How Klock Events traded 54 disconnected boards for one CRM that finally shows who's doing what

Running a sales team on 54 boards in a tool that was never a CRM

After two years of running sales on Monday.com, a tool never built to be a CRM, the company's pipeline had sprawled into 54 separate boards for a team of eight. The same client could sit on four of them at once. Task lists, deal stages, and partner records were all crammed into the same pipeline, so no report could be trusted. Around it sat two more tools nobody really used: a dormant email platform and a barely-touched landing-page builder.

What it was costing: the founder had just put a new salesperson on the payroll and had no way to see whether that person was making calls, booking meetings, or stalling. There was no view of who was doing what. Coaching was guesswork, and the business had hit a ceiling it could not push through while its own system was this opaque.

The system wasn't just messy, it was producing numbers no one could rely on

MapMatix started with a two-day audit, not a rebuild. The finding was not "Monday.com is bad," it was structural: task views were being used as deal stages, vendor and partner relationships were mixed in with live opportunities, and single contacts were duplicated across four boards. The system was actively producing numbers leadership could not rely on. The audit also pinned down exactly what the new system had to do first: show every rep's activity, by type and by date, in one place.

A clean CRM, built from scratch, with the dashboard at its center

The same senior team that ran the audit built the fix on HubSpot: one sales pipeline with real stages, the custom fields the business actually needed, and task views that match how the team works day to day. Four disconnected tools became one platform.

Then they moved the data across. What began as a "just give me a clean slate" request became a full, validated migration: 1,332 records from four tangled boards rebuilt into one clean structure of companies, contacts, and deals, with zero critical errors and a field-by-field audit behind it. Vendor and partner records were lifted out of the sales pipeline, where they never belonged.

• A live, per-rep activity dashboard, the one thing the founder had been asking for: every call, email, LinkedIn touch, and meeting tracked per rep, with date filtering.
• One clean sales pipeline with real stages, the custom fields the business actually needed, and task views that match how the team works.
• A validated 1,332-record migration rebuilt into companies, contacts, and deals, with vendor and partner records lifted out of the pipeline.
• An automated webinar campaign for the corporate side of the business.
• A complete SDR follow-up engine, a multi-touch sequence, meeting-outcome routing, and working lists, built to the company's own onboarding playbook and ready to switch on the day a new rep starts.

The tangle is gone, and the founder can finally see the team

Four disconnected tools became one. Fifty-four boards became a single source of truth. The data is clean and trusted instead of duplicated and doubted. Most important, the founder went from no visibility into the sales team to a live dashboard that shows exactly who is doing what, the one thing the old setup could never give him.

An estimated 15 to 20 hours of manual re-entry, gone, while years of client history were protected.