Migrate from Prospects CRM to monday CRM

Prospects CRM contacts migrate as items on Monday CRM's People board. Each contact becomes a single item row. Monday's default People board structure maps to Prospects' contact fields — FlitStack creates additional columns for Prospects' custom contact properties using the closest Monday column type (text, number, date, or dropdown) based on the source field data type.

Prospects CRM companies map to items on Monday CRM's Companies board. Each company record becomes one item row. Monday's company-level columns replicate Prospects' company fields — industry classification, employee count, annual revenue — plus any custom company-level properties FlitStack identifies during the schema audit. Multi-company associations (one contact linked to multiple companies in Prospects) are preserved as Monday link-to-items columns or sub-items on the company item.

Prospects CRM deals migrate as items on Monday CRM's Deals board. The deal name, amount, close date, and owner map to Monday's default deal fields. Pipeline stage from Prospects CRM becomes the Monday Status column — FlitStack creates the Status column values to match Prospects' stage names exactly so the pipeline board visually reflects the same deal progression. Deal priority and custom deal properties become additional columns on the Deals item.

Each Prospects CRM pipeline stage maps to a named Status column value on Monday's Deals board. FlitStack reads the stage name, order, and probability from Prospects and creates corresponding Status labels in Monday. Probability metadata is not native to Monday Status columns — if probability-weighted forecasting is required, FlitStack creates a separate Probability number column that can drive Monday's chart-view reporting.

Prospects CRM stores custom properties per contact. FlitStack audits the full custom property list during the source audit phase and creates corresponding custom columns on Monday's People board. Field types are mapped: text properties become Monday text columns, pick-list values become dropdown columns with options matching Prospects' allowed values, date properties become date columns, and numeric properties become number columns.

Prospects CRM deal records support custom fields beyond the standard deal name, amount, stage, and close date. FlitStack migrates these as custom columns on the Deals board. If Prospects stores multi-select values in a deal custom field, FlitStack uses Monday's dropdown or tag column depending on whether the destination board plan supports tag columns, ensuring the source value set is fully represented.

Prospects CRM assigns each contact and deal to a named owner (sales rep). Monday CRM tracks item assignees through the Person column type. FlitStack resolves Prospects owner names by matching the owner's email address to Monday user accounts. Unmatched owners are flagged before migration — the team either creates the Monday user first or assigns records to a fallback owner so no item lands without an assignee.

Prospects CRM activity logs — calls, emails, and notes attached to contacts and deals — migrate as Updates on the corresponding item in Monday CRM. Each activity becomes a dated update entry with the activity type noted in the update body. If the team needs structured activity records (as separate rows rather than timeline updates), FlitStack can create a separate Activities board with items linked by a link-to-items column to the relevant People or Deals item.

Prospects CRM generates order records linked to deals and contacts through its back-office inventory integration. Monday CRM has no native order-management entity. Orders migrate as custom items on a separate Orders board, linked to the relevant Deals and People items via Monday's link-to-items column. Inventory sync must be re-established through Monday's integrations with Xero, QuickBooks, or Unleashed — FlitStack provides a configuration reference for these integrations post-migration.

Prospects CRM workflow rules — stage-change triggers, owner-assignment rules, inventory alerts — have no export path to Monday CRM. FlitStack exports the rule definitions as a structured reference document listing each workflow's trigger condition and resulting action. Monday's automation recipes must be rebuilt by the admin using Monday's trigger-action builder. FlitStack can include an automation rebuild service as a separate engagement.

Prospects CRM's defining feature is its stock-awareness — real-time inventory levels from Unleashed, Cin7, or Xero visible during quotes. Monday CRM has no native inventory module. Inventory data does not migrate; the back-office integration must be re-established post-migration. FlitStack documents the current integration endpoints and can assist with configuring Monday's integration with the same back-office platform.

Prospects CRM includes RFM (Recency, Frequency, Monetary) customer segmentation as a built-in feature. Monday CRM has no native RFM scoring. FlitStack migrates the calculated RFM scores as three numeric columns on the Companies board (R_Score, F_Score, M_Score) and optionally adds a composite RFM Tier dropdown column with values matching Prospects' segmentation labels.