🚀 合作咨询: fahim@fahimai.com | 深受17种语言、每月超过25万读者的信赖 🔥

🚀 合作咨询: fahim@fahimai.com

Pipedrive vs Monday CRM 2026 — I Spent $200 Testing These

| Last updated Jul 26, 2026

优胜者
管道驱动
4.3
  • Built for Sales Teams Only
  • AI Sales Assistant Included
  • 500 多个市场集成
  • Drag-and-Drop Pipeline
  • 14-Day Trial, No Card Needed
  • No Seat Minimums
  • 付费方案,每月每用户 14 美元起。
亚军
周一
4.2
  • 9.0/10 G2 Ease of Use Score
  • No-Code Custom Workflows
  • Kanban and Gantt Views
  • Syncs With 200+ Tools
  • 8.7/10 G2 Support Score
  • 14-Day Trial, No Card Needed
  • 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. Monday 客户关系管理 起价为每用户每月 9 美元。
  • 最适合: Pipedrive for deal management and sales forecasting. Monday for project management and post sales projects.
  • 主要区别: Pipedrive is a dedicated sales 客户关系管理 platform. Monday is a work platform with CRM features bolted on.
  • 我们的选择: Pipedrive, because its pipeline management and AI sales assistant are built for sales reps first.
Pipedrive vs Monday Comparison

The cheaper tool is not automatically the weaker one here.

Monday CRM costs less per seat than Pipedrive.

But price is the smallest difference between these two.

One was built to close deals. The other was built to run work.

That single split decides which one fits your sales team.

概述

This Pipedrive vs Monday comparison covers pricing, key features, and ease of use.

我们的 作家 spent hands-on time inside Pipedrive directly.

Notes on Monday CRM come from documentation and G2 reviews.

We also break down who each crm vendor suits best.

By the end, you will know which crm software fits your sales process.

Pipedrive是什么?

Pipedrive is a dedicated customer relationship management tool for sales teams.

It was designed so salespeople never drown in customer 数据.

The core screen is a visual sales pipeline you drag deals across.

Every layer of it points at one job: helping you manage sales.

It also bundles project management options for post sales operations.

管道驱动简介

下面让我们更详细地了解一下该平台的实际运行情况。

🏆 冠军:Pipedrive

⭐ 4.3/5 | 💰 每月每用户 14 美元起

A sales crm platform built around one visual pipeline. Free onboarding helps sales reps get value on day one.

Pipedrive 定价

Here is what Pipedrive costs per seat in 2026.

计划价格最适合
精简版每用户每月 14 美元Solo sellers tracking a simple sales pipeline
生长每用户每月 24 美元Small teams adding workflow 自动化
优质的每用户每月 49 美元Teams needing sales forecasting and revenue forecasts
最终的每用户每月 69 美元Larger sales operations with complex sales processes

价格已于2026年7月核实。

Pipedrive 定价

⚠️ Pricing conflict flag: Some third-party sources list five tiers named Essential through Enterprise, ranging from $14 to $99 per user per month, plus a $14.90 annual rate. Our verified figures above come from our own pricing database. Always confirm on the vendor site before buying.

免费试用: Yes. Pipedrive offers a 14-day free trial with no credit card required.

退款保证: No blanket refund window is published. Cancel before renewal to avoid the next charge.

📌 笔记: Pipedrive has no seat minimums. A one-person shop pays for exactly one seat, which keeps entry costs low for 自由职业者 and tiny teams.

⚠️ 警告: Add-ons cost extra. LeadBooster and Campaigns are billed on top of your plan, so the real monthly figure can climb well past the sticker price.

Pipedrive的主要优势

Here is what makes Pipedrive worth a look:

  • 可视化流水线管理: Deals move across sales pipeline stages by drag and drop. Nothing sits hidden in a spreadsheet.
  • AI powered sales assistant: The ai sales assistant reads your sales data and suggests the next move. It flags stalled deals before they go cold.
  • Smart contact data: Pipedrive enriches records automatically. Sales representatives spend less time typing and more time selling.
  • Lead capture tools: A web form 建筑商 and chatbot feed new leads straight into lead management. You can track leads from first click to close.
  • Pipedrive marketplace: You can connect Pipedrive to over 500 apps, including Microsoft Teams. Setup takes minutes for most sales tools.
  • 免费注册: Guided setup gets your team productive fast. G2 reviewers rate ease of use at 8.9 out of 10.
  • 报告 that answers questions: Charts and graphs surface top performers and sales performance trends. Managers see rep-level sales activities at a glance.
Pipedrive 的主要优势

我们的团队注意到了什么

Our writer signed up for Pipedrive and ran a small deal board through a full sales cycle. Here is what stood out from that hands-on time:

使用 Pipedrive

Pipedrive 的优点和缺点

✅ 优点
  • Built as a dedicated sales CRM, not a general work tool
  • Drag-and-drop pipeline keeps every deal visible by stage
  • AI Sales Assistant reads sales data and suggests next actions
  • Over 500 integrations available in the Pipedrive marketplace
  • No seat minimums, so solo sellers pay for one seat
❌缺点
  • LeadBooster and Campaigns add-ons are billed separately
  • Lower-tier plans struggle with complex sales processes
  • Phone assistance is reserved for the top plans
  • Weaker than Monday for cross-department collaboration

什么是Monday CRM?

Monday CRM sits inside monday.com, a project management software platform.

It sells itself as an all in one crm for the entire sales cycle.

The whole product runs on a no-code framework.

You build boards, views, and 商业 processes without touching a developer.

That flexibility is the real selling point of monday sales crm.

星期一首页

This walkthrough shows how the boards behave day to day.

周一CRM评测:最佳CRM和项目管理应用?

🥈 Runner Up: Monday CRM

⭐ 4.2/5 | 💰 每月每用户 9 美元起

A colorful work platform with CRM boards on top. Best when sales and delivery teams share one workspace.

周一 CRM 定价

Here is what Monday CRM costs per seat in 2026.

计划价格最适合
基本的每用户每月 9 美元Small teams testing contact management
标准每用户每月 12 美元Teams adding automation features and views
专业版每用户每月 19 美元Sales operations running post sales projects too

价格已于2026年7月核实。

周一定价

⚠️ Pricing conflict flag: Outside sources also list an Enterprise tier and quote $30 per month for three users on annual billing. Our table uses our verified per-seat database figures. Check the vendor page before you commit.

免费试用: Yes. Monday CRM offers a 14-day free trial with no credit card required.

退款保证: No standing refund window is advertised. Downgrade or cancel before the renewal date.

📌 笔记: Paid plans require a minimum of three seats. A two-person team still pays for three.

⚠️ 警告: Seats are sold in predefined blocks. Teams that sit between tiers end up paying for unused licenses every month.

Monday CRM 的主要优势

Here is what makes Monday CRM worth a look:

  • Build your own dashboard: Start from scratch or pick a template. You can track progress on KPIs like expected revenue growth and lead progress.
  • No-code custom workflows: You create custom workflows by clicking, not coding. This helps eliminate manual processes across business processes.
  • One workspace, two jobs: Sales boards and delivery boards live side by side. Handoffs into post sales projects stop falling through cracks.
  • Customizable lead scoring: Scores point your sales team at the warmest records first. That lifts a sales team’s productivity without extra headcount.
  • Monday CRM integrations: The platform syncs with over 200 tools, Microsoft Teams included, with no coding required.
  • Support that answers fast: G2 scores quality of support at 8.7 out of 10. All plans get 24/7 chat and email plus webinars and callback requests.
星期一 最佳福利

我们的团队注意到了什么

Note: We have not had extended hands-on time with Monday CRM yet. Everything above is drawn from published documentation, the vendor’s pricing pages, and G2 reviews. We will add first-hand notes once our writers run a full account through it.

星期一 CRM 的优缺点

✅ 优点
  • Scores 9.0 out of 10 for ease of use on G2
  • Handles project management features and CRM in one place
  • Kanban, Gantt, and dashboard views are all built in
  • 24/7 chat and email support on every plan
  • Cheaper entry seat than Pipedrive at $9/user/month
❌缺点
  • The interface can feel cluttered next to Pipedrive’s layout
  • Three-seat minimum inflates the bill for tiny teams
  • Only Enterprise plan users get one-on-one assistance
  • Sales-specific depth trails a purpose-built CRM

功能对比

Now let’s put Pipedrive and Monday side by side on the things that actually change your day. Each section below covers one 能力 and how each crm platform handles it.

特征管道驱动星期一客户关系管理
起价每用户每月 14 美元每用户每月 9 美元
最低座位数❌ 无✅ 3 seats
Dedicated Sales CRM
人工智能销售助手
内置电子邮件营销
看板和甘特图视图
资源管理
集成✅ 500+✅ 200+
24/7 Chat Support (All Plans)
最适合Sales-first teamsCross-team workflows

1. Lead and Contact Management

Pipedrive: Leads land in a separate 收件箱 before they touch your pipeline. Managers can open any rep’s board and review lead management activity at the record level. Smart contact data fills in missing details automatically.

Pipedrive 的 Leads 功能

星期一客户关系管理: Contact management lives on a board you shape yourself. Customizable lead scoring ranks records so sales reps chase the right names. Fields and stages are yours to rename at will.

星期一联络管理

2. Sales Pipeline and Deal Management

Pipedrive: Deal management runs on a drag-and-drop board that mirrors how sellers already think. You set sales pipeline stages once and drag cards forward. It keeps a unique sales process visible without extra clicks.

Pipedrive 的交易功能

星期一客户关系管理: The sales pipeline is a board like any other board. That makes it flexible, but pipeline management competes for attention with everything else in the workspace.

3. 工作流自动化

Pipedrive: Pipedrive workflow automation fires on triggers like stage changes and new deals. It will automate repetitive tasks such as follow-up emails and activity creation. The rule builder is simple, which is both its strength and its ceiling.

星期一客户关系管理: Workflow automation is the platform’s strongest suit. Recipes chain conditions across boards, so repetitive tasks disappear across whole departments, not just sales.

星期一自动化

💡 专业提示: Map your three most annoying manual steps first. Build automations for those before touching anything else.

4. AI Sales Assistant

Pipedrive: The ai powered sales assistant reviews crm data and returns actionable prompts. It points at deals losing momentum and suggests where to spend the next hour.

Pipedrive AI CRM

星期一客户关系管理: AI features lean toward drafting and summarising work items rather than coaching sellers. There is no direct equivalent to a sales-specific assistant.

星期一 MCP

5. Project and Post-Sales Management

Pipedrive: Projects sit next to deals so post sales operations start from the closed record. It covers basic customer onboarding and account management. Depth here is modest compared with a full work platform.

Pipedrive 的项目功能

星期一客户关系管理: Work management is the parent product, so project management and task management are first-class. Cross-department visibility means a signed deal flows straight into delivery.

星期一工作管理

6. Sales Analytics and Reporting

Pipedrive: The reporting dashboard turns sales data into charts and graphs. Managers spot top performers and read sales forecasting numbers without exporting anything. Sales analytics here are aimed squarely at revenue questions.

Pipedrive Insight

星期一客户关系管理: Custom dashboards track any KPI you define, from expected revenue to lead progress. The trade-off is that you build the report before you can read it.

星期一仪表盘自定义

7. Email Marketing and Campaigns

Pipedrive: Campaigns lets you launch marketing campaigns from inside the CRM. Templates, segments, and open tracking all sit next to the deal record.

Pipedrive 的营销活动功能

Built-in email marketing means sales and customer interactions stay in one timeline. Omnichannel options cover phone and email from the same screen.

Pipedrive 电子邮件营销

星期一客户关系管理: There is no native campaign builder. You connect an outside tool, which adds a step but keeps your marketing automation features flexible.

⚠️ 警告: Pipedrive bills Campaigns as a paid add-on. Budget for it if marketing automation matters to you.

8. 集成

Pipedrive: The marketplace lists over 500 apps, with more than 400 listed publicly at any time. You can connect Pipedrive to Microsoft Teams, 会计 tools, and dialers in a few clicks.

Pipedrive Marketplace 集成

星期一客户关系管理: Monday CRM integrations reach over 200 different tools and connect without coding. The library is smaller but covers the mainstream sales tools most teams already run.

星期一整合中心

9. Documents, Templates and Lead Capture

Pipedrive: Quotes and proposals generate from stored templates and merge live deal fields. A web form builder pulls new enquiries straight onto the board.

Pipedrive 智能文档

星期一客户关系管理: Forms and docs exist across the wider platform rather than as sales-specific tools. Useful, but you assemble the workflow yourself.

10. Board Views: Kanban and Gantt

Pipedrive: Views are pipeline, list, and forecast. That narrow set keeps the layout organized and straightforward for sales activities.

星期一客户关系管理: Kanban, Gantt, calendar, and timeline views ship as standard. Teams that plan delivery alongside selling get far more range here.

星期一看板

Gantt charts add dependency planning that Pipedrive simply does not offer.

星期一甘特图

11. Resource Management and Team Workload

Pipedrive: Capacity planning is not part of the product. You track rep activity, not team workload.

星期一客户关系管理: Resource management shows who is overloaded before the quarter breaks. Smart automation then reassigns work as conditions change.

星期一资源管理

Rule chains can move a task the moment a deal closes.

周一智能工作流程自动化

12. 定价与成本

让我们把这些方案并排比较一下。

层级管道驱动星期一客户关系管理
入口精简版——每用户每月 14 美元基础版——9美元/用户/月
增长——每用户每月 24 美元标准版——每用户每月 12 美元
高级版——49美元/用户/月专业版——每用户每月 19 美元
顶部终极版——每用户每月 69 美元❌ 未列出

Pipedrive: The pricing Pipedrive publishes runs higher per seat at every tier. There is no seat minimum, which suits one and two-person teams. Add-ons push the true cost up further.

星期一客户关系管理: Cheaper per seat, but three seats is the floor. A duo pays $27 a month on Basic even though only two people log in.

💡 测试结果: At three seats on entry plans, Monday costs $27 a month against Pipedrive’s $42. At one seat, Pipedrive wins on price outright.

不同场景

如果您需要……选择为什么
A one or two-person team管道驱动No seat minimum
Deal-first pipeline management管道驱动Purpose-built sales CRM
Sales plus delivery in one place星期一客户关系管理Cross-department visibility
深度工作流程自动化星期一客户关系管理Chained no-code recipes
内置电子邮件营销管道驱动Campaigns ships inside the CRM
24/7 support on a cheap plan星期一客户关系管理Chat and email on all tiers

💰 您的预算

Monday CRM is cheaper per seat but sells seats in threes. Pipedrive costs more per head yet lets you buy exactly one.

🔌 您的技术栈

Pipedrive reaches over 500 apps through its marketplace. Monday syncs with more than 200 tools, so check your critical apps first.

📝 您的销售流程

Straight-line deals fit Pipedrive’s stage board neatly. Branching approvals and handoffs suit Monday’s flexible boards better.

🎓您的经验水平

G2 rates Monday at 9.0 for ease of use and Pipedrive at 8.9. Pipedrive’s free onboarding closes that gap quickly for new teams.

🆓 免费试用和演示

Both offer a 14-day free trial with no credit card required. Load ten real deals into each before you decide.

🛟 支持选项

Monday scores 8.7 on G2 for quality of support against Pipedrive’s 8.4. Only Enterprise plan users get one-on-one help at Monday, while Pipedrive reserves phone assistance for top plans.

切换指南

Already running one of these? Here is what changes if you move.

🔄 从 Pipedrive 切换到 Monday CRM?

✅ 你将获得:

  • Kanban, Gantt, and timeline views for project work
  • Resource management and team workload planning
  • 24/7 chat and email support on every plan

❌ 你会失去什么:

  • The AI sales assistant and its deal prompts
  • Native email marketing and campaign tools
  • Single-seat billing with no minimum

📋 如何切换:

  1. Export deals, contacts, and activities from Pipedrive as CSV
  2. Open a Monday CRM trial and pick a sales template
  3. Import each file, then map your old stages to new columns
🔄 从 Monday CRM 切换到 Pipedrive?

✅ 你将获得:

  • A cleaner, sales-only board with no cross-team clutter
  • Deal prompts from the 人工智能助手 plus smart contact data
  • Over 500 marketplace integrations and built-in campaigns

❌ 你会失去什么:

  • Gantt charts and dependency planning
  • Workload views for balancing team capacity
  • Round-the-clock chat support on entry plans

📋 如何切换:

  1. Export each Monday board to CSV, one board at a time
  2. Start a Pipedrive trial and define your pipeline stages
  3. Import contacts first, then deals, then rebuild automations

我们的评测没有涵盖的内容

This comparison focused on small and midsize sales teams. We did not test enterprise rollouts, custom API builds, or regional data residency options. Our Monday CRM notes come from documentation and G2 reviews rather than extended hands-on use. Figures reflect July 2026 and may shift. If you manage fifty or more sales representatives, your priorities will differ from what we covered here.

最终判决

类别优胜者
💰 定价星期一客户关系管理
🚀 核心销售功能管道驱动
⚡ 工作流自动化星期一客户关系管理
🎯 Sales Analytics管道驱动
👶 易用性星期一客户关系管理
🔌 集成管道驱动
📧 电子邮件营销管道驱动
🏆 总冠军管道驱动

🏆 冠军:PIPEDRIVE

Pipedrive 在 7 个类别中赢得了 4 个。

最适合: deal management, sales forecasting, small sales teams without a project arm

Pipedrive and Monday are not really the same product. Pipedrive is a CRM that added project features. Monday is a work platform that added CRM boards.

Monday CRM is excellent when sales hands work to delivery inside the same company. Its no-code boards and workload views have no match on the Pipedrive side.

But if your main goal is to boost sales and keep sales reps focused, Pipedrive is the better buy. The pipeline, the assistant, and the reporting all point at revenue.

Pipedrive 的更多比较

Here is how Pipedrive measures up against other CRM tools:

Pipedrive 与 HubSpot 对比

Pipedrive 获胜: lower entry seat price, no seat minimum, faster setup for a plain sales pipeline

HubSpot 在以下方面胜出: a genuinely free tier, deeper marketing automation, richer content and CMS tooling

Pipedrive 对阵 Salesforce

Pipedrive 获胜: onboarding speed, cost at small headcounts, an interface sales reps grasp in a day

Salesforce 的优势在于: customization depth, enterprise governance controls, a far larger partner and app network

Pipedrive 对阵 ActiveCampaign

Pipedrive 获胜: visual deal boards, sales forecasting reports, activity tracking for individual reps

ActiveCampaign 在以下方面胜出: email sequence depth, behavioural triggers, list segmentation controls

Pipedrive 对阵 Keap

Pipedrive 获胜: cleaner pipeline layout, wider app marketplace, cheaper starting tier

基普 获胜方式: bundled invoicing and payments, appointment booking, all-in-one small business billing

周一CRM对比更多

Here is how Monday CRM measures up against other platforms:

6 monday.com 的替代方案:最适合项目管理

周一 CRM 与 点击上

周一 CRM 胜出: a friendlier first-run experience, cleaner board visuals, faster automation setup

ClickUp 在以下方面胜出: a more generous free plan, docs and whiteboards built in, finer permission settings

周一 CRM 与 HubSpot 对比

周一 CRM 胜出: project delivery boards, no-code custom fields, cross-department dashboards

HubSpot 在以下方面胜出: native email campaigns, lead nurturing depth, a free tier with real CRM limits

周一 CRM 与 Salesforce

周一 CRM 胜出: setup time measured in hours, no admin certification needed, lower cost per seat

Salesforce 的优势在于: forecasting sophistication, territory and quota management, audit and compliance tooling

Monday CRM 与 Zoho CRM 对比

周一 CRM 胜出: visual clarity, board flexibility, support availability on every plan

Zoho CRM 的优势在于: price at scale, a tightly linked suite of business apps, telephony built into the record

常见问题解答

还有比 Pipedrive 更好的 CRM 系统吗?

It depends on the job. HubSpot beats it on marketing depth, Salesforce on enterprise scale, and Monday CRM on project delivery. For pure pipeline selling, few match it.

Monday.com 可以用作客户关系管理系统 (CRM) 吗?

Yes. It ships a dedicated CRM product with contact boards, deal stages, and lead scoring. It works best when your team also runs projects on the same platform.

Pipedrive每月费用是多少?

Plans run from $14 per user monthly on Lite to $69 on Ultimate. Growth is $24 and Premium is $49. Add-ons are billed separately on top.

Monday.com 最适合用于什么用途?

Running work across departments. Marketing, sales, and delivery share boards, dashboards, and automations. The CRM layer suits teams that want selling and project execution in one workspace.

What is better, HubSpot or Pipedrive?

HubSpot suits marketing-led teams wanting a free tier and campaign tooling. Pipedrive suits sales-led teams wanting a cheap, focused pipeline with no seat minimum.

相关文章