How To Create a Sales CRM On Monday.com in 2025

Managing leads, tracking sales pipelines, organizing accounts, and monitoring team communication has become essential for every growing business. In 2025, Monday.com continues to stand out as one of the most powerful no-code platforms for building a customized Sales CRM that fits your workflow—without needing complicated technical setups.

Whether you’re a solo entrepreneur, a growing startup, or a sales team aiming for automation and better reporting, this guide walks you through exactly how to create a fully functional Sales CRM on Monday.com using the latest features available in 2025. Want to build your Sales CRM quickly? Monday.com gives you everything—boards, automations, dashboards, and integrations—all in one place. Create your workflow in minutes. Join now Monday.com

This guide is structured using the transcript timestamps you shared, with each step expanded into actionable steps so you can follow along easily.

1. Introduction

In today’s competitive market, businesses need a CRM system that not only organizes leads and customer information but also adapts quickly to changing sales processes. Monday.com offers an intuitive visual interface, automation capabilities, integrations, dashboards, and customizable CRM templates, enabling teams to build a comprehensive sales management system in minutes.

In this blog, you’ll learn:

• How to set up your sales CRM from scratch
  
• How to manage leads, accounts, and pipelines
  
• How to track communication
  
• How to use templates & automations
  
• How to integrate Monday.com with tools like Gmail, Outlook, HubSpot, Slack, and more
  

By the end, you’ll have a fully functional CRM tailored to your business.

2. Getting Started With Monday.com 

To begin, log into Monday.com and navigate to the Work Management or Sales CRM workspace. Monday.com provides a complete CRM bundle with boards for leads, contacts, deals, and accounts. However, you can also build your CRM from scratch for full customization.

Steps to Get Started

1. Click “Add Workspace” → choose Sales CRM.
   
2. Add a new dashboard called Sales Overview.
   
3. Create the following boards:
   
   • Leads
     
   • Contacts
     
   • Accounts
     
   • Deals / Opportunities
     
   • Activity Log (emails, calls, communication)
     
   • Automations Board (for tracking triggers)
     
4. Set your board structure using:
   
   • Status columns
     
   • Date columns
     
   • Dropdown fields
     
   • Text and long-text fields
     
   • Numbers and formulas
     
   • People columns
     

This initial setup forms the foundation of your CRM. If you’re ready to streamline your sales pipeline and manage leads smarter, Monday.com is the perfect choice. Get started and build your custom CRM today. Signup Monday.com

3. Inside the Contact Dashboard

Once your CRM workspace is ready, it’s time to build your Contact Dashboard. This is your centralized place for viewing:

• Total active contacts
  
• Recently added leads
  
• Communication logs
  
• Stages in your pipeline
  
• Team performance metrics
  

Key Widgets to Add

• Number Widgets → show total leads, deals, or active accounts
  
• Chart Widgets → visualize pipeline progress
  
• Table Widgets → view contact details
  
• Calendar Widget → track upcoming follow-ups
  
• Workload Widget → monitor your team’s capacity
  

This dashboard helps sales teams stay aligned and ensures no lead slips through the cracks.

4. Leads Section 

The Leads board is the heart of your CRM. This is where you capture every new potential customer.

How to Structure Your Leads Board

Include these columns:

• Lead Name
  
• Company
  
• Contact Details
  
• Lead Source (Facebook Ads, Google Ads, Organic, Referral)
  
• Lead Status (New, Contacted, Qualified, Converted, Lost)
  
• Priority
  
• Assigned Sales Rep
  
• Follow-Up Date
  
• Notes
  

Automation Ideas for Leads

• When lead status changes to Contacted, notify assigned sales rep.
  
• When follow-up date is due, send a reminder.
  
• When a lead converts, move it to the Accounts or Deals board automatically.
  

Monday.com allows you to engage with leads at the perfect time, which improves conversion rates.

5. Accounts Section 

After a lead is qualified or converted, it becomes an Account. The Accounts board helps you store client business information and manage ongoing relationships.

Recommended Columns for Accounts:

• Account Name
  
• Company Size
  
• Annual Value
  
• Contract Renewal Date
  
• Assigned Account Manager
  
• Communication History
  
• Opportunity Status
  

This section is important for long-term client retention and revenue analysis.

6. Leads Templates & Automation 

Monday.com shines because of its pre-built templates and powerful automation engine.

Using Lead Templates

You can choose CRM templates such as:

• Sales Pipeline
  
• Lead Management
  
• Contact Database
  
• Customer Onboarding
  

Once applied, these templates give you a starting point that you can customize as needed.

Essential Sales Automations

• Auto assign leads based on email domain or region
  
• Send notification when a deal hits a critical stage
  
• Auto-update account info when new activities are logged
  
• Automatically move deals between stages based on behavior
  

Automations save countless hours and reduce manual errors. Take your sales team to the next level with Monday.com’s CRM tools. Track communication, automate follow-ups, and close more deals with ease.
Start Monday.com

7. Templates 

Monday.com also offers department-specific and industry-specific templates, including:

• SaaS CRM
  
• Real Estate CRM
  
• E-commerce Sales Pipeline
  
• B2B Account Management
  
• Client Project CRM
  

You can merge templates across boards, creating a hybrid CRM tailored to your exact workflow.

Templates make getting started faster—especially for teams onboarding multiple users. If you want to see how Monday.com can dramatically improve real-world productivity, don’t miss my detailed breakdown on how I optimized team workflows and automation. In this guide, I explain exactly How I Save My Team 47 Hours a Week with Monday.com, and how you can apply the same strategies to your own CRM setup. It’s a perfect next read if you’re serious about scaling your operations efficiently.

8. Monitor Your Communication in Monday.com CRM 

One of Monday.com’s most powerful CRM features is Communication Tracking.

What You Can Track:

• Emails
  
• Calls
  
• Notes
  
• Meetings
  
• Proposals
  
• Follow-ups
  
• Sales activities
  

Features You Should Use

• Email integrations with Gmail & Outlook
  
• Activity Log board to centralize interactions
  
• Track email opens & link clicks
  
• Reply directly from Monday.com
  
• Automate reminders for inactive leads
  

This ensures every sales rep stays aligned and no client conversation is lost.

9. Setup Integration in Monday.com 

To truly unlock the power of your Sales CRM, integrate Monday.com with your other tools.

Popular CRM Integrations:

1. Gmail / Outlook

• Sync emails
  
• Attach email threads to contact records
  
• Send automated messages
  

2. HubSpot

• Sync sales pipeline
  
• Import contacts automatically
  
• Align marketing & sales efforts
  

3. Slack

• Receive notifications
  
• Automate team communication
  

4. Zoom

• Auto-log meetings
  
• Sync call activity
  

5. Google Calendar

• Sync follow-up reminders
  
• Add meetings and deadlines
  

Integrations reduce manual work and ensure your CRM stays updated across platforms. Monday.com makes CRM setup effortless—even for beginners. Use templates, automations, and integrations to create a powerful sales system. Create your account – Monday.com

Let Us Build Your Custom Monday.com CRM

At Axiabits, we specialize in creating fully customized CRM systems, automation workflows, and sales pipelines designed to help businesses operate more efficiently. If you want a powerful and professional Sales CRM inside Monday.com—but don’t have the time or technical expertise to build it yourself—we’re here to help.

What We Can Do for You:

✓ Custom Monday.com CRM Setup

We design and build CRM boards for leads, contacts, accounts, deals, and communication logs tailored precisely to your business model.

✓ Sales Pipeline Automation

Our team sets up advanced automations for follow-ups, lead assignment, deal tracking, reminders, and notifications—saving you hours every week.

✓ Dashboard & Reporting Setup

We create intuitive dashboards that highlight KPIs, revenue forecasts, sales team performance, and communication history.

✓ Integration With Your Existing Tools

Whether you’re using Gmail, Outlook, HubSpot, Slack, Google Calendar, or Zapier, we connect Monday.com seamlessly with your existing software ecosystem.

✓ Data Migration & Cleanup

We import your existing customer data, organize it, and format it properly so your CRM starts clean and organized.

✓ Ongoing Support & Optimization

Your workflows grow—so should your CRM. We provide continuous support, optimization, and adjustments when your needs evolve.

Ready to Build a High-Performance Sales CRM?

If you want a seamless Monday.com CRM setup that improves team productivity, eliminates manual work, and helps you convert more leads, Axiabits is here to make it happen.

👉 Book now and let’s get started!

10. Conclusion

Creating a Sales CRM on Monday.com in 2025 is easier than ever. With customizable boards, dashboards, automation, templates, and powerful integrations, you can build a dynamic system that matches your exact business needs.

Whether you’re tracking leads, managing contacts, monitoring communication, or analyzing sales performance, your Monday.com CRM will help streamline processes, increase productivity, and boost conversions.

Looking for a flexible CRM that adapts to your business? Monday.com gives you complete control with no-code customization. Try it yourself and see the difference. Get started on Monday.com

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