Monday CRM 2.0 Mastery Course: Learn The System That Actually Works
Stop Building Your Business On Monday's Broken Default Templates
Monday's default CRM is broken. It creates duplicate data, lacks task management, and has limitations that cripple scaling businesses.
Learn to build CRM 2.0 - the system that fixes everything.
What You'll Learn In This Course
Module 1
Understanding Monday's Hidden Problems
Why the default CRM fails and how to identify the red flags before they destroy your workflows
Module 4
Automation Mastery
100+ automation recipes that eliminate manual work and prevent common disasters
Module 2
CRM 2.0 Architecture = A Solid Foundation
How to design 15 connected boards that actually work together (instead of creating data silos)
Module 5
Task Management That Actually Manages Tasks
Finally connecting your CRM to proper task management with automatic time tracking
Module 3
Advanced Board Reconstruction
Step-by-step rebuilding of all 7 core CRM boards with features Monday should have included
Module 6
Documentation & Maintenance
Building systems that your team can actually understand and maintain long-term
7 Re-Invented CRM Core Boards
Learn How (And Why) To Fully Rebuild Monday CRM's default Core Boards
Leads Board
Advanced features you don't get in default, limitations removed. Say goodbye to duplicate contacts & contacts created accidentally for unqualified leads. 2-way Activity Logging, mini milestones and more.
Contacts Board
Proper relationship management without the duplicate data nightmares. Built-in functionality to nurture and grow customer relationships, 2-way Activity Logging and connections that make sense.
Deals Board
Real pipeline management that actually tracks what matters. See when you last connected with the client, when you last reached out, 2-way Activity Logging, mini milestones and killer features.
Projects Board
Project delivery without the structural flaws. 2-way Activity Logging. Rebuilt from the ground up with advanced features.
Activities Board
2-way Activity Logging that shows Activity Content - find Activities easily from any Board and search by content, title and type.
Accounts Board
Finally, a Leads-Contacts-Deals-Accounts workflow that makes sense! No more manually creating Deals and Accounts every time.
Products & Services Board
Proper product management integrated with everything.
Plus: Master Advanced Task Management & Time Tracking
Task Management Board
Complete with gamification, advanced workload management, automatic task creation, subitem templates, recurring tasks, and recurring subtasks
All-Native Automatic Time Tracking
Native automatic time tracking connected to your tasks, giving you complete visibility into where time actually goes
(Your CRM Command Centre)
Key Features Board
Every powerful feature documented and explained
Demo Videos Board
Step-by-step tutorials for advanced functionality
Automations Board
All automation recipes catalogued and ready to deploy
Columns Board
Master reference for all column types and configurations
Boards Board
Your system architecture mapped out clearly
Monday Workflows Board
End-to-end process documentation
Workspace organization strategy
Complete workspace organization strategy
The Problems You Avoid (That Cost Others $1000s To Fix Later)
Duplicate Data Disasters - Default contacts board creates the same person multiple times, destroying your reporting and follow-up
No Real Task Management - Monday's default CRM has zero proper task management, leaving teams scrambling with workarounds
Broken Connections - Default boards weren't designed to work together, creating data silos and manual work
Reporting Blindspots - Default structure makes it impossible to get the insights you need to run your business
Scaling Nightmares - Hardwired limitations only show up when you're too committed to start over
Platform Limitations No One Mentions - Most Monday partners sell you dreams without explaining what Monday actually can't do
Want The Complete System Ready-Built?
Grab the CRM 2.0 Kitset - Get all 15 boards, 100+ automations, and complete documentation as plug-and-play templates. Perfect if you want the complete solution working today without building it yourself.
Two Ways To Use This Course
Option 1
Build From Scratch (Most Educational)
Follow along step-by-step to build your own CRM 2.0 system. Perfect for understanding every component and customising for your specific needs.
Option 2
Course + Kitset Combo
Get the pre-built system AND the course. Install the kitset immediately, then use the course to understand and customise everything. Save £50 when you get both.
What Makes This Different From Every Other Monday Course?
Complete System - Not random tips that don't work together
Built By Someone Who Actually Uses Monday - Every feature tested in real business operations, more than just theory
Honest About Platform Limitations - Shows you what Monday can't do and how to build around it.
Advanced Features Included - Gets you capabilities that would normally cost $1000s in custom development
Documentation That Actually Helps - Build systems your team can actually maintain
No Ongoing Costs - Learn once, use forever
Who This Course Is Perfect For
✅ You're frustrated with Monday's default CRM limitations
✅ You need proper task management integrated with your CRM
✅ You want to avoid the duplicate data disasters others fall into
✅ You're tired of Monday "solutions" that create more problems
✅ You want a system that scales without breaking
✅ You need complete visibility into your operations, not just partial reporting
Who This ISN'T For
❌ You're happy with basic contact lists and simple task tracking
❌ You want someone else to manage your Monday account for you
❌ You're looking for industry-specific customizations
❌ You're not ready to invest time in understanding how your workflows actually work
Course Access Options
Course Only
US$27
Complete video course (6 modules)
Step-by-step build instructions
All automation recipes
Documentation templates
Lifetime access
Course + Kitset Bundle
US$299
(Save $27)
Everything in the course
Complete pre-built CRM 2.0 system
15 connected boards ready to install
100+ automations configured
Full documentation system
Best of both worlds
Opton 1: Install Your Automations Hub
Don't worry about documenting anything yet.
For now, we're simply creating the structure that will allow you to see, understand and manage your monday system as it grows.
👇 Click below to install the Automations Hub into your monday account.
Install in your Monday Acount in 3 Clicks. Start taming the chaos today.
30-day money-back guarantee. If this course doesn't transform how you use Monday, get your money back.
Questions? Want to see it in action first?
Book a 15-minute demo call where I'll show you exactly how CRM 2.0 solves the problems you're probably facing right now: