Migrate from improveit 360 to monday CRM

improveit 360 stores leads with a separate object from contacts, complete with lead source, status, and assignment fields. monday CRM has no native lead/contact split — we create a People item and populate a 'Contact Type' status column with 'Lead' so downstream filtering mimics the original object boundary. Owner assignment maps to the monday Person column by email match.

improveit 360 contacts carry the full contact profile: name, email, phone, address, job title, company association, and lifecycle stage. We map contacts to monday People items, set Contact Type to 'Contact', and preserve the original lifecycle stage value in a custom 'Lifecycle Stage' text column. The company association links via monday's Company column once the Companies board is populated.

improveit 360 companies store name, domain, industry, employee count, annual revenue, and parent-company hierarchy. monday CRM has a native Companies entity with matching fields. Parent-company relationships migrate using monday's 'Parent Company' column. Multi-company contact associations (improveit 360 N:N model) surface as linked Company items on the People record.

improveit 360 deals are top-level records with deal name, amount, stage, close date, owner, and pipeline assignment. We create monday Deal board items for each deal, populating the Name, Amount (number column), Close Date (date column), and Owner (person column) directly. The pipeline assignment determines which monday Deal board the item lands in.

improveit 360 pipelines are separate objects with named stages and optional stage-entered timestamps. monday CRM has no separate pipeline object — each pipeline becomes a dedicated monday Deal board, and the pipeline's stage names become Status column options on that board. Stage probability values are stored as a custom Number column for forecasting reference.

Stage names map value-by-value from improveit 360 into the corresponding monday Deal board's Status column. The stage-entered timestamp from improveit 360 is preserved as a custom 'Stage Entered' datetime column on the item. Stage probability percentages migrate as a separate Number column since monday's native Status does not carry probability metadata.

improveit 360 quotes include line items, quantities, unit prices, and job-costing breakdowns tied to specific deals. monday CRM has a separate Quotes & Invoices module (Pro+), but the quote body does not attach natively to Deal board items. We migrate quote header data — total amount, creation date, status — as custom columns on the Deal item. Line items are stored as a structured text block in a 'Quote Lines' long-text column for reference without re-entry.

improveit 360 appointments carry subject, scheduled date/time, assigned user, location, and result status. We create monday Deal board subitems for each appointment, using Start Date and End Date columns for the scheduled window, a Status column for result (Completed, No-show, Rescheduled), and the Person column for the assigned rep. Original create timestamps and owner emails are preserved in custom datetime and text columns.

improveit 360 automatically logs calls, emails, and notes against contacts and deals with timestamps and owner attribution. We migrate each activity as a monday Update on the associated People or Deal item, preserving the original timestamp, activity type label, and owner name. The monday Update stream replaces improveit 360's activity history without data loss.

improveit 360 stores project templates, production grid configurations, and job-costing categories as contractor-specific constructs. monday CRM has no native project-template equivalent. We create a dedicated Projects board, migrate template names and cost category labels as custom text columns, and use subitems for individual project phases. Cost figures migrate as Number columns. This requires Monda admin to configure the board structure before data lands.

improveit 360 lifecycle emails and marketing campaign logic are automation constructs with no monday CRM equivalent. monday's automation recipes operate on board events, not email campaign sequences. We export the campaign names, trigger conditions, and email body templates as a JSON reference file for your team to rebuild using monday's automation engine or an external email tool.

improveit 360 automation rules — such as lead assignment triggers, stage-change notifications, and appointment reminder sequences — do not transfer to monday CRM. The automation architectures are incompatible. We export your workflow definitions (rule names, conditions, and actions) as a structured document. monday automations must be rebuilt using the board-level When / Then recipe builder.

File attachments stored against improveit 360 records (quotes, contacts, projects) are downloaded and re-uploaded to the corresponding monday item using monday's native file upload. The original file name and uploaded-by attribution are preserved in a custom 'Source File' text column. File size limits apply per monday plan (20GB on Basic, 100GB on Pro).