HubSpot's new pricing has been live in EMEA since October 1. See what your team would pay

monday CRM · Shani Wolf, monday & HubSpot partner

Setting up monday CRM for a team that already lives in monday

Projects in monday, leads in WhatsApp and a spreadsheet. When the team already works in monday, the deals are simple and marketing doesn't lean on heavy automation, monday CRM is the right tool: pipeline, forms and automations on the same work OS.

Book a platform call What gets set up?
1system for work and sales0copy-paste between tools2platforms, partner of both
A working conversation over a tablet HubSpot Solutions Partner

Who it's for

Three situations I keep meeting

Services company

Projects in monday, leads in WhatsApp

All the work is already in boards. The CRM goes into the same place: lead, quote, deal, active client, with no copying between systems.

CRM on the work OS
Small sales team

Simple deals, familiar interface

Two or three salespeople, a short sales cycle, no lead scoring and no nurturing. monday CRM gives a pipeline and reminders without heavy machinery.

Simplicity
Early stage

A first CRM, out of spreadsheets

A startup working from a sheet and starting to lose leads. You set up a first CRM the team will actually use, and know in advance when you'll hit its limit.

First CRM
What gets set up

Pipeline, automations, and a connection to the work

A CRM connected to the project boards, with real stages, automations that save the copy-paste, and a dashboard leadership actually opens.

What's in the setup
  • A pipeline with real stages and consistent statuses
  • Forms and automations: lead in, task opened, reminder out
  • Connected to the project boards: from closed deal to active client
  • A leadership dashboard: pipeline, lead source, close rate
1–2weeks for the spec
1–3months to set up with the team
0copy-paste between systems
1work OS for everything

How does it work?

From a sheet or a lead board to a CRM that works

  1. Spec

    Who sells what, through which stages, and what happens after the close

  2. Pipeline

    Stages, statuses, lead source

  3. Automations

    Lead, task, reminder, client

  4. Connect

    To the project boards, and to marketing if needed

  5. Handover

    The team works, the knowledge stays

Frequently asked questions

monday CRM or HubSpot?
monday CRM fits teams that already work in monday and want simple deal management. HubSpot fits B2B companies that want marketing, sales and behavior-based automation in one system. I'm a partner of both, and the recommendation follows who works where and what marketing needs.
Does monday CRM work for marketing too?
For lead and deal management, yes. Behavior-based marketing automation, lead scoring and content, less so. When marketing needs those, HubSpot comes in as a marketing layer connected to monday CRM, alongside it.
How long does a monday CRM setup take?
The spec takes one to two weeks. Setting up with the team takes one to three months, depending on the number of boards, automations and connections. The setup ends when the team runs it alone.
Can we move from HubSpot to monday CRM?
Yes, when HubSpot is mostly used as a pipeline and the team lives in monday. You export contacts, companies and deals with their history, and rebuild the pipeline on the real stages. Same rule: a plan first, one move.

Last updated: October 2026

Shani Wolf

Written by

Shani Wolf
Fractional CMO · MarTech & CRM consulting · HubSpot, monday & Amplemarket partner

15+ years in B2B marketing, from global enterprises to high-growth startups. I get into the systems, the data and the automations and build and fix them myself, so the marketing budget turns into a predictable, measurable revenue engine.

LinkedIn About me Book 30 minutes

Still looking around? Fair enough

And if it's HubSpot after all? All migrations