CRM migration

Migrate from FunnelMaker to monday CRM

Field-level mapping, validation, and rollback between FunnelMaker and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.

Get a quote See object mapping
FunnelMaker logo

FunnelMaker

Source

monday CRM

Destination

monday CRM logo

Compatibility

67%

6 of 9

objects map 1:1 between FunnelMaker and monday CRM.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from FunnelMaker to Monday.com CRM is a schema reconstruction with no available public API on the source side. FunnelMaker structures its CRM around Contacts, Companies, Opportunities, and customizable Pipelines, with unlimited user-defined fields and a bundled marketing automation layer. Monday.com CRM uses a board-and-item model where People, Companies, and Deals are native CRM entities built on top of the broader work-management platform. We extract FunnelMaker data through in-app CSV exports and any available Zapier or Make integrations, then map every object to its Monday.com CRM equivalent. We preserve contact-to-company associations through Monday.com's linking structures, reconstruct FunnelMaker pipeline stages as board groups, and deliver a written workflow inventory for the customer to rebuild in Monday.com's automation engine. Call metadata migrates as CRM activity items; call recordings and transcription text do not migrate due to file size and format constraints.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

FunnelMaker logo

Source platform

FunnelMaker platform overview

Scorecard, SWOT, gotchas, and pricing for FunnelMaker.
monday CRM logo

Destination platform

monday CRM platform overview

Scorecard, SWOT, gotchas, and pricing for monday CRM.

Data migration guide

The complete monday.com CRM migration guide

Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.

Destination checklist

monday.com CRM migration checklist

Pre- and post-cutover tasks for moving onto monday CRM.

Why teams make this switch

Two sides of the same decision

Leaving

FunnelMaker logo

FunnelMaker

What's pushing teams away

  • FunnelMaker's marketing-first interface and dense feature set create a steep learning curve that overwhelms small teams expecting simple CRM basics.
  • Support tiers are differentiated and Next Level Support costs extra on the Ultimate plan, leaving some customers feeling nickel-and-dimed on service quality.
  • Lack of publicly documented API or developer portal means integrations and data portability require workarounds or vendor involvement.
  • International feature gaps and English-only product documentation limit adoption for teams operating in non-English markets.

Choosing

monday CRM logo

monday CRM

What's pulling them in

  • Users praise the board-based visual interface for making pipeline stages immediately legible to non-technical team members without CRM training.
  • The no-code automation builder lets sales ops teams create lead routing, stage updates, and email triggers without developer involvement.
  • Integration ecosystem connects to Slack, Gmail, Outlook, and Zapier with minimal configuration, reducing friction for teams already using these tools.
  • The flexible column system lets teams build custom CRM views — deal value, close date, lead source — without needing a developer or pre-defined schema.
  • Teams already using monday Work Management can layer CRM features onto existing boards rather than starting from scratch.

Object mapping

How FunnelMaker objects map to monday CRM

Each row shows how a FunnelMaker object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

FunnelMaker

Contact

maps to

monday CRM

People (CRM entity)

1:1
Fully supported

FunnelMaker Contact records map to Monday.com CRM People. All standard contact fields (name, email, phone, address, owner assignment) migrate directly. FunnelMaker's unlimited user-defined contact fields map to Monday.com CRM custom fields on the People entity. The FunnelMaker contact-to-company association is preserved by linking each Person to the corresponding migrated Company record in Monday.com CRM.

FunnelMaker

Company

maps to

monday CRM

Companies (CRM entity)

1:1
Fully supported

FunnelMaker Company records map to Monday.com CRM Companies. The company name becomes the Company display name, and the website domain is preserved for deduplication. All company-level custom fields migrate to Monday.com CRM Company custom fields. Monday.com CRM supports linking multiple People records to a single Company, which matches FunnelMaker's one-to-many contact-to-company data model.

FunnelMaker

Opportunity

maps to

monday CRM

Deal

1:1
Fully supported

FunnelMaker Opportunity records map to Monday.com CRM Deals. The deal name, value (amount), expected close date, stage, and owner assignment migrate directly. FunnelMaker's opportunity-stage pipeline assignment maps to the Monday.com CRM pipeline view so that deals appear in the correct pipeline board after migration.

FunnelMaker

Pipeline

maps to

monday CRM

Board (Deal board with stage groups)

lossy
Fully supported

Each FunnelMaker Pipeline becomes a dedicated Monday.com CRM Deal board. FunnelMaker's pipeline stages map to board groups within the Deal board. We preserve stage order and naming conventions. If FunnelMaker uses custom stage probabilities, we document them for manual configuration in Monday.com CRM's deal stage settings since Monday.com CRM Deals do not have a native probability field.

FunnelMaker

Activity (calls, emails, tasks, notes)

maps to

monday CRM

Activity items on People, Companies, and Deals

1:1
Fully supported

FunnelMaker Activity records (calls, emails, tasks, notes) migrate as CRM activity items linked to their parent Person or Deal in Monday.com CRM. Call duration and timestamp preserve; email subject and body migrate as activity text. We set the activity date to the original FunnelMaker timestamp to maintain the chronological timeline. Activity items appear in the People and Deal timeline views in Monday.com CRM.

FunnelMaker

Custom Object and User-Defined Fields

maps to

monday CRM

Custom Fields on People, Companies, and Deals

lossy
Fully supported

FunnelMaker unlimited user-defined fields and custom object records map to Monday.com CRM custom fields. During discovery we inspect the FunnelMaker custom field schema, map each field type to the closest Monday.com CRM equivalent (text, number, date, dropdown, checkbox), and pre-create the custom fields before record import begins. Custom objects that represent independent record types in FunnelMaker require a custom board in Monday.com CRM as there is no native custom object entity outside of the developer-built Custom Objects app.

FunnelMaker

Tag and Group

maps to

monday CRM

Tag

1:1
Fully supported

FunnelMaker Tags and Groups segment contacts into lists. We migrate tag assignments as Monday.com CRM Tags on People records. Group memberships that represent formal contact lists migrate as Monday.com CRM Tags or as a dedicated board with a group per FunnelMaker group, depending on the customer's preferred structure. Tags with no equivalent People record are held in a reconciliation log for manual review.

FunnelMaker

Lead Scoring

maps to

monday CRM

Numeric Custom Field on People

1:1
Mapping required

FunnelMaker lead scores migrate as a numeric custom field on the People entity in Monday.com CRM. The score values transfer as integers. The FunnelMaker scoring rules (criteria and weightings) are documented as a written reference sheet so the customer's admin can configure equivalent rules in Monday.com's automation recipes or a third-party scoring tool if required.

FunnelMaker

Workflow and Drip Campaign

maps to

monday CRM

Automation Recipe (written inventory, manual rebuild)

lossy
Fully supported

FunnelMaker workflows and drip campaigns are automation sequences that do not migrate programmatically. We document every active FunnelMaker workflow during discovery, capturing the trigger conditions, time delays, action types, and associated contact segments. This becomes a written workflow inventory with recommended Monday.com automation equivalents (when-then recipes, time-based automations). The customer reviews and rebuilds each sequence in Monday.com's automation engine post-migration.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

FunnelMaker logo

FunnelMaker gotchas

High

Contact tier limits are hard caps, not soft limits

High

No publicly documented API for direct export

Medium

Workflow and drip campaign migration requires manual sequencing

Medium

Built-in phone features do not export call recordings or transcription text

monday CRM logo

monday CRM gotchas

High

Subitems are not included in bulk exports

High

Daily API call limits vary sharply by plan

Medium

Legacy automations (Sentence Builder) are being deprecated

Medium

Excel and account exports only include table views

Low

Enterprise admins can disable non-admin exports

Pair-specific challenges

  • FunnelMaker has no public API for automated data extraction

    FunnelMaker does not publish a REST API or developer documentation for customer-facing data export. All data extraction relies on in-app CSV downloads, which handle standard CRM objects but may require multiple sessions for large record sets. Complex custom objects and workflow rules may require field-by-field manual reconciliation before export. We work with FunnelMaker's export tools and, where available, Zapier or Make integrations to accelerate extraction, but the customer must be prepared for a manual component in the export phase.

  • Monday.com CRM has no native drip campaign feature

    FunnelMaker includes bundled drip campaigns and email sequences tied to contact segments as a core marketing feature. Monday.com CRM does not have a native drip campaign engine; its automation recipes handle task creation, status updates, and notification routing but do not support time-delayed email cadence sequences. Teams relying on FunnelMaker drip campaigns need to evaluate Monday.com's automation scope during scoping. We document every FunnelMaker drip campaign as a written sequence with step timing and contact segment logic for the customer to rebuild in a dedicated email marketing tool or evaluate Monday.com's integration with third-party cadence platforms.

  • Monday.com CRM built-in phone features do not migrate

    FunnelMaker's click-to-dial, call recording, and voicemail drop capabilities store binary media files in FunnelMaker's voice infrastructure. These files are not included in standard CSV exports. We migrate call metadata (call duration, timestamp, owner, and linked contact) as CRM activity items in Monday.com CRM, but audio recordings and full transcription text do not transfer due to file size, format variability, and compliance constraints. Teams requiring call recording history after migration need to re-enable recording through their chosen telephony integration (Twilio, Aircall, or another VoIP provider) in Monday.com.

  • Monday.com CRM has no native lead scoring engine

    FunnelMaker includes customizable lead scoring with rule-based score calculations tied to contact behavior. Monday.com CRM has no native lead scoring module. We migrate the calculated score values as a numeric custom field on People records so that historical score data is available after migration, but the scoring rules themselves (criteria, weights, and recalculation logic) require manual rebuild. We deliver the scoring rules as a written reference document for the customer to configure in Monday.com's automation recipes or a third-party lead scoring integration.

  • Monday.com CRM pricing requires a 3-seat minimum

    Monday.com CRM plans require a minimum of 3 users at all tiers. FunnelMaker includes unlimited users on all contact-tier plans. Teams with fewer than 3 active CRM users should factor this minimum into the cost comparison when evaluating the migration. For teams migrating from FunnelMaker Starter (1,000 contacts at $149 per month) to Monday.com CRM Basic ($12 per user per month), the minimum seat cost starts at $36 per month for 3 users before accounting for the per-user structure as the team scales.

Migration approach

Six steps for a successful FunnelMaker to monday CRM data migration

  1. Discovery and FunnelMaker export scoping

    We audit the FunnelMaker account across contact tier, record counts per object (Contacts, Companies, Opportunities), pipeline count and stage definitions, user-defined field schemas, active workflows and drip campaigns, and any Zapier or Make integrations currently in use. We identify which FunnelMaker objects are exportable via in-app CSV and which require manual field-by-field pulls. The discovery output is a written migration scope document that itemizes every object, its record count, and the export method required.

  2. Monday.com CRM schema design and board architecture

    We design the Monday.com CRM workspace structure before any data moves. This includes creating the People, Companies, and Deals entities, configuring custom fields to match the FunnelMaker field schema, designing Deal boards with groups that mirror FunnelMaker pipeline stages, and setting up tag taxonomy based on FunnelMaker tag and group structures. We recommend starting with a Monday.com CRM workspace pilot before full migration to validate board structure and CRM entity setup.

  3. FunnelMaker data export and transformation

    We execute FunnelMaker CSV exports in dependency order: Companies first (since People depend on them for linking), then People, then Deals, then Activities. Each export is reviewed for completeness, field mapping alignment, and duplicate risk. We run a deduplication pass on People and Companies using email and domain as match keys before importing into Monday.com CRM. Any records that cannot be matched to a parent entity are held in a reconciliation queue.

  4. Sandbox migration and reconciliation

    We run a full migration into a Monday.com CRM sandbox workspace or a temporary board set using production-like record volume. The customer reconciles record counts (People in, Companies in, Deals in, Activities in), spot-checks 25-50 records against the FunnelMaker source, and reviews the board structure and group naming before production cutover. Any field mapping corrections, missing custom fields, or incorrect tag assignments happen at this stage.

  5. Production migration and cutover

    We run production migration in record-dependency order: Companies, then People (with Company linking resolved), then Deals (with owner assignment and pipeline mapping), then Activities (activity items linked to their parent Person or Deal). Each phase emits a row-count reconciliation report. We freeze FunnelMaker writes during the final cutover window, run a delta migration of any records modified during the window, then set Monday.com CRM as the active system of record.

  6. Workflow inventory handoff and post-migration support

    We deliver the written workflow and drip campaign inventory document to the customer. Each FunnelMaker workflow entry includes trigger conditions, action steps, time delays, and a recommended Monday.com automation recipe equivalent. The customer reviews and rebuilds each sequence in Monday.com's automation engine. We provide a one-week hypercare window to resolve reconciliation issues reported by the team after go-live. We do not rebuild FunnelMaker workflows as Monday.com automations inside the migration scope; that work is a separate engagement or an internal admin task.

Platform deep dives

Context on both ends of the pair

FunnelMaker logo

FunnelMaker

Source

Strengths

  • Unlimited users and emails across all pricing tiers eliminates per-seat and per-message billing surprises.
  • Bundled marketing automation, workflows, landing pages, and CRM in a single platform reduces third-party tool sprawl.
  • Built-in click-to-dial, call transcription, and voicemail drop reduce reliance on separate VoIP integrations.
  • Contact-based pricing with seven tiers up to 50,000 contacts accommodates growing SMBs without forcing large jumps.
  • Drag-and-drop pipeline and customizable lead scoring let sales teams model their own process.

Weaknesses

  • No publicly documented API or developer portal limits programmatic data export and integration flexibility.
  • Marketing-first interface with hundreds of tools creates a steep learning curve for teams expecting simple CRM basics.
  • Next Level Support costs extra even on the highest Ultimate plan, creating two-tier support quality.
  • Contact limits act as hard caps rather than soft limits, forcing plan upgrades when scaling beyond the contracted count.
monday CRM logo

monday CRM

Destination

Strengths

  • Board-based UI makes pipeline stages and deal progress visually obvious without training.
  • No-code automation builder requires no developer resources to create lead routing and stage-triggered actions.
  • Flexible column system supports custom CRM fields without schema changes or admin involvement.
  • Integrates natively with Slack, Gmail, Outlook, and Zapier with minimal configuration overhead.
  • Layered product means teams already on monday Work Management can add CRM without migrating existing data.

Weaknesses

  • No native Contacts object separate from Items — contacts are managed inside a CRM module's People feature.
  • Pipeline and deal relationships use a flat item model rather than a relational object model, making complex CRM associations awkward.
  • Automations are plan-gated (250 actions/month on Standard, 25,000 on Pro) and the legacy Recipe system is being deprecated.
  • Customization and advanced views (Chart, Formula, Dependency) are locked behind Pro and Enterprise tiers.
  • Per-seat pricing with non-refundable annual billing creates cost lock-in risk during migration.

Complexity grading

How hard is this migration?

Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across FunnelMaker and monday CRM.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    FunnelMaker: Not publicly documented.

  • Data volume sensitivity

    B

    FunnelMaker doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your FunnelMaker to monday CRM migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about FunnelMaker to monday CRM data migrations

Answers to the questions buyers ask most during FunnelMaker to monday CRM migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your FunnelMaker to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most migrations land between two and four weeks for accounts under 5,000 contacts and 2,000 deals with no custom objects. Migrations with multiple FunnelMaker pipelines, large activity histories, or complex custom field schemas move to four to eight weeks because of the manual export step in FunnelMaker's in-app tools, field-by-field reconciliation for user-defined fields, and the manual workflow rebuild handoff. The migration timeline also depends on how quickly the customer can review and approve the workflow inventory for Monday.com rebuild.

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Ready when you are

Move from FunnelMaker.
Land in monday CRM, intact.

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