Your Monday Archetype Is...
The CRM Architect
And you're about to jump from the frying pan into the fire.
Want to know why?
Scroll down and you'll understand.
What Your Monday Archetype Means;
You understand monday.com is a flexible operational platform, not plug-and-play software.
You know setup requires strategic planning, systems need proper structure, and expert guidance saves enormous time.
You're the most sophisticated monday.com user type.
Your Approach:
Research best practices before building anything
Plan board architecture and workflow connections
Understand the value of proper automation design
Budget for implementation time and expertise
Think in terms of scalable systems, not quick fixes
What You Don't Know (That Will Save You Months):
While you understand monday.com's complexity, you likely don't know about the specific hard-wired limitations built into their default CRM boards.
These aren't obvious workflow issues - they're structural problems embedded in the template code itself that can't be fixed with better planning or smarter automations.
The Hidden Limitations:
Default Contacts board automatically creates duplicate entries that break reporting
Default CRM boards lack proper task management integration by design
Built-in automation triggers are missing key connection points between boards
Default board relationships create data silos that require complex workarounds
Standard CRM templates have hard-coded limitations on custom field relationships
The Hidden Risk:
You'll spend 3-6 months building sophisticated workflows on a fundamentally flawed foundation.
Your strategic planning is sound, but you're architecting on top of broken default templates.
Even with expert-level implementation, you'll hit walls that seem like monday.com platform limitations but are actually just default template problems.
Your Success Path:
Start with properly architected board templates that don't have these hard-wired limitations.
Your strategic approach is exactly right - you just need the right foundation to build on.
Skip the months of discovering and working around default template flaws that even monday.com's own support team doesn't fully understand.
Ready To Build Monday CRM The Right Way?
Lifetime
USD$199
Monday CRM 2.0 Kitset
Stop fighting with Monday's limitations.
Stop rebuilding broken workflows.
Stop losing data to duplicate contact disasters.
Get the system that actually works.
30-day money-back guarantee. If CRM 2.0 doesn't transform how your Monday account works, get your money back.
What You Get
15 Connected Boards & 100+ Automations
Fully Rebuilt CRM Boards With Advanced Features
7 Boards + Automations
All the default CRM Boards but fully re-built from scratch - with advanced features and none of the limitations hard-wired into the default CRM Boards.
Full Documentation & Onboarding System
6 Boards + Automations
Every Feature, Automation, Column and Board has been cleary documented so you have total clarity and can find, manage and understand your Workflows effortlessly. Plus we have included simple demo videos for most key features.
Task Management & Automatic Time Tracking
2 Boards + Automations
Our Task Management Board finally gives you one place to see all your work - with advanced features like recurring sub-tasks and subitem templates. Plus, we have included all native automatic timetracking with powerful reporting.
7 Fully Rebuilt 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 etc etc.
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 to other boards 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 so many more killer features.
Projects Board
Project delivery without the structural flaws. 2-way Activity Logging. The Projects Board has been rebuilt from the gound up to give you advanced features.
Activities Board
2-way Activity Logging that also shows Activity Content - means you can find Activities easily from any Board and you can search by Activity content as well as title and type.
Products & Services Board
Proper product management integrated with everything. This board is identical in setup to the default Products & Services board.
Accounts Board
Finally, a Leads-Contacts-Deals-Accounts workflow that makes sense! And doesn't expect you to create Deal and Account manually everytime a Lead is converted to a Deal!
Task Management & Automatic Time-tracking
Task Management Board
Complete with gamification, advanced workload management, automatic task creation, subitem templates, recurring tasks, and even recurring subtasks
Timesheets Board
Native automatic time tracking connected to your tasks, giving you complete visibility into where time actually goes
THE DOCUMENTATION SYSTEM
The Documentation System
(Your CRM Command Centre)
Demo Videos Board
Step-by-step tutorials for advanced functionality
Key Features Board
Every powerful feature documented and explained
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
(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
Two Ways To Use CRM 2.0 Kitset
Option 1
Plug & Play (Most Popular)
Install the entire system in your Monday account with a few clicks. Fully usable immediately. Perfect if you want the complete solution working today without the flawed stucture and hardwired-in limitations of the default (AKA "Core") Monday CRM Boards.
Option 2
Template & Build Approach
Use CRM 2.0 and its documentation as your blueprint to gradually implement advanced features in your existing Monday setup. Perfect if you've already built workflows you want to keep.
What Makes This Different From Everything Else
Complete System - Not cobbled-together templates that were never intended to 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 those constraints
Advanced Features Included - Gets you capabilities that cost £1000s in custom development
Documentation That Actually Helps - Every feature explained, every automation documented, every workflow mapped
No Ongoing Costs - Buy once, use forever. No monthly subscriptions or per-user fees
Who This 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 (this is the universal business operating system)
❌ You're not ready to invest time in understanding how your workflows actually work
The Investment
Lifetime
USD$199
Monday Kitset
Compare that to:
$2,000+ for custom Monday development
$500+ per month for a Monday partner to manage it for you
Countless hours rebuilding when you discover the default limitations
Lost deals and missed opportunities from broken workflows
Frequently Asked Questions
Q: Will this work with my existing Monday account?
A: Yes. CRM 2.0 Kitset works with any Monday CRM Pro plan or higher. You can install it alongside existing boards or use it to replace them entirely.
Q: Do I need technical skills to install this?
A: No. The plug-and-play installation requires only basic Monday knowledge (if you can create a board, you can install this). The documentation walks you through everything.
Q: What if I've already built workflows in Monday?
A: You can either install CRM 2.0 as a separate workspace and migrate gradually, or use it as a template to rebuild your existing setup with the advanced features included.
Q: Will this slow down my Monday account?
A: No. CRM 2.0 is built using Monday's native features efficiently. It actually improves performance by eliminating the redundant processes that bog down most Monday accounts.
Q: Do you provide support?
A: The kitset includes complete documentation for every feature. For specific implementation questions, I offer consultation calls at £150/hour.
Q: What if Monday updates their platform?
A: I monitor Monday's updates and provide kitset updates when necessary. You get these updates free for 12 months after purchase.
Ready To Build Monday CRM The Right Way?
Lifetime
USD$199
Monday Kitset
Stop fighting with Monday's limitations.
Stop rebuilding broken workflows.
Stop losing data to duplicate contact disasters.
Get the system that actually works.
30-day money-back guarantee. If CRM 2.0 doesn't transform how your Monday account works, 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: