SMF GROUP

HubSpot to Monday.com Migration

Seamless migration with zero data loss

Project Overview

We worked with SMF Group to migrate their entire customer relationship management system from HubSpot to Monday.com after 3 years on the platform. This comprehensive migration included transferring all client data, recreating custom workflows, and setting up automated processes tailored to their specific business needs.

The Challenge

SMF Group had been using HubSpot for 3 years and had accumulated substantial client data and complex workflows. The team was concerned about data loss during migration and the learning curve for staff.

The Solution

We developed a phased migration approach, transferring data in stages whilst building custom Monday.com boards that replicated their existing workflows. Comprehensive training sessions ensured the team could hit the ground running.

Tools & Technologies

  • Monday.com CRM
  • Data Migration Tools
  • Custom Automations
  • Team Training
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