System Architecture Documentation

Monday CRM System Design

A comprehensive 10-board CRM architecture featuring automated lead qualification, contact/group management, and deal tracking workflows for affiliate operations.

Explore Pipeline → View All Boards

📥

Leads

~200 active

🎯

Opportunities

~100 active

🤝

Deals

~100 active

👤

Contacts

~200 records

🏢

Groups

~100 records

Boards

System at a Glance

Key metrics and capabilities of the Monday CRM architecture

📊

Total Boards

Interconnected data ecosystem

⚡

Automation Steps

Auto-create contacts, groups, deals

🔗

15+

Data Relationships

Cross-board connections

📈

Week Migration

Full implementation timeline

All 10 Boards

Complete board ecosystem for affiliate relationship management

📥

Leads

Raw prospects before qualification

~200 active Real-time

🎯

Opportunities

Qualified leads in negotiation

~100 active Real-time

🤝

Deals

Active contracts with affiliates

~100 active Daily

📊

Affiliate Accounts

CellXpert account performance

~118 accounts Daily import

👥

Registration Data

Player-level attribution data

~10K+ players Daily import

📈

Deal Snapshots

Historical performance timeline

Growing daily Daily

🚨

Tracking Alerts

Track and manage issues

~20 active Real-time

✅

Tasks

Action items and follow-ups

~50 active Real-time

🏢

Groups

Affiliate company entities

~100 records As needed

👤

Contacts

Affiliate contact persons

~200 records As needed

Monday CRM System Design

System at a Glance

All 10 Boards

Explore the System