⚡ 快速结论：
- 定价： Monday CRM starts at $9 per user/month. Salesmate starts at $23 per user/month.
- 最适合： Monday CRM suits teams that mix sales with managing projects. Salesmate suits sales reps who live in the pipeline.
- 主要区别： Monday adds Kanban board and Gantt chart views. Salesmate adds built-in calling and a 会议 调度器。
- 我们的选择： Monday CRM (4.2 vs 2.5) for most 小型企业, 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.
概述
This Monday CRM vs Salesmate comparison covers pricing, key features, ease of use, and support.
我们的 作家 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.
什么是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.
Here is a walkthrough of how the platform works in daily use.
🏆 优胜者：Monday CRM
One board handles deals and project progress at the same time. Start on the free version and upgrade when your team grows.
周一 CRM 定价
Monday charges per user, per month. Here is what each tier costs.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 9 美元 | Smaller teams tracking contacts and deals |
| 标准 | 每用户每月 12 美元 | Teams that need 自动化 features and guest access |
| 专业版 | 每用户每月 19 美元 | Time tracking, advanced 报道, custom dashboards |
Pricing verified August 2026.
免费试用： Yes. A 14-day trial of the paid tiers, no card needed.
退款保证： A 30-day refund window applies to annual purchases.
📌 笔记： 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.
⚠️ 警告： 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.
Monday CRM 的主要优势
Here is what makes Monday worth a look:
- 许多项目视图： 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 商业.
- 自动化 建筑商: A plain-English builder handles repetitive tasks without code. Workflow automation runs on Standard and above.
- 广泛整合： Over 50 apps connect, including Slack, Google Calendar, and Microsoft Teams. Google Sheets data can flow in as well.
- 实时协作： 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.
我们的团队注意到了什么
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.
星期一 CRM 的优缺点
✅ 优点
- 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
❌缺点
- 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是什么？
Salesmate CRM is an all-in-one cloud platform for sales, marketing, and support.
It is built mainly for small to medium-sized businesses.
这 沥青 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 房地产.
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.
销售伙伴定价
Salesmate also bills per user, per month. Three published tiers cover most buyers.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 23 美元 | Small sales teams starting pipeline management |
| 专业版 | 每用户每月 39 美元 | Automation journeys, email tracking, and campaigns |
| 商业 | 每用户每月 63 美元 | Sales forecasting, deeper analytics, and custom roles |
Pricing verified August 2026.
免费试用： 是的。提供15天免费试用，无需信用卡。
退款保证： No published refund window. Cancel before renewal instead.
📌 笔记： 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.
⚠️ 警告： 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.
Salesmate 的主要优势
Here is what Salesmate does well:
- 可视化销售流程： 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.
我们的团队注意到了什么
Our writer signed up for Salesmate and worked through pipeline setup, calling, and reporting. Here is what stood out from that hands-on time:
Salesmate 的优缺点
✅ 优点
- 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
❌缺点
- 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
功能对比
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.
| 特征 | 星期一客户关系管理 | 销售员 |
|---|---|---|
| 起价 | 每用户每月 9 美元 | 每用户每月 23 美元 |
| 免费计划 | ✅ | ❌（15天试用期） |
| 看板 | ✅ | ✅ |
| 甘特图视图 | ✅ | ❌ |
| 内置通话 | ❌ | ✅ |
| 会议安排器 | ❌ | ✅ |
| 时间跟踪 | ✅（专业版） | ❌ |
| 集成 | 50+ | 700+ |
| 项目管理 | ✅ | ❌ |
| 最适合 | Sales plus managing projects | Pure sales pipeline work |
1. 联系人管理
星期一客户关系管理： 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 小型企业 with odd data needs. It also means you build the structure yourself.
销售员： 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
星期一客户关系管理： 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.
销售员： 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. 工作流自动化
星期一客户关系管理： 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.
销售员： 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
星期一客户关系管理： 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.
销售员： 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.
⚠️ 警告： If you already pay for work management tools, Monday’s second job may be duplicate spend rather than savings.
5. Reporting, Analytics, and Dashboards
星期一客户关系管理： 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.
销售员： 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
星期一客户关系管理： 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.
销售员： 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
星期一客户关系管理： 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.
销售员： 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. 集成和第三方应用
星期一客户关系管理： 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.
销售员： 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
星期一客户关系管理： AI blocks summarize items, draft replies, and categorize records inside a board. The MCP connector lets outside 人工智能助手 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.
销售员： Sandy AI drafts emails, summarizes calls, and scores lead quality. 聊天机器人 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
星期一客户关系管理： 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.
销售员： 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. 定价与成本
Here are the paid plans side by side.
| 层级 | 星期一客户关系管理 | 销售员 |
|---|---|---|
| 自由的 | Free plan (2 seats, 3 boards) | ❌ 15-day free trial |
| 入口 | Basic: $9/user/month | 基础版：23 美元/用户/月 |
| 中间 | Standard: $12/user/month | 专业版：39 美元/用户/月 |
| Top published | Pro: $19/user/month | 企业版：每用户每月 63 美元 |
| 企业 | 定制定价 | 定制定价 |
星期一客户关系管理： 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.
销售员： 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.
💡 专业提示： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 星期一客户关系管理 | $14 cheaper per seat at entry |
| Built-in dialer | 销售员 | Calling and recording included |
| Sales plus managing tasks | 星期一客户关系管理 | One platform covers both |
| Self-service booking | 销售员 | Meeting scheduler included |
| Gantt charts and timelines | 星期一客户关系管理 | Salesmate has no timeline view |
| Widest app support | 销售员 | 700+ apps versus 50+ |
💰 您的预算
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.
🔌 您的技术栈
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.
📝 您的销售流程
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.
🎓您的经验水平
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.
🆓 免费试用和演示
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.
🛟 支持选项
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.
切换指南
Already on one of them? Here is what changes if you move.
🔄 Switching from Monday CRM to Salesmate?
✅ 你将获得：
- 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
❌ 你会失去什么：
- Gantt charts, timelines, and task dependencies
- Cross-team boards for human resources or event planning
- The free plan and the lower per-seat price
📋 如何切换：
- 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?
✅ 你将获得：
- 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
❌ 你会失去什么：
- Native calling, voicemail drops, and call recording
- The meeting scheduler and Sandy AI call summaries
- Sales-ready reports that work without setup
📋 如何切换：
- 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
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 星期一客户关系管理 |
| 🚀 管道管理 | 销售员 |
| 📊 报告和分析 | 领带 |
| 🗂️ Work Management | 星期一客户关系管理 |
| 📞 Calling and Scheduling | 销售员 |
| 👶 易用性 | 销售员 |
| 🔌 集成 | 销售员 |
| 🎨 定制 | 星期一客户关系管理 |
| 🎁 Free Access | 星期一客户关系管理 |
| 🏆 总冠军 | 星期一客户关系管理 |
🏆 优胜者：MONDAY CRM
Monday CRM takes 4 of 9 categories and holds the 4.2 rating against 2.5.
最适合： 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 外联 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.
周一CRM对比更多
Here is how Monday holds up against other management tools:
周一获胜： Entry price per seat, board-level customization, and doubling as a project tool
HubSpot 在以下方面胜出： Marketing automation depth, a larger free CRM tier, and content tooling
周一 CRM 与 管道驱动
周一获胜： Non-sales boards, custom dashboards across departments, and the free tier
Pipedrive 获胜： Faster pipeline setup, sales-first defaults, and lighter admin for smaller teams
周一 CRM 与 点击上
周一获胜： Cleaner first-run experience, simpler automation wording, and stronger onboarding material
ClickUp 在以下方面胜出： Cheaper first paid tier, deeper managing tasks features, and native docs
周一获胜： Visual boards, cross-department reporting, and collaboration features on every plan
Zoho 胜出的原因： Built-in telephony, a broader suite of business apps, and advanced features at low tiers
Salesmate 的对比更多
Salesmate also faces plenty of alternative options:
Salesmate 获胜条件： Native calling, lower cost at mid tiers, and faster pipeline customization
HubSpot 在以下方面胜出： Campaign tooling, reporting breadth, and a free entry point for new accounts
Salesmate vs Freshsales 客户关系管理
Salesmate 获胜条件： Automation journeys, form building, and the volume of app connections
Freshsales 在以下方面胜出： A free starter tier, tighter helpdesk links, and simpler billing rules
销售员 vs 基普
Salesmate 获胜条件： Cleaner pipeline views, cheaper seats, and a lighter setup process
Keap 获胜理由： Invoicing and payments, deeper email sequences, and done-for-you onboarding
Salesmate 获胜条件： Built-in phone, AI call summaries, and a stronger mobile app
Insightly 在以下方面胜出： Project delivery tracking, milestone views, and record linking across accounts
常见问题解答
星期一是客户关系管理系统吗？
Yes. Monday CRM is a dedicated sales product built on the wider work management platform, with boards for contacts, deals, and accounts.
Salesmate是做什么用的？
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 可以免费使用吗？
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系统如何提升销售额？
It keeps every record up to date, flags stalled deals, and triggers follow ups automatically. Reps spend more hours selling and fewer on admin.
哪种更适合小型企业？
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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