Ready to Make the Switch?
CRM migrations don’t have to be intimidating, but they do need to be intentional. If you’re reading this, chances are you’re already researching monday CRM as your next Customer Relationship Management System. Maybe your current CRM is rigid, overpriced, clunky, or just isn’t pulling its weight anymore.
Whatever the reason, migrating CRMs isn’t just about moving data. It’s about shifting the way your team thinks, works, and grows. The good news is that monday CRM makes that transition easier than most. Even better, you don’t have to do it alone.
Why CRM Migrations Get Stuck
Migrating CRMs often feels like pulling up the roots of your business. There’s data to clean, fields to map, automations to rebuild, and users to retrain. Teams hesitate to make the jump because the risks seem high: data loss, downtime, confusion, or broken processes.
But more often than not, the real problem is a lack of planning.
Switching CRMs should be strategic, not reactive. That means understanding exactly what’s changing, what’s staying the same, and what to plan for before the migration begins.
monday CRM
Migration Checklist
What Changes When You Move to monday CRM
1. Your Interface Becomes Your Workflow
monday CRM is visually distinct from most traditional CRMs. Instead of static fields and locked-down layouts, you get fully customizable boards that reflect your sales process, support tickets, pipelines, or any other workflow.
It’s not just a change in interface. It’s a shift in mindset. You’re moving from rigid structures to modular workflows that adapt as your business grows.
2. You Gain Real-Time Visibility Across Teams
Because monday CRM is part of the broader Work OS, your sales, marketing, support, and ops teams don’t have to live in silos anymore. You’re no longer relying on disconnected tools or buried data. Read more about the impact of silos in this blog.
Automations and integrations make cross-team collaboration seamless. Every handoff becomes faster and clearer, and you eliminate the need for “who’s doing what” meetings entirely.
3. Automation Isn’t Just for Power Users
monday CRM democratizes automation. Whether it’s auto-assigning leads, sending follow-ups, or updating deal stages, your team can set these up without needing a developer.
No-code and low-code tools are built into the platform. This makes it easier to scale without bottlenecks.
What Stays the Same (If You Want It To)
- Custom fields? Keep them. Map them directly.
- Sales pipelines? Recreate them exactly or make them better.
- User roles? You can maintain permission levels and access structures, or get even more granular.
The best migrations honor your existing systems while upgrading the parts that are holding you back.
Your 2026 Migration Guide
Get a complete action plan for migrating your CRM workflow to monday CRM in 2026
What You Need to Prepare Before Migrating
If you want a smooth migration, preparation is key. Here’s what to get ready:
1. Audit Your Current CRM
Review your current fields, statuses, pipelines, user roles, and workflows. Identify what’s working, what’s bloated, and what’s outdated. This is your chance to clean up before bringing everything over.
2. Prioritize Your Data
Not all data is worth migrating. Decide what’s essential (contacts, deals, emails, notes) and what can be archived. Focus on clean, usable data, not clutter and duplicate records.
3. Map Your Fields and Pipelines
This ensures a one-to-one relationship between systems or an improved version of it. A proper field map is the difference between a seamless transition and a messy one.
4. Define Ownership and Roles
Make sure you know who’s responsible for what, both during the migration and after. Assign roles for data validation, testing, and go-live support.
5. Plan for Testing
Once the data is migrated, test thoroughly. Check record accuracy, run automations, and ensure everything behaves as expected before flipping the switch.
How CarbonWeb Supports CRM Migrations
We’ve helped teams migrate from nearly every major CRM platform. Whether you’re coming from:
Don’t Just Migrate. Upgrade.
CRM Migration Checklist
Use this step-by-step guide crafted by monday.com experts. Contains everything needed to prepare for a smooth migration to monday CRM.
