Pipedrive vs Monday CRM

Choosing the right CRM can be a game-changer for your business. Pipedrive and Monday CRM stand out as two strong contenders, each offering distinct features to enhance sales and customer management. While Pipedrive focuses on simplifying sales processes with robust automation and reporting tools, Monday CRM offers a flexible approach to managing contacts and workflows. In this blog post we'll explore their key features, pricing models, and overall benefits to help you make an informed decision. Additionally, we will introduce folk and explore why it's become a firm favourite.

What is Pipedrive?

Pipedrive is a web-based CRM for small businesses, offering lead management, automation, email integration, and customizable pipelines to optimize sales.

Key features of Pipedrive

• Lead and deal management: Centralized tools to manage customer data, interactions, and sales pipelines, helping teams act quickly on opportunities.
• Sales automation: Workflow automation to handle repetitive tasks, such as lead routing, follow-ups, and email sequences, allowing sales teams to focus on closing deals.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track sales performance, forecast revenue, and gain actionable insights.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data.
  

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.

Pipedrive 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

Pipedrive offers a user-friendly Kanban-board setup that closely aligns with traditional sales pipeline management processes. This visual approach helps sales teams easily track deals and prioritize tasks. On the other hand, Monday CRM provides a highly customizable pipeline feature that allows users to track the progress of deals and opportunities through various stages. Each stage can be tailored to match specific sales processes, representing different phases of a deal. This flexibility is ideal for businesses with unique or complex sales workflows.

2. Ease of use

Pipedrive offers a user-friendly interface designed for simplicity, making it easy for sales teams to navigate and manage their workflows efficiently. Monday CRM also emphasizes ease of use with its visually appealing and customizable dashboard.

3. Contact enrichment

Pipedrive's contact enrichment feature works by integrating with tools to pull additional information from external sources, automatically populating fields with relevant data such as job titles, company information, and social media profiles. Monday CRM currently has a data enrichment app in beta mode.

4. Outreach

Pipedrive's email builder is more geared towards campaigns such as newsletters, and more responsive email marketing campaigns. Monday CRM also allows you to do outreach campaigns, and has a template library and AI assisted support.

5. Automation

Pipedrive's automation feature streamlines sales processes by automating repetitive tasks, such as data entry, follow-ups, and lead assignment. Monday CRM offers automation features to automate basic tasks like updating deal statuses and sending notifications, though they are more limited in scope compared to advanced CRM tools.

6. Integration

Pipedrive offers over 300 integrations, allowing users to connect the CRM with various third-party tools across different categories, including marketing automation and email platforms. Monday CRM also provides integrations, though not as extensive as Pipedrive.

7. Artificial Intelligence

Pipedrive integrates AI primarily through its Sales Assistant, which provides actionable insights and recommendations to optimize sales activities. 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 Pipedrive and Monday CRM.

Pipedrive prices

Pipedrive offers two types of plans, both for their CRM product. It comes as either a monthly or an annual subscription basis. Their annual subscription plan is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

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 Pipedrive 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.

Key features

• 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.
• 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.
• 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.

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.

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

Both Pipedrive and Monday CRM offer robust solutions tailored to different business needs. Pipedrive excels with its advanced sales automation and in-depth analytics, making it ideal for sales-driven teams. On the other hand, Monday CRM provides a more comprehensive task and project management approach, suitable for teams looking for versatile pipeline customization. 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.