Migrate from Fello to monday CRM

Fello contacts map to Monday CRM People board items. Every standard contact field — name, email, phone, address — migrates to its Monday column equivalent. Monday People boards do not enforce an AccountId lookup, so contacts without a primary company land cleanly without orphaned-record issues.

Fello's proprietary AI lead_score (0–100) has no Monday CRM equivalent. We create a custom Number column (e.g., Lead Score) on the People board and populate it with Fello's raw score. Teams should document whether the score is still valid at migration time.

Fello tracks lifecycle stages (subscriber, lead, MQL, SQL, customer) as custom contact properties. Monday CRM has no native lifecycle field, so we map this to a custom Select column on the People board, preserving all Fello values as Monday options for segmentation and automations.

Fello captures TCPA consent as a built-in contact property. Monday CRM has no TCPA field — we migrate it as a Checkbox column on the People board. Teams using outreach sequences in Monday should set up consent-gathering automations as part of post-migration onboarding.

Fello's property_type captures whether a contact's home is a single-family, condo, townhouse, or other type. Monday CRM uses custom Select columns for categorical property data. We create a matching Select column on the People board with Fello's active values as Monday options.

Fello's listing_status tracks whether a contact is an active seller, past seller, future seller, or non-seller. This is a key Fello workflow field that drives outreach sequences. We map it to a Monday Select column on the People board so segmentation and automations can reference it post-migration.

Fello captures where each contact originated — referral, website, Zillow, Realtor.com, and other sources — as a custom contact property. We map this to a Monday Select column. If referral sources in Fello exceed 50 unique values, we deduplicate by frequency and surface the top 20 with a catch-all 'Other' option.

Fello companies map to Monday CRM Organizations board items. Company name, domain, address, industry, and phone migrate to their Monday equivalents. Monday Organizations support unlimited custom columns for any additional Fello company properties beyond the standard fields.

Fello deals map to Monday CRM Deals board items. Deal name, amount, stage, close date, and owner migrate directly. Monday's Deals board uses a Stage column that maps from Fello's deal pipeline stage by explicit value mapping to preserve deal progression logic.

Fello deal stages (e.g., New Lead, Under Contract, Closed Won, Closed Lost) map to Monday Deals Stage column values by explicit value mapping. FlitStack delivers a stage-mapping spreadsheet before migration runs so teams can validate stage names, probabilities, and any custom stage names in use.

Fello assigns an owner (agent) to each contact and deal by email address. Monday CRM resolves owners by matching the owner's email to a Monday workspace member. Unmatched owners are flagged before migration — teams either invite them to Monday first or assign records to a fallback owner to prevent orphaned items.

Monday CRM has no native activity log. Fello's calls, emails, and meetings migrate as item updates or sub-items on a dedicated Activity board. Each entry records the activity type, subject, original timestamp, and owner email. Teams use this board to maintain relationship history after migration.

Fello file attachments on contacts and deals re-upload to Monday's Files storage. Monday's file-per-item limit is 5GB per file; files exceeding this threshold are flagged before migration. Inline images embedded in Fello notes download and rehost as Monday file attachments.

Fello automations — including AI-triggered outreach sequences, lead-score-based actions, and TCPA consent-gathering workflows — do not migrate to Monday CRM. Monday's automation builder uses a fundamentally different architectural model (board triggers, column conditions, and action blocks) that cannot receive Fello's automation definitions. FlitStack exports Fello automation definitions as a documented rebuild reference for your Monday admin.

Fello's CRM sync integrations and third-party connections do not transfer to Monday CRM. Every integration must be rebuilt in Monday's integration marketplace from scratch. Monday natively supports Zapier, Make, and direct integrations with Outlook, Google, Slack, and other common tools used by real-estate teams for daily operations.