Welcome To CRM 2.0 🎉
You’ve officially upgraded from:
“operational chaos held together with hope”
to;
“calmer systems with actual structure.” 😅
Important; Watch The Video Below First Before You Click The Button & Try To Install
Note - cannot be installed on mobile!
Please install on your desktop or laptop.
Thank you for purchasing the CRM 2.0 Kitset.
You now have access to a complete plug-and-play monday CRM operational system designed specifically for small businesses that want:
Clearer workflows
Centralized task visibility
Simpler automation structure
Fewer operational bottlenecks
Calmer day-to-day operations
The button to install the Monday CRM 2.0 Kitset is at the bottom of this page. Installation can be done in a few mouse clicks/a couple of minutes.
But, before you scroll on by...
Before You Install CRM 2.0…
Please watch the short setup video below first.
It walks you through:
How to duplicate/install the workspace
recommended setup order
important permissions/settings
how the boards connect together
what NOT to customize immediately
how to avoid creating operational spaghetti too early 🍝
Recommended First Steps
Watch the installation video
Even if you’re experienced with monday CRM.
There are a few important structural concepts that will make the system much easier to understand and maintain long-term.
Install the Kitset in a fresh new Workspace
Strongly recommended.
This gives you:
a clean testing environment
safer experimentation
easier migration planning
less risk of breaking existing workflows
Explore the Kitset before customising anything
Seriously 😅
One of the biggest mistakes businesses make is immediately:
adding more boards
changing statuses
rebuilding workflows
layering in automations
before understanding the operational structure underneath it all.
Start simple first.
What’s Included In CRM 2.0
✅ Leads Board
✅ Contacts Board
✅ Accounts Board
✅ Deals Board
✅ Client Projects Board
✅ Master Tasks Board
✅ Connected workflows
✅ Centralized task visibility
✅ Advanced operational structure
✅ Improved workflow relationships
✅ Reduced reliance on workaround systems
Important Philosophy Behind CRM 2.0
CRM 2.0 was intentionally designed around:
operational clarity over operational complexity.
That means:
fewer moving parts
maintainable automations
centralized visibility
workflows real humans can actually follow
Not:
enterprise chaos
automation theatre
47 interconnected boards nobody understands six months later
Boring systems scale better.
Need Help?
If you get stuck or want to better understand:
the workflow structure
operational philosophy
recommended setup approach
customization best practices
you can:
👉 Post or comment on the community
👉 Email me at support@mondaywiki.com
Final Thought
Most CRM problems are not software problems.
They’re operational clarity problems.
CRM 2.0 was built to help small businesses create calmer, more maintainable operational systems using monday CRM.
Enjoy exploring it 🚀
Note - cannot be installed on mobile!
Peasse install on your desktop or laptop.