About MigrateToMonday

We Help Businesses Move to Monday.com — Properly.

Name: MigrateToMonday — New Jersey
Price range: $$

MigrateToMonday is a specialist monday.com migration and implementation practice, powered by an official monday.com partnership through GetEfficient.ai. We combine deep platform expertise with real-world business experience to build systems that your team will actually use.

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Our Story

Born from a Simple Observation

Too many businesses are stuck — paying too much for CRMs they've outgrown, wrestling with platforms that are more complex than they need to be, or running their sales operation from spreadsheets that stopped scaling two years ago.

Meanwhile, monday.com has quietly evolved from a project management tool into a full AI-powered work platform — with CRM, service management, workflow automation, and an AI ecosystem that's genuinely changing how small and mid-sized businesses operate.

The gap? Most businesses don't have the time or expertise to design, migrate, and implement monday.com properly. They need someone who understands both the platform's capabilities and the operational realities of running a growing business. That's what we do.

What we believe

Your CRM should fit your business — not the other way around

Migration is an opportunity to improve, not just replicate

AI should save your team time, not add complexity

The best system is one your team actually uses

Independence matters — we train you to own your platform

Meet Your Consultant

Your Project. One Expert. Start to Finish.

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monday.comMake.comPipedriveAI / MCPData Pipelines

Gwilym Pugh

Lead Consultant

Two decades in financial services — spanning insurance, compliance, ESG analysis, and investor relations — gave Gwilym a deep understanding of how businesses actually operate: the regulatory sensitivity, the data complexity, the operational pressures that generic consultants miss.

That experience, combined with a first-class degree in environmental science and hands-on technical capability across AI systems, CRM architecture, and data pipeline engineering, means your monday.com project gets both strategic thinking and technical depth from the same person.

Gwilym has built charity intelligence platforms processing 33,000+ records, developed custom MCP servers for CRM integration, designed RAG pipelines and entity resolution systems, and delivered CRM implementations for businesses across multiple sectors. He doesn't hand you off to a junior — your project gets his attention from first call to go-live.

Experience

20 years in financial services

Education

First-class BSc Environmental Science

Specialism

CRM, AI automation, data architecture

Location

London, UK

Our Partnership

Powered by GetEfficient.ai

MigrateToMonday operates in partnership with GetEfficient.ai — an official monday.com partner with Fortune 500 consulting roots and a track record of transforming how businesses work.

MigrateToMonday

Migration & implementation specialist

monday.com CRM design and architecture

Data migration from any source

AI-powered automation and workflows

Custom MCP servers and API integrations

Training and ongoing support

Official monday.com partner

Official monday.com partnership and partner programme access

Fortune 500 consulting expertise applied to SMBs

Dedicated monday.com design and workflow specialists

Make.com and n8n automation engineering

AI strategy and implementation across business operations

Together, we offer the depth of a specialist consultancy with the credibility and partner access of an established monday.com partner. Your project benefits from both — without the overhead of a large agency.

Our Team

The Extended Team at GetEfficient.ai

Depending on your project's scope, we draw on specialist expertise from across the GetEfficient team.

William Wong

Founder, GetEfficient.ai

20 years in IT management consulting. Enterprise operations expertise applied to growing businesses.

Karen Wong

Product Strategy

Former Silicon Valley tech executive. Two decades building and scaling products used by hundreds of millions.

David Karon

CRM Consultant

Technology consultant specialising in HubSpot, Apollo.io, and monday.com workflow optimisation.

Benjamin Stout

monday.com Design

Detail-oriented monday.com specialist focused on transforming complex workflows into intuitive systems.

Learn more about the GetEfficient.ai team →

Why Us

Why Businesses Choose Us

We're specialists, not generalists

We don't sell ten platforms. We do one thing — monday.com migration, design, and automation — and we do it exceptionally well. Every engagement benefits from deep platform knowledge that generalist agencies can't match.

We understand business, not just technology

Two decades in financial services means we understand compliance sensitivity, data complexity, and the operational pressure of running a growing company. Your CRM gets designed around your business reality, not a theoretical best practice.

We build what we'd want to use ourselves

We run our own businesses on monday.com. We've felt the pain of a poorly designed CRM. We've experienced the difference a well-architected system makes. That empathy shapes every decision in your project.

We don't disappear after launch

Training is built into every engagement. Ongoing support is available for every client. Admin training means your team can manage the system independently. We're here when you need us, not because you're dependent on us.

We bring technical depth most consultants can't

Custom MCP servers, API integrations, AI-powered data pipelines, entity resolution systems — when monday.com's native capabilities need extending, we build the bridge. No outsourcing, no waiting on a third party.

Official monday.com Partner

Certified partner

Make.com Integration Partner

Certified automation builder

UK-Based

London, United Kingdom

Data Security

GDPR compliant · SOC 2 · ISO 27001 stack