Pipedrive vs Monday Sales CRM: Which CRM Software is Better?
Hey there! So, you need help choosing Pipedrive or Monday Sales CRM for generating leads and managing customer relationships?
Trust me, I get it. I’ve walked in those shoes and spent a year figuring out both tools’ ins and outs. And guess what? I’m here to share everything I learned.
If you purchase through our partner links, we get paid for the referral at no additional cost to you! For more information, visit my disclosure page.
Why would you take my word for it? I’ve been there, done that.
For the past few years, I’ve rolled up my sleeves and used both customer relationship management (CRM) tools with my clients and in my startup hustle – yes, the late-night project planning, last-minute client communications, and the works.
Picking between Pipedrive and Monday.com should not be complicated.
So, I’ll break them both down in this “Pipedrive vs Monday” post so you can make the best choice for your business and team!
Brief Overview: Pipedrive vs Monday
First, I’ll give you a quick overview of Pipedrive and Monday.com:
Pipedrive
Pipedrive is an AI CRM software platform designed to help sales teams manage and attract leads, track communications, and close deals. With a focus on simplicity and usability, it streamlines the sales process and ensures every deal runs smoothly.
Key Selling Points:
- User-friendly interface with visually appealing sales dashboards.
- Built specifically for sales teams to optimize their workflow.
- Tracks communication history across channels (email, web form, meeting, etc.).
- Customizable pipelines and stages.
- Advanced reporting and forecasting tools.
- Integration capabilities with various third-party apps.
- Mobile app is available for on-the-go access.
Monday.com
Monday.com is a project management system that empowers teams to confidently run projects and workflows. It’s a centralized platform for teams to manage every detail of their work, from high-level roadmap planning to the specifics of day-to-day tasks, fostering transparency and collaboration. It is also dubbed as one of the best client management software on the market.
Key Selling Points:
- Highly customizable workspaces adaptable to various industries and needs.
- Visual project tracking with color-coded boards and timelines.
- Automation of routine processes, social media activities, and tasks.
- Integrates seamlessly with popular third-party apps.
- Collaboration tools, including real-time comments, mentions, and file sharing.
- Customizable dashboards with advanced analytics and reporting features through its AI project management tools
- Versatile pre-built templates for different project needs, such as web forms and personalized emails.
Product Overview: Pipedrive vs Monday
What is it?
Pipedrive is a CRM platform designed for lead generation and customer relationship management. It helps your sales representatives take on lead management, track communications, and automate the business fully, ensuring a smoother sales process and increased efficiency. That is why Pipedrive is one of the best client management software available.
Monday is a versatile project management system that allows teams to run projects, workflows, and everyday work, all centralized in one digital workspace, fostering better collaboration and improved productivity. As an add-on, the Monday Sales CRM helps you take control of your sales process, outbound email marketing, and client relationship management.
Who is it for?
Pipedrive is best suited for sales professionals, small to midsized businesses, and sales teams who want a dedicated platform for pipeline management, sales forecasting results, and optimizing conversions without the frills of unnecessary features. It is one of the best AI sales tools available.
Monday is tailored for teams and businesses of all sizes and industries, requiring a flexible platform for project management, task tracking, and workflow automation beyond just sales functionalities.
What makes it special?
Pipedrive stands out for its intuitive interface and sales-centric design. Its visual sales pipelines and actionable insights ensure that your sales team has everything they need right at their fingertips, eliminating complexities and focusing on closing deals.
Monday, in contrast, offers unparalleled customization. It’s not just a project management tool or CRM but a comprehensive platform where you can design workflows, integrate with other tools, and adapt the system to your business’s operational needs.
What does it do?
Pipedrive offers clear visual pipeline management, customizable deal stages, activity reminders, detailed analytics, and integrations with numerous other platforms to ensure the sales process is as efficient as possible.
Monday provides a drag-and-drop interface for project management, automation for repetitive tasks, visual project tracking, and integrations with various tools, making it a comprehensive, all-in-one software solution for managing tasks, projects, and workflows across an organization.
Quick Verdict: Pipedrive vs Monday.com
When choosing between Pipedrive and Monday.com, both platforms offer robust features but cater to different user needs.
Pipedrive: Ideal for Sales-Focused Teams and Sales Reps
The Simplest CRM to Manage & Close More Deals!
Pipedrive is a CRM that helps your sales team manage their pipelines to ensure every deal runs smoothly.
Pipedrive is all about the sales cycle. Its powerful CRM solution offers superior pipeline management features, making it a top choice for sales-focused teams. It’s designed for effective generation and lead management, providing a more streamlined approach to closing deals.
However, it does lack mass email marketing automation features. Also, Its limited reports capabilities reduced functionality depending on the plan subscribed onto. This platform is best if you and your team are looking for a CRM with more control over features and your outbound sales processes.
Powerful Project Management for Your Whole Team!
Monday.com is a powerful project management tool that helps teams of all sizes manage their projects, automate tasks, and collaborate with each other.
Monday Sales CRM, while providing a quality CRM experience, overall, Monday.com stands out as a project management tool. Its strength lies in its flexibility and customization capabilities. It offers more than just CRM capabilities; its dynamic platform can be adapted for project planning, task tracking, team collaboration, and even time tracking.
With its robust automation and integration capabilities, Monday.com is perfect if you and your team need a powerful tool to manage various aspects of your business operations beyond just the sales cycle.
Quick Comparison: Pipedrive vs Monday.com
| Key Features | Pipedrive | Monday |
|---|---|---|
| #1) Pricing | Winner | |
| #2) Free Plan | Winner | |
| #3) Ease of Use | Winner | |
| #4) Design & Functionality | Winner | |
| #5) Customization | Winner | |
| #6) Collaboration | Tie | Tie |
| #7) Integrations | Tie | Tie |
| #8) Customer Service Department | Winner | |
| #9) Mobile App | Winner | |
| #10) Security | Tie | Tie |
| #11) CRM | Winner | |
| #12) Project Management | Winner | |
| Overall | Winner |
Important Note: While Monday.com edges on key features, this doesn’t diminish Pipedrive’s excellence as a CRM platform. Every tool has its strength, and the choice depends on your small business needs: Pipedrive excels for helping you manage your leads and customers, while Monday.com is excellent for managing your people and projects.
Feature Comparison: Pipedrive vs Monday
Let’s compare Pipedrive’s and Monday.com’s key features so you can make the right decision for you and your business.
#1) Pricing
Pipedrive’s Essential Plan is priced at $21.90 ($14.90 per month billed annually) per user per month, and it goes up from there. With automated workflows paid plans including Advanced, Professional, Power, and Enterprise, these tiers are designed to accommodate businesses ranging from startups to well-established sales teams, offering key features that intensify to only highest-tier customers.
On the other hand, Monday.com starts its pricing of its Basic Plan at $10 per seat per month ($8 per month billed annually). It offers a range of plans – Standard, Pro, and Enterprise, ensuring that small businesses of varying scales and operational complexities find a plan suited to their requirements.
Please note that the Monday Sales CRM does cost extra money, starting at $10 per seat per month.
Monday.com is the more cost-effective option as it provides access to a lot of features, but you do have to pay for the Monday Sales CRM. However, price is only the starting point, as you should get the product that fits the needs of your business.
Verdict: For pricing, Monday.com provides a cheaper solution for a ton of value.
#2) Free Plan
Pipedrive doesn’t provide an ongoing free plan but gives you a trial period. The trial allows you to explore the CRM tool, acquaint yourself with its functionalities, and determine whether it is the right fit for your sales operations before investing.
On the other hand, Monday.com has a “free forever” plan accommodating up to 2 seats. This allows small teams or individuals to utilize their work operating system indefinitely. A trial period is available for larger teams to test and assess the platform’s more advanced features.
Comparing the two, while Pipedrive only offers a trial period, Monday.com stands out by providing a permanent free option for smaller teams and a trial for others.
Verdict: For the free plan, Monday.com has the edge with its “free forever” option for up to 2 seats, in addition to its trial period.
#3) Ease of Use
Pipedrive is designed with simplicity at its core. It presents a clear visual pipeline that makes managing and tracking sales deals and revenue forecasting intuitive. The platform’s layout is organized and straightforward, ensuring that your sales team can maximize its sales activities without feeling overwhelmed.
Monday.com, meanwhile, is built for versatility and customization for project management and workflows. While it’s packed with features, Monday.com ensures that these functionalities are user-friendly, making it approachable even for those unfamiliar with work operating systems.
Pipedrive is easier to use right out of the box because it is a simple tool focused on sales management and those in sales roles. However, Monday.com is intuitive but can be overwhelming as it offers a wide range of customizable management features tailored to project managers.
Verdict: For ease of use, Pipedrive takes the win, as it is a simpler software product to use due to its focus on sales.
#4) Design & Functionality
Pipedrive presents a clean, modern, intuitive interface emphasizing sales pipeline management. The platform’s design is geared towards easy navigation, with clear labels, color-coded stages, and a minimalistic layout. Further, Pipedrive is built to house everything you need to run your sales team and processes in one place.
Monday.com is a vibrant and dynamic platform that uses color-coded boards, making it visually appealing and easy to track tasks and projects at a glance. Regarding functionality, Monday.com is versatile and supports many workflows, from project management to CRM and software development.
Between the two, Pipedrive offers a dedicated CRM tool with a design that simply helps your sales activities. Meanwhile, Monday.com has a Sales CRM but also provides significantly more functionality as it supports a broader range of tasks and workflows.
Verdict: For design and functionality, Monday.com takes the edge due to its broader, vibrant, multifunctional platform with an included Sales CRM.
#5) Customization
Pipedrive allows you to customize your sales pipeline management, adding or modifying stages based on specific sales and marketing processes. The platform also provides custom fields like lead capture forms and other web forms, allowing Pipedrive users to capture specific information relevant to their qualified leads and deals.
Monday.com truly shines for customization, as you can shape the platform for virtually any operational requirement. Its drag-and-drop interface lets you easily create boards, forms, and personalized emails from scratch. You can build a customizable sales dashboard for the Monday Sales CRM to track marketing, sales, and customer data.
While Pipedrive does a commendable job for sales-specific tailoring, Monday.com offers a broader spectrum of customization options suitable for various work management scenarios, from Monday Sales CRM to project management and beyond.
Verdict: Monday.com takes the edge for customization due to its expansive adaptability across multiple business processes.
#6) Collaboration
Pipedrive focuses on sales collaboration. You can assign leads, deals, and tasks swiftly. Comments, notes, and shared pipeline management enhance team communication and customer relationships.
Monday.com champions team collaboration across the platform. It offers real-time comments, file sharing, and visual boards for instant project insights. Notifications and embedded tools promote team unity across various tasks.
Both have merits: Pipedrive streamlines sales collaboration, while Monday.com caters to diverse team projects.
Verdict: It’s a tie between Pipedrive and Monday.com for collaboration. Both provide outstanding capabilities for your team to collaborate based on your specific needs.
#7) Integrations
Pipedrive supports integrations with a wide array of third-party tools, granting you the flexibility to build a CRM ecosystem and sales processes tailored to your needs. It connects seamlessly with popular tools for basic email templates, calendars, automation, basic email marketing, and more.
Also, Monday.com boasts many integrations catering to diverse workflows, especially with the Monday Sales CRM. From project management to email marketing automation, it integrates effortlessly with numerous third-party tools, ensuring all of your work can be done in one work environment.
Comparing the two, while Pipedrive ensures CRM-focused integrations, Monday.com offers integrations to add to your business processes. Further, Zapier allows you to integrate with many more tools using Zapier. Find out more in our Zapier review!
Verdict: For integrations, it’s a tie between Pipedrive and Monday.com. Your choice hinges on whether you prioritize CRM-centric or broader business process integrations.
#8) Customer Service Department
Pipedrive provides diligent customer support with 24/7 chat assistance. You can also access a comprehensive knowledge base, webinars, and tutorials, ensuring you make the most of the CRM platform. Customers with Enterprise and Power plans may be eligible for phone support.
Monday.com stands out with its multi-channel support. It offers chat, email support, a vast help center, and regular webinars. It does not appear to have phone support. With the potentially steep learning curve, I found the user community forums helpful for answering questions over the years.
While both platforms offer robust support, Monday.com’s diverse channels and active user community provide a slight edge in addressing user issues from multiple fronts.
Verdict: Monday.com has the advantage for customer support due to its multiple support channels and active user community, unlike Pipedrive.
#9) Mobile Apps
Pipedrive offers a dedicated mobile app designed for sales professionals on the go. The app provides essential CRM features for deal management, scheduling of activities, and staying updated with real-time notifications, ensuring no lead or opportunity is missed.
Monday.com also brings its powerful app to mobile. The app retains most of the desktop version’s basic features, from managing tasks to updating boards. Push notifications and the ability to collaborate in real time make it a valuable tool for you and your team.
Even though both mobile apps are robust and provide you with the tools you need while on the move, Monday has significantly higher ratings in both the Apple and Android app stores.
Verdict: For mobile apps, Monday.com, due to its amazing iOS and Android apps that are backed by fantastic user ratings in the app stores.
#10) Security
Pipedrive takes security seriously, as it encrypts data to ensure that your sensitive sales and marketing data remains protected. With GDPR compliance and regular third-party audits, Pipedrive prioritizes the safety of your data.
Monday.com is also committed to a high standard of security. The platform offers features like two-factor authentication, data encryption, and compliance with global data protection regulations. Further, Monday does regular security reviews and provides strict access controls to further strengthen its security posture.
Regarding security, both platforms exhibit a solid dedication to safeguarding user data. With comprehensive security measures and adherence to global standards, you can trust either platform with your valuable information and data.
Verdict: For security, it’s a tie between Pipedrive and Monday.com. Both platforms are robustly equipped to ensure user data remains secure.
#11) CRM & Pipeline Management
Pipedrive is primarily built as a CRM software tool. It offers a visual sales pipeline for effective deals and lead management. With features like dynamic targeting, contact management, activity tracking, and sales analytics, Pipedrive provides small businesses with the tools to streamline their sales pipeline and enhance customer relationships.
While primarily a project management tool, Monday.com has expanded its capabilities to include CRM functionalities. You can customize an email and activities dashboard to track, attract, and nurture leads, manage client interactions, and analyze sales data. Further, the basic email functionality allows you to save repetitive emails as email templates.
Monday has a built-in Sales CRM but also provides you with more features in the rest of the platform. However, Pipedrive gives you quality CRM experiences, which is better if you want to nurture leads and close deals.
Verdict: For CRM features, Pipedrive has an edge due to its specialized CRM-centric design and features compared to Monday CRM.
#12) Project Management & Sales Processes
Pipedrive, while primarily a CRM software, does provide features that can be tailored for project management. You can track activities, assign tasks, and set deadlines. However, its features are more focused on sales processes, making it less ideal for comprehensive project management without using the additional integrations.
However, Monday.com is designed for project management. It includes visual project tracking, timeline-based tracking boards, workload management, and team collaboration capabilities. The platform helps you create custom automations and workflows to ensure efficient project execution.
Comparing the two, while Pipedrive can be adapted for basic project management, Monday.com offers a more comprehensive suite specifically designed for project coordination and execution.
Verdict: Monday.com is the clear winner for project management due to its specialized tools and functionalities in this domain.
Final Thoughts on Pipedrive vs Monday
As a busy entrepreneur, I’ve tried many CRM and project management tools.
And both Pipedrive and Monday.com are some of my favorite tools in the business, but they both serve different purposes!
Pipedrive is geared toward helping small to mid-sized businesses and sales reps manage their lead generation, sales, and customer relationships. It’s designed to keep track of your sales funnel and understand your customers better.
Pipedrive: Ideal for Sales-Focused Teams and Sales Reps
The Simplest CRM to Manage & Close More Deals!
Pipedrive is a CRM that helps your sales team manage their pipelines to ensure every deal runs smoothly.
On the other hand, Monday.com is excellent for teams who are managing operations and projects for an entire business. Yes, it does have a dedicated Monday Sales CRM. Still, it is better suited for organizing your tasks, allowing team members to collaborate, and helping your people get work done!
Powerful Project Management for Your Whole Team!
Monday.com is a powerful project management tool that helps teams of all sizes manage their projects, automate tasks, and collaborate with each other.
As I end this blog post, I want you to consider what your business needs the most. If you need to manage deals and close sales, go with Pipedrive. However, if you need to manage projects, tasks, and/or sales, go with Monday.com.
Choose the one that best fits your needs so you can achieve incredible business growth!
