Both monday sales CRM and Pipedrive CRM (Professional Plan) are strong contenders in the CRM market. monday sales CRM excels in customization and support, making it suitable for businesses that require tailored solutions and extensive assistance. Pipedrive CRM (Professional Plan) is a good choice for businesses seeking a user-friendly interface and streamlined sales automation features. The best choice depends on the specific needs and priorities of the business.
| Attribute | monday sales CRM | Pipedrive CRM (Professional Plan) |
|---|---|---|
| Lead Management Capabilities | Collect and score leads from various sources, capture leads from web forms, emails, and third-party tools, track new leads, preconfigured status column ('New Lead,' 'Attempted to Contact,' 'Contacted,' 'Qualified,' and 'Unqualified'), automatic lead capture. | Captures leads through chatbots, web forms, and integrations; offers lead routing and automation; allows for detailed lead information with up to 300 custom fields. |
| Deal Tracking and Pipeline Management | Visual deal pipelines with drag-and-drop boards, customizable deal stages, multiple pipelines, track deal progress, customer interactions, and deadlines. | Visual sales pipeline with customizable stages; includes pipeline-specific deals and deal card customization. |
| Contact Management Features | Manage contacts, store prospect and customer contact information, record notes, build a high-level view of customer relationships across all communication channels, centralize client communication by integrating email. | Centralizes contact information; logs every interaction; allows custom fields; includes a contacts timeline. |
| Sales Automation Tools | Extensive automations, no-code workflow automation builder with templates, automated workflows (e.g., assigning leads, follow-up emails). | Workflow automation; automated lead assignment and team management; custom workflows triggered as deals move through stages; automates repetitive tasks like sending follow-up emails and assigning deals. |
| Reporting and Analytics | Comprehensive data visualization, live reports and analytics, prebuilt dashboards and widgets, customizable dashboards in real time, reports covering sales activity, team performance, and revenue trends. | Revenue forecast reports, team goals, and dashboard collaboration; customizable reports to track sales performance and identify trends; 150 reports per user. |
| Integration with Other Business Systems | Built-in API, integrations with Slack, Google Drive, Gmail, Outlook, Excel, DocuSign, Salesforce, Shopify, Zoom, Make.com, and Zapier. | Integrates with Slack, Trello, and Zapier; open API for custom integrations; integrations with email marketing platforms, accounting software, and communication apps like Gmail and Mailchimp. |
| Customization Options | Highly customizable, flexible column types, detailed subitems, customizable views, robust sorting capabilities, custom dashboards for each team or sales stage. | Customizable screen appearance and layout; straightforward workflow automation and dashboard customization; AI Sales Assistant for workflow shortcuts; allows customization of sales pipelines and workflows. |
| Mobile CRM Availability and Features | Dedicated mobile app for iOS and Android, access to key features, manage pipelines, log calls, and view reports on the go. | Mobile apps for accessing pipelines, contacts, and tasks on the go; allows users to manage deals, tasks, and communication from anywhere. |
| Customer Support and Training Resources | 24/7 email customer support, paid assistance through monday's partnership program, webinars and live training, documentation, video tutorials, FAQs, step-by-step guides. | Chatbot support available; telephone support limited to Power and Enterprise subscribers. |
| Pricing and Subscription Plans | Range of affordable service plans, pricing structured by the number of 'seats' or users, three-user minimum across all tiers, Basic, Standard, Pro, and Enterprise plans available. | $49 per user per month. |
| User Interface and Ease of Use | User-friendly interface, drag-and-drop functionality, pre-made CRM templates, easy to navigate, shallow learning curve, visual nature, color-coded pipelines. | User-friendly UI with straightforward navigation and an uncluttered layout. |
| Collaboration Features | Collaboration features in desktop and mobile app, team members can review conversation records and communicate within the platform, task assignments, commenting, file sharing, integrations with communication apps. | Team management, dashboard collaboration, and group emailing; facilitates team communication with prospects. |