Choosing the right CRM can feel overwhelming, right? There are so many options.
You’re comparing Monday CRM with Close CRM and wondering which best suits your business. It’s a big decision!
You need a 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.
Overview
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 make an informed decision.
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
Start your trial and experience the CRM that’s helped thousands of businesses boost their sales.
Pricing: It has a free trial. The premium plan starts at $35/month.
Key Features:
- Built-in calling
- Email sequences
- Advanced Reporting
What is 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.
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 Close CRM?
Now, let’s dive into Close CRM.
This CRM is built specifically for sales teams.
It’s all about closing deals.
To streamline your sales process, it includes built-in calling, email sequences, and pipeline management.
Also, explore our favorite Close CRM alternatives…
Our Take
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.
Key Benefits
- Built-in calling: Make and receive calls directly within Close.
- Powerful 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.
Pricing
- Essentials: $35/seat/month.
- Growth: $99/seat/month.
- Scale: $139/seat/month.
Pros
Cons
Feature Comparison
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
- Monday: 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 small businesses. 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
- Monday: 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
- Monday: 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
- Monday: 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
- Monday: 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
- Monday: 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
- Monday: 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
- Monday: 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
- Monday: 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 small business:
- Ease of Use: 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.
- Scalability: Can the CRM grow with your business with time tracking data? Choose a platform that can handle increasing data and users.
- Mobile Access: Is there a robust mobile app to handle all the data? Many businesses need to access their CRM on the go.
- Customer Support: Is there adequate support available? Look for responsive and helpful customer service.
- Industry-Specific Features: 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.
- Security: Is the CRM provider’s security robust during project progress? Protecting your customer data is paramount.
- Integrations: Does it integrate with other essential business tools you use, like google calendar, telephony or invoicing? A seamless flow of data is key.
Final Verdict
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.
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 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.
Frequently Asked Questions
Is Monday CRM a proper CRM?
Yes, Monday.com offers robust customer relationship management 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.
Which CRM is easier to use?
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.
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