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Pipedrive 与 Monday CRM 对比——我花了 200 美元测试它们

| Last updated May 3, 2026

优胜者
管道驱动
4.3
  • 可视化拖放管道
  • 人工智能驱动的销售 助手
  • 500 多个应用集成
  • Built-in Email Marketing Campaigns
  • Sales Reporting & Forecasting
  • Free Onboarding Included
  • 付费方案,每月每用户 14 美元起。
亚军
周一
4.2
  • Kanban, Gantt & Board Views
  • 无代码工作流程 自动化
  • Cross-Department Collaboration
  • 自定义KPI仪表盘
  • Pre- to Post-Sales Management
  • 200+ Tool Integrations (No Code)
  • 付费方案,每月每用户 9 美元起。

⚡ 快速结论:

  • 定价: Pipedrive starts at $14/user/month vs Monday 客户关系管理 at $9/user/month (minimum 3 seats)
  • 最适合: Pipedrive for dedicated sales pipeline management; Monday 客户关系管理 for teams that need both sales and project workflows
  • 主要区别: Pipedrive is a dedicated CRM built around deal management; Monday CRM is a project management platform with CRM capabilities added on
  • 我们的选择: Pipedrive for most sales teams — its AI-powered sales assistant and pipeline management focus outperform Monday CRM’s broader-but-shallower approach
Pipedrive 对阵 Monday

Picking a CRM comes down to one 问题.

Do you need a dedicated sales tool, or a platform that handles sales and projects together?

Pipedrive is built purely for sales pipeline management.

Monday CRM started as project management software and added CRM features later.

That difference shapes everything — pricing, features, and who each tool actually fits.

概述

This comparison covers pricing, pipeline management, 自动化以及易用性。

Our sources include published documentation, G2 reviews, and hands-on time with Pipedrive.

我们的 作家 spent time with Pipedrive directly — those observations appear in the “What Our Team Noticed” section below.

Information on Monday CRM comes from published documentation and G2 user reviews.

By the end, you’ll know which sales crm platform fits your team’s needs.

Pipedrive是什么?

Pipedrive is a dedicated CRM built for sales teams.

It centers on visual pipeline management, helping sales representatives track deals at every stage.

The platform includes an AI-powered sales assistant that analyzes sales 数据 and surfaces actionable insights.

Sales managers use Pipedrive to check each rep’s pipeline, identify top performers, and forecast revenue.

It also covers email marketing, lead management, document creation, and marketplace integrations — all from one place.

管道驱动

A dedicated sales CRM with visual pipeline management and an AI sales assistant. Designed to help sales teams manage deals without drowning in customer data. Free onboarding is included on all plans.

Pipedrive 定价

Here’s what Pipedrive costs in 2026. The platform offers four paid tiers with no free plan.

计划价格最适合
精简版每用户每月 14 美元单人销售代表和小型团队
生长每用户每月 24 美元不断壮大的销售团队需要自动化
优质的每用户每月 49 美元Teams needing advanced reporting and 人工智能工具
最终的每用户每月 69 美元Enterprise-level sales operations

Pricing verified May 2026.

Pipedrive 定价

免费试用: 14-day free trial available with no credit card required.

退款保证: Pipedrive does not advertise a standard money-back guarantee; cancellation stops future billing.

📌 笔记: Pipedrive does not require a minimum number of seats, making it flexible for solo reps or very small teams. Add-ons like LeadBooster and Campaigns carry additional costs on top of base plan pricing.

⚠️ 警告: The Lite plan lacks some automation and reporting features that growing sales teams need. If you plan to scale, budget for Growth or Premium from the start.

Pipedrive的主要优势

Here’s what makes Pipedrive worth considering for your sales team:

  • 可视化流水线管理: Pipedrive’s drag-and-drop pipeline interface lets sales reps move deals through stages at a glance. It’s one of the clearest pipeline views in the CRM category.
  • 人工智能销售助手: The built-in AI powered sales assistant analyzes sales data and flags what needs attention. It helps reps focus on deals most likely to close rather than guessing where to spend time.
  • 电子邮件营销活动: Pipedrive’s marketing campaigns feature lets teams build and send email campaigns directly from the CRM. No separate tool is needed for basic email marketing.
  • 线索管理系统: Sales managers can review each rep’s pipeline separately. This makes it easy to coach reps, spot bottlenecks, and track the entire sales cycle.
  • 免费入职培训: Pipedrive includes free onboarding for all plans. G2 users cite this as a reason salespeople get value from the platform faster than with competing tools.
  • 广泛的集成: The Pipedrive marketplace offers over 400 integrations. Teams can connect Pipedrive to tools they already use without writing code.
Pipedrive 的主要优势

我们的团队注意到了什么

Our writer signed up for Pipedrive and spent several days working through the pipeline setup and lead management tools. Here’s what stood out:

使用 Pipedrive

Pipedrive 的优点和缺点

✅ 优点
  • Purpose-built for sales pipeline management — nothing is buried
  • AI-powered sales assistant provides actionable deal insights
  • Built-in email marketing campaigns included in higher plans
  • No minimum seat requirement — works for solo reps
  • Free onboarding helps teams get productive faster
❌缺点
  • 没有免费套餐——只有 14 天试用期。
  • Add-ons like LeadBooster cost extra on top of plan pricing
  • 电话支持服务仅适用于高级套餐用户。
  • Lite plan lacks automation features needed for scaling

什么是Monday CRM?

Monday CRM is a sales tool built on top of monday.com’s project management platform.

It lets teams manage the entire sales cycle — from lead capture through post-sales project delivery.

The interface uses a no-code framework, so teams can build custom workflows without writing a single line of code.

Monday CRM is popular with small and midsize businesses that need both sales and operations in one place.

G2 users give it a colorful, intuitive interface that puts key metrics front and center.

周一CRM评测:最佳CRM和项目管理应用?

星期一客户关系管理

A flexible sales CRM built on monday.com’s project management foundation. Ideal for teams that manage sales and post-sales operations together. Supports 200+ integrations without coding.

周一 CRM 定价

Here’s what Monday CRM costs in 2026. All paid plans require a minimum of three seats.

计划价格最适合
基本的每用户每月 9 美元小型团队如何入门CRM基础知识
标准每用户每月 12 美元Teams needing timeline views and integrations
专业版每用户每月 19 美元Teams that need automation and private boards

Pricing verified May 2026.

周一定价

免费试用: 14-day free trial available with no credit card required.

退款保证: Monday.com does not advertise a standard money-back policy; unused license periods are generally non-refundable.

📌 笔记: Monday CRM’s lower per-seat price looks attractive, but the three-seat minimum means the smallest bill is $27/month on the Basic plan. Enterprise plan users get access to one-on-one support, which lower plans don’t include.

⚠️ 警告: Monday CRM’s predefined seat tiers can force teams to pay for unused licenses. If your team grows unevenly, you may end up paying for seats you don’t fill yet.

Monday CRM 的主要优势

以下是值得考虑使用 Monday CRM 的原因:

  • 无需代码即可进行自定义: Monday CRM is built on a no-code framework. Teams can build custom workflows, dashboards, and automations without involving developers.
  • Full Sales Cycle Coverage: Monday CRM manages the entire sales cycle from lead capture through post-sales project delivery. Teams don’t need a separate project management tool.
  • Multiple Board Views: The platform supports Kanban, Gantt, list, and calendar views. Sales representatives can switch between views based on what information they need.
  • 自定义KPI仪表盘: Teams can build dashboards from scratch or use templates to track expected revenue, lead progress, and sales activities. Monday CRM allows custom dashboards to track any KPI a team needs.
  • 跨部门协作: Monday CRM facilitates collaboration across sales, marketing, and operations teams. This makes it useful for customer onboarding and post-sales projects, not just selling.
  • Fast Integration Setup: Monday CRM can sync with over 200 different tools without coding. Setup is faster than many competing platforms for common integrations.
星期一 最佳福利

我们的团队注意到了什么

Note: We haven’t had extensive hands-on time with Monday CRM yet. The information below is based on published documentation and G2 user reviews.

G2 reviews highlight Monday CRM’s colorful, intuitive interface as a major strength. The platform earns a 9.0 out of 10 ease-of-use score from the G2 user community — slightly above Pipedrive’s 8.9. However, some G2 reviewers note the interface can feel cluttered compared to Pipedrive’s more organized layout, especially as boards grow in complexity.

星期一 CRM 的优缺点

✅ 优点
  • Manages the entire sales cycle from pre- to post-sales
  • No-code workflow automation is accessible for non-technical users
  • Multiple board views (Kanban, Gantt, calendar) for different workflows
  • Strong cross-department collaboration tools built in
  • 24/7 chat and email support on all plans
❌缺点
  • Minimum three-seat requirement adds cost for very small teams
  • Interface can feel cluttered as boards and columns multiply
  • One-on-one support only available on the Enterprise plan
  • CRM features are shallower than dedicated platforms like Pipedrive

功能对比

Here’s a side-by-side look at Pipedrive vs Monday CRM across the features that matter most to sales teams.

特征管道驱动星期一客户关系管理
起价每用户每月 14 美元$9/user/month (3-seat min)
免费计划
管道管理✅ Dedicated visual pipeline✅ Customizable boards
人工智能销售助手
电子邮件营销活动❌(需要集成)
工作流自动化✅ No-code automation
Post-Sales Project Management✅ 基本款✅ Full project management
自定义仪表盘
集成400+ via marketplace200+ no-code syncs
最适合Dedicated sales teamsSales + operations teams

1. 管道管理

Pipedrive: Pipeline management is Pipedrive’s core feature. The drag-and-drop interface lets reps move deals between stages with a single click. Sales managers can view each rep’s pipeline separately, making it easy to coach and manage complex sales processes at scale.

Pipedrive 的交易功能

星期一客户关系管理: Monday CRM uses customizable boards to track deals and leads. Teams can switch between Kanban and list views, but the pipeline setup requires more configuration than Pipedrive. The flexibility is useful for unique sales processes, though the initial setup takes longer.

2. 联系人管理

Pipedrive: Pipedrive’s contact management links every interaction to the right deal and person automatically. The smart contact data feature pulls in publicly available information to keep records current. Sales reps can see the full history of customer interactions in one view.

星期一客户关系管理: Monday CRM provides customizable lead scoring to direct the sales team’s attention. According to its documentation, teams can build contact views that surface the right information for their unique sales process. The customization options are broad but require more manual setup.

星期一联络管理

3. 工作流自动化

Pipedrive: Pipedrive workflow automation handles repetitive tasks like follow-up reminders, deal stage updates, and email triggers. The Pipedrive workflow automation tools are available on Growth plans and above. Teams use automation to eliminate manual processes and keep the sales process moving.

Pipedrive 的 Leads 功能

星期一客户关系管理: Monday CRM’s no-code automation framework is a genuine strength. Teams can create custom workflows triggered by board changes, date conditions, or status updates. The smart workflow automation handles both sales tasks and post-sales operations without requiring any technical setup.

周一智能工作流程自动化

⚠️ 警告: Pipedrive’s automation tools improve significantly from Lite to Growth tier. If automation is a priority, factor the higher plan cost into your budget before signing up.

4. AI and Sales Intelligence

Pipedrive: Pipedrive’s AI powered sales assistant analyzes sales data in real time and provides recommendations. It tells reps which deals to focus on, flags stalled opportunities, and highlights patterns in sales performance. This is one of the clearer differentiators in the Pipedrive vs Monday comparison.

Pipedrive AI CRM

星期一客户关系管理: Monday CRM does not include a dedicated AI sales assistant. The platform relies on its customizable dashboards and automation rules to surface relevant data. Teams that need AI-driven deal insights will need a separate integration or tool.

5. Sales Reporting and Analytics

Pipedrive: Pipedrive’s reporting dashboard gives managers charts and graphs for identifying top performers and tracking sales forecasting. Revenue forecasts update as deals move through stages. Sales analytics include conversion rates, average deal size, and activity metrics per rep.

Pipedrive Insight

星期一客户关系管理: Monday CRM allows teams to build custom dashboards to track KPIs like expected revenue and lead progress. Dashboards can be built from scratch or from templates. The flexibility is useful, but building useful reports requires more upfront configuration than Pipedrive’s pre-built views.

星期一仪表盘自定义

6. 电子邮件营销

Pipedrive: Pipedrive includes a built-in email marketing campaigns feature. Teams can build, send, and track email marketing campaigns without leaving the CRM. The campaigns tool supports various email types and connects directly to deal and contact records.

Pipedrive 的营销活动功能

星期一客户关系管理: Monday CRM does not include native email marketing tools. Teams that need marketing automation features for campaigns will need to connect a third-party tool like Mailchimp or HubSpot Marketing. This adds cost and setup time compared to Pipedrive’s built-in approach.

7. Project Management and Post-Sales

Pipedrive: Pipedrive includes project management options through its Projects feature. It covers basic task tracking for deals that move into delivery phases. However, Pipedrive’s project tools are less developed than Monday CRM’s and best suited for simple post-sales handoffs.

Pipedrive 的项目功能

星期一客户关系管理: This is where Monday CRM clearly leads. The platform manages the entire sales cycle from pre-sales through customer onboarding and post-sales project delivery. Monday Work Management provides Gantt charts, resource management, and team collaboration tools that go well beyond what Pipedrive offers.

星期一工作管理

8. 集成

Pipedrive: The Pipedrive marketplace lists over 400 integrations covering email, marketing, telephony, and more. The breadth of the marketplace means most tools sales teams use can connect to Pipedrive. Setup varies by integration — some require configuration, others connect in a few clicks.

Pipedrive Marketplace 集成

星期一客户关系管理: Monday CRM syncs with over 200 tools quickly and without coding, according to its documentation. The monday crm integrations focus on speed — most connect within minutes. The library is smaller than Pipedrive’s, but the no-code setup is faster for non-technical teams.

星期一整合中心

9. 定价与成本

计划管道驱动星期一客户关系管理
入门级每用户每月 14 美元(精简版)$9/user/month (Basic, 3-seat min)
中级24 美元/用户/月(增长)12美元/用户/月(标准版)
先进的49美元/用户/月(高级版)19 美元/用户/月(专业版)
顶级69美元/用户/月(终极版)企业版(定制)
免费计划
Seat Minimum没有任何3 seats required

Pipedrive: Pipedrive’s pricing pipedrive structure starts higher per seat but requires no minimum. A solo rep pays $14/month. Teams needing AI tools and full reporting should budget for the Premium tier at $49/user/month. Add-ons like LeadBooster and Campaigns add to the total.

星期一客户关系管理: Monday CRM’s per-seat cost is lower, but the three-seat minimum means the smallest bill starts at $27/month on Basic. Pricing scales in fixed tiers, which can mean paying for unused seats as teams grow. For teams of five or more, Monday CRM is noticeably cheaper per seat than Pipedrive’s mid-tier plans.

不同场景

如果您需要……选择为什么
Dedicated sales pipeline focus管道驱动Built specifically for deal management
Lower per-seat cost (3+ users)星期一客户关系管理Starts at $9/user vs Pipedrive’s $14
AI-driven deal insights管道驱动内置人工智能销售助手
Post-sales project management星期一客户关系管理Full project management tools included
内置电子邮件营销管道驱动Campaigns feature included natively
跨部门协作星期一客户关系管理Built for multi-team visibility
Solo rep or tiny team管道驱动No seat minimum; works for one user

💰 您的预算

Monday CRM is cheaper per seat, but its three-seat minimum changes the math for solo reps and two-person teams. If your team has three or more people, Monday CRM’s pricing is more affordable at comparable feature levels.

🔌 您的技术栈

Both platforms connect pipedrive and monday to your existing tools, but they take different approaches. Pipedrive’s marketplace has more total integrations; Monday CRM’s integrations set up faster without any coding required.

📝 您的销售流程

If your team runs complex sales processes with multiple stages and reps, Pipedrive’s organized pipeline layout and per-rep views give managers clearer oversight. Monday CRM’s flexibility is better for teams with a unique sales process that doesn’t fit standard CRM structures.

🎓您的经验水平

Pipedrive earns an 8.9 ease-of-use score on G2; Monday CRM earns a 9.0. Both are beginner-friendly, but Pipedrive’s layout is more focused on sales from day one. Monday CRM’s flexibility means more setup time before it feels optimized for your workflow.

🆓 免费试用和演示

Both Pipedrive and Monday CRM offer 14-day free trials with no credit card required. Test both with a real deal or project before committing — the difference in feel between a dedicated CRM and a project management platform with CRM features becomes clear quickly.

🛟 支持选项

Monday.com provides 24/7 chat and email assistance with webinars, callback requests, and online resources on all plans. Pipedrive offers phone support on top plans but not on lower tiers. For teams that want one-on-one help, only Monday CRM’s Enterprise plan and Pipedrive’s higher plans include that level of access.

切换指南

已经在使用这些平台之一了吗?如果您切换到其他平台,以下是您需要了解的内容。

🔄 从 Pipedrive 切换到 Monday CRM?

✅ 你将获得:

  • Full post-sales project management without a separate tool
  • No-code workflow automation across sales and operations teams
  • Lower per-seat cost if your team has three or more members

❌ 你会失去什么:

  • Built-in AI sales assistant for deal prioritization
  • Native email marketing campaigns feature
  • Pipedrive’s focused, sales-first pipeline layout

📋 如何切换:

  1. Export contacts and deals from Pipedrive as CSV files
  2. Sign up for Monday CRM and import CSVs using the built-in import wizard
  3. Recreate pipeline stages as board columns and configure automations
🔄 从 Monday CRM 切换到 Pipedrive?

✅ 你将获得:

  • An AI sales assistant that flags stalled deals and coaching opportunities
  • Native email marketing campaigns without third-party connections
  • A cleaner, sales-focused pipeline view with per-rep visibility for managers

❌ 你会失去什么:

  • Integrated post-sales project management tools
  • Cross-department board views for operations and delivery teams
  • No-code Gantt and resource management features

📋 如何切换:

  1. Export board data from Monday CRM as CSV or Excel files
  2. Start Pipedrive’s free trial and import contacts and deals via the import tool
  3. Map Monday CRM columns to Pipedrive’s deal fields and rebuild pipeline stages

我们的评测没有涵盖的内容

This comparison focused on individual sales reps and small-to-midsize sales teams. We didn’t evaluate enterprise-level configurations, custom API integrations, or how either platform performs at 100+ seat deployments. Our information on Monday CRM is based on documentation and G2 reviews rather than direct hands-on testing — enterprise plan users and large operations teams may find different trade-offs than what’s described here.

最终判决

类别优胜者
💰 Pricing (small team)管道驱动
💰 Pricing (3+ users)星期一客户关系管理
🎯 销售渠道聚焦管道驱动
🤖 AI Sales Tools管道驱动
📧 电子邮件营销管道驱动
⚙️ 工作流程自动化星期一客户关系管理
📊 Post-Sales Projects星期一客户关系管理
👶 易用性Tie (both above 8.9/10 on G2)
🏆 总冠军管道驱动

🏆 冠军:PIPEDRIVE

Pipedrive wins 5 of 8 categories in this comparison.

最适合: Sales-focused teams, solo reps, teams that want AI deal insights and built-in email marketing

Pipedrive and Monday CRM solve different problems.

Pipedrive is a dedicated sales CRM — every feature is built around helping sales representatives close more deals.

Monday CRM is a project management platform that extended into sales CRM territory.

That foundation gives Monday CRM genuine advantages in post-sales project management and cross-department collaboration.

But for a sales team that wants an effective crm solution for managing the sales cycle, tracking leads, and forecasting revenue, Pipedrive is the more focused choice.

Monday CRM is the better pick for teams that handle customer onboarding, delivery, and operations alongside selling.

Pipedrive 的更多比较

Here’s how Pipedrive stacks up against other CRM options in the market:

Pipedrive 与 HubSpot 对比

Pipedrive 获胜: Lower cost for sales-only teams, cleaner pipeline interface, no bloat from marketing tools you won’t use

HubSpot 在以下方面胜出: Free CRM tier available, broader marketing automation built in, more extensive reporting on higher plans

Pipedrive 与 Salesforce

Pipedrive 获胜: Far lower starting price, much faster setup, significantly gentler learning curve for small sales teams

Salesforce 获胜方式: Deeper enterprise customization, a much larger library of third-party apps, more advanced account management for large organizations

Pipedrive 对阵 GoHighLevel

Pipedrive 获胜: Purpose-built sales CRM experience, cleaner deal tracking, better per-rep pipeline visibility for managers

GoHighLevel 获胜方式: All-in-one marketing and sales platform, white-label options for agencies, built-in landing page and funnel tools

Pipedrive 与 ActiveCampaign

Pipedrive 获胜: Dedicated pipeline management, AI sales assistant, stronger deal-tracking features for sales reps

ActiveCampaign 获胜方式: Deeper email marketing automation, more sophisticated marketing campaigns, better for teams where marketing drives sales

周一CRM对比更多

Here’s how Monday CRM compares to its closest alternatives:

周一 CRM 与 HubSpot 对比

周一 CRM 胜出: Greater flexibility for unique workflows, stronger project management features, no-code customization without upgrading

HubSpot 在以下方面胜出: Free tier with real CRM features, more native marketing tools, deeper sales analytics on paid plans

周一 CRM 与 点击上

周一 CRM 胜出: More polished CRM-specific features, better lead scoring customization, cleaner sales-focused board templates

ClickUp 在以下方面胜出: More generous free plan, broader project management feature set, lower cost for large teams needing task management

Monday CRM 与 Zoho CRM 对比

周一 CRM 胜出: Faster setup for non-technical teams, better visual interface, stronger cross-department workflow tools

Zoho CRM 的优势在于: More dedicated sales features at lower price points, free plan available, deeper telephony and omnichannel options

常见问题解答

Monday.com 可以用作客户关系管理系统 (CRM) 吗?

Yes, Monday sales crm is a dedicated product built on monday.com’s platform for managing sales and customer interactions. It includes pipeline management, contact tracking, and workflow automation. However, it started as a project management tool, so its customer relationship management features aren’t as deep as those in dedicated platforms like Pipedrive.

还有比 Pipedrive 更好的 CRM 系统吗?

“Better” depends on your use case. As a crm vendor, Pipedrive focuses purely on sales — it’s strong for teams that want to track leads and track progress through defined pipeline stages. HubSpot and Salesforce go broader, but cost more. If you need an all in one crm that covers post sales projects too, Monday CRM is worth comparing.

Pipedrive每月费用是多少?

Pricing pipedrive starts at $14/user/month for the Lite plan, with Growth at $24, Premium at $49, and Ultimate at $69 per user per month. There’s no free plan, but a 14-day free trial is available with no credit card required. Add-ons like LeadBooster cost extra on top of the base plan.

Monday CRM最适合用于什么用途?

Monday CRM is best for teams that need sales management and post sales operations in one platform. It fits companies where the same team handles selling, customer onboarding, and delivery. Teams that want to automate repetitive tasks across 商业 processes — not just sales — will find Monday CRM more flexible than Pipedrive.

Is Pipedrive a good CRM for 小型企业?

Pipedrive works well for small businesses and is a solid option to boost sales without buying a tool full of features you won’t use. The no-code automation features let teams eliminate manual processes and keep crm data clean without a dedicated ops person. Teams planning to grow should budget for the Growth tier to get full automation capabilities. For businesses that also need web form capture and microsoft teams integration, both are available through the Pipedrive marketplace or its integration partners. Revenue growth on Pro plans unlocks revenue forecasts and more advanced sales analytics, which help managers track sales pipeline stages and overall sales performance as the business scales.

Fahim Joharder,创始人

Fahim Joharder,创始人

测试过 900 多款人工智能工具。月活跃读者超过 25 万。

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