Feeling lost in the sea of CRMs? You’re not alone.
Choosing between Salesforce and Monday CRM can feel like choosing between a rocket ship and a super-powered bike.
Maybe you’re worried about spending too much on features you won’t use.
This article breaks down the Salesforce vs Monday CRM battle so you can decide which fits your business best.
We’ll look at the key differences, the prices, and who each CRM is perfect for. Let’s make this easy!
Overview
We’ve put both Salesforce and Monday CRM through their paces.
Our team tested each platform, exploring their features, usability, and overall performance in real-world sales scenarios.
This hands-on experience forms the basis of our comparison.
Want a CRM that’s as flexible as your marketing needs? See how it can transform your workflow!
Pricing: It has a free plan. The premium plan starts at $9/month.
Key Features:
- Visual Workflow Management
- Collaboration Tools
- Integrations
Ready to explore the world’s leading CRM? Sign up for a free trial of Salesforce today!
Pricing: It has a free trial. The premium plan starts at $25/month.
Key Features:
- Lead management
- Sales forecasting
- Opportunity management
What is Monday CRM?
Monday CRM is different. It’s built for visual project management.
Think of it as a flexible workspace. It’s user-friendly and lets you track sales, leads, and customer interactions.
Also, explore our favorite Monday CRM alternatives…
Our Take
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM.
Key Benefits
- Visually appealing interface: Easy to navigate and understand.
- Flexible and customizable: Adapt the platform to your specific needs.
- Collaboration features: Work seamlessly with your team.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Free: $0 free forever.
- Basic: $9/seat/month.
- Standard: $12/seat/month.
- Pro: $19/seat/month.
- Enterprise: Custom Pricing based on your needs.
Pros
Cons
What is Salesforce?
Salesforce. You’ve probably heard of it. It’s a big name in CRM.
Think of it as a super-powered tool.
It helps businesses manage customer relationships and does a lot more.
Also, explore our favorite Salesforce alternatives…
Our Take
It’s incredibly powerful and flexible. The free plan is very generous, and it has many features for managing projects.
Key Benefits
Salesforce helps businesses connect better with customers. It gives a full view of each customer.
This helps improve sales and service.
- 360-Degree Customer View: See all customer interactions in one place.
- Boosts Sales by 39%: Many users report higher sales and productivity.
- Powerful Automation: Automate tasks like emails and lead tracking.
- Huge AppExchange: Connects with thousands of other apps.
- Scalable for Growth: Grows with your business, from small to large.
Pricing
- Starter Suite: $25/user/month.
- Pro Suite: $100/user/month.
- Enterprise: $165/user/month.
- Unlimited: $330/user/month.
- Einstein 1 Sales: $500/user/month.
Pros
Cons
Feature Comparison
This deep dive compares both platforms.
We cover nine key features to show how each crm solution handles core operations.
This will help you find the system that gives your sales team the advantage.
1. AI and Innovation
- Salesforce: Salesforce takes advantage of groundbreaking ai innovation with Einstein. This AI agent helps the Salesforce team predict deal outcomes. They use the data cloud for a complete view of customers.
- Monday CRM: Monday CRM includes helpful AI tools. These automation features help team members with simple tasks like summarizing text. Its focus remains more on simple workflow automation.
2. Project Management and Work OS
- Salesforce: Salesforce products are true customer relationship management tools. It is not a project management tool. You usually need add-ons or separate other crm solutions for complex project management.
- Monday CRM: This company started as a work management platform. It excels at managing tasks and visual workflows. Users can easily create Gantt charts and track project progress.
3. Scalability and Scope
- Salesforce: Salesforce offers a full suite of crm solutions for every department. This includes sales cloud, service cloud, and marketing cloud. It is the best bet for enterprise-level growth.
- Monday CRM: Monday CRM is ideal for small businesses or mid-sized companies. The platform’s feature set is great, but it may hit its ceiling sooner. It suits smaller businesses best.
4. Ease of Use and Onboarding
- Salesforce: Salesforce has a steep learning curve. New users need a lot of training to master the complex system. Its power comes with a trade-off in simplicity.
- Monday CRM: This system is incredibly intuitive. Most team members can start creating boards and managing tasks with just a few clicks. It helps make it easy for new users.
5. Automation and Workflow
- Salesforce: Salesforce offers powerful, code-based workflow automation. It lets you streamline processes across different clouds. These automation features are complex but highly capable for large companies.
- Monday CRM: Monday CRM offers automation features that are simple and rule-based. You can set up automation in just a few clicks. This helps streamline processes quickly for the sales team.
6. Data and Reporting
- Salesforce: Salesforce has strong reporting and sales analytics. It gives you a complete view of your business data. Advanced reporting is a major advantage for the chief digital officer.
- Monday CRM: Monday CRM provides quick, visual reports. It’s excellent for seeing project progress and basic stats. Getting all the data for complex analysis is easier with Salesforce’s tools.
7. Customization and Platform
- Salesforce: You can customize almost everything in this crm system. It is built on a massive infrastructure. This flexibility is vital for unique industry needs.
- Monday CRM: It uses customizable templates and visual boards. You can add custom fields easily. Customization is fast, but the overall structure is less flexible than Salesforce.
8. Pricing Structure
- Salesforce: The pricing structure is more expensive per user and billed annually. You often need to buy add-ons for all the features, increasing the total cost.
- Monday CRM: Monday CRM’s pricing is very competitive. It offers a free version for small teams. The cost per user is lower, making it a best bet for a small business budget.
9. Collaboration Features
- Salesforce: Collaboration focuses on centralizing business data and contact management. It logs activities for the salesforce team. You use the platform to share the complete view of the customer.
- Monday CRM: The platform is a work management system first. Collaboration features like the conversation panel and file sharing are excellent. It helps team members stay on the same page easily.
What to Look For When Choosing CRM Software?
- Core Need: Are you focused on sales (CRM) or managing projects (Work Management)?
- Pricing Clarity: Look past the basic plan; check the enterprise plan and custom pricing for full features.
- User Interface: Is it an incredibly intuitive and great tool for every team member?
- Scalability: Can it handle growth as your business grows from a small business to a larger company?
- Integration: Can you connect it with third-party integrations like Google Sheets or QuickBooks?
- Project Views: Does it offer essential project management platforms views like kanban board and gantt chart view?
- Collaboration: Does it have strong collaboration tools to streamline communication and discuss work?
- Support & Resources: Look for solid customer support, a knowledge base, video tutorials, and a community forum.
- Advanced Features: Do you need advanced features like task dependencies, time tracking, and advanced reporting?
- Data Handling: Does the platform’s feature set include enough file storage and an activity log?
- AI: Does the vendor have clear ai commitments to improve the customer experiences?
- Ecosystem: Will you need other services like Commerce Cloud or Marketing Cloud in the future?
- Trial Period: Does it offer a functional free plan or a solid sneak peek before committing to paid plans?
Final Verdict
So, which one wins? It depends on your needs.
For large sales teams needing deep customization and powerful analytics, Salesforce CRM is the top choice.
Yes, it’s complex and pricey, but it’s a powerhouse.
If you need a visual, easy-to-use CRM, Monday CRM is great.
It’s perfect for teams that want quick setup and simple workflows. We’ve tested both, and our choice depends on what you value most.
We’ve worked hard so you can pick the right tool and get back to growing your business.
Ultimately, your choice should align with your business goals.
Consider your team’s technical skills and your budget. Don’t be afraid to try free trials or demos before deciding.
Take your time, and pick the CRM that helps your team shine.
More of Monday CRM
Here’s a brief comparison of Monday CRM with these software solutions:
- Monday CRM vs Pipedrive: Monday CRM is a versatile work operating system with robust project and team management. Pipedrive is a sales-focused CRM known for its visual pipeline management and deal-closing features.
- Monday vs GoHighLevel: Monday is really good for managing projects and team tasks. It helps you keep track of work visually. GoHighLevel is more of an all-in-one tool for marketing and sales.
- Monday CRM vs Keap: Monday CRM provides highly customizable visual workflows for team collaboration and customer management, while Keap offers powerful sales and marketing automation designed for small businesses.
- Monday CRM vs ActiveCampaign: Monday CRM focuses on visual collaboration and customizable dashboards for project and customer relationship tracking, whereas ActiveCampaign excels in advanced email marketing automation, segmentation, and detailed analytics.
- Monday CRM vs Hubspot: Monday CRM offers a flexible, visual platform for managing projects and customer data, while HubSpot provides a comprehensive suite of marketing, sales, and customer service tools.
- Monday CRM vs Clickfunnels: Monday CRM is a flexible work OS with strong CRM capabilities; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales conversion processes.
- Monday CRM vs Folk: Monday CRM provides highly customizable visual workflows and collaboration for diverse teams; Folk focuses on intuitive, collaborative contact management and enrichment with a simple interface.
- Monday CRM vs Instantly: Monday CRM is a flexible work OS with CRM functionalities for visual pipeline management; Instantly specializes in automated cold email outreach and high-volume lead generation.
- Monday CRM vs ClickUp: Monday CRM prioritizes visual and user-friendly project and work management; ClickUp is an all-in-one productivity platform offering extensive features for task management, CRM, and more.
- Monday CRM vs Capsule CRM: Monday CRM provides extensive customization for workflows and projects, integrating CRM functionalities; Capsule CRM is a simpler, more affordable contact manager primarily focused on sales tracking.
- Monday CRM vs Insightly: Monday CRM offers a highly customizable platform for managing projects and customer relationships, whereas Insightly provides a more traditional CRM with integrated project management.
- Monday CRM vs Freshsales CRM: Monday CRM is a versatile work OS with CRM features for customizable tracking. At the same time, Freshsales CRM is a dedicated sales CRM with AI-powered lead management and automation.
- Monday CRM vs Salesforce: Monday CRM offers a flexible, visual, and highly customizable platform for various business needs; Salesforce is an enterprise-level CRM with extensive, deep features for complex sales and marketing operations.
- Monday CRM vs Zendesk: Monday CRM excels in visual project management and team collaboration for sales and other functions. At the same time, Zendesk is a specialized customer service platform focused on ticketing and support.
More of Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce vs Pipedrive: Salesforce is a comprehensive, highly customizable CRM for sales, marketing, and service, while Pipedrive focuses on intuitive visual sales pipeline management for streamlined sales processes.
- Salesforce vs GoHighLevel: GoHighLevel is an all-in-one platform for marketing agencies, offering white-label options and extensive automation.
- Salesforce vs Keap: Salesforce offers a vast, customizable CRM ecosystem for businesses of all sizes; Keap provides integrated sales and marketing automation, particularly strong for smaller firms.
- Salesforce vs ActiveCampaign: Salesforce is a broad, enterprise-grade CRM with powerful sales automation, whereas ActiveCampaign excels in marketing automation, email campaigns, and customer journey visualization.
- Salesforce vs Hubspot: Salesforce emphasizes deep customization and robust reporting for complex business needs, while HubSpot offers an integrated suite of marketing, sales, and service tools with a more user-friendly interface.
- Salesforce vs Clickfunnels: Salesforce is a comprehensive CRM for managing customer relationships and sales; ClickFunnels is specifically designed as a sales funnel builder to guide customers through a conversion path.
- Salesforce vs Folk: Salesforce is a highly scalable, feature-rich CRM for complex operations and large enterprises; Folk provides a simpler, collaborative contact management and relationship-building tool.
- Salesforce vs Instantly: Salesforce is a broad CRM platform that covers various aspects of customer management; Instantly specializes in automated cold email outreach and lead generation for targeted campaigns.
- Salesforce vs ClickUp: Salesforce is a dedicated, powerful CRM for managing customer interactions and sales processes; ClickUp is a versatile work management platform that includes CRM functionalities within its broader project management tools.
- Salesforce vs Monday: Salesforce is a robust CRM with extensive data models for complex workflows across diverse industries; Monday CRM offers highly customizable visual workflows and is often used by companies already on Monday.com for project management.
- Salesforce vs Capsule: Salesforce is an enterprise-grade CRM suitable for large organizations with complex needs; Capsule CRM is a simpler, user-friendly CRM, ideal for small to medium-sized businesses focused on core contact and sales tracking.
- Salesforce vs Insightly: Salesforce provides a comprehensive, highly customizable CRM for diverse business needs; Insightly offers a versatile CRM with integrated project management, often favored by small to mid-sized businesses for its ease of use.
- Salesforce vs Freshsales CRM: Salesforce is a highly customizable and scalable CRM with advanced features for large organizations; Freshsales CRM focuses on AI-driven sales insights and automation for streamlined sales management, often preferred by smaller teams.
- Salesforce vs Zendesk: Salesforce is a comprehensive CRM that covers sales, marketing, and customer service; Zendesk is a specialized customer service platform designed for ticketing, support, and omnichannel customer interactions.
Frequently Asked Questions
Is Salesforce CRM better than Monday CRM for small businesses?
It depends. Monday CRM is often better for small businesses needing a simple, visual CRM. Salesforce is powerful but can be complex and expensive for smaller teams. Consider your budget and team’s needs.
Can I integrate Monday CRM with my existing marketing tools?
Monday CRM offers integrations with many popular marketing tools, including HubSpot. Check their integration list to ensure it connects with your specific tools.
Is Salesforce CRM difficult to learn and use?
Salesforce CRM has a steeper learning curve due to its extensive features and customization options. Training and dedicated support are often necessary to fully utilize its capabilities.
Does Monday CRM offer mobile access?
Yes, Monday CRM offers mobile apps for both iOS and Android, allowing your team to access and manage data on the go.
Which CRM offers better sales forecasting?
Salesforce CRM generally offers more advanced and detailed sales forecasting tools, including AI-powered insights. Monday CRM provides essential sales forecasting within its dashboards.
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