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Insights & Guides
The Complete CRM Migration Checklist: How to Switch to Monday.com Without Losing Data
A 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.
monday.com news: week ending 26 April 2026
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.
How We Built a Communications Workflow System for a Non-Profit With Monday.com
An international non-profit replaced ad-hoc email requests with a structured monday.com intake, routing, and portfolio management system. 22+ automations, single intake form, and executive visibility delivered in 3 weeks.
How We Built a Membership Management Platform for Financial Services With Monday.com
A financial services membership organisation automated partner onboarding, compliance tracking, and commission management using monday.com and Make.com. Host workspace setup reduced from hours to seconds.
How We Automated a Vehicle Brokerage With Pipedrive and Make.com
A one-person vehicle brokerage reduced per-deal admin from 40-60 minutes to 2 minutes using Pipedrive CRM, a 600+ dealer database, and Make.com automated tender distribution.
monday.com news: week ending 19 April 2026
Sidekick can now create board views from plain-language prompts, and the Excel import guide has clearer options for matching existing items on import.
How We Built a Construction Project Management System in Monday.com
A residential construction firm replaced spreadsheets and paper forms with a fully connected monday.com workspace covering scheduling, budgets, trade coordination, and daily site logs. New projects ready in under 30 minutes.
monday.com news: catch-up for late March to early April
Round-up of monday.com updates from 26 March to 10 April 2026: admin refinements, Enterprise features, new views and widgets, and refreshed getting-started guides.
How We Automated a Financial Services Deal Pipeline With AI and Make.com
A merchant cash advance funder reduced per-deal processing from 30-40 minutes to under 1 minute using AI-powered automation with Make.com, monday.com, and intelligent document processing.
monday.com news: catch-up for early 2026
A round-up of the monday.com product updates, support articles, and feature changes that landed between late January and 25 March 2026.
Why Teams Are Leaving Pipedrive in 2026, and What They're Actually Choosing Instead
A fair, sourced look at the five points where growing teams outgrow Pipedrive, where it still wins, and how monday.com compares on each one.
monday.com Product Updates for Late March 2026
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
Google Calendar sync, AI email summaries, a new Activities timeline column, and rebuilt Quotes & Invoices — here's what changed in monday CRM.