monday CRM setup
Boards and dashboards built around how you sell.
- Deals, contacts and accounts boards
- Stages and columns
- Dashboards for managers
- Users and permissions
Monday CRM setup & management
setup · admin · automation
Monday CRM Management
We set monday CRM up with boards that match your sales process, build automations that fit your plan, and manage it month to month.
- monday CRM setup — Boards and dashboards built around how you sell.
- Automations — Handoffs and reminders automated within your monthly action allowance.
- Ongoing admin — Monthly admin for boards, users and data.
- Integrations — monday CRM connected to email, calling and lead sources.
From $100 a month Month to month, no minimum term
Works with 
Automation actions: 250 / 25,000 / 250,000 a monthOverage comes out of next month10,000 items per board (100,000 on Enterprise)Dashboards: 5 / 20 / 50 connected boardsWritten scope and price before you start
What we do on Monday CRM
Monday CRM setup, management and automation
Pick one of them or all of them.
Automations
Handoffs and reminders automated within your monthly action allowance.
- Automations for handoffs and reminders
- Action usage kept within your plan
- Integration recipes
- Tested before they are switched on
Ongoing admin
Monthly admin for boards, users and data.
- Board and column requests
- User changes
- Item clean-up within board limits
- Monthly dashboard review
Integrations
monday CRM connected to email, calling and lead sources.
- Email and calendar
- Call logging from your dialer
- Forms and lead sources
- Imports
Onboarding
How we start on Monday CRM
Including how access is granted in Monday CRM.
-
Tell us what you need
Setup, automations, admin or a clean-up.
-
Access to the boards in scope
An admin invites us to the CRM boards and workspaces the work covers.
-
Build and test
Boards and automations built and tested on test items first.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Monday CRM
The CRM board turned into a spreadsheet
A column was added for every request, and nobody knows which ones still matter.
What we doWe rebuild the boards around your sales stages, keeping only the columns the team actually uses.
Automations stop halfway through the month
The plan’s automation actions run out and follow-ups quietly stop until the next cycle.
What we doWe find the automations using the most actions, combine or remove the wasteful ones and fit the rest to your plan.
Won deals are re-typed for delivery
Sales and delivery run on separate boards, so details get lost between the two.
What we doWe connect the boards so a won deal creates the delivery item with the information it needs.
From Monday CRM’s own documentation
- Automation actions Automation actions are metered monthly by plan — 250 on Standard, 25,000 on Pro — and actions used over the allowance come out of next month’s. Source ↗
Cost
Priced for a small team, and it stays that way
One monthly fee for Monday CRM, with no minimum term.
From
$100/month
The starting price, for a single pipeline and a small team. Most teams this size need nothing more.
Not included — so there are no surprises
- Your Monday CRM licence — you keep your own account and billing
- Building new integrations to other systems — a separate one-off project
- Data migration from another system
- Bespoke development inside Monday CRM beyond configuration
Your price in writing within 2 working days.
Monday CRM limits
The Monday CRM limits that decide how it should be run
From Monday CRM’s own documentation, with sources.
Monday CRM — documented limits
| Limit | Value | Applies to |
|---|---|---|
| Automation actions per month | 250 / 25,000 / 250,000 | Standard / Pro / Enterprise source ↗ |
| Actions over the allowance | Deducted from next month | All plans source ↗ |
| Items per board | 10,000 / 100,000 | Other plans / Enterprise source ↗ |
| Boards connected to one dashboard | 1 / 5 / 20 / 50 | Free / Standard / Pro / Enterprise source ↗ |
Standard
Pro
Enterprise
Source: monday.com Support — automation and integration limits.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Monday CRM
Integrate Monday CRM with your dialer
Still typing call notes into Monday CRM? We connect Monday CRM to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Monday CRM CRM management — common questions
How many automation actions does monday CRM include?
250 automation actions a month on Standard, 25,000 on Pro and 250,000 on Enterprise, with the same allowances for integration actions.
What happens if we use more automation actions than our plan includes?
Actions used over the monthly allowance are deducted from the next month’s allowance.
How many items can a monday CRM board hold?
Boards are limited to 10,000 items, except on Enterprise, which allows 100,000.
How many boards can one monday dashboard show?
Up to 1 board on Free, 5 on Standard, 20 on Pro and 50 on Enterprise.
How much does Monday CRM management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Monday CRM
Thirty minutes on what you need from Monday CRM, whether it is on this list or not.
- monday CRM setup — Boards and dashboards built around how you sell.
- Automations — Handoffs and reminders automated within your monthly action allowance.
- Ongoing admin — Monthly admin for boards, users and data.
Monday CRMSetup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
Book a Free 30-Minute Call
Get a custom integration plan for your exact CRM + Dialer stack.
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