ClickUp vs Monday CRM

Looking for a new CRM? Both ClickUp and Monday CRM stand out with their distinct features tailored to enhance business efficiency and customer interaction. While ClickUp is renowned for its robust project management capabilities with integrated CRM elements, Monday CRM focuses on streamlining sales processes and managing customer relationships effectively. In this blog post, we'll be doing a detailed comparison of these two platforms, looking at their key features, pricing structures, and overall benefits. We'll also introduce folk which is a popular alternative.

What is ClickUp?

ClickUp is a project management and productivity platform designed to help teams and individuals organize tasks, track progress, and collaborate in one workspace. Although it is primarily a project management tool, ClickUp includes some CRM elements.

Key features of ClickUp

• Task management: ClickUp allows users to create, assign, and track tasks with custom statuses, providing flexibility in managing work processes across different projects.
• Custom views: The platform offers multiple views like lists, boards, calendars, and Gantt charts, enabling users to visualize tasks and workflows in a format that suits their preferences.
• Goal tracking: Users can set, track, and manage goals within ClickUp, aligning tasks and projects with broader objectives.
• Time tracking: ClickUp includes a built-in time tracking feature to log time spent on tasks, allowing users to monitor productivity or billable hours.
• Workflow automation: Automation in ClickUp enables users to reduce manual tasks by setting up rules that trigger actions, such as status updates or notifications, based on predefined conditions.
• Custom fields: The platform allows users to add custom fields to tasks, enabling them to track specific data points or categorize tasks according to their needs.

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.

ClickUp vs. Monday CRM: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

ClickUp does not have a dedicated pipeline management feature designed specifically for sales or CRM purposes, but users can create customizable pipelines using task lists, boards, and custom statuses. This flexibility allows teams to tailor their workflow according to their unique sales strategies, but it may require more manual setup and management.
Monday CRM’s pipeline feature allows users to track the progress of deals and opportunities through customizable stages. The pipeline can be configured to match specific sales processes, with stages representing different phases of a deal. This integrated approach makes it easier for sales teams to visualize and manage their sales funnel, offering a more streamlined and efficient process for tracking and closing deals.

2. Ease of use

Both ClickUp and Monday CRM are designed with user-friendliness in mind, but ClickUp's interface can be overwhelming due to its extensive features. Monday CRM offers a more streamlined experience, making it easier for users to navigate and manage their CRM tasks efficiently.

3. Contact enrichment

As a project management platform, ClickUp does not offer a contact enrichment feature as part of its core functionality. While users can manually store and organize contact information using custom fields and task details, the platform does not automatically pull in additional data about contacts from external sources. Monday CRM currently have a data enrichment app in beta mode.

4. Outreach

ClickUp does not have a dedicated outreach feature specifically designed for communication with external contacts, such as clients or leads. However, users can manage outreach tasks using custom workflows which requires manual setup. Monday CRM also allows you to do outreach campaigns, and has a template library and AI assisted support.

5. Automation

ClickUp's automation capabilities are general-purpose and not specifically tailored to CRM functions like lead nurturing or contact segmentation, which may require additional customization to meet more advanced CRM needs. Monday CRM offers automation features that allow users to automate basic tasks such as updating deal statuses, assigning tasks, and sending notifications based on specific triggers within the platform. These automations can help streamline repetitive processes, but they are limited in scope compared to more advanced CRM tools.

6. Integration

ClickUp provides integrations with various third-party tools, such as Google Workspace, Slack, Zoom, and Dropbox, to enhance workflow efficiency and collaboration within the platform. Similarly, Monday CRM also provides access to basic third party applications to help their users create a smoother workflow.

7. Artificial Intelligence

ClickUp's AI integration is relatively new and comes in the form of 'Chat'. It connects tasks, docs, people, and all of your company’s knowledge with AI. Using this information to become a knowledge manager, help you manage your tasks and write. Monday CRM has an AI based email generator that helps you compose sales emails.

Price and plans comparison

Let's take a closer look at the price and plans of both ClickUp and Monday CRM.

ClickUp prices

ClickUp offers a free forever plan for personal use. Premium options are available as either a monthly and annual subscription plan. The following is a high level overview of the annual subscription plans available.

• Unlimited: $7/user/month.
• Business: $12/user/month.
• Enterprise: Undisclosed.

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

Introducing folk CRM: the best alternative to ClickUp and Monday CRM

Looking for an affordable alternative? We recommend folk. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

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Key features

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

ClickUp vs. Monday CRM: What's the verdict?

It's clear that both ClickUp and Monday CRM offer robust solutions for managing tasks and sales processes, each with unique strengths. ClickUp excels in project management with its customizable views and automation features, while Monday CRM stands out with its sales-focused tools for lead and deal management. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free