Pipedrive and Monday.com are two of the most popular CRMs on the market. But which one is the best fit for your business?
Pipedrive and Monday are both CRM (customer relationship management) software. They are both great for managing customer data, sales, and marketing activities.
However, there are some key differences between the two. Pipedrive is geared more towards sales teams, while Monday is better for marketing and customer support teams. Pipedrive’s interface is more sales-oriented, while Monday’s interface is more user-friendly. Pipedrive offers a free trial, while Monday does not. Pipedrive has a lower price point than Monday. Monday offers more integrations than Pipedrive.
User reviews of Pipedrive and Monday are mostly positive. Users like that both CRMs are easy to use and offer a lot of features. Some users prefer Pipedrive because of its lower price point, while others prefer Monday for its more user-friendly interface.
In this article, we’ll compare Pipedrive and Monday.com side-by-side, looking at their similarities and differences. We’ll also explore what users have to say about each CRM.
What is Pipedrive?
Pipedrive is a CRM software that helps sales teams close more deals. It offers features such as a visual sales pipeline, deal tracking, and email integration. Pipedrive also has a mobile app so you can access your data on the go.
Important Features of Pipedrive
Pipedrive is a sales management tool that helps sales teams to close more deals by pipeline visibility and simplifying the sales process. It has features like deal tracking, email integration, customizable workflow, and reporting.
Pipedrive is suitable for small to medium businesses who want to streamline their sales process and get more visibility into their sales pipeline. It is also suitable for businesses who want to move away from traditional CRM systems.
Some of the important features of Pipedrive are:
Deal tracking
Pipedrive helps sales teams to track deals and see where they are in the sales process. This feature is helpful for keeping deals moving forward and avoiding stagnation.
Email integration
Pipedrive integrates with email providers like Gmail and Outlook, making it easy to keep track of sales conversations.
Customizable workflow
Pipedrive allows users to customize their sales process according to their needs. This feature is helpful for businesses who want to optimize their sales process.
Powerful Visual Tool/ Kanban View
Pipedrive provides users with powerful visual tools to help them manage their sales process. The pipelines feature allows users to see the status of each sale, while the Kanban view provides a more flexible way to track progress.
Realtime Dashboard
Dashboards allow users to see real-time data on their sales process, including pipeline progress, recent activity, and more. This feature is essential for keeping track of your sales process and making sure you’re on track to hit your targets.
Expected Revenue Projection
The revenue forecast feature allows users to see a projection of their expected revenue based on their current pipeline. This is a valuable tool for sales managers who need to track their team’s progress and ensure they are on track to hit their targets.
Email Automation
The email automation feature allows users to set up automatic emails that will be sent to their contacts based on certain triggers. This is a valuable tool for salespeople who need to stay in touch with their customers and ensure they are receiving the latest information about their sales process.
Smartphone focus view
The mobile focus view provides users with a simplified view of their sales process that is optimized for mobile devices. This feature is perfect for salespeople who are always on the go and need to be able to access their sales process from anywhere.
Email engine and Templates
Pipedrive’s email engine allows users to easily send mass emails to their contacts. This is a valuable tool for salespeople who need to stay in touch with their customers and keep them updated on their sales process.
Also, it provides users with a library of email templates that can be used to stay in touch with their contacts. This is a valuable tool for salespeople who need to save time when communicating with their customers.
Email and Voice Call Open /Close Tracking
Pipedrive’s open and click tracking feature allows users to see which of their emails have been opened and which links have been clicked. This is a valuable tool for salespeople who need to track the engagement of their contacts and ensure they are staying in touch with the right people.
Also, the call tracking feature allows users to see which of their calls have been answered and which ones have gone to voicemail.
Pros of Pipedrive
- It has powerful lead generation tools to help you generate new leads and grow your business.
- Additionally, its workflow automation features can save you a lot of time and effort by automating repetitive tasks. Another big plus is that it comes with a
- Built-in caller, so you can make calls directly from the app.
- Smart Docs feature is extremely helpful for creating and managing documents related to your sales process.
- The Scheduler tool lets you easily schedule appointments and calls with your contacts.
- Pipedrive’s e-Signatures feature lets you get signatures on documents without having to print them out and fax them.
- Pipedrive’s email integration lets you easily add emails to the CRM and keep track of your conversations.
- The Goal Setting & Reporting feature lets you set goals for your sales team and track their progress.
- The Contact History feature lets you see all the previous interactions you’ve had with a contact. Pipedrive’s Smart Contact Data feature lets you automatically merge duplicate contacts and keep your contact list up-to-date.
Cons of Pipedrive
Though Pipedrive is packed with features, it’s not without its drawbacks. One downside is that the software can be complex and challenging to learn, especially for those who are new to CRM systems.
Additionally, some users have reported that the customer support isn’t always responsive or helpful. It is a relatively new platform. Also, it doesn’t have the same level of integrations as some of its more established competitors. However, the company is quickly adding new integrations and features, so these drawbacks may soon be a thing of the past.
- The interface can be confusing and overwhelming, especially for new users-There is no free trial or freemium plan.
- Some features, like email integration, are only available on the most expensive paid plan.
- Customer support can be slow to respond.
- The mobile app is not as robust as the desktop app.
- These are just a few of the potential cons of Pipedrive.
What is Monday.com?
Monday.com is a task management tool that helps teams organize and track their work. It offers a variety of features, including task lists, Kanban boards, Gantt charts, and more. Monday.com is available in both free and paid versions.
Important Features of Monday Sales CRM
Monday.com is packed with features that help sales teams close more deals and manage their customers more effectively.
Here are some of the most important ones:
Sales Pipeline
Monday.com’s sales pipeline feature gives you a clear overview of your deals, from first contact to close. You can see where each deal is in the pipeline, who is working on it, and what needs to be done next.
Track customer contacts
Monday.com’s contact management features make it easy to keep track of your customers and leads. You can add important information about each contact, such as their phone number, email address, and notes about your interactions.
Capture and Track Leads
The lead management features make it easy to capture and track leads. You can add important information about each lead, such as their contact information, notes about your interactions, and their status in the sales pipeline.
Running Project Management
If you have Monday CRM, the customer projects feature helps you keep track of all the projects you’re working on with a particular customer. You can add important information about each project, such as the project’s status, due date, and notes.
You can manage team, task more effectively. Also, you can add important information about each team member, task, and project, such as the team member’s contact information, notes about their work, and the project’s status.
Marketing Activity Management
Monday.com’s marketing activities feature helps you track all your marketing efforts in one place. You can add information about each activity, such as the activity type, target audience, and expected results.
Streamline New Customer Onboarding
It has customer onboarding feature. Te feature helps you streamline the process of onboarding new customers. You can add important information about each customer, such as their contact information, account type, and notes about your interactions.
Track the Deals
Monday.com’s deal management features make it easy to track your deals and keep track of their progress. You can add important information about each deal, such as the deal value, expected close date, and notes about your interactions.
After Sales Management
The post-sales management features help you track your deals and keep track of their progress after the sale is closed. You can add important information about each deal, such as the deal value, closed date, and notes about your interactions.
Streamline your sales process
You can add important information about your sales process, such as the steps in your sales process, the people involved in each step, and the resources you need for each step.
Pros of Monday
- Monday.com comes with a variety of templates that can be used to manage different types of projects.
- It offers kanban boards that make it easy to visualise and track the progress of your project.
- The software also offers Gantt charts that can be used to plan and track the progress of your project.
- Highly customisable, which means you can tailor it to your specific needs.
- Iintegration with a variety of other software, making it easy to use in conjunction with other tools.
- It offers excellent support, with a team of experts on hand to help you with any problems you might have.
- The platform is secure with strict security measures in place to protect your data.
Cons of Monday
- One of the big cons of Monday.com is that it’s not as intuitive as some of the other options on the market. If you’re looking for a tool that’s easy to use and doesn’t require a lot of training, Monday.com may not be the best option.
- Another con of Monday is that it can be expensive. If you’re on a tight budget, there are other options out there that may be more affordable.
- Some users have found that Monday.com can be buggy and unreliable. If you’re looking for a tool that’s rock-solid and always up and running, you may want to look elsewhere.
- Overall, Monday.com is a great tool, but it’s not perfect. If you’re willing to put in the time to learn how to use it and you’re not on a tight budget, it can be a great option for managing your projects.
- There is a learning curve associated with using Monday.com, so it may take some time for you and your team to get comfortable with the tool.
- Additionally, Monday.com doesn’t offer a free trial, so you’ll have to commit to a paid plan before you can try it out.
Pipedrive Vs Monday: The Similarities
Pipedrive and Monday.com are both CRM (customer relationship management) software.
Both have a drag-and-drop interface and allow users to create custom fields. Pipedrive and Monday.com both offer a mobile app.
Pipedrive has a sales pipeline feature that allows users to track their progress and close more deals. Monday.com has a project management feature that helps users to plan, organize, and track their work.
Both software offer integrations with other software such as Google Calendar, Gmail, Slack, and Zapier.
| Features | Pipedrive | Monday.com |
| CRM Builder | Yes | Yes |
| Customer contact info mangement | Yes | Yes |
| Niche specific CRM (Finance, Health, Real Estate etc.) | Yes | Yes |
| SalesTracking and Automation | Yes | Yes |
| Event reminder | Yes | Yes |
| Call History | Yes | Yes |
| Email marketing with automation | Yes | Yes |
| Chatbot Integrating feature | Yes | Yes |
| Mobile App Access | Yes | Yes |
| Social Media Integration | Yes | Yes |
Pipedrive Vs Monday: The Differences
You can access Pipedrive from any device with an internet connection, while Monday.com requires a computer with internet access.
Monday.com offers a limited number of integrations than Pipedrive.
Pipedrive is a cloud-based platform, while Monday.com is web-based. This means that Pipedrive can be accessed from any device with an internet connection, while Monday.com requires a computer with internet access.
In terms of integrations, Pipedrive offers a wide range of integrations with other software platforms, while Monday.com offers a limited number of integrations.
Pipedrive is a CRM software that helps sales teams close more deals, while Monday is a project management tool that helps teams get their work done. Monday is designed to help teams manage their work, while Pipedrive is designed to help sales teams close more deals.
Monday has features like Kanban boards and project timelines that help teams track their work and see what needs to be done. Pipedrive, on the other hand, has features like deal stages and sales pipelines that help sales teams track their progress and close more deals.
| Features | Pipedrive | Monday |
| Project management | No | Yes |
| Remote work access | No | Yes |
| Project Portfolio Managing feature | No | Yes |
| Live Online Training | No | Yes |
| Audience | Sales company and marketing personnel | Small, Medium, Large business who maintain a team for work |
Pipedrive Vs Monday: Which CRM Should You Pick According to Your Needs?
Managing Your Projects
Both Pipedrive and Monday offer great project management features. With Pipedrive, you can create visual pipelines to track your sales progress, while Monday offers a kanban-style board view.
Both CRMs let you assign tasks to team members and set due dates. However, Monday’s project management features are more robust, allowing you to track dependencies and progress more easily.
Winner: Monday
Increasing Company Sales
Monday.com’s sales force automation features are comprehensive and easy to use. It includes tools for managing leads, tracking deals, and measuring performance. Additionally, it offers a wide range of integrations with third-party software, so you can seamlessly connect your sales data to other systems.
Pipedrive’s sales force automation features are also comprehensive and easy to use. It includes tools for managing leads, tracking deals, and measuring performance. However, it does not offer as many integrations with third-party software as Monday.com, so you may need to use a separate system to connect your sales data.
Winner: Monday.com
Customer Service & Support
Monday.com offers excellent customer service and support. The software is easy to use and has a wide range of features, so you can always find the perfect solution for your needs. Additionally, It offers a free trial so you can try the software before you commit to it.
Pipedrive also offers excellent customer service and support. The software is easy to use and has a wide range of features.
Winner: Monday.com
Marketing Automation and Integration with Third Party Softwares
The marketing automation features are comprehensive and easy to use in Monday.com. It includes tools for managing campaigns, tracking results, and measuring performance. Also, it offers a wide range of integrations with third-party software, so you can seamlessly connect your marketing data to other systems.
Pipedrive’s marketing automation features are also comprehensive and easy to use. It includes tools for managing campaigns, tracking results, and measuring performance. However, it does not offer as many integrations with third-party software as Monday.com, so you may need to use a separate system to connect your marketing data.
Winner: Monday.com
Sales CRM Management
Monday.com’s CRM project management features are robust and easy to use. It includes tools for managing projects, tracking progress, and measuring performance.
Pipedrive’s CRM project management features are also robust and easy to use. It includes tools for managing projects, tracking progress, and measuring performance. However, Pipedrive does not offer as many integrations with third-party software as Monday.com, so you may need to use a separate system to connect your CRM data.
Winner: Monday.com
Pricing Comparison of Pipedrive Vs Monday
Pricing Plan of Pipedrive
Pipedrive is a sales management tool designed to help small and medium-sized businesses close more deals.
The tool’s pricing plans start at $12 per month for the Basic plan, which includes features such as contact and deal management, email integration, customizable dashboards, and reports.
The Professional plan starts at $99 per month and includes all of the features of the Basic plan, plus advanced features such as sales forecasting, pipeline management, and automation.
The Enterprise plan is customized based on the needs of the customer.
Pricing Plan of Monday
Monday.com offers different pricing plans to fit the needs of every business. The most basic plan starts at $30 per month, while the most expensive plan is $60 per month. Volume discounts are available for businesses that need to purchase multiple licenses. Contact Monday.com for more information about volume discounts.
It also offers a free trial so that businesses can try the software before making a commitment. The free trial lasts for 14 days and provides full access to all features of the software. After the free trial, businesses can choose to continue using the software by selecting a pricing plan.
| Pricing Criterias | Pipedrive | Monday |
| Pricing Starts/Month | 12$-99$ | 30$-60$ |
| Subscription types | Monthly/ Yearly | Monthly/Yearly |
| Free Plan | Not available | Yes |
| Trial 14 Days | Yes | Yes |
Can You Integrate Pipedrive and Monday?
Integrating Monday.com with Pipedrive will allow you to create powerful workflows and automations that combine the best of both platforms. In this article, we’ll walk you through the process of setting up the integration and show you some examples of what you can do with it.
1. To get started, go to the Integrations page in your Monday.com account and click on the Pipedrive Integration tile.
2. On the next page, you will be asked to provide your Pipedrive API token. You can find this token by going to your Pipedrive settings (click on your avatar in the top-right corner and then select Settings from the drop-down menu) and then selecting API from the left-hand sidebar.
3. Copy your API token from Pipedrive and paste it into the Monday.com integration page, then click the Authorize button.
4. Once you’ve authorized the integration, you’ll be able to choose which Pipedrive entities you want to sync with Monday.com. Select the items you want to sync and then click the Save changes button.
5. That’s it! Your two platforms are now integrated and ready to work together.
FAQ:
1. What is better than Pipedrive?
There is no simple answer to this question as it depends on your specific needs and preferences. However, some popular alternatives to Pipedrive include Salesforce, HubSpot, and Zoho CRM. However, we can say that Pipedrive is a great choice for small businesses and startups that need an affordable and easy-to-use CRM solution. Pipedrive also offers a free trial, so you can try it out before making a commitment.
2. Can you use Monday as a CRM?
Monday can absolutely be used as a CRM! In fact, it’s a great tool for managing customer relationships. With Monday, you can easily track your customers’ contact information, activity history, and deal status. You can also create custom fields to store any other data that’s important to your business. Plus, our powerful search and filtering features make it easy to find the information you need, when you need it.
3. What makes Pipedrive so different?
Pipedrive is different because it is a sales pipeline management tool that helps sales teams close more deals. It visualizes the sales pipeline, so users can see where deals are at in the sales process and take action accordingly. Additionally, Pipedrive provides features such as deal tracking, email integration, and activity logging to help users manage their sales process more effectively.
