities and Projects. CRM 2.0 is designed to keep the pieces of your CRM working together.
Automate the boring stuff
Reduce the repetitive admin involved in creating tasks, updating records, managing follow-ups and keeping your CRM maintained. Let your system do more of the grunt work.
Stay on top of your work
Tasks, deadlines, recurring work and priorities can quickly become scattered across a growing monday system. CRM 2.0 gives you a more structured way to manage what needs your attention.
Skip months of trial and error
Don't spend months figuring out how to build around monday's limitations. Start with an advanced, proven foundation and customise it to suit your business.
Know exactly how your system works
No mysterious black-box template where you're afraid to change anything. Every board, column, automation and feature is documented, with demo videos to help you understand and customise the system.
Who Is This Kitset For?
The Monday CRM 2.0 Kitset is for you if:
You use, or want to use, Monday CRM
You’re already using monday CRM, or you’ve decided it’s the right foundation for managing your sales and client relationships.
You want more functionality than the default monday CRM setup provides
You want to go beyond the standard CRM boards and create a more capable, connected system.
You are frustrated by the limitations of the default monday CRM boards
You’ve run into the gaps and restrictions of the standard setup and want a way around them.
You want advanced features without having to build everything yourself
Get a proven system and framework instead of spending countless hours figuring out what to build and how to connect it.
You want your deals, clients, tasks, projects and activities to work together
Create a connected system where the different parts of your business work together instead of living in separate silos.
You are comfortable setting up and customising a monday CRM system using a proven framework
This is a DIY kitset. Once installed, you can easily customise it yourself, with a proven structure to guide you along the way.
Who Is The Kitset NOT RIGHT For?
The Monday CRM 2.0 Kitset probably ISN'T RIGHT for you if:
You are looking for a completely done-for-you CRM implementation
You want a simple, basic CRM with only a few boards and columns
You don't have the time or willingness to set up and customise the system
You are completely new to monday.com and want extensive one-on-one training
You are looking for a CRM outside the monday.com ecosystem
Faq.
No. Monday CRM 2.0 is an independently created Kitset built to run inside your monday.com account.
Yes. The Kitset is designed for use with monday.com and the CRM functionality available within your monday account.
I recommend using the Monday CRM Pro Plan for 2 reasons; Reason #1 is that the Pro Plan supports the features and automations included in the CRM 2.0 Kitset so you need this pricing plan (or above) to get full power out of the system. Reason #2 is that, below Pro Plan level you are so limited with automation and integration actions that you won't be able to automate your way out of a wet paper bag. And if you are using Monday with no automations, that's like buying a Ferrari and using it to mow your lawn - not only is it a waste of money, it's not even the best tool for that particular job.
Yes. Monday CRM 2.0 is designed to give you a strong starting point that you can customise around your business and workflows.
You may be able to use individual ideas and features from CRM 2.0 within your existing boards, depending on how your current system is structured. However, the Kitset is designed as a complete connected system.
No. When you purchase the Kitset, it gets added as a workspace template in your account. You can then instantly create the entire system including all boards automations etc using that Template in the Workspace of your choosing. In other words, we get the Workspace Template (AKA) into your Template Centre, you do the rest from there.
I am only one man so I cannot offer 1-on-1 support for free but I do provide free community support via our free Patreon community. (You will receive access to that community when you purchase the Monday CRM 2.0 Kitset.
What Are You Waiting For?
There's absolutely NO RISK with our 30-day Money Back Guarantee.
Monday CRM 2.0
Stop trying to force the default monday CRM setup to do things it wasn't designed to do.
Start with a more advanced foundation and build a CRM that works the way your business needs it to.