Get Monday CRM 2.0 & Ditch the Default Setup Limitations
(Install in less than 5 minutes)
Why the default setup in Monday CRM is a trap for the unwary...
You installed Monday CRM and just ran with the default setup because..it's designed to work that way, right? Only now you're running into all sorts of issues, you're missing key features and functionality and you're realising that the default setup is full of holes...
The Old Way
Connected Columns look pretty - but don't work properly
A lot of users running the default setup in Monday CRM really struggle to connect their Boards and set up effective cross-board Automations. And it's not their fault.
You know those funky blue Connect Boards Columns in the default Monday CRM Core Boards (think Leads, Deals, Accounts etc)? Yeah they do look awesome. But here's the thing - they don't work with many Automation Recipes that normally support Connect Boards Columns. And, some of them are set up as 1-way connections (and no you can't change them to 2-way).
In short, the default Connect Boards Columns in Monday CRM make connecting items automatically and setting up cross-board automations a nightmare.
CRM Core Boards Limitations
Can't figure out why you can't duplicate that Board? Or move it to a different Workspace? Or even delete it?
Once again, it's not you. Core Boards in Monday CRM are kind of...special. They can do things that regular CRM Boards can't do. But there are a lot of things you CAN'T do with a Core CRM Board that you can do with a regular CRM Board.
Because the default Monday CRM setup is pretty much all Core Boards, a lot of users struggle with organising their boards and Workspaces the way they want.
My Tasks are here, there and everywhere...
Sick of having to search here there and everywhere to find tasks in Monday CRM? ("Is it in this Board or that one? Oh great, I found the Board. Now, if I only knew which Item it was hidden inside..").
People love subitems. They look...nifty. But here's the thing - subitems are seriously limited when it comes to automations, connecting them to other items and transparency. So why on earth would you manage your tasks as subitems siloed here there and everywhere throughout your account?
And why would you build a CRM with ZERO task automatons? ( Hello manual busy work!)
Out of date setup
This default setup remains more or less unchanged since Monday CRM first came out approx. 2022. But Monday CRM has introduced many killer features since then. And yet, the default setup acts like they don't exist.
Take the new "Group By" feature for example - not a single Board View in the entire default setup using Group By to effortlessly organise your Board?
If you stick with the default Setup in Monday CRM you are leaving killer features and the productivity boost they offer on the table.
My team is constanty overloaded...how do I manage workload?
The default setup comes with ZERO Workload Management features set up and, while it's not super difficult to setup, again the usual approach to workload management in Monday CRM is pretty basic. (Which is why I came up with my own advanced workload management solution for Monday).
The Solution to all this wasn't easy. Or even available. So I built it.
(And now it's both).
The New Way
The purpose of this section is to provide an overview of your product. This could be an outline of chapters in your ebook, lessons in your course, modules in your coaching program etc. The reader should come away from this with a very clear idea of what they will get for their money.
Connect Boards Columns that just...work
I have re-built every Connect Boards Column so now you can use them in any Automation Recipe that supports this Column type. And all connections are 2-way, so the Connect Boards Column is visible in all the Boards it connects for maximum transparency.
Hybrid Core Board + Non-core Board Setup
We have only used Core CRM Boards where there are serious advantages to do so. (Eg for better functionality on mobile or for better pipeline tracking). For all other Boards, we have used regular (non-Core) CRM Boards that are much more flexible and easier to work with.
Dedicated Tasks Board with advanced features
Our Tasks Board contains all your Tasks in one easy-to-find place and comes with advanced features like advanced workload management, recurring tasks and sub-tasks, gamification, subitem tempaltes and so much more.
Utilises the latest features
All our CRM 2.0 Boards are built around the latest Monday features (such as Group By) to make sure you get full power out of your CRM.
IT'S TIME TO CHOOSE