Migrate from Clientjoy to monday CRM

Clientjoy Leads map to monday Items in a Contacts board. We translate Clientjoy's Lead status (New, Contacted, Qualified, Lost) into a Status column on the monday board. The Lead's name, email, phone, source, and assigned owner migrate as monday column values. Any Clientjoy custom fields on Leads (Agency plan) become monday custom columns of the equivalent type (text, number, date, dropdown). HubSpot or other CRM imports that passed through Clientjoy retain their original source attribution if stored as a Lead property.

Clientjoy Customers map to monday Items in an Accounts or Companies board. The Customer's company name, contact details, address, and lifecycle status migrate as monday column values. Clientjoy's Customer status (Active, Onboarding, Churned) becomes a Status or Dropdown column. We link Customer items to the corresponding Lead item (from the Contact board) using monday's Connect Boards column, preserving the conversion relationship.

Clientjoy Pipeline definitions (pipeline name, stage names, stage order) map to a monday board with a Status column representing each stage. We configure the Status column values to match the Clientjoy stage names and ordering. Probability percentages from Clientjoy stages do not have a native monday equivalent — we store them as a read-only number column for reporting reference. If multiple Clientjoy pipelines exist, we create one monday board per pipeline.

Clientjoy Deals attach to a Pipeline and map to monday Items in the corresponding Pipeline board. Deal name, amount, close date, and stage migrate as monday column values. The deal owner migrates as a Person column linked to the monday User. We link the Deal item to the Account item (from the Accounts board) using the Connect Boards column so that viewing an Account shows all associated Deals. Closed-Lost and Closed-Won status translates to Status column values matching the destination pipeline configuration.

Clientjoy Invoices migrate as monday Items in an Invoices board with columns for invoice number, amount, status (Paid, Unpaid, Overdue), currency, and due date. The invoice PDF is attached to the item as a file. Line items from Clientjoy invoices are stored as a subitems table or as text/multi-select column values in monday. Recurring invoice schedules are preserved as a recurring column (via a date formula or third-party integration) but recurring automation triggers require rebuild in monday automations or a third-party tool like Zapier. Currency metadata from Clientjoy migrates as a text column — multi-currency conversion is not automated in monday.

Clientjoy document templates and signed documents are exported as PDF files and attached to the corresponding monday Item (Lead, Customer, or Deal). The template merge field associations (tied to Clientjoy's field-to-document mapping) are not preserved in monday because monday does not have a native document merge system. We deliver the document files and a written mapping of which documents belong to which CRM record, so the customer's admin can reattach them in monday or use a DocuSign integration. E-sign audit trails from Clientjoy's signing provider do not transfer — customers should download signed copies from Clientjoy before migration if legal documentation integrity is a concern.

Clientjoy Email Sequences (the automated cadence of emails tied to pipeline stage triggers) do not have a direct monday.com CRM equivalent. We export the sequence structure — step order, email content, timing delays, and trigger conditions — as a written inventory document. The customer's admin rebuilds these sequences in monday automations (Standard plan and above) or a third-party sales engagement tool such as Lavender, Outreach, or Salesloft. We provide the field mapping table so that sequence step merge fields reference the correct monday column names during rebuild.

Clientjoy custom fields (available on Agency plan and above) map to monday custom columns of the matching type: text fields become monday Text columns, date fields become Date columns, dropdowns become Dropdown or Tags columns, and number fields become Number columns. We export the custom field definition (field name, type, options) alongside the data values during extraction. Custom fields on Starter plan accounts do not exist in Clientjoy (gated to Agency) — we confirm the source plan tier during scoping. Multi-select checkbox fields from Clientjoy map to monday Tags columns.

Clientjoy Client Portal settings — including white-label configuration, custom domain, CSS styling, and embedded widgets — are exported as a configuration JSON file. Portal content and uploaded client files are exported separately as file attachments. Monday.com CRM does not have a native client portal equivalent. The configuration inventory is delivered to the customer as a written document so that an admin can evaluate monday.com Work Management's portal capabilities or a third-party client portal integration as the replacement.

Clientjoy Web Form definitions — including form fields, field-to-Lead mapping, and submission routing rules — are exported as a written inventory with field names and associations. Monday.com CRM does not include a native web form builder equivalent. The inventory is delivered to the customer so that forms can be rebuilt using monday.com integrations (Typeform, JotForm, or HubSpot-form-to-monday integrations) or a standalone form tool that routes submissions into monday items.