This monday CRM Template helps you manage your full sales process inside monday.com — from tracking leads to sending proposals and starting onboarding, all in just a few clicks.
With Anchor and Make, you can send a full proposal in less than 1 minute when a new deal is added. Once a deal is marked as “Won,” automations create onboarding tasks and client items in your Task Management and Big Picture boards — so your team always knows what to do next.
- The monday CRM Boards helps you track leads, deals, accounts, and contacts.
- The Task Management Board helps you plan tasks and next steps.
- The Big Picture Board gives you a clear view of all active clients and their progress.
- The Anchor integration powered by Make.com keeps everything running smoothly in the background.
This setup is perfect for teams who want to save time, stay organized, and move faster — without doing everything by hand.
How it works:
- Track leads, deals, and client info in one place
- Use monday CRM, Anchor and Make to send proposals in under 1 minute
- Mark a deal as “Won” → trigger onboarding automatically
- Create client items in Task and Big Picture boards
- Assign owners, set deadlines, and follow progress
What’s included:
✔️ CRM Boards
✔️ Sales Dashboard
✔️ Task Management Board
✔️ Big Picture Board
✔️ Built-in automations (with Anchor + Make)
✔️ Step-by-step video
✔️ 1-hour kickoff call to guide you through the setup
✔️ 2 hours of custom implementation to connect Anchor to monday CRM using Make
Need help tailoring it to your business? Contact us.
💡 Note: Anchor and Make subscriptions are not included. You’ll need active accounts to use the automation features.