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Monday CRM vs Salesmate: Which is Right for You in 2026?

par | Last updated Aug 6, 2026

Gagnant
Lundi
4.2
  • Vues Kanban, Gantt et Calendrier
  • Free Plan for 2 Team Members
  • Plus de 50 intégrations d'applications
  • Time Tracking on Pro Plan
  • Hundreds of Video Tutorials
  • Assistance par chat en direct 24h/24 et 7j/7
  • Abonnements payants à partir de 9 $/utilisateur/mois
Finaliste
Vendeur
2.5
  • Plus de 700 intégrations d'applications
  • Sandy AI Drafts & Summarizes
  • Appels et enregistrement intégrés
  • Essai gratuit de 15 jours, sans carte.
  • Réunion Planificateur Compris
  • Mobile CRM for Field Reps
  • Abonnements payants à partir de 23 $/utilisateur/mois

⚡ Verdict rapide :

  • Tarification : Monday CRM starts at $9 per user/month. Salesmate starts at $23 per user/month.
  • Idéal pour : Monday CRM suits teams that mix sales with managing projects. Salesmate suits sales reps who live in the pipeline.
  • Différence principale : Monday adds Kanban board and Gantt chart views. Salesmate adds built-in calling and a réunion planificateur.
  • Notre choix : Monday CRM (4.2 vs 2.5) for most petites entreprises, because one tool covers both sales and work management.
Monday CRM vs Salesmate Comparison

Most teams shopping for crm software already run a second tool for managing tasks.

That second tool is usually one of the project management platforms everyone knows.

Monday CRM and Salesmate answer that problem in opposite ways.

Monday folds customer relationship management into a wider work management platform.

Salesmate stays narrow and puts everything behind the sales pipeline.

Aperçu

This Monday CRM vs Salesmate comparison covers pricing, key features, ease of use, and support.

Notre écrivain spent hands-on time inside Salesmate’s platform directly.

Notes on Monday come from published specs, documentation, and G2 reviews.

Pricing figures come straight from each vendor’s plan page.

By the end you will know which crm fits your sales team.

Qu'est-ce que Monday CRM ?

Monday CRM is the sales product built on top of Monday work management.

The parent platform serves over 152,000 customers in more than 200 countries.

It looks like a set of colorful, highly customized spreadsheets.

You build boards for deals, contacts, and accounts using customizable templates.

The same boards also handle project management, human resources, and event planning.

That range is why so many project management tools get compared to it.

page d'accueil du lundi

Here is a walkthrough of how the platform works in daily use.

Avis CRM du lundi : Quelle est la meilleure application CRM et de gestion de projet ?

🏆 Gagnant : Monday CRM

⭐ 4,2/5 | 💰 À partir de 9 $/utilisateur/mois

One board handles deals and project progress at the same time. Start on the free version and upgrade when your team grows.

Tarifs CRM du lundi

Monday charges per user, per month. Here is what each tier costs.

PlanPrixIdéal pour
Basique9 $/utilisateur/moisSmaller teams tracking contacts and deals
Standard12 $/utilisateur/moisTeams that need automation features and guest access
Pro19 $/utilisateur/moisTime tracking, advanced reportage, custom dashboards

Pricing verified August 2026.

prix du lundi

Essai gratuit : Yes. A 14-day trial of the paid tiers, no card needed.

Garantie de remboursement : A 30-day refund window applies to annual purchases.

📌 Note: A free plan sits below the table with two seats and three boards. File storage climbs with each tier, from 5GB on Basic to 100GB on Pro. An Enterprise plan with custom pricing adds 1TB of storage space. Students and educators can apply for a free account with selected Pro features.

⚠️ Avertissement: Our pricing figures are per-seat rates from the vendor. Some review sites quote three-seat bundles instead, such as $36 or $72 per month, which look higher at a glance. Seats are also sold in fixed blocks, so a fourth team member can push you into the next tier. Prices have climbed over the last few years, and the pricing structure confuses plenty of new users.

Principaux avantages de Monday CRM

Here is what makes Monday worth a look:

  • Nombreuses vues de projet : Switch between Kanban, Gantt, timeline, and calendar in just a few clicks. The Gantt chart view maps project timelines and task dependencies.
  • Board customization: Define columns, pick custom fields, and reuse the setup as a template. Each board can track a different part of the entreprise.
  • Automation constructeur: A plain-English builder handles repetitive tasks without code. Workflow automation runs on Standard and above.
  • Intégrations étendues : Over 50 apps connect, including Slack, Google Calendar, and Microsoft Teams. Google Sheets data can flow in as well.
  • Collaboration en temps réel : A conversation panel sits on every item so teammates discuss work in context. An activity log keeps everyone on the same page.
  • Learning material: The knowledge base holds hundreds of video tutorials. A community forum and 24/7 live chat back it up.
Lundi Principaux avantages

Ce que notre équipe a remarqué

Note: We have not had extended hands-on time with Monday CRM yet. The notes above come from published documentation, the vendor’s plan pages, and G2 reviews. G2 reviewers most often highlight the clean interface and the speed of creating boards. The same reviews flag a steep learning curve once custom fields and automations pile up.

Avantages et inconvénients du CRM (lundi)

✅ Avantages
  • Basic plan starts at $9 per user, well under most crm software
  • Kanban board, Gantt charts, timeline, and calendar views in one place
  • Free plan lets two team members test all the basics
  • Hundreds of video tutorials plus 24/7 live chat customer support
❌ Inconvénients
  • Seat blocks and tier gates make the pricing structure hard to read
  • Time tracking and advanced reporting are locked to Monday’s Pro plan
  • No built-in phone dialer or call recording for sales reps

Qu'est-ce que Salesmate ?

Salesmate CRM is an all-in-one cloud platform for sales, marketing, and support.

It is built mainly for small to medium-sized businesses.

Le pas is simple: generate more leads and close more deals.

Contact and deal intelligence pulls emails, calls, and notes into one record.

Sandy AI then drafts emails and summarizes calls for you.

Startups through Fortune 500 companies use it across SaaS, healthcare, and immobilier.

Page d'accueil de Salesmate

This overview shows the pipeline and reporting screens in action.

Démonstration et avis sur Salesmate.io CRM (Guide complet)

🥈 Runner Up: Salesmate

⭐ 2,5/5 | 💰 À partir de 23 $/utilisateur/mois

Built-in calling, email tracking, and a meeting scheduler in one CRM. Test it free for 15 days without a card.

Tarification Salesmate

Salesmate also bills per user, per month. Three published tiers cover most buyers.

PlanPrixIdéal pour
Basique23 $/utilisateur/moisSmall sales teams starting pipeline management
Pro39 $/utilisateur/moisAutomation journeys, email tracking, and campaigns
Entreprise63 $/utilisateur/moisSales forecasting, deeper analytics, and custom roles

Pricing verified August 2026.

Tarification Salesmate

Essai gratuit : Oui. Un essai gratuit de 15 jours, sans carte de crédit requise.

Garantie de remboursement : No published refund window. Cancel before renewal instead.

📌 Note: The published tiers run from Basic up to an Enterprise plan with custom pricing. A Black Friday promotion has offered 10% off annual plans, so annual billing can save money if your headcount is stable.

⚠️ Avertissement: Some reviewers report that leads can be deleted when a payment is missed. Export all the data on a schedule before you rely on the platform for security-sensitive records.

Principaux avantages de Salesmate

Here is what Salesmate does well:

  • Pipeline de vente visuel : Drag deals between stages to track deals and next steps. Sales activities sit beside every card.
  • Built-in phone system: Call recording and voicemail drops ship with the product. Sales reps never leave the record to dial.
  • AI-powered automation: Sandy AI handles routine admin work and lead qualification. Automation journeys run multi-channel drip campaigns and follow ups.
  • Huge integration list: Over 700 apps connect, including Google Apps, Microsoft apps, and Slack. Zapier integrations and Gmail cover the rest.
  • Less data entry: Contacts are enriched and every message is logged automatically. That saves time on admin.
  • Booking and forms: A meeting scheduler lets prospects book meetings themselves. Web forms embed on your site or share as links.
Les principaux avantages de Salesmate

Ce que notre équipe a remarqué

Our writer signed up for Salesmate and worked through pipeline setup, calling, and reporting. Here is what stood out from that hands-on time:

Expérience personnelle de vendeur

Avantages et inconvénients de Salesmate

✅ Avantages
  • Built-in calling, email tracking, and a meeting scheduler in one place
  • Over 700 third party integrations, including Google Apps and Microsoft apps
  • The support team is praised on review sites as quick and helpful
  • Fully customizable stages let you shape the sales process around your business
❌ Inconvénients
  • Entry price is more than double Monday’s Basic plan per user
  • Reviewers report bugs in the email template editor and automation journeys
  • Marketing automation lags behind tools built for that job

Comparaison des fonctionnalités

Both products cover the basics of a crm. The gaps show up once you look at what sits around the pipeline.

We compared eleven areas that decide most purchases, starting with a summary of the key features.

FonctionnalitéCRM du lundiVendeur
Prix ​​initial9 $/utilisateur/mois23 $/utilisateur/mois
Plan gratuit❌ (essai de 15 jours)
Tableau Kanban
Vue du diagramme de Gantt
Appel intégré
Planificateur de réunions
Suivi du temps✅ (Pro)
Intégrations50+700+
Gestion de projet
Idéal pourSales plus managing projectsPure sales pipeline work

1. Gestion des contacts

CRM du lundi : Contacts live on a board, so you add custom fields the same way you would on any other board. That flexibility is a strength for a petite entreprise with odd data needs. It also means you build the structure yourself.

Gestion des contacts du lundi

Vendeur/vendeuse : Records arrive already shaped for sales, with people linked to companies and deals. Contact and deal intelligence pulls emails, calls, and notes onto one screen. Enrichment fills gaps so reps skip manual data entry.

Salesmate Track Companies

2. Sales Pipeline and Deal Tracking

CRM du lundi : Deals move through stages you name yourself, and the board doubles as a Kanban board. Sales performance rolls up into widgets you place on custom dashboards. Sales forecasting needs a formula column rather than a dedicated screen.

Vendeur/vendeuse : Pipeline management is the centre of the product, not a board type. Reps track deals, log calls, and see rotting deals without setup. Forecasting is built in rather than assembled.

Salesmate Gérer les transactions

3. Automatisation des flux de travail

CRM du lundi : The automation builder reads like a sentence, so new users create rules quickly. It handles repetitive tasks such as stage changes, reminders, and assignment. Automation features start on the Standard tier.

Automatisations du lundi

Vendeur/vendeuse : Automation journeys run multi-channel drip campaigns with branching follow ups. Email templates and tracking sit inside the same flow. Some reviewers report bugs in the template editor that interrupt work.

Modèles d'e-mails Salesmate

4. Work Management and Project Views

CRM du lundi : This is the clearest split between the two products. Monday doubles as project management software, so onboarding, event planning, and human resources boards sit beside your deals. Software teams even run software development sprints on the same account.

Gestion du travail du lundi

Vendeur/vendeuse : There is no project management tool here. Team collaboration means tagging teammates, sharing notes, and keeping communication history on a record. For managing projects you will pair it with other apps.

Améliorez la collaboration et la prise de décision au sein de votre équipe grâce à Salesmate CRM.

⚠️ Avertissement: If you already pay for work management tools, Monday’s second job may be duplicate spend rather than savings.

5. Reporting, Analytics, and Dashboards

CRM du lundi : Dashboards pull widgets from several boards at once, which suits a team watching project progress and revenue together. Advanced reporting sits on higher tiers. Building the first dashboard takes real effort.

Personnalisation du tableau de bord du lundi

Vendeur/vendeuse : Reports ship ready for sales questions, so insights on activity and conversion appear on day one. Analytics cover rep productivity and pipeline health. Cross-department reporting is thinner.

Rapport d'analyse Salesmate

6. Scheduling and Team Capacity

CRM du lundi : Workload views show who is overloaded before you assign the next task. Time tracking on the Pro tier logs hours against items. There is no prospect-facing booking page.

Gestion des ressources du lundi

Vendeur/vendeuse : The meeting scheduler lets prospects book meetings from a link, which removes the email ping-pong. It syncs with Google Calendar and works from a mobile device. Capacity planning is not part of the product.

Planificateur de réunions Salesmate

7. Kanban Board and Gantt Chart View

CRM du lundi : The same records display as a Kanban board, a table, a calendar, or a Gantt chart. Gantt charts map project timelines and task dependencies across a quarter. Switching view takes a click.

Tableau Kanban du lundi

The Gantt chart view is where the two products stop overlapping.

Diagramme de Gantt du lundi

Vendeur/vendeuse : Deal boards give you a Kanban board for pipeline stages and nothing more. No Gantt chart, no timeline, no dependency links. Task management stays at the checklist level.

8. Intégrations et applications tierces

CRM du lundi : The integrations centre connects over 50 apps, including Slack, Microsoft Teams, and Google Calendar. Google Sheets imports cover reporting gaps. The apps marketplace adds more.

Centre d'intégrations du lundi

Vendeur/vendeuse : Over 700 third party integrations connect Google Apps, Microsoft apps, and Slack. Zapier integrations reach the long tail, and a sidebar works inside Gmail. Open APIs cover custom systems.

Intégrez des outils de visioconférence pour vos réunions au sein de Salesmate.

9. AI and Smart Workflow Automation

CRM du lundi : AI blocks summarize items, draft replies, and categorize records inside a board. The MCP connector lets outside assistants IA read and update your data. Both are newer parts of the platform’s feature set.

Automatisation intelligente des flux de travail du lundi

The connector below opens the same boards to external assistants.

Lundi MCP

Vendeur/vendeuse : Sandy AI drafts emails, summarizes calls, and scores lead quality. Chatbots answer site visitors and pass qualified leads into the pipeline. The AI is aimed squarely at the sales cycle.

13 - Chat Messenger - Salesmate

10. Web Forms and Lead Capture

CRM du lundi : Forms feed new rows straight onto a board, which is enough for basic intake. They are general-purpose rather than sales-specific. Routing rules need an automation on top.

Vendeur/vendeuse : Personalized web forms embed on your site or share as a link. Submissions create contacts and trigger campaigns with no manual step. Lead capture is tied to the sales process by default.

10 - Créer des formulaires Web - Salesmate

11. Tarification et coût

Here are the paid plans side by side.

ÉtageCRM du lundiVendeur
GratuitFree plan (2 seats, 3 boards)❌ 15-day free trial
EntréeBasic: $9/user/monthFormule de base : 23 $/utilisateur/mois
MilieuStandard: $12/user/monthPro : 39 $/utilisateur/mois
Top publishedPro: $19/user/monthEntreprise : 63 $/utilisateur/mois
EntrepriseTarification personnaliséeTarification personnalisée

CRM du lundi : Every tier undercuts the matching Salesmate tier by a wide margin. A five-person team on Basic pays $45 a month against $115. The catch is that time tracking and advanced reporting only unlock higher up.

Vendeur/vendeuse : The price buys calling, email tracking, and booking that Monday does not include at any tier. If you would otherwise buy a dialer and a scheduler separately, the gap narrows. For teams that only need a pipeline, it is expensive.

💡 Conseil de pro : Count the tools each product replaces before comparing per user rates. A dialer and a booking link often cost more than the $14 monthly difference.

Différents scénarios

Si vous avez besoinChoisirPourquoi
budget serréCRM du lundi$14 cheaper per seat at entry
Built-in dialerVendeurCalling and recording included
Sales plus managing tasksCRM du lundiOne platform covers both
Self-service bookingVendeurMeeting scheduler included
Gantt charts and timelinesCRM du lundiSalesmate has no timeline view
Widest app supportVendeur700+ apps versus 50+

💰 Votre budget

A six-seat team pays $54 monthly on Monday Basic and $138 on Salesmate Basic. That gap funds a separate dialer with money left over.

🔌 Votre pile technologique

Salesmate connects to more than 700 apps and sits inside Gmail, so it slots into an existing stack easily. Monday covers the common systems and leans on its marketplace for the rest.

📝 Votre processus de vente

High-volume callers get more from Salesmate, where the phone and email tracking are native. Consultative teams that also run delivery work will prefer Monday’s boards.

🎓 Votre niveau d'expérience

Salesmate arrives configured for sales, so you train users in an afternoon. Monday asks you to design the structure first, which is where the learning curve appears.

🆓 Essais et démos gratuits

Monday’s free version never expires for two seats, so you can test at your own pace. Salesmate gives 15 days with no card, which is enough to load real deals.

🛟 Options d'assistance

Monday runs 24/7 live chat, a knowledge base, and a community forum, with premium support on higher plans. Salesmate’s support team earns strong marks on review sites for fast replies.

Guide de changement

Already on one of them? Here is what changes if you move.

🔄 Switching from Monday CRM to Salesmate?

✅ Ce que vous y gagnerez :

  • A built-in phone with recording and voicemail drops
  • A booking page so prospects book meetings without email threads
  • Roughly 700 third party integrations instead of 50

❌ Ce que vous perdrez :

  • Gantt charts, timelines, and task dependencies
  • Cross-team boards for human resources or event planning
  • The free plan and the lower per-seat price

📋 Comment changer :

  1. Export each board to CSV, including custom fields
  2. Start the 15-day trial and map columns to Salesmate fields
  3. Import contacts first, then deals, then rebuild automations
🔄 Switching from Salesmate to Monday CRM?

✅ Ce que vous y gagnerez :

  • Lower cost per seat and a permanent free tier
  • Project views, file sharing, and collaboration tools in the same account
  • Custom dashboards that mix sales and delivery data

❌ Ce que vous perdrez :

  • Native calling, voicemail drops, and call recording
  • The meeting scheduler and Sandy AI call summaries
  • Sales-ready reports that work without setup

📋 Comment changer :

  1. Export contacts, companies, and deals from Salesmate
  2. Open a free account and pick a CRM template
  3. Import each file to its own board, then automate stage changes

Ce que notre analyse n'a pas couvert

This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise rollouts, custom API builds, or migrations holding millions of records. A research team or a large real estate company with regional pipelines may weigh things differently. Our notes reflect the August 2026 versions, and both vendors ship changes often.

Verdict final

CatégorieGagnant
💰 TarificationCRM du lundi
🚀 Gestion des pipelinesVendeur
📊 Rapports et analysesCravate
🗂️ Work ManagementCRM du lundi
📞 Calling and SchedulingVendeur
👶 Facilité d'utilisationVendeur
🔌 IntégrationsVendeur
🎨 PersonnalisationCRM du lundi
🎁 Free AccessCRM du lundi
🏆 Vainqueur toutes catégoriesCRM du lundi

🏆 GAGNANT : MONDAY CRM

Monday CRM takes 4 of 9 categories and holds the 4.2 rating against 2.5.

Idéal pour : Small businesses, teams mixing sales with delivery, and anyone who wants project management and crm on one bill.

These two products are aimed at different buyers, and the scorecard shows it. Salesmate wins more individual categories, yet it wins them inside a narrow lane.

Monday CRM is a work management platform that also handles deals. Its standout features are the view switching, the board customization, and the price.

Salesmate is a sales tool that helps reps automate sensibilisation and build lasting customer relationships. If your reps spend the day on the phone, that focus is worth paying for.

For most buyers, though, the lower price and the wider job make Monday the safer pick.

Comparaison de Monday CRM

Here is how Monday holds up against other management tools:

6 alternatives à monday.com : Idéales pour la gestion de projet

Lundi CRM vs HubSpot

Lundi gagne sur : Entry price per seat, board-level customization, and doubling as a project tool

HubSpot l'emporte sur : Marketing automation depth, a larger free CRM tier, and content tooling

CRM du lundi vs Pipedrive

Lundi gagne sur : Non-sales boards, custom dashboards across departments, and the free tier

Pipedrive l'emporte sur : Faster pipeline setup, sales-first defaults, and lighter admin for smaller teams

CRM du lundi vs ClickUp

Lundi gagne sur : Cleaner first-run experience, simpler automation wording, and stronger onboarding material

ClickUp l'emporte sur : Cheaper first paid tier, deeper managing tasks features, and native docs

Monday CRM vs Zoho CRM

Lundi gagne sur : Visual boards, cross-department reporting, and collaboration features on every plan

Zoho l'emporte sur : Built-in telephony, a broader suite of business apps, and advanced features at low tiers

Comparaison de Salesmate

Salesmate also faces plenty of alternative options:

Les meilleurs outils CRM pour vos besoins

Salesmate vs HubSpot

Salesmate l'emporte sur : Native calling, lower cost at mid tiers, and faster pipeline customization

HubSpot l'emporte sur : Campaign tooling, reporting breadth, and a free entry point for new accounts

Salesmate contre Freshsales CRM

Salesmate l'emporte sur : Automation journeys, form building, and the volume of app connections

Freshsales remporte des victoires sur : A free starter tier, tighter helpdesk links, and simpler billing rules

Vendeur-compagne vs Gardez

Salesmate l'emporte sur : Cleaner pipeline views, cheaper seats, and a lighter setup process

Keap gagne sur : Invoicing and payments, deeper email sequences, and done-for-you onboarding

Salesmate vs Insightly

Salesmate l'emporte sur : Built-in phone, AI call summaries, and a stronger mobile app

Insightly remporte des victoires sur : Project delivery tracking, milestone views, and record linking across accounts

Foire aux questions

Monday est-il un CRM ?

Yes. Monday CRM is a dedicated sales product built on the wider work management platform, with boards for contacts, deals, and accounts.

À quoi sert Salesmate ?

It runs the full sales cycle for small and mid-sized businesses. Reps capture leads, call from the record, automate outreach, and forecast revenue.

L'utilisation de Monday.com est-elle gratuite ?

There is a permanent free tier for two seats and three boards. Paid plans start at $9 per user monthly and add all the features teams need.

Comment un CRM peut-il augmenter les ventes ?

It keeps every record up to date, flags stalled deals, and triggers follow ups automatically. Reps spend more hours selling and fewer on admin.

Quel est le meilleur choix pour une petite entreprise ?

Monday CRM, in most cases. It costs less per seat, offers various options for views, and handles project work that Salesmate leaves to other apps.

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