monday.com for sales: Save time, close more, stress less

Sales teams usually land in one of two camps:

1. Drowning in disconnected tools that barely talk to each other

2. Or still clinging to the old-school mindset that all you really need is a phone and a pen

Here’s the problem: neither approach scales.

Spreadsheets get messy. CRMs go stale. And even the best closers can’t keep everything in their head forever. As teams grow and pipelines stretch, the cracks start to show. Follow-ups get missed, leads fall through, and admin starts eating into actual selling time.

That’s where monday.com comes in. And more importantly, where the right setup makes all the difference.

At Kick Consulting, we’ve helped sales teams reclaim hours every week by transforming monday.com from “just another platform” into a revenue-driving machine. Just ask X-Golf Group.

X-Golf Group: “A great system within monday”

“Highly recommend Elena and her team at Kick Consulting. They’ve been invaluable in getting monday implemented for our sales team. Not only did Elena help us establish a great system, but she’s always looking for ways to improve it.” - Katie Devine, Business Development Executive, X-Golf Group

For X-Golf, we implemented a clean, scalable monday.com setup for their business development team. The system now handles lead tracking, follow-ups, and reporting with minimal input required from the sales team.

This translates to more time spent on revenue-generating activities and less time lost to task-juggling.

How monday.com helps sales teams sell smarter

While monday.com is a great project management tool, when configured well, it becomes a powerful CRM alternative for sales teams. It’s a customisable sales operating system that gives you full control from lead to close.

Here’s why our clients love it:

• You can streamline the sales process end-to-end

• You’ll gain visibility with a custom-built sales dashboard in monday.com

• You can automate sales follow-ups and never miss a warm lead

• Your team can finally stop wasting time and focus on closing deals

The biggest mistake sales teams make with monday.com

Too many sales teams treat monday like a spreadsheet: scattered boards, no real workflow logic, and heaps of manual updating.

But monday.com really shows off with workflow automation.

When done right, your system should:

• Trigger actions based on deal stage

• Assign leads automatically

• Sync your sales meetings and notes

• Populate a sales reporting dashboard without lifting a finger

If your current setup doesn’t do that, it’s time for a rethink.

The best monday.com boards for sales teams

We build hundreds of boards, but these are our go-tos when it comes to sales pipeline management in monday.com:

1. Lead capture + qualification board

Capture leads from your site or social ads. Use lead tracking with monday.com to flag warm leads, score them based on set criteria, and assign them to the right rep.

2. Sales pipeline board

A visual, drag-and-drop pipeline. Track stages, value, and close probability in real time. This is where you build a sales pipeline in monday.com that works for your team (not just looks good in theory).

3. Sales performance + reporting dashboard

See how the team’s tracking against targets. Automatically pull deal value, conversion rates, and weekly wins into a sales reporting dashboard in monday.com. No spreadsheets required.

The best part is these boards come pre-made and fully set up with monday.com CRM so you’re not starting from scratch.

CRM automation for sales reps = more time, less admin

When your CRM actually works for your team, it frees them up to do what they’re best at: closing.

Our clients typically save time with their monday.com CRM (we’re talking 4+ hours a week, per rep). With built-in reminders, automatic follow-ups, and real-time dashboards, it becomes one of the most powerful sales team productivity tools in your tech stack.

Ready to build a system your sales team actually wants to use?

We don’t plug in templates. We build systems that stick and evolve with your business.

Book your free 45-min consult and let’s build a smarter, smoother way to sell.