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

由 | Last updated Sep 8, 2026

优胜者
管道驱动
4.3
  • 8.9/10 G2 Ease of Use Score
  • Drag-and-Drop Pipeline
  • 人工智能销售 助手 内置
  • 400 多个市场集成
  • No Seat Minimums
  • 14-Day Trial, No Card
  • 套餐价格从每用户每月 14 美元起。
亚军
周一
4.2
  • 9.0/10 G2 Ease of Use Score
  • Kanban, Gantt & Dashboards
  • 无代码工作流程 自动化
  • 200+ Tool Integrations
  • 24/7 Chat & Email Support
  • 14-Day Trial, No Card
  • 套餐价格从每用户每月 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 pipeline management. Monday 客户关系管理 for project management plus a sales layer.
  • 主要区别: Pipedrive is a dedicated sales CRM platform. Monday CRM is project management software with customer relationship management on top.
  • 我们的选择: Pipedrive (4.3 vs 4.2) because it keeps a sales team focused on deals, not boards.
Pipedrive vs Monday CRM Comparison

Most sales teams shopping for a CRM platform end up with these two names on the shortlist.

Pipedrive vs Monday is really a fight between two different products.

One was built to move deals through a sales pipeline.

The other was built to run every project in the company.

That one difference decides which tool your money should go to.

概述

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

It also shows which sales tools fit which kind of team.

Our sources include published specs, help documentation, and G2 scores.

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

Notes on Monday CRM come from documentation and G2 reviews only.

Pipedrive是什么?

Pipedrive is a sales CRM built around one job.

It moves deals forward without drowning sales reps in customer 数据.

Every deal is a card you drag between sales pipeline stages.

Contact management, deal management, and sales activities share one screen.

An AI Sales Assistant reads your sales data and suggests the next move.

The G2 user community scores Pipedrive 8.9 out of 10 for ease of use.

管道驱动简介

Here is a walkthrough of how the platform works day to day.

🏆 冠军:Pipedrive

⭐ 4.3/5 | 💰 每月每用户 14 美元起

A sales CRM that a rep can learn in an afternoon. Free onboarding is included, and there are no seat minimums.

Pipedrive 定价

Pipedrive sells four paid tiers. There is no free plan.

计划价格最适合
精简版每用户每月 14 美元Solo sellers who need a pipeline and contacts
生长每用户每月 24 美元Small teams adding email marketing and reports
优质的每用户每月 49 美元Teams running sales forecasting and projects
最终的每用户每月 69 美元Managers who need permissions and account management

Pricing verified September 2026.

Pipedrive 定价

免费试用: 14 days, no credit card required.

退款保证: Pipedrive does not publish a blanket refund window, so treat the trial as your test period.

📌 笔记: There are no seat minimums. One rep can pay for one seat, which suits agencies and solo founders.

⚠️ 警告: Add-ons such as LeadBooster and Campaigns are billed on top of your plan. Budget for them before you compare the sticker price.

Pipedrive的主要优势

Here is what you actually get for the money:

  • 可视化流水线管理: Drag deals across sales pipeline stages. Sales representatives see stuck deals in seconds.
  • 人工智能销售助手: The assistant reviews sales performance and flags which deals need attention today.
  • Lead management tools: A web form, chatbot, and lead 收件箱 help you track leads before they enter the pipeline.
  • Smart contact data: Pipedrive pulls public details into a record so your CRM data stays fuller with less typing.
  • 内置电子邮件营销功能: Campaigns lets you send marketing campaigns from the same place you manage sales.
  • 免费注册: Pipedrive users mention that free onboarding gets salespeople value from day one.
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 pipeline through it for several days. Here is what stood out during that hands-on time:

使用 Pipedrive

Pipedrive 的优点和缺点

✅ 优点
  • Drag-and-drop pipeline that new sales reps pick up in a day
  • Free onboarding helps salespeople get value from day one
  • AI Sales Assistant turns raw sales data into next steps
  • No seat minimums, so a single user pays for a single seat
❌缺点
  • LeadBooster and Campaigns add-ons cost extra every month
  • Lower-tier plans fit poorly with complex sales processes
  • Phone support is reserved for the top plans only

什么是Monday CRM?

Monday Sales CRM is a sales layer built on monday.com’s work platform.

It runs on a no-code framework you can bend to your own 商业 过程。

Teams handle the entire sales cycle here, from first touch to post sales projects.

The same board flips between Kanban, Gantt, and dashboard views.

That makes task management and account management sit beside your deals.

The G2 user community scores it 9.0 out of 10 for ease of use.

星期一首页

This video walks through the sales boards and dashboards.

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

Best when sales is only part of the job. Boards, dashboards, and workflow automation cover the work that follows the sale.

周一 CRM 定价

Monday CRM sells three main tiers. Enterprise pricing is quoted on request.

计划价格最适合
基本的每用户每月 9 美元Small teams storing contacts and unlimited boards
标准每用户每月 12 美元Teams that want automation features and integrations
专业版每用户每月 19 美元Sales forecasting, email tracking, and custom workflows

Pricing verified September 2026.

周一定价

免费试用: 14 days, no credit card required.

退款保证: Not published with the plan comparison, so use the trial window to decide.

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

⚠️ 警告: Seats are sold in preset blocks. Grow past a block and you can end up paying for licenses nobody uses.

Monday CRM 的主要优势

Here is where this crm platform earns its place:

  • 可自定义的仪表盘: Build a dashboard from scratch or start from a template. Track progress on revenue forecasts in one view.
  • No-code workflow automation: Recipe-style rules automate repetitive tasks without a developer.
  • Cross-department visibility: Sales, delivery, and finance work on linked boards, which helps customer onboarding after the close.
  • Customizable lead scoring: Scores point sales teams at the leads worth calling first.
  • Wide integration list: Monday CRM integrations sync with over 200 tools, including Microsoft Teams, with no coding.
  • Support on every plan: 24/7 chat and email assistance, webinars, and callback requests come with all tiers.
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 and below comes from published documentation, the pricing pages, and G2 review scores.

星期一 CRM 的优缺点

✅ 优点
  • Cheapest entry price of the two at $9/user/month
  • 9.0/10 G2 ease of use score, slightly ahead of Pipedrive
  • 24/7 chat and email support on every paid plan
  • One workspace covers sales, delivery, and internal projects
❌缺点
  • Three-seat minimum inflates the bill for tiny teams
  • Interface can feel cluttered next to Pipedrive’s tighter layout
  • One-on-one help is limited to Enterprise Plan users

功能对比

Both tools sell themselves as an effective CRM, but they win on different ground. These ten categories cover the features that change how a sales team works every day.

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
可视化销售流程✅✅
人工智能销售助手✅✅
内置电子邮件营销✅(付费插件)❌
项目管理功能✅ Premium and up✅核心力量
Gantt and Kanban Views❌✅
集成✅ 400+ marketplace apps✅ 200+ tools
24/7 Support on Entry Plan❌✅
最适合Sales-first teamsSales plus project work

1. Sales Pipeline and Deal Management

Pipedrive: The pipeline is the home screen, not a view you switch to. Drag-and-drop pipeline management lets reps push a deal to the next stage in one motion. Deal rot warnings show which cards have gone quiet.

Pipedrive 的交易功能

星期一客户关系管理: Deals live on a board with columns you define yourself. That flexibility fits a unique sales process, but you build the stages before anything works. Groups and colours do the job that Pipedrive handles out of the box.

2. 联系人和潜在客户管理

Pipedrive: Leads sit in a separate inbox until they are worth a deal card. A web form and chatbot feed that inbox, and smart contact data fills in public details. Managers can open any rep’s list to check how they track leads.

Pipedrive 的 Leads 功能

星期一客户关系管理: Contact management runs on the same board engine as everything else. Customizable lead scoring points sales teams at the best leads first. Lead management works well once you accept that records are rows, not profiles.

星期一联络管理

3. 工作流自动化

Pipedrive: Pipedrive workflow automation is trigger based and sales shaped. Won a deal? Fire a handover task and an email. It handles sales activities cleanly but stops at the edge of the sales operations it was designed for.

星期一客户关系管理: Automation features reach across the whole workspace. You can create custom workflows that move a closed deal into a delivery board and eliminate manual processes between departments.

星期一自动化

⚠️ 警告: Automation limits are counted per plan on both tools. Heavy users hit the ceiling on entry tiers faster than they expect.

周一智能工作流程自动化

4. AI Features and Assistants

Pipedrive: The AI sales assistant reads your sales data and returns suggestions inside the deal view. It ranks which deals deserve a call today. For a working rep, that is the most useful AI feature in either product.

Pipedrive AI CRM

星期一客户关系管理: AI here leans toward drafting and board actions rather than deal coaching. The MCP connection lets outside 人工智能工具 read and update boards. It is broader, but less focused on sales performance.

星期一 MCP

5. Project Management and Post-Sales Work

Pipedrive: Projects arrive on Premium and above. You can hand a won deal to a delivery board and track progress there. It covers basic post sales operations, but nobody would buy it as project management software.

Pipedrive 的项目功能

星期一客户关系管理: This is the reason to pick it. Work management, resource planning, and cross-department boards mean sales and delivery share one system. Post sales projects sit next to the deal that created them.

星期一工作管理

Resource planning is part of the same layer, so a project manager can see who is free before promising a date.

星期一资源管理

6. Email Marketing and Campaigns

Pipedrive: Campaigns is a built-in email marketing tool with templates and segment filters. You can launch marketing campaigns against pipeline segments without exporting a list. It is an add-on, so the cost sits outside your plan price.

Pipedrive 的营销活动功能

Tracking for opens and clicks reports back into the same deal record.

Pipedrive 电子邮件营销

星期一客户关系管理: Email sync and mass sends exist, but there is no campaign 建筑商 in the CRM product. Marketing automation features come from connected apps instead. Teams that want native marketing automation will need a second tool.

7. Reporting and Sales Analytics

Pipedrive: The reporting dashboard turns activity into charts and graphs. Managers spot top performers and stalled stages quickly. Sales forecasting is included from Professional level, which helps with revenue forecasts and quota planning.

Pipedrive Insight

星期一客户关系管理: Custom dashboards pull widgets from any board. You can track KPIs like expected revenue growth and lead progress side by side. Sales analytics are flexible, though you assemble them yourself.

星期一仪表盘自定义

8. Documents, Templates and Views

Pipedrive: Quotes, proposals, and contracts generate from deal fields with e-signature support. That removes retyping and lifts a sales team’s productivity on repeat paperwork. The trade-off is one main view: the pipeline.

Pipedrive 智能文档

星期一客户关系管理: The same data shows as a Kanban Board, a Gantt Chart, a calendar, or a table. Managers who plan by timeline get more here. Document generation is thinner and usually needs an integration.

星期一看板

Timeline views make dependencies visible when a deal turns into a delivery schedule.

星期一甘特图

9. 集成

Pipedrive: The Pipedrive marketplace lists over 400 apps, and the company cites more than 500 integrations in total. You can connect Pipedrive to Slack, Zoom, Xero, and Microsoft Teams. Most are sales tools rather than general work apps.

Pipedrive Marketplace 集成

星期一客户关系管理: The Integrations Center connects over 200 tools without code. The list leans toward collaboration and operations apps. If your stack spans several departments, that breadth matters more than raw count.

星期一整合中心

10. 定价与成本

Here are the published plans side by side.

层级管道驱动星期一客户关系管理
免费计划❌❌
入口精简版——每用户每月 14 美元基础版——9美元/用户/月
中增长——每用户每月 24 美元标准版——每用户每月 12 美元
上高级版——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Enterprise — quote only
免费试用14天,无卡14天,无卡

Pipedrive: When pricing Pipedrive against its rival, remember there is no seat minimum. A two-person team pays $28 a month on Lite. Add-ons push the real bill higher, so count those before you sign.

星期一客户关系管理: The $9 headline is real, but three seats is the floor. That makes the true entry cost $27 a month. Above five users, the per-seat gap against Pipedrive gets wide fast.

⚠️ Pricing conflict flagged: Some sources list Pipedrive from $14.90/user/month under plan names like Essential, Advanced, Professional, Power and Enterprise, and Monday CRM at $30/month for three users. Our tables use our verified in-house pricing data. Check each crm vendor’s site before you buy.

不同场景

如果您需要……选择为什么
最低入门价格星期一客户关系管理$9 per seat versus $14
A pipeline that works on day one管道驱动Sales stages come preset
Delivery work after the close星期一客户关系管理Real project boards included
Fewer than three seats管道驱动No seat minimum
Native email campaigns管道驱动Campaigns is built in
One workspace for every team星期一客户关系管理Cross-department boards

💰 您的预算

Monday CRM looks cheaper per seat until the three-seat floor kicks in. Compare the total monthly bill for your real headcount, not the headline rate.

🔌 您的技术栈

Pipedrive plugs into sales-side apps and dialers. Monday CRM connects better to the operations and collaboration tools your wider company already runs.

📝 您的销售流程

Straightforward deal flow suits Pipedrive’s preset stages. If your process branches by product or region, Monday CRM’s boards bend further.

🎓您的经验水平

New reps get moving inside Pipedrive faster because the layout decides for them. Monday CRM asks you to design the system before it helps you boost sales.

🆓 免费试用和演示

Both Pipedrive and Monday CRM give you 14 days with no credit card. Load ten real deals into each, then judge which one you actually open.

🛟 支持选项

Monday.com scores 8.7 out of 10 on G2 for quality of support, ahead of Pipedrive’s 8.4, and offers 24/7 chat on every plan. Pipedrive keeps phone help for its top tiers.

切换指南

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

🔄 从 Pipedrive 切换到 Monday CRM?

✅ 你将获得:

  • Gantt, Kanban, and calendar views of the same records
  • Project boards that carry work past the closed deal
  • 24/7 chat and email support on the entry plan

❌ 你会失去什么:

  • The preset sales pipeline that needs no setup
  • Native campaign sending inside the CRM
  • Single-seat billing

📋 如何切换:

  1. 将 Pipedrive 中的交易、联系人和活动导出为 CSV 文件
  2. Start a Monday CRM trial and pick a sales template
  3. Import each CSV, map the columns, then rebuild your automations
🔄 从 Monday CRM 切换到 Pipedrive?

✅ 你将获得:

  • A pipeline built for selling, with no board design work
  • Deal-level AI suggestions and activity reminders
  • Email campaigns and quote documents in one place

❌ 你会失去什么:

  • Timeline and resource views for delivery teams
  • Boards shared with non-sales departments
  • Round-the-clock support on the cheapest plan

📋 如何切换:

  1. Export your CRM boards from Monday CRM to Excel or CSV
  2. Open a Pipedrive trial and book the free onboarding call
  3. Import contacts first, then deals, and rebuild your stages

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 migration at scale. Support quality was judged from G2 scores rather than our own tickets. If you run 100 seats across several regions, your shortlist will look different from ours.

最终判决

类别优胜者
💰 定价星期一客户关系管理
🚀 Pipeline and Deals管道驱动
🤖 AI 功能管道驱动
📊 Reporting and Forecasting管道驱动
🧩 Project Management星期一客户关系管理
🔌 集成管道驱动
👶 易用性星期一客户关系管理
📣 Email Marketing管道驱动
🏆 总冠军管道驱动

🏆 冠军:PIPEDRIVE

Pipedrive wins 5 of 8 categories and scores 4.3 against 4.2.

最适合: small sales teams, agencies, and any group whose main job is closing deals.

These are two different products wearing the same label. Pipedrive is CRM software written for the person carrying a quota. Monday CRM is a work platform that lets you manage sales and customer interactions alongside everything else.

Pick Monday CRM if the work continues long after the deal closes, or if you need one system for several departments. Its lower seat price is real, provided you need three seats anyway.

Pick Pipedrive if selling is the point. It costs more per seat, but reps use it without training, and the sales features are deeper where it counts.

Pipedrive 的更多比较

Here is how Pipedrive holds up against the other names on most shortlists:

Pipedrive 与 HubSpot 对比

Pipedrive 获胜: flat per-seat pricing, faster setup for a sales-only team, no forced marketing suite

HubSpot 在以下方面胜出: a usable free tier, deeper marketing automation, one record shared with service and marketing teams

Pipedrive 与 Salesforce

Pipedrive 获胜: price at small headcounts, onboarding without a consultant, an interface reps do not fight

Salesforce 获胜方式: customization depth, territory and permission controls, an add-on marketplace no rival matches

Pipedrive 对阵 基普

Pipedrive 获胜: lower entry cost, cleaner pipeline view, easier reporting for deal-focused managers

Keap 获胜理由: bundled marketing sequences, native invoicing and payments, stronger fit for service businesses

Pipedrive 与 Freshsales 的比较 客户关系管理

Pipedrive 获胜: a larger app marketplace, more mature deal forecasting, wider third-party support

Freshsales 在以下方面胜出: a free starter tier, built-in phone and chat channels, cheaper mid-tier plans

周一CRM对比更多

Monday CRM is often weighed against these tools instead:

6 monday.com 的替代方案:最适合项目管理

周一 CRM 与 ClickUp 对比

周一 CRM 胜出: a gentler learning curve, cleaner sales templates, more polished dashboard widgets

点击上 获胜方式: a free plan with real limits, docs and whiteboards included, cheaper paid seats

周一 CRM 与 HubSpot 对比

周一 CRM 胜出: project delivery after the sale, board-level flexibility, lower cost per seat at entry

HubSpot 在以下方面胜出: purpose-built sales records, email sequencing out of the box, richer contact timelines

Monday CRM 与 Zoho CRM 对比

周一 CRM 胜出: visual planning views, 24/7 support on all tiers, easier no-code setup

Zoho CRM 的优势在于: lower long-term cost, a full suite of connected business apps, deeper sales-specific modules

周一 CRM 与 Salesforce

周一 CRM 胜出: setup speed, price for small teams, cross-team collaboration in one workspace

Salesforce 的优势在于: reporting depth, governance and 审计 controls, enterprise-scale customization

常见问题解答

还有比 Pipedrive 更好的 CRM 系统吗?

It depends on the job. HubSpot is better for marketing-heavy teams, Salesforce for large enterprises, and Monday CRM for teams that also run projects after the sale.

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 the same boards, with contacts, deals, and pipelines included. It works best when sales sits beside other team workflows.

Pipedrive每月费用是多少?

Plans run from $14/user/month on Lite to $69/user/month on Ultimate. There is no seat minimum, so a single user pays for a single seat.

Monday.com 最适合用于什么用途?

Running work across departments. Sales, delivery, marketing, and operations share linked boards, dashboards, and automations, which is why many buyers pick it over a sales-only tool.

What is better, HubSpot or Pipedrive?

HubSpot suits teams that need marketing, sales, and service in one record. Pipedrive suits smaller teams that want a cheaper, faster pipeline and nothing extra.

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