Setting up a board for beneficiaries

Hi there,

I’d like to use a monday board to build a database of our programme beneficiaries - something ‘almost’ like a client list with phone numbers/addresses/google drive links with photos etc.

This will be used going forward to facilitate follow ups also with or beneficiaries.


Hello @jacokoe !

What you are looking to do is essentially build a CRM solution.

You could do that by choosing one of the monday templates for CRM.

There is even a specialized monday product for this function.

If you need any professional assistance and or/advice, our team at would be glad to help. You can contact us at .

Best Regards,
Giannis, Implementation Consultant at