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monday CRM or HubSpot · Shani Wolf, HubSpot & monday partner

monday CRM or HubSpot? Sometimes both

monday is great for projects. When the leads live in boards, the price went up without a decision and there's no marketing automation, the question comes up. I'm a partner of both, HubSpot and monday. The real question is who works where, and you test it for 90 days in a sandbox before deciding.

Book a platform call What gets tested in 90 days?
90days of testing+58%monday price rise at one client, 8 months2systems that talk
A team talking around a tablet HubSpot Solutions Partner

Who it's for

Three situations I keep meeting

Services company

monday for projects, leads in a board

42% of quotes stuck in 'quote sent' with no reminder, and the commercial knowledge in one person's phone. HubSpot for leads and sales, monday for the work.

Both, connected
Startup

Choosing a first CRM

No system yet, or a monday that arrived via task management. Marketing, sales and automation in one system versus simple deals in a familiar interface. The decision on your own data.

The choice
Marketing on monday

monday stays, HubSpot for marketing

monday CRM is the sales core, HubSpot the marketing and content layer, two-way Data Sync between them.

Marketing layer
90 days

A sandbox with your data, before the decision

A HubSpot environment with your leads and deals, the real pipeline, and the first automations. After 90 days you know how much time is saved and what it costs, and you decide.

What gets tested
  • The real pipeline: consistent statuses, reminders, lead source
  • The first automations: 'quote sent' as a follow-up trigger
  • The monday connection: what syncs, in which direction
  • The cost: dormant seats and add-ons against the new license
90days
20+manual hours a month counted at one client
25/25seats, 5–6 of them dormant
$0HubSpot onboarding fee

How does it work?

From boards to a pipeline, without throwing monday away

  1. Tidy up

    Seats, licenses, add-ons. 30 days, zero cost

  2. Sandbox

    HubSpot with your data, 90 days

  3. Decision

    Both, or a full move. On the numbers

  4. Connect

    Two-way Data Sync, field by field

  5. Handover

    The team works, the knowledge stays
Cat with sunglasses avatar
Noa L.
VP Marketing, B2B SaaS company
SaaS

Shani took our marketing from reactive to systematic. She rebuilt our lead scoring, connected our outbound tools, and trained the team on AI prompts that actually save time. The pipeline impact was immediate.

Frequently asked questions

HubSpot or monday CRM for a B2B company?
monday CRM fits teams that already work in monday and want simple deal management. HubSpot fits B2B companies that want marketing, sales and automation in one system. The more marketing leans on content, email and lead scoring, the bigger HubSpot's advantage. And sometimes the answer is both.
Can monday connect to HubSpot?
Yes, with HubSpot Data Sync: a two-way sync with custom field mapping. You decide up front how many marketing contacts sync, so the license doesn't balloon.
Why 90 days instead of a demo?
A demo shows the system. It doesn't show your team inside it. After 90 days with real data you know whether the team works there, how much time is saved, and what it costs. The decision is made on numbers.
And monday's price that went up?
That's exactly what the first stage checks: seats nobody has opened in months, add-ons nobody reviewed, monthly billing instead of annual. At one client the price rose 58% in eight months without a decision point. That tidy-up saves money before you decide on a system.

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

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