monday.com CRM setup: Common mistakes and how to avoid them
We're 3 months into using monday.com's CRM features after migrating from HubSpot. Our pipeline is messy, data quality is poor, and our team isn't using it consistently. What are the most common CRM setup mistakes you've seen? How do we fix our current setup without starting over?
2 Answers
Top 3 mistakes we made: 1) Too many custom columns - stick to standard fields first, 2) No data entry standards - create a 'required fields' policy, 3) Ignoring automations - we set up auto-status updates based on email opens and it changed everything. Fix: do a data cleanup sprint, standardize your column names, and set up 3 key automations: deal stage updates, follow-up reminders, and notification to owner on new deals.
The mistake we see most is treating monday.com like a spreadsheet. It's a workflow tool. Set up the 'Sales Pipeline' view properly with stage-specific automations. Also, use the 'Activity Log' column to track all interactions - it's crucial for handoffs.