Managing sales without a system is like trying to juggle leads, follow-ups, and deal updates with one hand tied behind your back. It’s messy, chaotic, and worst of all, costly.
That’s where CRM templates come in. They’re the quickest way to get you started with lead and pipeline management. Whether you’re tracking new leads or nurturing ongoing deals, the right template keeps everything organized and moving forward.
You can use a monday.com CRM template or other customizable templates that go beyond basic tracking. This guide takes you through the best ones!
📖 Also Read: Review of monday.com with Pros and Cons
monday.com CRM Templates for Sales Success
Summarize this article for me pleaseWhat Makes a Good monday.com CRM Template?
A high-performing, pre-configured CRM template holds more than just contact info—it organizes customer data, prioritizes sales, and tracks ongoing deals. It optimizes your CRM process without requiring complex software.
If you’re considering using monday CRM templates, check that it lets you do the following:
- Track leads through each stage: Clear pipeline columns from initial contact to closed-won
- Store the right data at a glance: Contact info and other customer data, last touchpoints, deal value, and probability of more deals
- Visualize progress with ease: Boards, Dashboards, or Gantt views to give a complete view of ongoing deals in a centralized place
- Customize for your process: Adaptable stages, tags, and fields to match your unique sales flow throughout the marketing campaign
- Automate repetitive actions: Rules for follow-up tasks, status changes, or alerts to optimize lead management and save time
- Integrate with your tools: Ability to sync emails, calendars, and lead capture forms seamlessly within your CRM platform
In short? The best CRM templates do the heavy lifting—so your team can focus on selling, not sorting.
📖 Also Read: Client vs Customer: Key Differences & Examples
🧠 Fun Fact: Before CRMs and digital dashboards, structured sales strategies were already thriving, thanks to John H. Patterson, founder of the National Cash Register Company. As early as the 1900s, Patterson trained his sales force using scripted pitches, customer profiling, and formal sales training programs.
He even pioneered role-playing and territory-based selling to increase performance and consistency. These early innovations laid the groundwork for modern sales playbooks and processes.
Summarize this article for me pleasemonday.com CRM Templates
Each of the following monday.com CRM templates is tailored to simplify a specific slice of your sales or client workflow, helping your team stay results-driven.
1. Marketing Activities Template
Juggling campaigns, requests, and deadlines across multiple channels? The Marketing Activities Template keeps your entire marketing ecosystem organized in one place.
It’s perfect for aligning teams, tracking deliverables, and ensuring every campaign runs on time and with full visibility. Whether you’re launching a new product or managing weekly content drops, this board has you covered.
Streamline your work by using this template to:
- Centralize campaign planning and execution across teams
- Track creative production, review cycles, and launch dates
- Set up custom forms for marketing requests and asset intake
- Visualize progress by week, month, or campaign
- Automate approvals, reminders, and status updates
🔑 Ideal for: Marketing teams managing high-volume campaigns and multi-team collaboration.
2. Real Estate CRM Template
Managing multiple listings, leads, and showings can quickly become overwhelming unless you have a system built for the real estate hustle.
The Real Estate CRM Template is tailored to help agents, brokers, and teams organize everything from property listings to buyer communications. It simplifies your sales cycle so you can focus on closing deals, not managing spreadsheets.
Make the most of this template by using it to:
- Organize property listings with custom fields for price, location, and status
- Track every lead’s progress from first contact to close
- Schedule open houses and assign follow-ups to agents
- Visualize your deal flow by rep, region, or pipeline stage
- Automate client communication and stage updates
🔑 Ideal for: Real estate agents and teams managing multiple properties and buyer pipelines.
3. Customer Projects Template
When you’re trying to capture potential clients over multiple projects, visibility is everything. The Customer Projects Template helps you organize tasks, manage timelines, and keep everyone, from internal teams to external clients, on the same page.
It’s built to handle billable hours, shared files, and real-time updates without losing track of key deliverables.
Stay on track by using this template to:
- Track progress across all customer projects in one place
- Log billable hours and link them to project tasks
- Collaborate with clients and internal teams using shared files and notes
- Assign ownership and deadlines for every task
- Monitor project health using status, priority, and timeline views
🔑 Ideal for: Agencies and service providers delivering multiple client-facing projects simultaneously.
4. Customer Onboarding Template
First impressions matter, especially when welcoming a new client. The Customer Onboarding Template ensures every task, milestone, and communication is structured for a smooth experience.
It brings your customer success, implementation, and sales teams together so nothing gets lost in translation.
Use this template to:
- Build step-by-step onboarding workflows for each client
- Track time spent and milestone completion across accounts
- Align departments with clearly assigned responsibilities
- Document notes, files, and key updates within each client board
- Automate handoffs and status alerts for seamless progress
🔑 Ideal for: Customer success and implementation teams standardizing their onboarding process.
5. Contacts Template
The Contacts Template is a basic CRM template that helps you centralize lead and client information so your team can easily search, filter, and take action. No more scattered spreadsheets or duplicate entries—just clear, organized contact records that support every outreach effort.
Get started with this template to:
- Store contacts with customizable fields for industry, role, and region
- Segment contacts by lifecycle stage, lead score, or engagement
- Record and track all client interactions
- Eliminate duplicate entries for cleaner data
- Sync new entries automatically using forms or CRM integrations
🔑 Ideal for: Sales, marketing, and support teams looking for an organized contact management hub.
6. Supporting Sales Materials Template
Searching for the latest pitch deck or product sheet shouldn’t take longer than the sales call itself. The Supporting Sales Materials Template acts as a living library of approved collateral—making it easy for your team to find, request, and distribute the right materials at the right time.
Sales and marketing stay aligned, and reps always have what they need to close with confidence.
Use this template to:
- Categorize marketing assets by product, region, or sales stage
- Track version history and update status on every file
- Set up approval workflows for asset creation or updates
- Link resources directly to deals or campaigns
- Ensure brand consistency with centralized access
🔑 Ideal for: Sales and marketing teams collaborating on asset delivery and brand consistency.
7. Post-Event Opportunities Template
Events generate energy, but it’s the follow-up that drives revenue. If you want to capture leads, assign the next steps, and move opportunities through your pipeline before they go cold, try the Post-Event Opportunities Template.
Whether you’re coming off a trade show, webinar, or roundtable, it ensures every conversation turns into meaningful action.
Unlock post-event ROI by using this template to:
- Log event leads and track their movement through the sales funnel
- Assign follow-up tasks and set reminder dates
- Score and prioritize leads based on engagement or potential
- Add notes, files, and event-specific context for each lead
- Filter and segment opportunities by rep, event, or region
🔑 Ideal for: Sales and marketing teams converting event buzz into pipeline movement.
8. Order Form Template
Manual order tracking getting messy while managing high volumes or custom requests? The Order Form Template brings clarity to your intake and fulfillment processes, giving your team a single source of truth for order tracking, documentation, and approvals.
Take control of orders with this template to:
- Collect product or service orders using customizable forms
- Track order status, payments, and shipping timelines
- Assign fulfillment tasks and approvals to the right teams
- Filter and organize orders by client, region, or urgency
- Attach receipts, documentation, or purchase notes per order
🔑 Ideal for: Operations and sales teams managing order intake, delivery, and documentation.
9. Customer Requests Template
When customer inquiries start stacking up, staying organized gives you the edge. The Customer Requests Template provides a simple way to capture requests, assign them to the right people, and ensure every customer gets a timely, helpful response.
Use this template to:
- Collect requests via embedded forms or email integrations
- Route tickets to the right teams based on type or urgency
- Track request progress using status, priority, and owner fields
- Automate escalations and resolution alerts
- Maintain a searchable archive of resolved inquiries
🔑 Ideal for: Support and success teams managing high volumes of service or feature requests.
10. Account Management by Compass Template
The Account Management by Compass Template helps you manage high-value accounts with structure and a steady rhythm of touchpoints. You can track activity, monitor health, and strengthen long-term relationships in one customizable view.
Power up your client strategy with this template to:
- Log meetings, feedback, and key contacts across client accounts
- Track client KPIs, renewals, and at-risk indicators
- Assign internal follow-ups to specific owners or teams
- Plan quarterly reviews, upsells, and engagement activities
- Segment accounts by size, revenue, or health score
🔑 Ideal for: Account managers and customer success teams focused on retention and long-term growth.
📖 Also Read: ClickUp vs. HubSpot: Which CRM Tool Is Best?
👀 Did you know? CRM systems can boost faster deal closure by 30%, B2B lead volume by 34%, and ROI by 32%.
Summarize this article for me pleasemonday.com Template Limitations
While monday.com offers a good range of CRM workflow tools, it’s not without its drawbacks, especially for sales teams with evolving or complex needs. Here are some limitations to keep in mind before you use the software and its templates:
- Limited CRM depth: monday.com is built for project management first, so its CRM templates can feel surface-level. Features like customizable lead scoring, multi-stage forecasting, or advanced deal tracking often require workarounds or third-party integrations
- Automation caps on lower plans: The built-in workflows are helpful, but monday.com limits how many automations you can run—unless you’re on a higher-tier plan. That means your template-based workflows might hit limits fast
- Fragmented reporting: Want detailed sales reports or revenue dashboards? CRM templates don’t come preloaded with deep reporting, and customizing them can require time, effort, or external tools
- Scaling issues with data-heavy workflows: As your customer data grows, monday.com boards can get cluttered and harder to navigate. CRM templates aren’t always optimized for high-volume, data-heavy workflows
- Lack of built-in email tools: monday.com doesn’t offer native email tracking or communication logging within its CRM templates. You’ll need external apps or a separate CRM platform to track client conversations and email activity
- Limited AI for complex workflows: monday.com CRM templates offer basic automation, but the AI lacks depth for customizing non-standard sales cycles or adapting to unique business processes
📮 ClickUp Insight: 32% of workers believe automation would save only a few minutes at a time, but 19% say it could unlock 3–5 hours per week. The reality is that even the smallest time savings add up in the long run.
For example, saving just 5 minutes a day on repetitive tasks could result in over 20 hours regained each quarter, time that can be redirected toward more valuable, strategic work.
With ClickUp, automating small tasks—like assigning due dates or tagging teammates—takes less than a minute. You have built-in AI Agents for automatic summaries and reports, while custom Agents handle specific workflows. Take your time back!
💫 Real Results: STANLEY Security reduced time spent building reports by 50% or more with ClickUp’s customizable reporting tools—freeing their teams to focus less on formatting and more on forecasting.
📖 Also Read: Best Custom CRM Software Systems
Summarize this article for me pleaseAlternative monday.com Templates
For teams that want more than just contact boards and basic automation, there’s ClickUp, the everything app for work.
As compared to monday.com, ClickUp’s CRM feels like Friday.
You can create your own CRM in ClickUp and use free templates that bring together sales, service, and strategy.
From tracking every deal in your pipeline to logging client calls, commissions, and reports—all without leaving your dashboard—ClickUp’s templates and dashboards with customizable widgets are built for fast-moving teams that need flexibility without sacrificing precision.
Let’s explore ClickUp’s CRM templates, the best alternative to monday.com.
1. ClickUp Advanced CRM Template
Built for sales teams that need precision and power, the ClickUp Advanced CRM Template gives you full control over your entire pipeline.
From lead capture to closed-won, every touchpoint is documented, assigned, and automated. With custom ClickUp Dashboards and multi-stage workflows, it’s built to support high-volume or complex deal cycles with ease.
Use this visual template to:
- Build multi-stage pipelines with Custom Fields like deal value, source, or priority
- Assign owners and set deadlines for every opportunity with the My Assignments View
- Track deal progress in Board, List, or Table Views
- Automate follow-ups, reminders, and lead handoffs with ClickUp Automations
- Visualize revenue forecasts and rep performance in real-time
🔑 Ideal for: Sales managers and fast-growing teams managing large or complex pipelines.
💡 Pro Tip: Use template tags or color codes to visually separate lead stages, industries, or rep ownership. This reduces clutter in busy pipelines and gives instant clarity without needing to filter manually. In both ClickUp and monday.com, color rules can be automated to update dynamically as deal status changes.
For example, when a lead turns into an opportunity, your task color changes from yellow to green. That’s visual selling at its best—quick recognition with no extra clicks.
2. The ClickUp Simple CRM Template
The ClickUp Simple CRM Template offers a clean, easy-to-use system for tracking leads and managing follow-ups. It strips away the extras and gives you just what you need to stay on top of your sales pipeline—perfect for freelancers, solopreneurs, or small teams who value speed over complexity.
Make the most of this template by using it to:
- Capture lead info like relevant details of contacts, deal stage, and status
- Organize leads by priority, pipeline stage, or type of service
- Track next steps and assign follow-ups with due dates
- Monitor deal progress using Board or List Views
- Keep your CRM lean and focused with minimal setup
🔑 Ideal for: Freelancers, consultants, and small sales teams who want a low-maintenance CRM.
3. ClickUp Commission Tracking Template
Calculating commissions manually is time-consuming and error-prone. The ClickUp Commission Tracking Template fixes that.
It’s built to track earnings per rep, deal, or product line, with flexible formulas and fields that reflect your unique payout structure. With visibility into every stage of the commission process, it keeps both your finance and sales teams in sync.
Use this template to:
- Log closed deals and tie them to commission records
- Set up formulas for flat-rate, tiered, or percentage-based payouts using ClickUp Formula Fields
- Track payout status and approval checkpoints
- Monitor earnings by rep, month, or product
- Keep all commission data audit-ready and centralized
🔑 Ideal for: Business operations and finance teams who need accurate, automated commission tracking.
4. ClickUp Sales Pipeline Template
Your pipeline should give you more than a list of deals. It should tell you exactly where to focus next.
The ClickUp Sales Pipeline Template provides a dynamic, customizable pipeline view that adapts to your sales process, helping you visualize progress, identify bottlenecks, and close faster. Whether you’re a solo seller or managing a full team, it brings clarity to your workflow.
Use this template to:
- Build stage-based pipelines using drag-and-drop Kanban Views
- Add Custom Fields for deal size, contact info, and expected close date
- Assign reps and create tasks linked to specific opportunities using ClickUp Tasks
- Filter deals by region, product, or rep
- Automate stage updates and schedule follow-up actions using Automations
🔑 Ideal for: Sales teams looking for a customizable, visual pipeline to manage leads and deals.
5. The ClickUp Sales CRM Template
Managing sales should feel seamless; it shouldn’t have you bouncing between tools or spreadsheets. The ClickUp Sales CRM Template gives you a centralized system to track leads, monitor pipeline activity, and document every client interaction.
Use this template to:
- Track all leads, accounts, and deals in one streamlined view
- Create tasks for follow-ups, demos, or contract reviews
- Log meetings, emails, and notes directly within each account
- Visualize deal progress with custom dashboards and reporting widgets
- Uncover insights, track sales performance metrics (like customer acquisition rate, lifetime value, and churn rate), and support data-driven decision-making with ClickUp Brain
🔑 Ideal for: Sales teams ready to manage their entire customer journey in one unified space.
6. ClickUp Sales Report Template
Sales data is only useful if you can actually act on it. Turn performance metrics into visual insights with the ClickUp Sales Report Template. From revenue forecasts to individual rep tracking, everything updates in real time, so you never miss a beat.
Here’s how you can use this template to level up reporting:
- Create custom Dashboards to visualize revenue, win rates, and deal velocity
- Track KPIs across reps, teams, or product categories
- Create quick annual, quarterly, and monthly reports with the included Views
- Filter reports by region, timeframe, or pipeline stage
- Set, track, and monitor sales goals with ClickUp Goals, ensuring your team remains focused and accountable for targets based on report findings
- Invite team members or guests to your Workspace for real-time collaboration, feedback, and shared visibility into sales reporting activities
🔑 Ideal for: Sales leaders and operations teams who need fast, data-driven insights without spreadsheets.
7. ClickUp Sales Tracker Template
When you’re managing multiple leads, tasks, and targets daily, staying organized is half the battle. The ClickUp Sales Tracker Template gives your team a focused workspace to log outreach, monitor activity, and keep momentum going—without missing a single step.
Use this template to:
- Log calls, emails, meetings, and outreach tasks in one place
- Track lead progress and update statuses in real time
- Use ClickUp Milestones to mark major achievements (e.g., reaching a sales quota).
- Filter activities by rep, deal stage, or date
- Track sales by product and month using custom Views
- Automate follow-ups and recurring sales activities (e.g., monthly check-ins, report updates)
🔑 Ideal for: Sales reps and managers who need a structured, day-to-day view of performance and pipeline activity.
8. ClickUp Sales Calls Template
Need a streamlined way to prepare, document, and follow up on every sales conversation? The ClickUp Sales Calls Template keeps your outreach organized so you never miss a key insight or action item.
Use this template to:
- Schedule calls and log key details like time, contact, and purpose
- Record call notes, outcomes, and client feedback in real time
- Assign follow-up tasks and deadlines directly after the call
- Categorize calls by client type, product, or region
- Use ClickUp Time Tracking, tags, dependency warnings, and email integration to streamline sales call management and ensure timely follow-ups
🔑 Ideal for: Sales teams conducting high volumes of client calls and needing clear documentation and follow-through.
9. ClickUp Sales Process Template
Consistency is key to scaling any sales team, and the ClickUp Sales Process Template gives you the framework to make that happen. It maps out your entire sales process—from prospecting to closing—so every rep knows what to do, when to do it, and how to move deals forward with confidence.
Get the most from this template by using it to:
- Define each stage of your sales cycle with clear tasks and owners
- Assign responsibilities and set deadlines across the team
- Track deal movement and progress with real-time status updates
- Create and collaborate on sales playbooks, scripts, or market research with ClickUp Docs
- Reduce manual work by automating routine actions (e.g., status changes, notifications)
🔑 Ideal for: Sales teams looking to build repeatable processes and drive performance at scale.
💡 Pro Tip: ClickUp allows you to embed videos directly into CRM tasks, which is especially useful when handing off complex client histories. Imagine a sales manager recording a quick summary and embedding it into the deal for context. It saves everyone from reading lengthy notes or losing time in sync calls. This isn’t just a productivity hack—it’s communication with empathy baked in.
Summarize this article for me pleaseWhy ClickUp is the Smarter Choice for CRM Success
Choosing the right CRM template is about functionality, flow, and finding the best solution that complements your work and takes the load off your sales reps.
monday.com and its templates can help you with basic lead tracking and task automation. But ClickUp and its templates let you build your own CRM ecosystem, which makes all the difference between missed follow-ups and closed deals.
ClickUp CRM templates offer deep customization, advanced AI, and scaling with complex sales processes. Each template can be tailored to your workflow and helps you with every stage of your CRM and sales process—from capturing customer data to forecasting revenue—in one unified workspace.
Stay organized and grow without limits. Start with Monday, but close with ClickUp!
Everything you need to stay organized and get work done.
