By: Nancy Syal, Marketing Lead at Trundl

Over more than eight years in marketing, working across teams of all sizes from fast-growing organizations to large enterprises, I’ve learned that the most important CRM question is rarely about features or side by side comparisons. It’s about fit.

Through my work at Trundl and hands-on experience with modern CRM platforms, I’ve seen how the right system can create real momentum, and how a system that isn’t fully aligned can quietly introduce friction into everyday work.

Over the years, I’ve had the opportunity to work closely with both HubSpot and monday CRM, two platforms that are powerful in very different ways.

What that experience has reinforced for me is simple. The question isn’t which tool is better. It’s which tool best aligns with how your teams operate today and how they need to operate tomorrow.

I once heard someone compare HubSpot to a Ferrari. High performance, precision engineering, built for speed and scale. It’s a fitting analogy because Ferraris are exceptional when used for what they’re designed to do.

monday CRM brings to mind something equally important. A vehicle designed to adapt to real-world use. Not because it’s less capable, but because it’s built around flexibility, clarity, and everyday execution whether you’re a growing organization or a global enterprise.

Two Powerful Platforms Two Different Philosophies

HubSpot is an incredibly robust platform. It brings together CRM, marketing, automation, analytics, and customer engagement in a deeply integrated way. For organizations looking for an all-in-one growth engine, it can be a strong strategic choice.

At the same time, I’ve seen many teams across industries and company sizes use HubSpot primarily as a sales CRM. In those cases, the consideration isn’t capability. It’s alignment.

When a platform extends beyond immediate operational needs, teams may find themselves working around the system instead of directly within it. That’s not a flaw. It’s simply a mismatch between platform design and daily workflows.

Why monday CRM Resonates Across Teams and Enterprises

What stands out to me about monday CRM is how intentionally it’s built around work, not just data.

It’s flexible without being fragile. Structured without being rigid. And importantly, it scales well beyond small or mid-sized teams. I’ve seen monday CRM support complex enterprise sales motions, multi-region operations, layered approval flows, and deeply integrated workflows across sales, operations, finance, and delivery.

What enables that scale isn’t simplicity alone. It’s transparency and adaptability. Teams can clearly see pipelines, ownership, dependencies, and outcomes, while leadership gains confidence in how work is actually moving through the organization.

In large environments, that clarity isn’t a nice-to-have. It’s essential.

The Real CRM Question: Alignment, Not Features

Across the teams I’ve worked with, one pattern shows up consistently. Most CRM challenges don’t stem from missing features. They stem from misalignment.

Pipelines become cluttered. Reporting loses credibility. Teams create side systems in spreadsheets or documents. The CRM technically works, but it no longer reflects how work actually happens.

monday CRM stands out because when it’s implemented thoughtfully, it adapts to the business instead of forcing the business to adapt to it. Workflows, ownership, and execution are treated as first-class citizens, not after-thoughts.

Where monday CRM Delivers the Most Value

When implemented with intention, monday CRM tends to unlock value in a few key areas.

First, pipeline flexibility without operational chaos. Many sales teams run multiple deal types, regions, or approval paths but are forced into a single rigid structure. monday CRM allows pipelines to reflect how deals truly move, with automation supporting progress rather than complicating it.

Second, visibility without manual reporting. When dashboards are tied directly to real activity and shared definitions are agreed upfront, leaders stop relying on offline reports and start trusting what they see in the system.

Third, cross-functional workflows that extend beyond sales. The most effective CRM setups connect sales to onboarding, finance, and delivery, so handoffs are structured and visible

instead of informal and fragmented.

In my experience, this is where CRM stops being a sales tool and starts becoming a revenue operations system.

CRM Migrations Are More Than Technical Projects

Moving from HubSpot to monday CRM or between any enterprise platforms isn’t just a data transfer exercise.

CRMs sit at the center of revenue operations. They influence forecasting, decision-making, customer experience, and internal trust. A poorly planned migration can disrupt momentum, while a thoughtful one can reset how teams collaborate.

The most successful transitions I’ve seen are grounded in a few principles.

Respect for existing data and processes
A clear understanding of how teams truly work today
A future focused design rather than a one-to-one replica of the past

This is where experience matters more than tools.

A Disciplined Business-Led Approach to Change

At Trundl, CRM transitions are approached as business transformations supported by technology.

Before any migration begins, there’s a strong emphasis on discovery. Understanding how HubSpot is being used across sales, marketing, and operations, where value is being created, and where friction exists.

From there, monday CRM is designed to support the organization’s operating model whether that means complex deal structures, enterprise reporting, cross functional workflows, or long-term scalability.

Phased migration, parallel validation, and governed data mapping allow teams to stay productive, validate early, and build confidence before full cutover. The goal is continuity for teams and improvement behind the scenes.

What Success Looks Like After the Move

When migrations and implementations are done well, the outcomes are tangible.

Sales teams remain focused on closing, not troubleshooting
Data feels cleaner and more trustworthy
Workflows are easier to understand and evolve
Adoption happens naturally because teams see immediate value

Most importantly, the CRM becomes a system teams rely on, not one they work around.