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

por | Last updated Aug 6, 2026

Ganhador
Segunda-feira
4.2
  • Visualizações Kanban, Gantt e Calendário
  • Free Plan for 2 Team Members
  • Mais de 50 integrações de aplicativos
  • Time Tracking on Pro Plan
  • Hundreds of Video Tutorials
  • Suporte por chat ao vivo 24 horas por dia, 7 dias por semana
  • Planos pagos a partir de US$ 9/usuário/mês
Vice-campeão
Vendedor
2.5
  • Mais de 700 integrações de aplicativos
  • Sandy AI Drafts & Summarizes
  • Chamadas e gravações integradas
  • Teste grátis por 15 dias, sem necessidade de cartão.
  • Reunião Agendador Incluído
  • Móvel CRM for Field Reps
  • Planos pagos a partir de US$ 23/usuário/mês

⚡ Veredito rápido:

  • Preços: Monday CRM starts at $9 per user/month. Salesmate starts at $23 per user/month.
  • Ideal para: Monday CRM suits teams that mix sales with managing projects. Salesmate suits sales reps who live in the pipeline.
  • Principal diferença: Monday adds Kanban board and Gantt chart views. Salesmate adds built-in calling and a reunião agendador.
  • Nossa escolha: Monday CRM (4.2 vs 2.5) for most pequenas empresas, 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.

Visão geral

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

Nosso escritor 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.

O que é o 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.

página inicial de segunda-feira

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

Análise do Monday CRM: O melhor aplicativo de CRM e gerenciamento de projetos?

🏆 Vencedor: Segunda-feira CRM

⭐ 4,2/5 | 💰 A partir de US$ 9/usuário/mês

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

Preços do CRM às segundas-feiras

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

PlanoPreçoIdeal para
BásicoUS$ 9 por usuário por mêsSmaller teams tracking contacts and deals
PadrãoUS$ 12 por usuário por mêsTeams that need automação features and guest access
PróUS$ 19 por usuário por mêsTime tracking, advanced reportagem, custom dashboards

Pricing verified August 2026.

preços de segunda-feira

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

Garantia de reembolso: A 30-day refund window applies to annual purchases.

📌 Observação: 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.

⚠️ Aviso: 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.

Principais benefícios do Monday CRM

Here is what makes Monday worth a look:

  • Várias perspectivas do projeto: 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 negócios.
  • Automação construtor: A plain-English builder handles repetitive tasks without code. Workflow automation runs on Standard and above.
  • Ampla integração: Over 50 apps connect, including Slack, Google Calendar, and Microsoft Teams. Google Sheets data can flow in as well.
  • Colaboração em tempo real: 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.
Principais benefícios de segunda-feira

O que nossa equipe observou

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.

Segunda-feira: Prós e contras do CRM

✅ Prós
  • 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
❌ Contras
  • 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

O que é o 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.

O tom 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 imobiliária.

Página inicial do Salesmate

This overview shows the pipeline and reporting screens in action.

Demonstração e análise do CRM Salesmate.io (Guia completo)

🥈 Runner Up: Salesmate

⭐ 2,5/5 | 💰 A partir de US$ 23/usuário/mês

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

Preços do parceiro de vendas

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

PlanoPreçoIdeal para
BásicoUS$ 23 por usuário por mêsSmall sales teams starting pipeline management
PróUS$ 39 por usuário por mêsAutomation journeys, email tracking, and campaigns
NegóciosUS$ 63 por usuário por mêsSales forecasting, deeper analytics, and custom roles

Pricing verified August 2026.

Preços do parceiro de vendas

Teste grátis: Sim. Um período de teste gratuito de 15 dias, sem necessidade de cartão de crédito.

Garantia de reembolso: No published refund window. Cancel before renewal instead.

📌 Observação: 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.

⚠️ Aviso: 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.

Principais benefícios do Salesmate

Here is what Salesmate does well:

  • Funil de vendas visual: 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.
Principais benefícios do Salesmate

O que nossa equipe observou

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

Experiência pessoal do colega de vendas

Vantagens e Desvantagens do Salesmate

✅ Prós
  • 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
❌ Contras
  • 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

Comparação de recursos

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.

RecursoCRM de segunda-feiraVendedor
Preço inicialUS$ 9 por usuário por mêsUS$ 23 por usuário por mês
Plano Gratuito❌ (Teste gratuito de 15 dias)
Quadro Kanban
Visualização do gráfico de Gantt
Chamadas integradas
Agendador de reuniões
Controle de tempo✅ (Profissional)
Integrações50+700+
Gerenciamento de projetos
Ideal paraSales plus managing projectsPure sales pipeline work

1. Gestão de Contatos

CRM de segunda-feira: 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 pequenas empresas with odd data needs. It also means you build the structure yourself.

Gestão de Contatos de Segunda-feira

Vendedor: 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.

Empresas de rastreamento de vendedores

2. Sales Pipeline and Deal Tracking

CRM de segunda-feira: 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.

Vendedor: 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.

Gerente de Negócios do Salesmate

3. Automação de fluxo de trabalho

CRM de segunda-feira: 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.

Automações de segunda-feira

Vendedor: 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.

Modelos de e-mail para vendedores

4. Work Management and Project Views

CRM de segunda-feira: 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.

Gestão do trabalho de segunda-feira

Vendedor: 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.

Aumente a colaboração e a tomada de decisões da equipe com o CRM Salesmate.

⚠️ Aviso: 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 de segunda-feira: 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.

Personalização do painel de controle de segunda-feira

Vendedor: 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.

Análise de relatórios do Salesmate

6. Scheduling and Team Capacity

CRM de segunda-feira: 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.

Gestão de recursos de segunda-feira

Vendedor: 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.

Agendador de Reuniões do Salesmate

7. Kanban Board and Gantt Chart View

CRM de segunda-feira: 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.

Quadro Kanban de segunda-feira

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

Gráfico de Gantt de segunda-feira

Vendedor: 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. Integrações e aplicativos de terceiros

CRM de segunda-feira: 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.

Centro de Integrações de Segunda-feira

Vendedor: 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.

Integre ferramentas de videoconferência para suas reuniões no Salesmate.

9. AI and Smart Workflow Automation

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

Automação de fluxo de trabalho inteligente de segunda-feira

The connector below opens the same boards to external assistants.

Segunda-feira MCP

Vendedor: 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 - Vendedor

10. Web Forms and Lead Capture

CRM de segunda-feira: 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.

Vendedor: 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 - Criar formulários web - Salesmate

11. Preços e Custos

Here are the paid plans side by side.

NívelCRM de segunda-feiraVendedor
LivreFree plan (2 seats, 3 boards)❌ 15-day free trial
EntradaBasic: $9/user/monthBásico: US$ 23/usuário/mês
MeioStandard: $12/user/monthPro: US$ 39/usuário/mês
Top publishedPro: $19/user/monthEmpresarial: US$ 63/usuário/mês
EmpresaPreços personalizadosPreços personalizados

CRM de segunda-feira: 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.

Vendedor: 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.

💡 Dica profissional: 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.

Diferentes cenários

Se você precisarEscolherPor que
Orçamento apertadoCRM de segunda-feira$14 cheaper per seat at entry
Built-in dialerVendedorCalling and recording included
Sales plus managing tasksCRM de segunda-feiraOne platform covers both
Self-service bookingVendedorMeeting scheduler included
Gantt charts and timelinesCRM de segunda-feiraSalesmate has no timeline view
Widest app supportVendedor700+ apps versus 50+

💰 Seu orçamento

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.

🔌 Seu conjunto de tecnologias

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.

📝 Seu Processo de Vendas

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.

🎓 Seu nível de experiência

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.

🆓 Testes e demonstrações grátis

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.

🛟 Opções de suporte

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.

Guia de Troca

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

🔄 Switching from Monday CRM to Salesmate?

✅ O que você vai ganhar:

  • 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

❌ O que você perderá:

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

📋 Como mudar:

  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?

✅ O que você vai ganhar:

  • 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

❌ O que você perderá:

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

📋 Como mudar:

  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

O que nossa avaliação não abordou

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.

Veredicto final

CategoriaGanhador
💰 PreçosCRM de segunda-feira
🚀 Gestão de OleodutosVendedor
📊 Relatórios e análisesGravata
🗂️ Work ManagementCRM de segunda-feira
📞 Calling and SchedulingVendedor
👶 Facilidade de usoVendedor
🔌 IntegraçõesVendedor
🎨 PersonalizaçãoCRM de segunda-feira
🎁 Free AccessCRM de segunda-feira
🏆 Vencedor GeralCRM de segunda-feira

🏆 VENCEDOR: MONDAY CRM

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

Ideal para: 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 divulgação 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.

Mais comparações de CRM de segunda-feira

Here is how Monday holds up against other management tools:

6 alternativas ao monday.com: as melhores para gerenciamento de projetos

Segunda-feira CRM vs HubSpot

Vitórias de segunda-feira em: Entry price per seat, board-level customization, and doubling as a project tool

A HubSpot vence em: Marketing automation depth, a larger free CRM tier, and content tooling

CRM de segunda-feira vs. Pipedrive

Vitórias de segunda-feira em: Non-sales boards, custom dashboards across departments, and the free tier

Pipedrive vence em: Faster pipeline setup, sales-first defaults, and lighter admin for smaller teams

CRM de segunda-feira vs. ClickUp

Vitórias de segunda-feira em: Cleaner first-run experience, simpler automation wording, and stronger onboarding material

ClickUp vence em: Cheaper first paid tier, deeper managing tasks features, and native docs

Segunda-feira CRM vs Zoho CRM

Vitórias de segunda-feira em: Visual boards, cross-department reporting, and collaboration features on every plan

A Zoho vence em: Built-in telephony, a broader suite of business apps, and advanced features at low tiers

Mais comparações de vendedores

Salesmate also faces plenty of alternative options:

As melhores ferramentas de CRM para as suas necessidades.

Salesmate vs HubSpot

Vendedor ganha em: Native calling, lower cost at mid tiers, and faster pipeline customization

A HubSpot vence em: Campaign tooling, reporting breadth, and a free entry point for new accounts

Salesmate vs Freshsales CRM

Vendedor ganha em: Automation journeys, form building, and the volume of app connections

Freshsales vence em: A free starter tier, tighter helpdesk links, and simpler billing rules

Vendedor vs. Colega de Vendas Keap

Vendedor ganha em: Cleaner pipeline views, cheaper seats, and a lighter setup process

Keap vence com base em: Invoicing and payments, deeper email sequences, and done-for-you onboarding

Vendedor vs. Insightly

Vendedor ganha em: Built-in phone, AI call summaries, and a stronger mobile app

O Insightly vence em: Project delivery tracking, milestone views, and record linking across accounts

Perguntas frequentes

Segunda-feira é um CRM?

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

Para que serve o 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.

O Monday.com é gratuito?

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.

Como um sistema CRM aumenta as vendas?

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

Qual é a melhor opção para uma pequena empresa?

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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