Key takeaways
- Pipedrive is best for a sales team building a strong sales pipeline, while the Monday sales CRM platform is ideal for businesses working with multiple workflows.
- Pipedrive vs Monday: Pipedrive simplifies sales tools automation for specific tasks. On the other hand, Monday CRM offers broader customizations.
- Pipedrive excels in sales-focused insights, while Monday CRM provides a real-time dashboard for diverse team operations.
Consider the last time you missed a follow-up, forgot a task, or struggled to track your team's progress.
When this happens, getting the desired results becomes frustrating for your business.
That's where good customer relationship management (CRM) helps simplify your workflows and empowers your business to grow faster.
Here, we have simplified your decision-making by comparing two CRMs – Pipedrive vs Monday.
Pipedrive and Monday CRM address unique business needs, from effective sales pipeline management to better project management skills.
However, the major question is which one to choose.
The goal is to select an all-in-one CRM that aligns seamlessly with your business and team needs.
This guide unpacks everything you need to know, including core features, customer reviews, and pricing.
Utilize this guide to choose between Pipedrive and Monday CRM to drive better sales results.
For whom is Pipedrive useful?
Pipedrive CRM is ideal for businesses of all sizes, from small companies to giant enterprises, that want to streamline their sales process.
Moreover, it is built specifically for salespeople, simplifying sales pipeline management, deal tracking, and task scheduling with its user-friendly interface.
Suppose your business relies on a structured approach to convert leads into customers. In that case, Pipedrive is an excellent choice to boost efficiency and focus on what matters the most – sales closing deals.
For whom is Monday CRM useful?
Monday CRM is an ideal tool for teams and businesses looking for a flexible, all-in-one solution to task management, project management, and workflow automation.
Monday CRM combines robust sales and marketing automation features with project management tools, making it suitable for teams and departments looking to organize, collaborate, and automate their processes.
Monday CRM adapts to various industries such as software development, creative agencies, and more with customizable sales templates and boards. Monday CRM is a more versatile tool for managing sales operations.
Pipedrive vs Monday CRM: A glance
Monday vs Pipedrive: Key features comparison
Properly implementing a CRM can potentially increase a business's ROI by up to 245%.
In Pipedrive vs. Monday, analyzing their basic features to know which one amongst both can be a perfect tool for your business:
Pipedrive features
Pipedrive is a cloud-based CRM platform offering a unique sales process with distinct features like:
- Visual sales pipeline: Pipedrive offers an intuitive, visual pipeline that allows sales professionals to track progress and manage leads and deals effectively. This visual representation helps teams monitor each deal's progress, identify bottlenecks, and prioritize actions to move deals forward.
- Live chat: The platform includes live chat and chatbot features, enabling sales teams to engage with website visitors in real time. Such immediate interaction can enhance lead qualification and improve the overall customer experience.
- Web forms: Pipedrive provides a drag- and -drop form builder that can be embedded into any website. These customizable web forms facilitate leads directly into CRM, ensuring that no potential customer is missed.
- Lead sourcing: The platform visually represents the origin of each lead, offering valuable insights into which marketing strategies are the most effective feature. This information can guide future marketing efforts and resource allocation.
- Dashboard and reporting: It helps generate comprehensive sales forecasting and progress reports. These insights enable sales reps to make better decisions, set realistic targets, and monitor performance against goals.
- AI Automation: Pipedrive's AI-powered sales assistant functions as a virtual sales mentor and is available across all paid plans.
It analyzes user interactions and deals and manages contacts and emails to offer actionable insights and recommendations aimed at sales representatives for boosting productivity and success.
The AI sales assistant can:
- Recommend automations: Identify repetitive tasks suitable for automation to enhance efficiency.
- Recognize trends: Detect patterns in sales activities, helping teams refine their strategies.
- Suggest app integrations: Propose relevant third-party applications to integrate with Pipedrive, optimizing the complex sales processes.
Monday features
Monday CRM provides an end-to-end solution by being a dedicated customer success manager with its different features:
- Entity boards: Monday CRM equips workspaces with pre-built, customizable dashboards representing different sales pipeline stages. These dashboards are interconnected, so any updates to one board automatically reflect across related boards.
- Funnel chart integration: Monday CRM provides funnel charts to analyze conversion rates between sales funnel stages, helping teams identify bottlenecks and optimize processes.
- Visual pipeline: Monday CRM allows users to create a visual pipeline using the drag-and-drop interface tailored to specific deal stages. This pipeline helps monitor deal progress, allocate resources effectively, and ensure leads move smoothly through the sales funnel.
- Lead management: Centralized storage for lead data, ensuring that all information, from social media marketing campaigns to website sign-ups, is organized in a single location. Monday CRM also includes the lead qualification and automated follow-ups.
- Contact management: Monday CRM provides a 360-degree view of customers, consolidating all the past customer interactions, deal statuses, and post sales management projects in a single system. This helps businesses better understand and engage their customers.
- Email marketing: Monday CRM tends to opt for features such as email sequence templates, email marketing campaigns, email tracking, and shared inboxes.
- Sales forecasting and analytics: Real-time dashboards and reports deliver insights into pipeline status, sales forecasts, and customer insights.
- Real-time collaboration: Monday CRM enables effortless collaboration across departments, ensuring the sales, marketing, and operations teams are aligned and improving overall efficiency.
Use Salesmate to boost team’s productivity!
Get the tool for supercharging your sales team with effective sales pipeline process and track them effectively for lasting results
Pipedrive vs Monday CRM: Core details on pricing
The Pipedrive and Monday CRM offer a 14-day trial to help businesses get an overview of the various features of each platform. After these, you can choose between the pricing plans of Monday and Pipedrive CRM:
Pipedrive CRM pricing
- Essential: From $14/user/month, billing annually for key lead, calendar, and pipeline management features.
- Advanced: From $29/user/month, includes an automation builder, meeting, email, and video call scheduling.
- Professional: The $49/user/month is billed annually. It also includes an AI-powered assistant for better usage of features.
- Power: For $64/user/month, billing annually offers increased project planning capabilities.
- Enterprise: For $99/user/month, billed annually for the advanced security and unlimited reporting and analytics capabilities.
Monday CRM pricing
- Basic: Starts just from $12/user/month. It includes unlimited, customizable pipelines, contacts and boards, free leads, contact and deal management templates, unlimited free viewers, and more.
- Standard: From $17/user/month. It offers advanced account and contact management, 2-way Gmail and Outlook integration, 250 custom monthly CRM integrations and automation, and a dashboard combining up to five dashboards.
- Pro: Starting at $28/user/month. From sales forecasting, email tracking and automation, mass emails, sales analytics, 25K monthly CRM automation and integrations, and combining ten boards.
- Enterprise: Customized pricing tends to be available on request. It includes lead scoring, term goals, advanced analytics, account management, enterprise-level security, automation, integration, multi-level permissions, and more.
Pipedrive vs Monday: Know customer reviews, pros and cons
Monday CRM, but when finalization between both the apps, one must go through customer reviews as well as pros and cons:
Pipedrive user reviews
Pipedrive, as per Capterra, receives 4.5 up to 5 scores. The table for reviews:
Monday user reviews
Monday CRM, as per Capterra, receives 4.7 upto 5 scores. The table for reviews:
Pipedrive: Pros & Cons
Pros
- A great way of interacting with customers
- Easy to set task reminders
- Competitive Pricing
- Extremely user-friendly UI/UX
Cons
- Difficult to understand
- The app version might not be user-friendly
Monday: Pros & Cons
Pros
- Extensive database
- User-friendly interface
- Customizable workflows
- Better customer support
Cons
- Troublesome user interface
- Bad customer service
Which one to choose between Pipedrive vs Monday CRM?
Almost 81% of CRM users access their CRM from multiple devices. That's why choosing the perfect and versatile CRM tools for your business:
When to choose the Pipedrive CRM?
In Monday's comparison, Pipedrive is an ideal choice for businesses focused on enhancing their sales processes.
It has a robust set of sales-centric features like reporting and analytics and various integrations.
This CRM tool's main strengths are its deal insights, customizable dashboards, and tools specially tailored for the sales team.
If your priority is to streamline your operations, such as pipeline management and integrations, then Pipedrive is the perfect CRM for you.
However, its automation capabilities include advanced features like an AI sales assistant and email support, which are available only on higher plans.
When to choose the Monday CRM?
In Pipedrive comparison, Monday CRM is a perfect tool for businesses already using the Monday OS or looking for a tool to automate their regular mundane tasks.
Through the higher allowance for the automation of up to 250 per month starting at the professional tier.
Besides, Monday focuses on simplifying workflows across departments. Monday CRM is versatile, including project management software and marketing automation features.
If flexibility, customization, and automation are your priorities, then Monday CRM offers a more adaptable solution.
Salesmate: Another perfect CRM alternative for your business
Salesmate is a versatile CRM automation tool designed to streamline operations across sales, marketing, and customer service teams.
Its robust features make it an excellent choice for businesses looking to enhance collaboration, improve efficiency, and drive growth:
- Contact management: Get a 360-degree view of all the contacts and handy access to all the information without any further hassles.
- Sales pipeline: Create a custom sales pipeline and get a bird-eye view of each sales cycle stage.
- Shared team inbox: When inter-team tasks are going on, you can communicate easily with each team member, holding access for better collaboration.
- Smart emails: Take your email campaigns to the next level through this feature to create, automate, and deliver emails that can easily help you email your clients.
- Sequences: Automate all your follow-ups and get better customer engagement by scheduling each email or text before time.
- Sandy AI: An intelligent and mindful assistant who can simplify and personalize personal assistance.
- Live Chat: Capture more leads and provide exceptional support by engaging with visitors and customers in real-time.
- Reporting: Build customizable reports and dashboards to track sales opportunities and optimize sales performance.
Boost growth with automation!
Salesmate offers a range of features that can help you from lead generation to closing sales with automation and accuracy.
Conclusion
"Choosing Between Pipedrive and Monday: Your Choice"
Picking the right CRM comes down to what your business values the most.
Are you laser-focused on driving sales with dedicated tools like Pipedrive? Or
Do you crave the versatility and automation power of Monday CRM?
Either way, your choice today will define your work tomorrow.
The real question isn't just which CRM fits your team; it's also crucial to determine which one makes your business more profitable and allows growth.
Ready to decide? The future of your workflow awaits.
However, another best CRM software for any business is Salesmate. It works with businesses of every size, from small to giant enterprises, and helps in achieving sales success.
Frequently asked questions
1) Why should I use Pipedrive?
Pipedrive is a CRM tool designed to enhance the sales process and team's productivity. It has a user-friendly interface that simplifies pipeline management, deal tracking, activity scheduling, and more. The benefits of adopting the Pipedrive CRM tool are:
- Visual sales pipeline
- Automation
- Customization
- Integrations
- Mobile accessibility
2) Which Pipedrive or Monday platform offers better sales pipeline management?
When evaluating the sales pipeline capabilities of Pipedrive vs Monday, Pipedrive stands out as a platform explicitly designed for sales teams.
It offers a visual pipeline that provides a clear sales process overview, helping monitor deals and identify bottlenecks.
On the other hand, Monday is a versatile work operating system that caters to a broader audience. While it offers CRM functionalities, it primarily focuses on project management features and workflow automation.
3) Which platform is more user-friendly for small businesses?
For small businesses focused on sales and customer interactions, Pipedrive is more user-friendly with its simple, sales-centric design and easy setup.
However, when you need a versatile platform for managing multiple workflows across departments, Monday offers greater flexibility but requires more time for customizable templates.
4) How do the customer support services of Pipedrive and Monday differ?
In Monday CRM vs Pipedrive, both offer robust customer data services, but they tend to differ in availability and access methods:
Pipedrive offers:
- Support channels
- Phone support
Monday CRM offers:
- Support channels
- Customer Portal
5) Is it possible to customize workflows in both Pipedrive and Monday?
Yes, both Pipedrive and Monday offer robust workflow customization capabilities. While allowing users to tailor processes to their specific needs:
Pipedrive offers the workflows like:
- Custom workflows
- Automation templates
Monday CRM offers the workflows like:
- Workflow builder
- Custom Automation
Key takeaways
Consider the last time you missed a follow-up, forgot a task, or struggled to track your team's progress.
When this happens, getting the desired results becomes frustrating for your business.
That's where good customer relationship management (CRM) helps simplify your workflows and empowers your business to grow faster.
Here, we have simplified your decision-making by comparing two CRMs – Pipedrive vs Monday.
Pipedrive and Monday CRM address unique business needs, from effective sales pipeline management to better project management skills.
However, the major question is which one to choose.
The goal is to select an all-in-one CRM that aligns seamlessly with your business and team needs.
This guide unpacks everything you need to know, including core features, customer reviews, and pricing.
Utilize this guide to choose between Pipedrive and Monday CRM to drive better sales results.
For whom is Pipedrive useful?
Pipedrive CRM is ideal for businesses of all sizes, from small companies to giant enterprises, that want to streamline their sales process.
Moreover, it is built specifically for salespeople, simplifying sales pipeline management, deal tracking, and task scheduling with its user-friendly interface.
Suppose your business relies on a structured approach to convert leads into customers. In that case, Pipedrive is an excellent choice to boost efficiency and focus on what matters the most – sales closing deals.
For whom is Monday CRM useful?
Monday CRM is an ideal tool for teams and businesses looking for a flexible, all-in-one solution to task management, project management, and workflow automation.
Monday CRM combines robust sales and marketing automation features with project management tools, making it suitable for teams and departments looking to organize, collaborate, and automate their processes.
Monday CRM adapts to various industries such as software development, creative agencies, and more with customizable sales templates and boards. Monday CRM is a more versatile tool for managing sales operations.
Pipedrive vs Monday CRM: A glance
Monday vs Pipedrive: Key features comparison
Properly implementing a CRM can potentially increase a business's ROI by up to 245%.
In Pipedrive vs. Monday, analyzing their basic features to know which one amongst both can be a perfect tool for your business:
Pipedrive features
Pipedrive is a cloud-based CRM platform offering a unique sales process with distinct features like:
It analyzes user interactions and deals and manages contacts and emails to offer actionable insights and recommendations aimed at sales representatives for boosting productivity and success.
The AI sales assistant can:
Monday features
Monday CRM provides an end-to-end solution by being a dedicated customer success manager with its different features:
Use Salesmate to boost team’s productivity!
Get the tool for supercharging your sales team with effective sales pipeline process and track them effectively for lasting results
Pipedrive vs Monday CRM: Core details on pricing
The Pipedrive and Monday CRM offer a 14-day trial to help businesses get an overview of the various features of each platform. After these, you can choose between the pricing plans of Monday and Pipedrive CRM:
Pipedrive CRM pricing
Monday CRM pricing
Pipedrive vs Monday: Know customer reviews, pros and cons
Monday CRM, but when finalization between both the apps, one must go through customer reviews as well as pros and cons:
Pipedrive user reviews
Pipedrive, as per Capterra, receives 4.5 up to 5 scores. The table for reviews:
Review source
Capterra
Rating
4.5/5 ★★★★☆
User feedback
"Great for efficiency & simplicity"
Monday user reviews
Monday CRM, as per Capterra, receives 4.7 upto 5 scores. The table for reviews:
Review source
Capterra
Rating
★ ★ ★ ★☆ (4.7)
User feedback
"Monday.com is a Great Tool for Several Needs"
Pipedrive: Pros & Cons
Pros
Cons
Monday: Pros & Cons
Pros
Cons
Which one to choose between Pipedrive vs Monday CRM?
Almost 81% of CRM users access their CRM from multiple devices. That's why choosing the perfect and versatile CRM tools for your business:
When to choose the Pipedrive CRM?
In Monday's comparison, Pipedrive is an ideal choice for businesses focused on enhancing their sales processes.
It has a robust set of sales-centric features like reporting and analytics and various integrations.
This CRM tool's main strengths are its deal insights, customizable dashboards, and tools specially tailored for the sales team.
If your priority is to streamline your operations, such as pipeline management and integrations, then Pipedrive is the perfect CRM for you.
However, its automation capabilities include advanced features like an AI sales assistant and email support, which are available only on higher plans.
When to choose the Monday CRM?
In Pipedrive comparison, Monday CRM is a perfect tool for businesses already using the Monday OS or looking for a tool to automate their regular mundane tasks.
Through the higher allowance for the automation of up to 250 per month starting at the professional tier.
Besides, Monday focuses on simplifying workflows across departments. Monday CRM is versatile, including project management software and marketing automation features.
If flexibility, customization, and automation are your priorities, then Monday CRM offers a more adaptable solution.
Salesmate: Another perfect CRM alternative for your business
Salesmate is a versatile CRM automation tool designed to streamline operations across sales, marketing, and customer service teams.
Its robust features make it an excellent choice for businesses looking to enhance collaboration, improve efficiency, and drive growth:
Boost growth with automation!
Salesmate offers a range of features that can help you from lead generation to closing sales with automation and accuracy.
Conclusion
"Choosing Between Pipedrive and Monday: Your Choice"
Picking the right CRM comes down to what your business values the most.
Are you laser-focused on driving sales with dedicated tools like Pipedrive? Or
Do you crave the versatility and automation power of Monday CRM?
Either way, your choice today will define your work tomorrow.
The real question isn't just which CRM fits your team; it's also crucial to determine which one makes your business more profitable and allows growth.
Ready to decide? The future of your workflow awaits.
However, another best CRM software for any business is Salesmate. It works with businesses of every size, from small to giant enterprises, and helps in achieving sales success.
Frequently asked questions
1) Why should I use Pipedrive?
Pipedrive is a CRM tool designed to enhance the sales process and team's productivity. It has a user-friendly interface that simplifies pipeline management, deal tracking, activity scheduling, and more. The benefits of adopting the Pipedrive CRM tool are:
2) Which Pipedrive or Monday platform offers better sales pipeline management?
When evaluating the sales pipeline capabilities of Pipedrive vs Monday, Pipedrive stands out as a platform explicitly designed for sales teams.
It offers a visual pipeline that provides a clear sales process overview, helping monitor deals and identify bottlenecks.
On the other hand, Monday is a versatile work operating system that caters to a broader audience. While it offers CRM functionalities, it primarily focuses on project management features and workflow automation.
3) Which platform is more user-friendly for small businesses?
For small businesses focused on sales and customer interactions, Pipedrive is more user-friendly with its simple, sales-centric design and easy setup.
However, when you need a versatile platform for managing multiple workflows across departments, Monday offers greater flexibility but requires more time for customizable templates.
4) How do the customer support services of Pipedrive and Monday differ?
In Monday CRM vs Pipedrive, both offer robust customer data services, but they tend to differ in availability and access methods:
Pipedrive offers:
Monday CRM offers:
5) Is it possible to customize workflows in both Pipedrive and Monday?
Yes, both Pipedrive and Monday offer robust workflow customization capabilities. While allowing users to tailor processes to their specific needs:
Pipedrive offers the workflows like:
Monday CRM offers the workflows like:
Hinal Tanna
Hinal Tanna is a SEO strategist and content marketer, currently working with the marketing team of Salesmate. She has a knack for curating content that follows SEO practices and helps businesses create an impactful brand presence. When she's not working, Hinal likes to spend her time exploring new places.