Choisir le bon CRM can feel overwhelming, right? There are so many options.
You’re comparing Monday CRM with Close CRM and wondering which best suits ton business. It’s a big decision!
Vous avez besoin d'un CRM that boosts sales, not creates headaches.
This article breaks down Monday CRM vs Close CRM in plain English. We’ll compare features, pricing, and who each CRM is best suited for.
Aperçu
We’ve tested Monday and Close CRM, exploring their features, interface, and overall user experience.
Our hands-on testing, combined with user feedback and expert reviews, forms the basis of this comparison, helping you faire une décision en connaissance de cause.
Vous voulez un CRM qui est aussi flexible que vos besoins en marketing ? Découvrez comment il peut transformer votre flux de travail !
Tarifs : L'abonnement est gratuit. L'abonnement premium démarre à 9 $/mois.
Caractéristiques principales :
- Gestion visuelle des flux de travail
- Outils de collaboration
- Intégrations
Start your trial and experience the CRM that’s helped thousands of businesses boost their sales.
Tarifs : It has a free trial. The premium plan starts at $35/month.
Caractéristiques principales :
- Built-in calling
- Email sequences
- Advanced Reporting
Qu'est-ce que Monday CRM ?
Okay, let’s discuss Monday CRM.
It’s more than just a CRM; it’s a Work Operating System (Work OS).
Consider it a central hub for all your team’s work, including sales.
It’s very visual and customizable. You can build workflows and dashboards to manage everything.
Découvrez également nos favoris Alternatives au CRM du lundi…
Notre avis
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM.
Principaux avantages
- Interface visuellement attrayante : Facile à naviguer et à comprendre.
- Flexible et personnalisable : Adaptez la plateforme à vos besoins spécifiques.
- Fonctionnalités de collaboration : Travaillez en toute transparence avec votre équipe.
- Intégrations avec des applications populaires : Connectez-vous à vos outils professionnels préférés.
Tarifs
- Gratuit: 0 $ gratuit pour toujours.
- Basique: 9 $/siège/mois.
- Standard: 12 $/siège/mois.
- Pro: 19 $/siège/mois.
- Entreprise: Tarification personnalisée en fonction de vos besoins.
Avantages
Inconvénients
What is Close CRM?
Now, let’s dive into Close CRM.
This CRM is built en particulier for sales teams.
It’s all about closing deals.
To streamline your sales process, it includes built-in calling, email sequences, and pipeline management.
Découvrez également nos favoris Fermer les alternatives CRM…
Notre avis
Close the deal with Close CRM! Start your 14-day free trial and experience the CRM that’s helped thousands of businesses boost their sales.
Principaux avantages
- Appel intégré : Make and receive calls directly within Close.
- Puissant email sequences: Automate your outreach and follow-up.
- Advanced reporting: Track your progress and identify areas for improvement.
- Sales automation: Streamline repetitive tasks and save time.
- Dedicated support: Get help from their expert team when you need it.
Tarifs
- Essentials: $35/seat/month.
- Croissance: 99 $/siège/mois.
- Échelle: $139/seat/month.
Avantages
Inconvénients
Comparaison des fonctionnalités
This analysis evaluates Monday, a versatile project management platforms and Work OS.
Close CRM, a high-velocity CRM specializing in minimizing manual data entry and maximizing sales processes efficiency.
This comparison will clarify which platform is the better fit for integrated project management or boosting direct sales engagement.
1. Core Focus and Use Case
- Lundi: Primarily focuses on project management software and team workflows. Its core strength lies in providing flexible, customizable boards for managing projects across various departments, offering high-level oversight into all team engagement.
- Close: A specialized sales tool designed for sales reps and petites entreprises. Its primary goal is to minimize manual data entry and maximize outbound communication to generate more deals and strengthen customer relationships.
2. Communication and Built-in Calling
- Lundi: Communication features are centered on integrated task comments and team communication within project boards. It relies on other tools or basic integrations for phone calls.
- Close: Features robust, native built in calling capabilities, including a power dialer and the ability to dial multiple numbers in sequence. Call coaching and tracking ensure high efficiency for the sales team.
3. Sales Pipeline Visualization
- Lundi: Pipelines are created using customizable boards. Users can leverage gantt charts and Kanban views to visualize sales processes and task dependencies across projects, requiring some setup to fully function as a CRM.
- Close: Offers a clear, intuitive pipeline view focused purely on the sales processes. It utilizes built-in automation and tracking for immediate follow-up, ensuring the sales team maintains momentum.
4. Task and Activity Management
- Lundi: Task tracking is highly visual and integrated with project timelines. It supports task dependencies and is excellent for assigning and tracking tasks across the broader organization.
- Close: Task and activity management are streamlined to support the next step in the sales cycle. Its system minimizes manual data entry by automatically logging phone calls and emails into the corresponding customer relationships record.
5. Pricing and Target Market
- Lundi: Pricing tiers are built around a Work OS model, often scaling with features needed for managing projects. It offers a free plan but its advanced features are found in higher tiers, suitable for larger or diversified teams.
- Close: Primarily targets small businesses and mid-market companies who value sales velocity. Pricing is competitive, offering high-end professional features like the power dialer and call coaching per sales rep.
6. Customization and Data Flexibility
- Lundi: Offers high customization of boards, statuses, and workflow automation without needing to write code. It is excellent for modeling any business process or project management need.
- Close: Provides flexibility through custom objects and fields, allowing the sales team to adapt the CRM structure. This is crucial for precise tracking of customer relationships and sales stages, avoiding unnecessary data.
7. Mobile Access and Accessibility
- Lundi: The mobile device app provides excellent access to project boards and collaborative features, ensuring a team member can update tasks and view progress from anywhere.
- Close: The mobile device app ensures that sales reps have full access to the power dialer, contact history, and essential CRM data for effective outbound sales while on the move.
8. Analytics and Reporting
- Lundi: Reporting is highly visual, allowing users to build customizable dashboards and reports based on data from various board types, including projects and sales pipelines.
- Close: Features a strong full team engagement dashboard focused on sales metrics, activity levels, and conversion rates, giving sales managers actionable data to drive more deals.
9. Onboarding and Learning Curve
- Lundi: The learning curve can be moderate due to its high flexibility; however, the visual nature of its boards makes core task management easy to grasp for new users.
- Close: Known for its rapid onboarding, often allowing a sales rep to start making phone calls and engaging clients within a few seconds. The simplicity focuses the team engagement directly on selling.
What to Look for in a CRM Software?
Here are some additional factors to consider when selecting CRM software for your petite entreprise:
- Facilité d'utilisation : Is the interface intuitive and easy for your team to adopt for customer relationship management, work management tools and project management tool? A clunky system will hinder productivity.
- Évolutivité : Can the CRM grow with your business with suivi du temps data? Choose a platform that can handle increasing data and users.
- Accès mobile : Is there a robust mobile app to handle all the data? Many businesses need to access their CRM on the go.
- Assistance clientèle : Is there adequate support available? Look for responsive and helpful customer service.
- Caractéristiques spécifiques à l'industrie : Does the CRM offer features tailored to your specific industry in basic plan? Some CRMs cater to particular niches.
- Budget: Balance features with cost. Don’t overspend on features you won’t use. Consider both upfront costs and ongoing expenses.
- Sécurité: Is the CRM provider’s security robust during project progress? Protecting your customer data is paramount.
- Intégrations : Does it integrate with other essential business tools you use, like google calendar, telephony or invoicing? A seamless flow of data is key.
Verdict final
So, which one wins? It depends!
Monday CRM is an excellent choice if you need a highly customizable platform with many project management tools and your team handles more than just sales just a few clicks.
Its flexibility and visual approach are hard to beat.
However, if you focus solely on sales and want features like built-in calling and automated email sequences, Close CRM is the clear winner.
It’s built for closing deals. We’ve tested both, and based on our experience.
This breakdown will help you find the best fit for your business.
Choosing the right CRM is a big deal; we hope this has made your decision easier.
Plus de CRM du lundi
Voici une brève comparaison de Monday CRM avec ces solutions logicielles :
- Monday CRM vs Pipedrive: Monday CRM est un système d'exploitation polyvalent qui permet une gestion solide des projets et des équipes. Pipedrive est un CRM axé sur les ventes, connu pour ses fonctions de gestion visuelle du pipeline et de conclusion d'affaires.
- Lundi vs GoHighLevel: Monday est très utile pour gérer les projets et les tâches de l'équipe. Il vous aide à suivre votre travail de manière visuelle. GoHighLevel est plutôt un outil tout-en-un pour le marketing et les ventes.
- Lundi CRM vs Keap: Monday CRM propose des flux de travail visuels hautement personnalisables pour la collaboration d'équipe et la gestion des clients, tandis que Keap offre une automatisation puissante des ventes et du marketing conçue pour les petites entreprises.
- Monday CRM vs ActiveCampaign: Monday CRM se concentre sur la collaboration visuelle et les tableaux de bord personnalisables pour le suivi des projets et des relations avec les clients, tandis qu'ActiveCampaign excelle dans l'automatisation avancée du marketing par e-mail, la segmentation et les analyses détaillées.
- Monday CRM vs Hubspot: Monday CRM offre une plateforme flexible et visuelle pour la gestion des projets et des données clients, tandis que HubSpot propose une suite complète d'outils de marketing, de vente et de service à la clientèle.
- Monday CRM vs Clickfunnels: Monday CRM est un système d'exploitation flexible doté de solides capacités de gestion de la relation client ; ClickFunnels est avant tout un outil de création d'entonnoirs de vente permettant de créer des pages d'atterrissage et d'automatiser les processus de conversion des ventes.
- Lundi CRM vs Folk: Monday CRM offre des flux de travail visuels hautement personnalisables et une collaboration pour diverses équipes ; Folk se concentre sur la gestion et l'enrichissement intuitifs et collaboratifs des contacts avec une interface simple.
- Monday CRM vs Instantly: Monday CRM est un système d'exploitation flexible doté de fonctionnalités CRM pour la gestion visuelle du pipeline ; Instantly se spécialise dans l'automatisation de la gestion du pipeline. courrier électronique froid la sensibilisation et la génération d'un grand nombre de prospects.
- Monday CRM vs ClickUp: Monday CRM met l'accent sur la gestion visuelle et conviviale des projets et du travail ; ClickUp est une plateforme de productivité tout-en-un qui offre des fonctionnalités étendues pour la gestion des tâches, la gestion de la relation client et bien plus encore.
- Monday CRM vs Capsule CRM: Monday CRM permet une personnalisation poussée des flux de travail et des projets, en intégrant les fonctionnalités CRM ; Capsule CRM est un gestionnaire de contacts plus simple et plus abordable, principalement axé sur le suivi des ventes.
- CRM du lundi contre Insightly: Monday CRM propose une plateforme hautement personnalisable pour la gestion des projets et des relations clients, tandis qu'Insightly fournit un CRM plus traditionnel avec une gestion de projet intégrée.
- CRM du lundi contre CRM Freshsales: Monday CRM est un système d'exploitation polyvalent avec des fonctionnalités CRM pour un suivi personnalisable. Parallèlement, Freshsales CRM est un CRM dédié aux ventes avec une gestion des leads et une automatisation alimentées par l'IA.
- Monday CRM vs Salesforce: Monday CRM offre une plateforme flexible, visuelle et hautement personnalisable pour répondre aux différents besoins des entreprises ; Salesforce est un CRM d'entreprise doté de fonctionnalités étendues et approfondies pour les opérations de vente et de marketing complexes.
- Monday CRM vs Zendesk: Monday CRM excelle dans la gestion visuelle de projets et la collaboration d'équipe pour les ventes et d'autres fonctions. Parallèlement, Zendesk est une plateforme de service à la clientèle spécialisée dans l'émission de tickets et l'assistance.
More of Close CRM
Here’s a brief comparison of Close CRM with these software solutions:
- Close CRM vs Pipedrive: Close CRM emphasizes robust communication tools and automation for inside sales. At the same time, Pipedrive is known for its intuitive visual sales pipeline management for small to medium businesses.
- Close CRM vs Keap: Close CRM is a sales-focused CRM with built-in calling and email sequences, whereas Keap offers more comprehensive marketing automation and e-commerce integrations.
- Close CRM vs ActiveCampaign: Close CRM excels in streamlined sales processes and communication tools, while ActiveCampaign provides more extensive marketing automation, advanced segmentation, and detailed customer journey tracking.
- Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
- Close CRM vs Clickfunnels: Close CRM is a sales-oriented CRM for managing leads and deals; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
- Close CRM vs Folk: Close CRM is a sales-focused CRM with robust sales automation and built-in communication, while Folk offers flexible, collaborative contact management with a focus on organization and simple outreach.
- Close CRM vs Instantly: Close CRM provides a comprehensive sales CRM with integrated calling and broader sales automation, while Instantly specializes in high-volume cold email outreach and deliverability.
- Close CRM vs Clickup: Close CRM is a dedicated sales CRM for pipeline management and communication, whereas ClickUp is a versatile work operating system with project management, task organization, and customizable CRM capabilities.
- Close CRM vs Monday CRM: Close CRM is a specialized sales CRM with advanced automation for closing deals. Monday CRM is a visual work OS offering customizable workflows for various business functions, including sales.
- Close CRM vs Capsule CRM: Close CRM offers robust sales automation and built-in communication for dedicated sales teams. Capsule CRM is a simpler, more affordable contact manager primarily for basic relationship tracking.
- Close CRM vs Insightly: Close CRM is mainly a sales-focused CRM with strong communication tools. At the same time, Insightly offers a broader CRM solution that includes robust project management and more extensive integrations.
- Close CRM vs Freshsales CRM: Close CRM emphasizes sales efficiency with built-in communication and automation. Freshsales CRM provides a comprehensive solution with advanced sales automation and in-depth reporting.
- Close CRM vs Salesforce: Close CRM is a sales engagement platform for SMBs with integrated calling and email, while Salesforce is an extensive, highly customizable enterprise-level CRM with broad sales, marketing, and service capabilities.
- Close CRM vs Zendesk: Close CRM is specifically built for sales teams and has robust calling and email features. At the same time, Zendesk is primarily a customer service platform focused on ticketing and support management.
Questions fréquemment posées
Is Monday CRM a proper CRM?
Yes, Monday.com offers robust gestion de la relation client functionality, though it’s part of a more extensive work operating system. It handles contacts, deals, and sales pipelines.
Is Close CRM better than Monday CRM for sales?
Close CRM is likely a better fit if your primary need is sales-focused features like built-in calling and email sequencing.
Quel CRM est le plus facile à utiliser ?
Both platforms are user-friendly, but Monday.com CRM’s visual interface often makes it easier for teams to adapt quickly.
Which CRM is more affordable?
Monday.com CRM generally has a lower starting price point than Close CRM.
Can I try both CRMs before deciding?
Yes, both monday.com and Close CRM typically offer free trials, allowing you to test the platforms and see which one meets your needs.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean