Modern CRM Confessions is a short video series from OrangeDot for teams currently using HubSpot and evaluating monday CRM.
We share real-world insights from teams who’ve made the switch, what actually changes, and what to expect if you decide to migrate.
Assign jobs, set timelines, and track dependencies.
Gantt views and capacity dashboards keep things flowing.
Preventive maintenance schedules, service logs, and ticket tracking.
Automate recurring tasks and inspections.
Track parts, vendors, and shipments in one place.
Avoid bottlenecks with real-time alerts and re-order triggers.
Log inspections, defects, and CAPAs.
Track audit history and manage compliance workflows.
Visualize processes, log waste, and prioritize Kaizen activities.
Assign and track 5S or Six Sigma initiatives.
monday.com’s intuitive design and customizable templates let new hires ramp up quickly.
Timeline
4 weeks
For monday.com Pro & Enterprise CRM users migrating from HubSpot
We built this for teams who are ready to ditch the cost and complexity of HubSpot, and want a system that actually matches how they work.
Up to 100,000 records (Contacts, Companies, Deals and Activities) with mapping of default and custom HubSpot fields.
Up to four CRM boards (Contacts, Companies, Deals and Activities), customized with groups, columns and item record templates.
We identify key fields and objects, configure monday.com best practices, and tailor workflows to match your processes.
Two 60‑minute sessions. One for managers and one for reps, covering CRM basics, workflow usage, and best practices.
Management and leadership dashboards with up to five reports.
Up to eight hours of light‑lift assistance for automations, field changes and item card customization.
HubSpot is a smart CRM with deep
marketing and automation tools. monday.com by
contrast, prioritizes visual boards and
workflow customization.
It’s ideal for teams blending CRM with
project management or operations work..
Yes. You can tailor contract phases, insert
as many columns as needed, and
efficiently manage multiple pipelines.
monday.com lets you build and
adjust pipelines without technical help.
monday.com handles core CRM functions
contact management, pipeline visibility,
task management, automations
and reporting.
It may lack HubSpot’s deep marketing
automationand complex reporting,
but it excels in flexibility and ease of use.
Airtable is a relational database with
strong automation, great for data-heavy
workflows. monday.com offers
customizable boards and drag-and-drop
ease, though without Airtable’s
deep database features.
Compared to Asana, monday.com
adds more customization and
advanced views like Gantt and timelines,
while Asana centers on simple
task management and collaboration.
monday.com integrates with Slack,
Google Drive, Jira, Zoom, LinkedIn and
other cross‑functional tools.
Both monday.com and HubSpot
support Zapier and API connectors, but
HubSpot’s integration library leans
more toward marketing and lead generation.
Implementation timelines vary
depending on complexity, but
many teams can get a basic CRM
up and running within days.
With pre-built templates,
drag-and-drop configuration,
and no-code automations, monday.com is
designed for fast adoption.
More advanced setups, such as migrating
data or building multiple pipelines, may
take a few weeks but don’t require
heavy technical expertise.
We’ve seen what happens when the right team uses the right CRM, it’s a game-changer.
If you’re ready to finally simplify, streamline, and scale with less chaos, let’s talk.
