Monday CRM vs. Pipedrive: Which Is Better?

Customer Relationship Management (CRM) tools allow big and small companies to understand better what their clients want. This information helps develop improved work methods that encourage the company’s growth. However, this is only possible with the right tools, so you must use a CRM program that matches your needs.

To help you enhance your business dealings, we’ll compare the two most popular CRM options, Monday CRM and Pipedrive. They have overlapping features, but the subtle differences can make or break your company’s progress. Keep reading to see which tool will support you in achieving your business goals.

What Is Monday CRM?

Monday CRM is an impressive task management program that adds flexibility to your workflow. It’s an excellent option for businesses that find traditional spreadsheet solutions like Microsoft Excel and Google Sheets unnecessarily complicated. A more user-friendly alternative, Monday CRM will allow your team to:

• Streamline project strategies and optimize work plans.
• Develop an effective task-managing system.
• Assign tasks to teams with the appropriate resources.
• Use templates to come up with project ideas quickly.
• Monitor and manage your budgets.
• Share data more quickly.
• Integrate other apps to boost workspace collaboration.

Let’s break down the advantages and drawbacks to help you determine whether Monday CRM is the right fit for you.

The Benefits of Monday CRM

We’ll go over the main benefits of the Monday CRM to better understand how it works and in which areas it excels.

Perfect for Smaller Teams

Monday CRM is designed for smaller teams and businesses operating in niche areas. Such companies execute similar tasks for each project, and Monday allows them to develop dynamic plans for timely deliveries.

Although Monday CMS is marketed as an all-in-one management aide, smaller workgroups that often collaborate on daily tasks will get the most use of its handy features.

Project coordinators and managers are among the employees who can make Monday CRM do the hard work. They can set up organized schedules, streamline data on easy-to-navigate boards, and share important information with their teams without tedious emails and calls.

Powerful Spreadsheet

Monday CRM is a spreadsheet-based tool similar to Excel and Google Sheets. Its interface is uncomplicated, making it a time-saving alternative almost anyone can use.

Unlike Excel, this tool offers online support from colleagues and ready-to-use templates for repeated tasks that can make the business’s productivity rates soar.

Simple Project Coordination

Most spreadsheet programs are not built for online use, which can make contacting your team members more challenging. With Monday CRM, you can complete tasks using the latest data, knowing everyone has access to the same information.

Since Monday serves as your central online work hub, there will be no misunderstandings and inconsistencies.

The tool also lets you send files to team members, making it easier to spot and rectify minor issues before the project reaches the client.

Best for Repeated Tasks

If your business handles smaller projects sectioned into to-do lists, Monday CRM takes the stress out of organizing the tasks.

When working on similar projects, you can save templates for task checklists and replicate them to meet your client’s needs. Depending on your business type, Monday CRM lets you present tasks like spreadsheets, timelines, and boards.

The Disadvantages of Monday CRM

While Monday CRM may be a good management software for small businesses, it might not work for everyone. Let’s look at some of the platform’s major downsides.

Not Suitable for Project Management

At its core, Monday CRM is only built for task delegation. Its features allow you to display data and tasks in Calendar, Table, or Chart view, but there’s little else you can do to improve productivity.

When it comes to larger projects, you’ll need to use more formidable features that enable you to find innovative solutions. However, this is where Monday CRM falls short. It’s incredible at tracking daily tasks but unable to support more demanding projects sufficiently.

Limited Spreadsheet-Based Program

The platform’s nostalgic spreadsheet design is alluring but fails to provide users with more advanced functions, such as pivot tables and formula calculations.

Also, the tool’s task managing checklists can be created in widely used programs like Microsoft Word, meaning that Monday’s features, while uncomplicated, aren’t indispensable.

Restricted Reporting

If you’re working with several clients on a shared project, you’ll have to present them with something more in-depth than multiple completed checklists. Monday CRM has no built-in feature for monitoring project progress, limiting your ability to predict and avoid possible issues.

Monday CRM Pricing

On Monday CRM, you get a free plan with up to 2 seats. It also offers a four-tier paid pricing option. These include:

• Basic: $8 per seat per month.
• Standard: $10 per seat per month – The most popular choice.
• Pro: $16 per seat per month.
• Enterprise: customized pricing plan.

You may trial any of the paid plans for 14 days.

If you use Asana and are considering switching to Monday, check out our Asana vs. Monday comparison to find out which project management tool will suit your requirements.

→ Try Monday CRM

What Is Pipedrive?

Pipedrive aims to help small and mid-size companies develop better sales pipelines and close more business deals. The straightforward interface is ideal for adding new and managing existing information to identify areas for improvement.

Before you commit to Monday or Pipedrive as your business’s CRM, let’s consider what Pipedrive has to offer and where it underperforms.

The Advantages of Pipedrive

The program has many pros, which allow businesses to grow quickly and create a more motivated employee atmosphere.

Simple to Use

Perhaps Pipedrive’s most compelling feature is how simple it is to use. The interface is incredibly intuitive, so the program is a perfect solution for growing companies taking on more clients.

The app allows users to create various pipeline processes and monitor past, current, and future business deals. You can then develop the best course of action for each deal, including scheduling meetings, arranging calls, and email campaigns.

Tracks Communication

The program tracks all business communication, so you can easily view emails, calls, and meetings related to each stage of your project.

The communication is analyzed and placed inside a customized timeline, allowing you to zero in on areas where more activity is needed. When you know what the team should improve, closing the deal is only a few tasks away.

Automation Options

Another handy feature is Pipedrive’s sales assistant. Designed to minimize tedious work, you can enable it to assign tasks to the most qualified team members automatically. This will improve your client’s success by improving project quality and preventing employees from feeling overwhelmed by their workloads.

Excellent Reporting System

Pipedrive’s built-in dashboards provide a thorough insight into the company’s budget, revenue, clients, and more. Implementing this information into your workflow will help you meet your targets by improving your sales pitch and landing new clients. Additionally, you’ll be able to form long-lasting relationships with existing clients, building a reputable brand name.

The Disadvantages of Pipedrive

While Pipedrive has several useful CRM features, it has a few setbacks.

Only Sales Support

Since experienced salespeople designed Pipedrive, it’s unsurprising that it’s unmatched in handling the sales side of businesses. However, it’s not an all-in-one solution and lacks critical project management and marketing features.

Unsuitable for Larger Companies

Pipedrive is a tool that will speed up the growth of your business. But when you reach too many clients, you’ll need to switch to a more robust alternative. When your company surpasses 500 employees, Pipedrive will become flooded with too much information and might be unable to organize the data efficiently.

Pipedrive Pricing

Like Monday CRM, Pipedrive offers a four-tier paid plan pricing option. It includes:

• Essential: $9.90 per user/ month.
• Advanced: $19.90 per user/ month.
• Professional: $39.90 per user/ month.
• Power: $49.90 per user/ month.

All the paid plans come with a free 14-day trial. If you have decided to switch to Pipedrive, make sure to delete your Monday account.

→ Try Pipedrive

Grow Your Business and Understand Clients: Monday CRM vs. Pipedrive

Modern businesses require apps that enable them to form close bonds with their clients and learn more about their expectations.

Monday CRM and Pipedrive help companies change their work practices to meet the client’s needs, but the final verdict comes down to your business vision.

If you want to grow your small marketing agency, Monday CRM will keep your employees on top of their tasks. When you wish to up your sales company’s performance, Pipedrive has everything you need to optimize your sales pipeline.

FAQ

Is Monday better than Pipedrive?

Both are solid software that excel in different aspects. The choice of a better tool will usually come down to personal preferences. However, while a small business will find the feature set of Monday very convenient, a larger business will thrive better managing tasks with Pipedrive.

Does Pipedrive integrate with Monday com?

The Pipedrive cloud-based sales tool is excellent for organizing and managing customer relations. With the Pipedrive app, you can streamline your insights into a monday.com account from Pipedrive.