Salesmate vs Monday CRM vs Salesmate vs Monday CRM

Salesmate vs Monday CRM

With Monday CRM, you’re not managing sales - you’re moonlighting as a board architect. Drag this, drop that, automate something (maybe?), and hope it doesn’t break overnight. Salesmate gives you a complete CRM that’s ready to go, right out of the box. Built specifically for sales, marketing, and support teams, it comes with all the tools you need to sell smarter - not harder.

Salesmate vs. Monday CRM: A value-based comparison

Here’s where Salesmate pulls ahead by delivering more power, simplicity, and sales-focused tools - without the DIY headaches.

Factorsm-logo-crmCRM-oneliner-box_ubrj1e 1
All-in-One accessSingle subscription for entire platform (Sales, Marketing, Service)Built on a project management platform with CRM templates
User-friendlinessClean, modern UI designed for sales, marketing, and support teams - easy to adopt, even for non-tech users.Flexible but often confusing UI; steep learning curve for new users
Contact managementAdvanced 360° contact view, including activity history, emails, calls, chats, deals, and tickets - all in one place.Contact boards exist but require manual linking with deals/tasks
Built-in calling and textingNative calling with power dialer, call recording, voicemail drop, call transfer, and advanced call analytics.Not available; needs external tools integrations
Communication toolsBuilt-in: Email, SMS, WhatsApp, Calls, Live chat, Instagram, MessengerEmail only; calling, SMS, chat require third-party tools
Lead source integrationsCapture leads directly from web forms, social media channels, chat, and more - no need for third-party integrations.Lead capture mainly via web forms and integrations with marketing tools (requires additional setup and often higher plans).
Live chatFully integrated live chat with website and in-app support.Available via third-party integration
Web formsBuilt-in form builder with lead captureForm creation possible but limited in customization
Ticketing & serviceFull-featured ticketing system with SLAs, team assignment, and service workflows - great for post-sale support.No ticketing system; needs separate apps
Workflow automationPowerful visual automation builder ("Smart Flows") to automate sales, marketing, and service processes across the entire customer journey.Automation via board rules; limited & tricky for multi-step journeys
Lead scoringYes. Built-inNot available
Meeting schedulerBuilt-in scheduling tool with personalized booking links, reminders, and automated follow-ups.Not included
Quote managementNative quote creation, sharing, and tracking within the CRM.Manual or third-party workaround
CustomizationDeep customization: layouts, custom fields, modules, visibility rules, roles, and permissions - adapt CRM to your exact processes.Customizable boards, but setup is manual & time-consuming
Customer supportAward-winning support team. 24/5 live chat support with responses typically within a few minutes, plus email and phone support.Standard support; faster response only on higher plans
Email marketing & campaignsBuilt-in campaigns with personalization, A/B testing & engagement trackingRequires external integrations
Sales pipelinesUnlimited sales pipelines included on all plansPipelines built as boards; managing multiple gets complicated
Custom fields & modulesYes. Full support for custom fields, modules, and entities.Custom fields supported via columns; limited module flexibility
Shared team inboxYesNot available
Deal rottingYesNot available
A/B testingYesNot available
AI call transcriptionNative call transcription with AI summaries, trackers, sentiment analysis, and advanced call metrics (talk-to-listen ratio, objection keywords, etc.).Not available.
AI AgentsYesNot available in CRM
Ease of use (G2 review)9.18.9
Mobile appYes, with full CRM functionalitiesMobile app focused on tasks; CRM functionality is limited

customer stories

Hear from businesses that switch to Salesmate

Switched from Monday CRM to Salesmate - now everything’s in one place. Calls, texts, emails, site visits - all synced and seamless. More features, better value. No brainer.

Chrissy HExecutive assistant

Make the switch today. Start your free trial now!

No credit card required. Upgrade/cancel anytime.

Why Salesmate CRM?

Here are a few reasons why now might be the time to switch from Monday CRM to Salesmate

Discover why switching from Monday CRM to Salesmate could save you time, money, and frustration while boosting your business productivity.

More value, less hassle

More value, less hassle

No hidden fees. No pricey add-ons. Just everything you need - sales, marketing, and support - in one affordable plan.

More value, less hassle
Truly all-in-one

Truly all-in-one

One platform. One login. All your teams - sales, support, and marketing - working together without silos or extra modules.

Truly all-in-one
Support that shows up

Support that shows up

Need help? You’ll talk to real humans. Our 24/5 live chat support is fast, friendly, and included on every plan. Always.

Support that shows up
Built to fit your business

Built to fit your business

From custom fields and modules to roles, visibility rules, and workflows - tailor Salesmate to your exact process without a developer.

Built to fit your business
Smart automation, zero busywork

Smart automation, zero busywork

Salesmate’s Smart Flows automate everything from follow-ups to support tickets - so your team stays focused on what matters: closing deals.

Smart automation, zero busywork
Unlimited pipelines, unlimited potential

Unlimited pipelines, unlimited potential

Manage every product, market, or region with as many sales pipelines as you need. No limits. No extra charges. Just total flexibility.

Unlimited pipelines, unlimited potential

“Salesmate’s intuitive interface and powerful features make managing our sales pipeline a breeze. Automation saves us time, letting us focus on closing deals, while seamless integrations boost our overall productivity.”

Cameron K.
Cameron K.Marketing and Comms Business Partner, Meallmore Ltd

Salesmate is right for you if:

  • You’re tired of building your CRM piece by piece inside a project tool 
  • You want to manage contacts, deals, calls, and emails from one place 
  • You need multi-channel communication - not just email 
  • You want powerful automation without the complexity 
  • You value simplicity, transparency, and actual support 
Frequently asked questions

Got questions? Find answers!

1. Is Salesmate a better choice than Monday CRM for sales teams?

If your primary focus is closing deals and managing your pipeline efficiently, then yes. Salesmate is purpose-built for sales teams, with built-in calling, texting, automation, and AI agents that streamline day-to-day selling. Monday, while flexible, is more of a project management tool that has CRM features added on. 

2. What makes Salesmate more suitable for sales-focused workflows?

3. Does Salesmate offer AI features that Monday CRM doesn’t?

4. Which CRM is more scalable as your team grows?

5. How do the pricing models compare between Salesmate and Monday?

6. Will it take long to switch from Monday to Salesmate?

7. Does Salesmate offer integrations similar to Monday?