OrangeDot

Moving from HubSpot to monday.com (or thinking about it)? This one’s for you! On November 12th, join us live for a step-by-step walkthrough of migrating from HubSpot to monday CRM without losing your data (or your mind). This session is built for teams who are: ✅ Outgrowing HubSpot’s structure ✅ Managing post-sales workflows in spreadsheets ✅ Looking for a flexible, scalable CRM alternative ✅ Ready to simplify their systems, but don’t know where to start 🧠 What you’ll learn: Why more teams are switching to monday.com Real migration examples from OrangeDot clients How to plan a smooth CRM transition Tips to keep your team aligned post-migration Live Q&A with CRM experts 📅 Date: Wednesday, November 12th, 2025 ⏰ Time: 1:00 PM EST 👉 Can’t make it live? Register anyway, and we’ll send you the recording + CRM Buyer’s Guide after the session. RSVP now to save your spot! Let’s make your CRM work for you, not the other way around.

Switching from HubSpot to monday.com or thinking about it? Join us on November 12th, for a live step-by-step walkthrough of migrating from HubSpot to monday.com CRM without losing your data (or your mind). 🧠 What you’ll learn: Why more teams are switching to monday.com Real migration examples from OrangeDot clients How to plan a smooth CRM transition Tips to keep your team aligned post-migration Live Q&A with CRM experts 📅 Date: Wednesday, November 12, 2025 ⏰ Time: 1:00 PM EST 👉 Can’t make it live? Register anyway, and we’ll send you the recording + CRM Buyer’s Guide after the session.

Reality says: “He’s in 3 seats, owns 6 Rocks, and forgot to IDS again.” EOS gives you the framework. But it falls apart when it lives in 6 tools... or someone's head. That’s why teams are switching to monday.com: → EOS templates for L10s, Rocks, Issues, Scorecards → CRM, ops & delivery in the same system → Fully customizable to match how your team works → Even clients moving from Ninety.io are making the switch → Run Your Next L10 in monday.com: https://wkf.ms/47nBTEz

As a top monday.com partner, I'm thrilled to see so many people ditching HubSpot for monday.com But nobody warned me about THIS. The pipeline rarely tells the full story. And honestly, Ron's right. And it's a problem. When your CRM, your projects, and your reporting all live in different tools, your revenue team isn't seeing reality. They're seeing fragments. Pieced together from three tabs, two exports, and a spreadsheet someone built in 2021 that nobody touches anymore. One platform fixes that. But sure, keep the spreadsheet 👀 Really loved this conversation with Ron Kimhi on Modern CRM Confessions! Julia Hanold did a great job unpacking this in the episode! 👉 Grab your FREE CRM Switch Checklist here https://lnkd.in/gEWc-Njq

“I can actually plan for the future now.” Because their CRM FINALLY works. Get the Free CRM Quick Win Checklist Simple fixes you can apply immediately to improve visibility, data quality, and pipeline accuracy. Before monday CRM, this team ran on spreadsheets, manual reporting, and gut feel. After switching: • CRM live in about a week • ~$5K/year saved by consolidating tools • Hours of manual work replaced with automation The real win? Leaders stopped reacting and started planning with data they trust.

If your CRM depends on one “super organized” employee… you don’t have a system. Get your Free CRM Quick Win Checklist Simple fixes you can apply immediately to improve visibility, data quality, and pipeline accuracy. In this episode of Modern CRM Confessions, see how one team: • Launched their CRM in about a week • Saved ~$5K a year by consolidating tools • Replaced manual work with automation • Planned ahead instead of reacting This is what happens when your CRM actually supports how your team runs.