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When your business has multiple divisions, subsidiaries, and complex service delivery models, a rigid CRM can feel like a straightjacket.
That was the reality for one industrial services client who came to us after struggling to adapt HubSpot to their evolving needs.
What follows is a behind-the-scenes look at how OrangeDot migrated their operations to monday.com and set them up to scale.
Our client is a multi-division industrial services company specializing in water systems and equipment projects. They run both product sales and complex service delivery across several subsidiaries.
They needed:
But HubSpot made this nearly impossible.
To keep subsidiaries separate, they had to build messy workarounds. Project management was disconnected, forcing teams into spreadsheets and manual exports. Redundant data entry became the norm. And with important details falling through the cracks, growth was starting to stall.
When you’re dealing with multiple business units, a CRM can’t just be about “tracking deals.” It has to connect sales with delivery and give every team access to the same truth.
We focused on three things:
Automated Sales-to-Delivery Handoffs
No more chasing spreadsheets. When a deal is won, monday.com automatically generates the right project boards using custom templates.
Real-Time Visibility Across Subsidiaries
Dynamic dashboards and reporting give leadership a view into every pipeline and delivery process in one place.
Simplified Access and Permissions
Teams only see what’s relevant to their role. That means less noise, cleaner workflows, and higher adoption.
HubSpot is powerful for marketing. But for complex service delivery organizations, it often hits a wall.
monday.com gave this client what HubSpot couldn’t: a connected CRM and work management system flexible enough to handle multiple subsidiaries, yet simple enough for every team to adopt.
The result?
This wasn’t about replacing software. It was about building a system that actually matched how they work.
Why move from HubSpot to monday.com?
HubSpot is great for marketing but struggles with complex delivery workflows, subsidiaries, and cross-team collaboration. monday.com offers both CRM and project management in one.
How long does a migration take?
Our typical HubSpot to monday.com migration takes about four weeks. This includes data migration, workflow setup, reporting, and training.
What’s included in your migration package?
We cover data migration, pipeline setup, automations, dashboards, and team training. The result is a ready-to-use CRM and delivery system.
For companies juggling multiple divisions and complex service delivery, HubSpot can feel like it’s holding you back. monday.com flips that script.
With the right setup, it becomes the system that connects your sales, operations, and delivery teams into one powerful workflow.
📢 Need help implementing this in monday.com?
Talk to a certified monday.com expert → Contact Us
