Monday CRM vs Pipeliner CRM

Looking for a CRM? Monday CRM and Pipeliner CRM are two platforms designed to streamline workflows and enhance sales management. Monday CRM offers a flexible, project-focused approach, allowing teams to customize pipelines and integrate task management with CRM features. Pipeliner CRM, in contrast, emphasizes visual sales pipelines and analytics, providing tools tailored for detailed sales tracking and performance insights. In this blog post, we’ll compare their features, pricing, and usability to help you find the right fit. We'll also introduce folk CRM, a popular alternative to consider.

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.
  

What is Pipeliner CRM?

Pipeliner is an AI-powered sales CRM designed for small, mid-sized, and enterprise organizations, focusing on simplicity and scalability. It offers a visual approach to sales management, allowing teams to track pipelines, forecast outcomes, and automate workflows.

Key features of Pipeliner CRM

• Sales force automation: Automates routine sales tasks, helping teams focus on selling while ensuring consistency across workflows.
• Key account management: Provides tools to manage and track relationships with high-value clients, ensuring personalized attention and strategy.
• Communications and activities tracking: Logs and organizes all interactions, calls, and emails, providing a centralized view of customer communication.
• Reporting engine: Offers customizable reports and dashboards to deliver insights into sales performance and team productivity.
• Process and workflow automation: Automates repetitive workflows, such as task assignments and approvals, to improve efficiency and reduce manual effort.

Monday CRM vs. Pipeliner CRM: Feature Comparison

Let's break down the key features of Monday CRM and Pipeliner CRM to take a closer look at their sales automation, email marketing tools, user experience, and more.

1. Sales Pipeline 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. Pipeliner CRM’s pipeline feature offers a visual interface to track sales opportunities through different stages. The drag-and-drop functionality allows you to move deals across stages, providing an overview of your sales progress. It supports multiple pipelines to accommodate different sales workflows, with integrated tools like automation and reporting to assist with task management and deal prioritization. While the feature is functional and adaptable, its focus is primarily on sales tracking, which may limit its utility for broader project management needs.

2. Ease of use

Monday CRM is designed with user-friendly interfaces, making it easy for teams to navigate and manage tasks efficiently. Pipeliner CRM also emphasizes ease of use with its intuitive visual interface, allowing users to quickly access sales data and workflows. Both platforms prioritize simplicity, but user preference may vary based on specific needs.

3. Contact enrichment

Monday CRM does not offer a built-in contact enrichment feature. In contrast, Pipeliner CRM includes basic contact enrichment capabilities, allowing users to enhance contact data through integrations, although it may require additional tools for more comprehensive enrichment.

4. Outreach

Monday CRM supports outreach campaigns with a template library and AI-assisted support, enhancing campaign creation and execution. Pipeliner CRM offers mass email features for outreach, allowing users to send bulk emails and track engagement metrics. However, it may require additional tools for advanced outreach capabilities beyond its primary sales focus.

5. Automation

Monday CRM provides basic automation for tasks like updating deal statuses and sending notifications, streamlining processes but limited in scope. Pipeliner CRM offers more robust automation through workflow tools, enabling task assignments and email follow-ups, with the option to enhance functionality via the Automation Hub and third-party integrations.

6. Integration

Both Monday CRM and Pipeliner CRM offer integrations with various third-party applications to extend their core functionalities. While Monday CRM integrates seamlessly with a broad range of tools, Pipeliner CRM focuses on integrating with sales and productivity tools, providing users with flexibility to tailor their CRM environment.

7. Artificial Intelligence

Monday CRM features an AI-based email generator to assist in composing sales emails, enhancing communication efficiency. Pipeliner CRM's Voyager AI Gen offers data-driven insights for sales decision-making, providing recommendations and forecasts. While Monday's AI focuses on email composition, Pipeliner's AI is tailored to sales insights and prioritization.

Price and plans comparison

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

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.

Pipeliner CRM prices

Pipeliner offers several versions of its CRM, tailored to different price points.

• Starter: Starts from $65/seat/month.
• Business: Starts from $85/seat/month.
• Enterprise: Starts from $115/seat/month.
• Unlimited: Starts from $150/seat/month.

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

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system. You can use folk as a solopreneur, small to mid-size team, or large enterprise. Which allows it to scale with you as your business grows. folk can also support multiple use cases across your business including sales, marketing, recruitment, and more.

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.
• 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.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• 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.

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.

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

Both Monday CRM and Pipeliner CRM offer robust features tailored to different business needs. Monday CRM excels with its customizable pipelines and task management, making it ideal for teams that require flexibility in sales processes. On the other hand, Pipeliner CRM stands out with its visual sales management and AI-driven insights, catering to businesses focused on scalability and data-driven decision-making. However, for companies seeking 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.