⚡ Nhận định nhanh:
- Chạy: Monday CRM starts at $9 per user/month. Salesmate starts at $23 per user/month.
- Phù hợp nhất cho: Monday CRM suits teams that mix sales with managing projects. Salesmate suits sales reps who live in the pipeline.
- Điểm khác biệt chính: Monday adds Kanban board and Gantt chart views. Salesmate adds built-in calling and a cuộc họp người lập lịch.
- Lựa chọn của chúng tôi: Monday CRM (4.2 vs 2.5) for most doanh nghiệp nhỏ, because one tool covers both sales and work management.
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.
Toàn cảnh
This Monday CRM vs Salesmate comparison covers pricing, key features, ease of use, and support.
Của chúng tôi nhà văn 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.
Monday CRM là gì?
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.
Here is a walkthrough of how the platform works in daily use.
🏆 Người chiến thắng: Monday CRM
One board handles deals and project progress at the same time. Start on the free version and upgrade when your team grows.
Bảng giá CRM Thứ Hai
Monday charges per user, per month. Here is what each tier costs.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 9 đô la/người dùng/tháng | Smaller teams tracking contacts and deals |
| Tiêu chuẩn | 12 đô la/người dùng/tháng | Teams that need tự động hóa features and guest access |
| Chuyên nghiệp | 19 đô la/người dùng/tháng | Time tracking, advanced báo cáo, custom dashboards |
Pricing verified August 2026.
Dùng thử miễn phí: Yes. A 14-day trial of the paid tiers, no card needed.
Đảm bảo hoàn tiền: A 30-day refund window applies to annual purchases.
📌 Ghi chú: 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.
⚠️ Cảnh báo: 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.
Những lợi ích chính của Monday CRM
Here is what makes Monday worth a look:
- Nhiều góc nhìn khác nhau về dự án: 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 việc kinh doanh.
- Tự động hoá thợ xây: A plain-English builder handles repetitive tasks without code. Workflow automation runs on Standard and above.
- Tích hợp rộng rãi: Over 50 apps connect, including Slack, Google Calendar, and Microsoft Teams. Google Sheets data can flow in as well.
- Hợp tác thời gian thực: 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.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của CRM vào thứ Hai
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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
Salesmate là gì?
Salesmate CRM is an all-in-one cloud platform for sales, marketing, and support.
It is built mainly for small to medium-sized businesses.
Cái sân bóng đá 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 bất động sản.
This overview shows the pipeline and reporting screens in action.
🥈 Runner Up: Salesmate
Built-in calling, email tracking, and a meeting scheduler in one CRM. Test it free for 15 days without a card.
Giá cả của Salesmate
Salesmate also bills per user, per month. Three published tiers cover most buyers.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 23 đô la/người dùng/tháng | Small sales teams starting pipeline management |
| Chuyên nghiệp | 39 đô la/người dùng/tháng | Automation journeys, email tracking, and campaigns |
| Việc kinh doanh | 63 đô la/người dùng/tháng | Sales forecasting, deeper analytics, and custom roles |
Pricing verified August 2026.
Dùng thử miễn phí: Có. Dùng thử miễn phí 15 ngày, không cần thẻ tín dụng.
Đảm bảo hoàn tiền: No published refund window. Cancel before renewal instead.
📌 Ghi chú: 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.
⚠️ Cảnh báo: 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.
Những lợi ích chính của Salesmate
Here is what Salesmate does well:
- Quy trình bán hàng trực quan: 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.
Những điều nhóm chúng tôi nhận thấy
Our writer signed up for Salesmate and worked through pipeline setup, calling, and reporting. Here is what stood out from that hands-on time:
Ưu điểm và nhược điểm của Salesmate
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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
So sánh tính năng
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.
| Tính năng | CRM Thứ Hai | Nhân viên bán hàng |
|---|---|---|
| Giá khởi điểm | 9 đô la/người dùng/tháng | 23 đô la/người dùng/tháng |
| Gói miễn phí | ✅ | ❌ (Dùng thử 15 ngày) |
| Bảng Kanban | ✅ | ✅ |
| Chế độ xem biểu đồ Gantt | ✅ | ❌ |
| Gọi điện thoại tích hợp | ❌ | ✅ |
| Công cụ lập lịch cuộc họp | ❌ | ✅ |
| Theo dõi thời gian | ✅ (Chuyên nghiệp) | ❌ |
| Tích hợp | 50+ | 700+ |
| Quản lý dự án | ✅ | ❌ |
| Tốt nhất cho | Sales plus managing projects | Pure sales pipeline work |
1. Quản lý liên hệ
CRM ngày thứ Hai: 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 doanh nghiệp nhỏ with odd data needs. It also means you build the structure yourself.
Nhân viên bán hàng: 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.
2. Sales Pipeline and Deal Tracking
CRM ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
3. Tự động hóa quy trình làm việc
CRM ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
4. Work Management and Project Views
CRM ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
⚠️ Cảnh báo: 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 ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
6. Scheduling and Team Capacity
CRM ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
7. Kanban Board and Gantt Chart View
CRM ngày thứ Hai: 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.
The Gantt chart view is where the two products stop overlapping.
Nhân viên bán hàng: 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. Tích hợp và Ứng dụng của bên thứ ba
CRM ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
9. AI and Smart Workflow Automation
CRM ngày thứ Hai: AI blocks summarize items, draft replies, and categorize records inside a board. The MCP connector lets outside Trợ lý AI read and update your data. Both are newer parts of the platform’s feature set.
The connector below opens the same boards to external assistants.
Nhân viên bán hàng: 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.
10. Web Forms and Lead Capture
CRM ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
11. Định giá & Chi phí
Here are the paid plans side by side.
| Cấp độ | CRM Thứ Hai | Nhân viên bán hàng |
|---|---|---|
| Miễn phí | Free plan (2 seats, 3 boards) | ❌ 15-day free trial |
| Lối vào | Basic: $9/user/month | Gói cơ bản: 23 đô la/người dùng/tháng |
| Ở giữa | Standard: $12/user/month | Phiên bản Pro: 39 đô la/người dùng/tháng |
| Top published | Pro: $19/user/month | Doanh nghiệp: 63 đô la/người dùng/tháng |
| Doanh nghiệp | Giá tùy chỉnh | Giá tùy chỉnh |
CRM ngày thứ Hai: 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.
Nhân viên bán hàng: 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.
💡 Mẹo hay: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | CRM Thứ Hai | $14 cheaper per seat at entry |
| Built-in dialer | Nhân viên bán hàng | Calling and recording included |
| Sales plus managing tasks | CRM Thứ Hai | One platform covers both |
| Self-service booking | Nhân viên bán hàng | Meeting scheduler included |
| Gantt charts and timelines | CRM Thứ Hai | Salesmate has no timeline view |
| Widest app support | Nhân viên bán hàng | 700+ apps versus 50+ |
💰 Ngân sách của bạn
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.
🔌 Bộ công nghệ của bạn
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.
📝 Quy trình bán hàng của bạn
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.
🎓 Trình độ kinh nghiệm của bạn
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.
🆓 Dùng thử và bản demo miễn phí
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.
🛟 Các tùy chọn hỗ trợ
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.
Hướng dẫn chuyển đổi
Already on one of them? Here is what changes if you move.
🔄 Switching from Monday CRM to Salesmate?
✅ Những lợi ích bạn sẽ nhận được:
- 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
❌ Những gì bạn sẽ mất:
- Gantt charts, timelines, and task dependencies
- Cross-team boards for human resources or event planning
- The free plan and the lower per-seat price
📋 Cách chuyển đổi:
- Export each board to CSV, including custom fields
- Start the 15-day trial and map columns to Salesmate fields
- Import contacts first, then deals, then rebuild automations
🔄 Switching from Salesmate to Monday CRM?
✅ Những lợi ích bạn sẽ nhận được:
- 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
❌ Những gì bạn sẽ mất:
- Native calling, voicemail drops, and call recording
- The meeting scheduler and Sandy AI call summaries
- Sales-ready reports that work without setup
📋 Cách chuyển đổi:
- Export contacts, companies, and deals from Salesmate
- Open a free account and pick a CRM template
- Import each file to its own board, then automate stage changes
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | CRM Thứ Hai |
| 🚀 Quản lý đường ống | Nhân viên bán hàng |
| 📊 Báo cáo và Phân tích | Cà vạt |
| 🗂️ Work Management | CRM Thứ Hai |
| 📞 Calling and Scheduling | Nhân viên bán hàng |
| 👶 Dễ sử dụng | Nhân viên bán hàng |
| 🔌 Tích hợp | Nhân viên bán hàng |
| 🎨 Tùy chỉnh | CRM Thứ Hai |
| 🎁 Free Access | CRM Thứ Hai |
| 🏆 Người chiến thắng chung cuộc | CRM Thứ Hai |
🏆 NGƯỜI CHIẾN THẮNG: MONDAY CRM
Monday CRM takes 4 of 9 categories and holds the 4.2 rating against 2.5.
Phù hợp nhất cho: 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 tiếp cận cộng đồng 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.
So sánh thêm về CRM ngày thứ Hai
Here is how Monday holds up against other management tools:
Những chiến thắng vào thứ Hai trong các sự kiện sau: Entry price per seat, board-level customization, and doubling as a project tool
HubSpot thắng nhờ: Marketing automation depth, a larger free CRM tier, and content tooling
CRM thứ Hai so với Truyền động đường ống
Những chiến thắng vào thứ Hai trong các sự kiện sau: Non-sales boards, custom dashboards across departments, and the free tier
Pipedrive thắng nhờ: Faster pipeline setup, sales-first defaults, and lighter admin for smaller teams
CRM thứ Hai so với Nhấp chuột lên
Những chiến thắng vào thứ Hai trong các sự kiện sau: Cleaner first-run experience, simpler automation wording, and stronger onboarding material
ClickUp thắng thế nhờ: Cheaper first paid tier, deeper managing tasks features, and native docs
So sánh Monday CRM và Zoho CRM
Những chiến thắng vào thứ Hai trong các sự kiện sau: Visual boards, cross-department reporting, and collaboration features on every plan
Zoho thắng thế nhờ: Built-in telephony, a broader suite of business apps, and advanced features at low tiers
So sánh với Salesmate chi tiết hơn
Salesmate also faces plenty of alternative options:
Salesmate thắng nhờ: Native calling, lower cost at mid tiers, and faster pipeline customization
HubSpot thắng nhờ: Campaign tooling, reporting breadth, and a free entry point for new accounts
Salesmate so với Freshsales CRM
Salesmate thắng nhờ: Automation journeys, form building, and the volume of app connections
Freshsales thắng nhờ: A free starter tier, tighter helpdesk links, and simpler billing rules
Salesmate vs Keap
Salesmate thắng nhờ: Cleaner pipeline views, cheaper seats, and a lighter setup process
Keap thắng nhờ: Invoicing and payments, deeper email sequences, and done-for-you onboarding
Salesmate thắng nhờ: Built-in phone, AI call summaries, and a stronger mobile app
Insightly thắng nhờ: Project delivery tracking, milestone views, and record linking across accounts
Câu hỏi thường gặp
Monday có phải là một hệ thống CRM không?
Yes. Monday CRM is a dedicated sales product built on the wider work management platform, with boards for contacts, deals, and accounts.
Salesmate được dùng để làm gì?
It runs the full sales cycle for small and mid-sized businesses. Reps capture leads, call from the record, automate outreach, and forecast revenue.
Monday.com có miễn phí sử dụng không?
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.
CRM giúp tăng doanh số bán hàng như thế nào?
It keeps every record up to date, flags stalled deals, and triggers follow ups automatically. Reps spend more hours selling and fewer on admin.
Phương án nào tốt hơn cho doanh nghiệp nhỏ?
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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