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About MigrateToMonday

We help businesses move to monday.com — properly.

MigrateToMonday is a specialist monday.com migration and implementation practice, powered by an official monday.com partnership through GetEfficient.ai. We combine deep platform expertise with real-world business experience to build systems your team will actually use.

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Our story

Born from a simple observation

Too many businesses are stuck — paying too much for CRMs they've outgrown, wrestling with platforms more complex than they need to be, or running their sales operation from spreadsheets that stopped scaling two years ago.

Meanwhile, monday.com has quietly evolved from a project management tool into a full AI-powered work platform — with CRM, service management, workflow automation, and an AI ecosystem that's genuinely changing how small and mid-sized businesses operate.

The gap? Most businesses don't have the time or expertise to design, migrate, and implement monday.com properly. They need someone who understands both the platform's capabilities and the operational realities of running a growing business. That's what we do.

What we believe

  • Your CRM should fit your business — not the other way around
  • Migration is an opportunity to improve, not just replicate
  • AI should save your team time, not add complexity
  • The best system is one your team actually uses
  • Independence matters — we train you to own your platform
Meet your consultant

Your project. One expert. Start to finish.

[Photo]
monday.comMake.comPipedriveAI / MCPData Pipelines

Gwilym Pugh

Lead Consultant

Two decades in financial services — spanning insurance, compliance, ESG analysis, and investor relations — gave Gwilym a deep understanding of how businesses actually operate: the regulatory sensitivity, the data complexity, the operational pressures that generic consultants miss.

That experience, combined with a first-class degree in environmental science and hands-on technical capability across AI systems, CRM architecture, and data pipeline engineering, means your monday.com project gets both strategic thinking and technical depth from the same person.

Gwilym has built charity intelligence platforms processing 33,000+ records, developed custom MCP servers for CRM integration, designed RAG pipelines and entity resolution systems, and delivered CRM implementations across multiple sectors. He doesn't hand you off to a junior — your project gets his attention from first call to go-live.

Experience
20 years in financial services
Education
First-class BSc Environmental Science
Specialism
CRM, AI automation, data architecture
Location
London, UK
Why work with us

Five reasons teams choose us

01

We're specialists, not generalists

We don't sell ten platforms. We do one thing — monday.com migration, design, and automation — and we do it exceptionally well. Every engagement benefits from deep platform knowledge that generalist agencies can't match.

02

We understand business, not just technology

Two decades in financial services means we understand compliance sensitivity, data complexity, and the operational pressure of running a growing company. Your CRM gets designed around your business reality, not a theoretical best practice.

03

We build what we'd want to use ourselves

We run our own businesses on monday.com. We've felt the pain of a poorly designed CRM. We've experienced the difference a well-architected system makes. That empathy shapes every decision in your project.

04

We don't disappear after launch

Training is built into every engagement. Ongoing support is available for every client. Admin training means your team can manage the system independently. We're here when you need us, not because you're dependent on us.

05

We bring technical depth most consultants can't

Custom MCP servers, API integrations, AI-powered data pipelines, entity resolution systems — when monday.com's native capabilities need extending, we build the bridge. No outsourcing, no waiting on a third party.

References

Sources and further reading

Independent and primary sources we draw on when scoping migrations and recommending platforms.

Let’s talk about your migration.

Free 30-minute consultation. No sales pressure. We’ll talk through your situation and tell you honestly whether we’re the right fit.

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