Monday.com Wiki
independent monday CRM + workflows hub for small orgs who can’t afford full‑time ops people.
read my "no b.s" guide to monday and figure out what it is and which product and pricing plan you need. Fast.
Take Control of Monday CRM
Feeling overwhelmed by monday.com — especially monday CRM? You’re not alone. MondayWiki is a Monday.com Wiki that functions as an independent hub for small businesses and nonprofits who want Monday to work like a real CRM and operations system, without burning weeks trying to figure it out.
The overwhelm usually isn’t monday itself. It is the sheer amount of work involved in getting it set up properly, then trying to understand how everything links together—boards, workspaces, automations, dashboards, and now AI features that seem to change every few months. Once you’re already stretched, that mental load can push you over the edge.
the problem
Why Monday Feels So Hard
"The overwhelm was more the sheer amount of work involved in getting Monday properly set up, and then trying to understand how everything links together. Boards, tables, workspaces, automations… once you’re already stretched, that mental load just pushes you over the edge."
SIMPLE ON THE SURFACE, COMPLEX UNDER THE HOOD
Monday CRM is almost infinitely customisable and works differently to most CRMs out there. That makes it powerful, but also overwhelming to learn properly and dangerous to “wing it” when you’re building systems that should last.
DEFAULT SET UP HAS SERIOUS FLAWS
The default CRM setup has limitations that can cause big problems down the road—data that is hard to report on, messy pipelines, duplicate contacts, and automations that break as you grow. You need to know those traps and build in a way that avoids them from day one.
EVERYBODY'S AN "EXPERT"
There’s a lot of monday content out there that is out of date, inaccurate, or simply doesn’t match how small orgs actually work. And with monday pushing hard into AI, the official story is increasingly focused on AI features, not the real‑world workflows you’re trying to build.
YOU DON'T KNOW WHAT YOU DON'T KNOW
monday is basically a blank canvas. Without a clear starting point for your type of organisation, it’s hard to know which boards to create, how to structure your CRM, or even what questions to ask. Most small teams end up with half‑built setups that no one really trusts.
the solution
3 Ways A Monday.com Wiki Can Help
MondayWiki is the independent Monday CRM + workflows hub for small orgs who want a solid system without hiring a full‑time ops team. Choose the mix of community, kitsets, coaching, and consulting that fits your budget and bandwidth.
#1 MondayWiki Community (Free + Pro)
As a monday consultant, I kept seeing the same patterns: small businesses and nonprofits struggling with the basics of CRM structure, data, and workflows—then hitting the same roadblocks months later.
The MondayWiki Community exists so you don’t have to start from scratch. Inside, you’ll find solutions to common (and not‑so‑common) monday challenges, plus access to Monday Kitsets: powerful workspace templates with connected boards and automations that sidestep the default CRM limitations and unlock advanced features.
You can start with the free community, then add premium options like group coaching, pro videos, and access to selected Kitsets when you’re ready.
#2 Monday Kitsets + BotSquad Consulting
When you’re ready to move faster, our Monday Kitsets become the foundation for done‑with‑you and done‑for‑you help via BotSquad, the consulting and coaching arm behind MondayWiki.
For each core use case (like small agency CRM, nonprofit donor & grant tracking, or service business pipeline + projects), you can choose:
DIY Kitset – Install the workspace template and follow step‑by‑step guides.
Kitset + 90‑minute Implementation Call – Get the kitset plus a focused working session to map it to your workflows and avoid costly mistakes.
Done‑With‑You Build (4‑week sprint) – We co‑design, build, and refine your monday CRM and key workflows together, so your team actually understands how it all works.
#3 Community + Kitsets + Coaching (Most Popular)
If you want monday to become a real system of record for your organisation—not just a collection of boards—the most effective path is combining:
- Community (AKA Monday.com Wiki): Ongoing tips, templates, and Q&A so you never get stuck alone.
- Kitsets: A proven structural foundation for your CRM, projects, and operations.
- Coaching & Consulting: Targeted help when you need it, from quick questions to deeper implementation work.
This is ideal if you want to learn at your own pace, use kitsets to 10x your monday system, and still have an expert you can call on for tricky builds, AI‑assisted workflows, or a full review of what you’ve already built.
Check out
What our clients are saying
“
I was searching to find answers to my MondayCRM questions (as a newbie, there was a lot I could not figure out from Monday's videos) and your youtube videos were CRITICAL to my success, especially in my initial set up and figuring out the issues I was having.
Tai
SaaS
“
The most surprising value has been having to explain our processes to someone that is totally outside the world of affordable housing development in the US. It has forced us to truly understand the bottlenecks and critical path. Patrick got us there by asking insightful and well timed questions along the way and ultimately helping us change our core processes.
Mark
Property Development
“
Your youtube videos showing the limitations to Core CRM boards finally provided the insight that Monday Tech did not! Your videos SAVED me.
Meredith
Travel
Ready To Master Monday Faster?
JOIN THE FREE COMMUNITY, ACCESS OUR MONDAY.COM WIKI AND START 10X-ING YOUR MONDAY SYSTEM WITH BETTER STRUCTURE, BETTER WORKFLOWS AND CLEAR NEXT STEPS WHEN YOU NEED MORE HELP.
30 Days
Money Back Guarantee
Community Membership is free. We do offer a range of premium memberships that give you access to features like Group Coaching, Monday Kitsets etc. There is a free trial for all of these premium memberships. Additionally, if you feel the premium membership you signed up for is not delivering what it promised, we offer no-questions-asked refunds up to the first 30 days.
About MondayWiki
There are a lot of Monday experts out there. And of course, there is Monday support.
So, what makes me so special when it comes to Monday?
It's not just that I've gone deeper down the Monday rabbit-hole than most. I think the thing that sets me apart from most other Monday experts out there is my ADHD brain.
Because of it, I am ALWAYS looking at better (or at least new) ways of doing things. I'm always experimenting and trying all the things that either nobody else has done or everybody tells you you SHOULDN'T do.
And as a result, I've come up with some pretty unique solutions to common Monday challenges. And even found ways to do things that most people (including Monday support) will tell you simply aren't possible.
So, if you've got a curly Monday question or puzzling challenge, I would LOVE to hear from you. (Can't wait to sink my teeth into it!).
Patrick Fallon
Join The Community now
So the thing that I really, really valued as a business owner is whenever I would call or message you, your communication was just absolutely excellent. And you have a great skillset that's not only about Monday, it's also about every other aspect, whether it be SEO or websites or anything. So your general comprehensive understanding of the big ecosystem was extremely valuable.
Tai
SaaS
The most valuable was getting your live insight in hearing my pain points and coming up with solutions. I did a lot of watching your youtube videos, but getting your live insight into my particular set up was beneficial. I would send you a video of my issues and you could have valuable insight and would essentially say "why are you doing it like that, you can do it better this way." Your knowledge in this platform was critical to guide my setup.
