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.
Join over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity.
Pricing: It has a free plan. The premium plan starts at $12/month.
Key Features:
- Google Workspace Integration
- Automated Data Entry
- Visual Pipeline Management
Ready to explore the world’s leading CRM? Sign up for a free trial of Salesforce today! Access real-time data to gain valuable insights.
Pricing: It has a free plan. The premium plan starts at $25/month.
Key Features:
- Lead Management
- Sales Forecasting
- Workflow Automation
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…
Join over 150,000 teams worldwide who rely on Monday.com to streamline their workflows & boost productivity. Explore the platform’s full potential.
Key Benefits
- Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
- Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
- Tons of Integrations: Connect Monday CRM with your favorite apps, such as Gmail, Slack, and Zoom.
- Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.
Pricing
Monday CRM offers a free plan for individuals, but to get the most out of it, you’ll want a paid plan. Here’s the breakdown:
- Basic: $12/seat/month.
- Standard: $17/seat/month.
- Pro: $28/seat/month.
- Enterprise: Custom Pricing based on your needs.
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…
Ready to see what Salesforce can do for you? Start your free trial today and experience it!
Key Benefits
- Industry leader: Salesforce dominates the CRM market for a reason.
- Highly customizable: Tailor Salesforce to fit your exact needs.
- Massive ecosystem: Integrate with thousands of apps and services.
- Scalable solution: Grow your business without outgrowing your CRM.
Pricing
Salesforce offers a variety of plans to fit your budget:
- Starter Suite: $25/user per month
- Pro Suite: $100/user per month
- Enterprise: $165/user per month
- Unlimited: $330/user per month
- Einstein 1 sales: $500/user per month
Pros
Cons
Feature Comparison
Let’s examine the core differences. We’ll compare key features and show how each platform handles critical sales tasks.
This breakdown will help you determine which CRM software fits your business needs better.
1. Lead Management
- Salesforce:
- Offers robust lead management capabilities.
- Allows detailed lead scoring and tracking.
- Integrates well with marketing and customer data.
- Monday CRM:
- Provides visual pipeline management.
- Focuses on easy lead tracking within boards.
- Make it easy to assign and follow up on leads.
2. Workflow Automation
- Salesforce:
- Offers powerful workflow automation through Process Builder and Flow.
- Can customize complex sales process automation.
- Automation features extend across the entire suite.
- Monday CRM:
- Offers simple, visual workflow automation.
- monday.com automations are very user-friendly.
- Automations are built around boards and actions.
3. Sales Analytics
- Salesforce:
- Provides extensive sales analytics and reporting.
- Offers advanced sales forecasting tools.
- Allows for deep data analysis.
- Monday CRM:
- Offers basic sales analytics and dashboards.
- Focuses on visual reporting.
- Monday sales crm offers quick pipeline overviews.
4. CRM Platform Integrations
- Salesforce:
- Offers a vast ecosystem of integrations.
- Easily integrate with other business tools.
- AppExchange provides thousands of apps.
- Monday CRM:
- Offers a growing number of integrations.
- Integrates with popular work management tools.
- Integrates with Hubspot.
5. Customization
- Salesforce:
- Highly customize the entire CRM system.
- Tailor fields, layouts, and processes.
- Use Salesforce to build concrete solutions.
- Monday CRM:
- Offers visual customize through boards and columns.
- Quickly adapt boards to specific sales teams’ needs.
- Customization is focused on visual workflows.
6. Sales Forecasting
- Salesforce:
- Provides advanced sales forecasting with AI-powered insights.
- Offers detailed forecast reports and dashboards.
- Powerful management tools for forecasting.
- Monday CRM:
- Offers essential sales forecasting within dashboards.
- Provides visual sales forecasting based on pipeline stages.
- Limited advanced forecasting abilities.
7. Management Tools
- Salesforce:
- Offers comprehensive management tools for large enterprises.
- Provides granular access controls and user management.
- Strong CRM solutions for large teams.
- Monday CRM:
- Offers user-friendly management tools for small to medium-sized businesses.
- Focuses on collaborative team management.
- Easy to manage teams and boards.
What to Look For When Choosing CRM Software?
- Scalability: Can the CRM grow with your business?
- Ease of Use: Is the interface intuitive for your team?
- Integration: Does it connect with your existing tools?
- Customization: Can you tailor it to your specific needs?
- Support: Does the vendor offer reliable customer support?
- Budget: Does the pricing align with your financial capabilities?
- Specific Features: Does it have the key features your business needs?
- Mobile Accessibility: Can your team access the CRM on the go?
- Data Security: How well does the CRM protect your sensitive data?
- Reporting and Analytics: Does it provide the insights you need to make informed decisions?
- Training and Onboarding: How easy is getting your team up to speed?
- Vendor Reputation: What are other users saying about the software and the vendor?
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 Salesforce
Here’s a brief comparison of Salesforce with these software solutions:
- Salesforce vs Gohighlevel: Salesforce is an enterprise-level CRM with extensive customization, ideal for large organizations, whereas GoHighLevel offers an all-in-one marketing and sales platform, often favored by small businesses and agencies.
- 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 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 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.
More of Monday CRM
Here’s a brief comparison of Monday CRM with these software solutions:
- Monday CRM vs Gohighlevel: Monday CRM offers visual project management and team collaboration for diverse workflows. At the same time, GoHighLevel is an all-in-one platform emphasizing sales and marketing automation with lead generation capabilities.
- 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 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.
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.
