Migrate from Clientify to monday CRM

Clientify Contacts migrate as Items on a Contacts Board in Monday.com CRM. Standard fields (name, email, phone, company association, lifecycle stage) map to Monday text, email, phone, link, and status columns respectively. The Board must be pre-configured with matching column types before import. Custom properties on Clientify Contacts require column type selection during board setup; picklist and multi-select properties map to Monday Dropdown or Status columns. Tags from Clientify can map to a Tag column or remain as comma-separated text in a multi-select field depending on the customer's preferred structure.

Clientify Companies map to Items on a Companies Board. Industry, size, annual revenue, and address fields map to corresponding Monday column types (text, number, location). Each Company Item can link to related Contact Items via a link column or through a connected board integration. If the customer uses Clientify's company-contact relationship for hierarchical reporting, we configure the Monday connected boards feature during board setup to preserve that relationship.

Clientify Deals migrate as Items on a Deals Board. Deal name, value, expected close date, and owner map to Monday text, number, date, and person columns respectively. The dealstage property maps to a Status column with values matching Clientify's pipeline stages. If multiple Clientify pipelines exist, they map to separate Deals Boards or to separate Status groups within a single board. Closed-Lost and Closed-Won custom properties from Clientify become Dropdown or Status columns in Monday.com CRM.

Clientify pipeline stages require reconstruction in Monday.com CRM as Status column values on the Deals Board. We extract the stage names, ordering, and probabilities from Clientify during discovery and configure the Status column with matching values before import. Stage probabilities from Clientify are stored as a separate number column in Monday.com since the platform does not have native stage probability percentages. If the customer uses multiple pipelines, we set up separate Status groups within a single column to preserve pipeline segmentation.

Clientify Leads migrate as Items on a Leads Board. Source, status, and lead score fields map to corresponding Monday columns. If the customer prefers to keep leads and contacts in separate boards, we configure two boards with a connected boards relationship; if they want a unified record view, we add a type/status filter to a single Contacts Board. Hubspot-style lead score values migrate as a number column with conditional formatting applied in Monday for quick visual prioritization.

Clientify Activities split across an Activities Board where each engagement type (call, email, meeting, task) becomes a Status column value or a separate sub-board grouped by type. Call duration, disposition, and recording URL migrate to number, text, and link columns respectively. Meeting details (date, time, location, attendees) map to date, time, location, and person columns. Email subject and body migrate as text columns. Activity timestamps are preserved as the Item's Created On date or as a separate date column for accurate timeline reconstruction.

WhatsApp conversation threads attached to Clientify Contacts migrate as available metadata only. We extract timestamps, participant IDs, message counts, and last-message content where Clientify's export API permits. Full message body and media attachments depend on Clientify's API at migration time and may not be fully exportable. We flag the completeness of WhatsApp export data before committing to the migration timeline and note any gaps explicitly. Since Monday.com CRM has no native WhatsApp integration, conversation metadata stores as text or link columns on the related Contact Item.

Clientify campaign records with open rates, click rates, and send volumes migrate as Items on a Campaigns Board. Performance metrics map to number columns for each KPI. Campaign automation logic (sending times, A/B test conditions, trigger rules) cannot be extracted from Clientify and does not migrate; we note these as rebuild items for the customer's marketing team. Monday.com CRM does not have a native email campaign execution feature, so the Campaigns Board serves as a historical record and reporting tool rather than an active sending platform.