The Complete CRM Migration Checklist
Phase-by-phase checklist for switching to monday.com without losing data: audit, field mapping, automations, go-live, and verification.
All articles
12 postsmonday.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.
Non-Profit Communications Workflow
An international non-profit replaced ad-hoc email requests with a monday.com intake, routing, and portfolio system. 22+ automations, 3 weeks.
Membership Platform for Financial Services
A financial services membership organisation automated partner onboarding, compliance tracking, and commissions with monday.com and Make.com.
Vehicle Brokerage CRM Automation
A one-person vehicle brokerage cut per-deal admin from 40-60 minutes to 2 minutes using Pipedrive, a 600+ dealer database, and Make.com.
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.
Construction PM in monday.com
A residential construction firm replaced spreadsheets with a monday.com workspace for scheduling, budgets, trade coordination, and site logs.
monday.com news: late March / 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.
AI Deal Pipeline Automation for Finance
A merchant cash advance funder cut per-deal processing from 30-40 minutes to under 1 minute using AI, Make.com, and monday.com.
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
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 Updates: 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.