# MigrateToMonday > Specialist monday.com migration and implementation service. We help businesses migrate from Salesforce, HubSpot, Pipedrive, Zoho CRM, and spreadsheets to monday.com with zero data loss, AI-powered automation, and ongoing support. Official monday.com partner through GetEfficient.ai, based in London, UK. ## What We Do MigrateToMonday designs, builds, and migrates businesses onto monday.com. We are an official monday.com partner through GetEfficient.ai with expertise across CRM migration, workflow design, AI automation, and training. ## Services - [CRM & Workflow Design](https://www.migratetomonday.com/services/crm-design/): Custom monday.com board architecture, automations, dashboards, and integrations designed around how your business actually works. - [Data Migration](https://www.migratetomonday.com/services/data-migration/): Full CRM data migration with AI-powered cleaning, deduplication, field mapping, and post-migration validation. Zero data loss guarantee. - [AI-Powered Automation](https://www.migratetomonday.com/services/ai-automation/): Workflow automation using monday.com's built-in AI features, Make.com integrations, and custom MCP servers to eliminate manual work. - [Training & Support](https://www.migratetomonday.com/services/training-support/): Role-specific monday.com training for sales, ops, and leadership teams, plus ongoing support retainers. ## Platform Migration Guides - [Migrate from Salesforce to monday.com](https://www.migratetomonday.com/from/salesforce/): Cut enterprise CRM costs without cutting capability. Full Salesforce data migration including contacts, deals, pipelines, reports, and automations. - [Migrate from HubSpot to monday.com](https://www.migratetomonday.com/from/hubspot/): Escape HubSpot's escalating pricing. Migrate contacts, deals, marketing data, and workflows to monday.com. - [Migrate from Pipedrive to monday.com](https://www.migratetomonday.com/from/pipedrive/): Upgrade from Pipedrive to a unified CRM + project management platform. Full pipeline and activity migration. - [Migrate from Zoho CRM to monday.com](https://www.migratetomonday.com/from/zoho/): Replace multiple Zoho apps with one platform. CRM, projects, and service desk in monday.com. - [Migrate from Spreadsheets to monday.com](https://www.migratetomonday.com/from/spreadsheets/): Turn Excel and Google Sheets into an automated, connected platform with real-time dashboards. ## Industry Expertise - [Financial Services](https://www.migratetomonday.com/industries/financial-services/): CRM and operations for financial advisers, wealth managers, and fintech teams. Pipeline velocity, compliance support, and revenue-led workflows. - [Insurance](https://www.migratetomonday.com/industries/insurance/): Broker-specific CRM for policy management, renewals tracking, and claims coordination. - [Recruitment](https://www.migratetomonday.com/industries/recruitment/): Candidate pipeline management, placement tracking, and client relationship workflows. - [Construction](https://www.migratetomonday.com/industries/construction/): Project-based CRM for contractors, subcontractor management, and job costing. - [Training & Coaching](https://www.migratetomonday.com/industries/training-coaching/): Client management, programme delivery tracking, and course scheduling. - [Commercial Real Estate](https://www.migratetomonday.com/industries/commercial-real-estate/): Deal tracking, tenant management, and property portfolio workflows. - [Healthcare](https://www.migratetomonday.com/industries/healthcare/): Patient management, referral tracking, and regulatory compliance support. ## monday.com AI Features We Implement monday.com includes several AI-powered features that we configure and optimise for clients: - **monday AI Sidekick**: AI assistant that helps find information, draft updates, summarise threads, and manage tasks across boards. - **AI Blocks**: Drag-and-drop AI components in workflows for text generation, sentiment analysis, categorisation, and data extraction. - **AI Workflows**: Build automations from plain language prompts rather than manual trigger-action configuration. - **Vibe Coding**: monday.com's low-code AI builder for creating custom apps and integrations without traditional development. - **AI Notetaker**: Meeting transcription and action item extraction that automatically creates monday.com items from meetings. - **monday AI Agents**: Autonomous AI agents that monitor boards, triage items, route work, and take action based on configurable rules. We assess which AI features are relevant for each client through our [AI Opportunity Assessment](https://www.migratetomonday.com/ai-assessment/). ## Migration Process Our proven 6-step migration process: 1. **Discovery & Assessment**: Free assessment of your current system, data, workflows, and pain points. 2. **Design & Architecture**: monday.com board structure, automations, dashboards, and integrations designed to your requirements. 3. **Data Audit & Cleaning**: AI-powered deduplication, field mapping, format normalisation, and validation. 4. **Staged Migration**: Test batch migration with client review before full data transfer. Parallel systems during transition. 5. **Automation & Integration**: Workflow automations, Make.com integrations, and AI features configured and tested. 6. **Training & Handover**: Role-specific training, documentation, and optional ongoing support retainer. ## Free Tools - [Migration Readiness Quiz](https://www.migratetomonday.com/assessment/): 10-question assessment that scores your migration readiness across complexity, readiness, and urgency dimensions. - [AI Opportunity Assessment](https://www.migratetomonday.com/ai-assessment/): Discover how much time monday.com AI features could save your team, with personalised feature recommendations. - [AI Transformation Assessment](https://www.migratetomonday.com/ai-transformation/): Platform-agnostic AI readiness assessment for businesses not yet on monday.com. Scores across five dimensions including tool fragmentation and AI maturity. ## Guides Step-by-step monday.com setup guides written by implementation consultants: - [How to Set Up Monday.com CRM: A Complete Guide](https://www.migratetomonday.com/resources/guides/monday-crm-setup-guide/): Full CRM setup walkthrough covering the five entity boards, data imports, pipeline design, automations, dashboards, and go-live planning. - [How to Set Up Monday.com: A Beginner's Guide](https://www.migratetomonday.com/resources/guides/how-to-set-up-monday-com/): Platform fundamentals for new users. Board hierarchy, views, dashboards, five starter automations, and common setup mistakes. - [Monday.com Workspace Tutorial](https://www.migratetomonday.com/resources/guides/monday-workspace-tutorial/): When and how to structure multiple workspaces, permissions model, naming conventions, and governance. - [Monday.com CRM Automation Recipes](https://www.migratetomonday.com/resources/guides/monday-crm-automation-recipes/): Practical automation library for sales teams covering lead intake, assignment, follow-ups, deal progression, and reporting guardrails. - [How to Integrate Outlook with Monday.com CRM](https://www.migratetomonday.com/resources/guides/monday-crm-outlook-integration/): Step-by-step Outlook integration setup, required columns, common errors, and testing checklist. - [Do You Need a Monday.com Consultant?](https://www.migratetomonday.com/resources/guides/monday-com-implementation-services/): Honest decision guide for DIY vs expert implementation. When to self-serve, when to get help, and what to ask a consultant. ## Blog Expert insights on CRM migration, monday.com implementation, and operational automation: - [The Complete CRM Migration Checklist](https://www.migratetomonday.com/resources/blog/crm-migration-checklist/): Phase-by-phase checklist for switching to monday.com without losing data. Covers data audit, field mapping, automation rebuilds, go-live, and post-migration verification. - [Why Teams Are Leaving Pipedrive in 2026](https://www.migratetomonday.com/resources/blog/why-teams-are-leaving-pipedrive/): The five patterns teams hit when they outgrow Pipedrive, where Pipedrive is still the right tool, and how monday.com compares on each point. Sourced from Pipedrive's own docs and public community threads. - [monday.com FAQ](https://www.migratetomonday.com/resources/faq/): Practical answers to common monday.com questions about automations, board structure, subitems, CRM, and Campaigns. Maintained by implementation consultants and updated weekly. - [monday.com Product Updates for Late March 2026](https://www.migratetomonday.com/resources/blog/monday-product-updates-2026-04-03/): AI Workflows, Sequences for CRM outreach, the Autopilot hub, and updated AI Blocks: what changed and what it means for your team. - [monday.com Product Updates, February 2026](https://www.migratetomonday.com/resources/blog/monday-product-updates-2026-04-07/): Google Calendar sync, AI email summaries, a new Activities timeline column, and rebuilt Quotes and Invoices. - [monday.com news: catch-up for early 2026](https://www.migratetomonday.com/resources/blog/monday-com-news-2026-04-10/): Retrospective round-up of monday.com updates from January to 25 March 2026. Covers the maturing monday service product, cross-board and cross-project dependencies, AI additions, and CRM essentials. - [monday.com news: catch-up for late March to early April](https://www.migratetomonday.com/resources/blog/monday-com-news-2026-04-15/): Round-up of monday.com updates from 26 March to 10 April 2026. Covers admin and Enterprise refinements, updated views and widgets, and refreshed getting-started guides on automations and integrations. - [monday.com news: week ending 19 April 2026](https://www.migratetomonday.com/resources/blog/monday-com-news-2026-04-19/): Round-up of monday.com updates from 11 to 19 April 2026. Covers Sidekick-powered board view creation, the new AI customisable view in Beta, and clearer Excel import options for matching and updating existing items. - [monday.com news: week ending 26 April 2026](https://www.migratetomonday.com/resources/blog/monday-com-news-2026-04-26/): monday.com's Meta Ads integration lets teams import campaigns and collect leads directly into a CRM board, with CAPI support to push conversion data back to Meta. - [AI Deal Pipeline Automation for Financial Services](https://www.migratetomonday.com/resources/blog/ai-deal-pipeline-automation-financial-services/): Case study: AI-powered Make.com pipeline reduced per-deal processing from 30-40 minutes to under 1 minute for a merchant cash advance funder. - [Construction Project Management in Monday.com](https://www.migratetomonday.com/resources/blog/monday-com-construction-project-management/): Case study: complete monday.com workspace for a residential construction firm covering scheduling, budgets, trades CRM, and daily site logs. - [Vehicle Brokerage CRM Automation With Pipedrive](https://www.migratetomonday.com/resources/blog/crm-automation-vehicle-brokerage-pipedrive/): Case study: Pipedrive CRM and Make.com automation reduced per-deal admin from 40-60 minutes to 2 minutes for a vehicle brokerage. - [Membership Platform for Financial Services](https://www.migratetomonday.com/resources/blog/monday-com-membership-platform-financial-services/): Case study: multi-workspace monday.com platform with Make.com automation for partner onboarding, compliance tracking, and commission management. - [Non-Profit Communications Workflow in Monday.com](https://www.migratetomonday.com/resources/blog/monday-com-nonprofit-communications-workflow/): Case study: 5-board interconnected monday.com system with 22+ automations for work intake, routing, and executive portfolio visibility. - [monday.com Product Updates](https://www.migratetomonday.com/resources/blog/): Regular coverage of new monday.com features and what they mean for businesses using or migrating to the platform. ## Contact - Website: https://www.migratetomonday.com - Free consultation: https://www.migratetomonday.com/free-consultation/ - Contact: https://www.migratetomonday.com/contact/ - Powered by: [GetEfficient.ai](https://getefficient.ai) (Official monday.com Partner) ## Optional - [Full site content for LLMs](https://www.migratetomonday.com/llms-full.txt)