Salesforce 与 Monday CRM：哪款更适合您在 2025 年的需求？

由 Fahim Joharder | 最后更新日期：2025年10月11日

优胜者

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星期一人工智能
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Feeling lost in the sea of CRMs? You’re not alone.

在 Salesforce 和 周一客户关系管理 can feel like choosing between a rocket ship and a super-powered bike.

Maybe you’re worried about spending too much on features you won’t use.

This article breaks down the Salesforce vs 星期一客户关系管理 battle so you can decide which fits your business best.

We’ll look at the key differences, the prices, and who each 客户关系管理 is perfect for. Let’s 制作就这么简单！

概述

We’ve put both Salesforce and Monday 客户关系管理完成他们的训练。

Our team tested each platform, exploring their features, usability, and overall performance in real-world sales scenarios.

这种实践经验构成了我们比较的基础。

4.65分制

想要一个客户关系管理这是否能满足您的营销需求？看看它如何改变您的工作流程！

定价： 它提供免费套餐，高级套餐起价为每月 9 美元。

主要特点：

可视化工作流管理
协作工具
集成

免费试用星期一阅读完整评论

3.25分制

准备好探索世界领先的客户关系管理立即注册免费试用 Salesforce！

定价： 它提供免费试用。高级套餐起价为每月 25 美元。

主要特点：

领导管理
销售预测
机会管理

免费试用 Salesforce 阅读完整评论

什么是Monday CRM？

周一客户关系管理 is different. It’s built for visual project management.

Think of it as a flexible workspace. It’s user-friendly and lets you track sales, leads, and customer interactions.

此外，还可以探索我们最喜欢的周一客户关系管理替代方案…

我们的观点

Monday CRM 对于想要一款外观精美且易于使用的客户关系管理系统的企业来说是一个不错的选择。

免费试用 Monday CRM 阅读完整评论周一客户关系管理替代方案

主要优势

视觉效果出色的界面： 易于操作和理解。
灵活且可定制： 根据您的具体需求调整平台。
协作功能： 与团队无缝协作。
与热门应用集成： 连接您最喜爱的商务工具。

免费试用星期一

定价

自由的： 永久免费。
基本的：9美元/座位/月。
标准：12美元/座位/月。
专业版：19 美元/座位/月。
企业根据您的需求定制价格。

免费试用星期一

优点

视觉效果好，使用方便。
灵活且可定制的工作流程。
非常适合团队协作。
与热门应用集成。

缺点

对于大型团队来说，这可能会很昂贵。
报告功能有限。
功能不如某些竞争对手丰富。

免费试用星期一

Salesforce是什么？

Salesforce. You’ve probably heard of it. It’s a big name in CRM.

把它想象成一个超级工具。

It helps businesses manage customer relationships and does a lot more.

此外，还可以探索我们最喜欢的 Salesforce替代方案…

我们的观点

它功能强大且灵活。免费版功能非常丰富，包含许多项目管理功能。

免费试用 Salesforce 阅读完整评论 Salesforce替代方案

主要优势

Salesforce帮助企业更好地与客户建立联系，并提供每位客户的完整信息。

这有助于提升销售和服务水平。

360度客户视图： 在一个地方查看所有客户互动记录。
销售额增长39%： 许多用户反映销售额和生产力均有所提高。
强大的自动化功能： 自动执行电子邮件和线索跟踪等任务。
庞大的 AppExchange： 可与数千个其他应用程序连接。
可扩展以适应增长： 伴随您的业务发展，从小到大。

免费试用 Salesforce

定价

入门套件：每用户每月 25 美元。
专业套件：每用户每月 100 美元。
企业：165美元/用户/月。
无限：每用户每月 330 美元。
爱因斯坦1号销量： 每用户每月 500 美元。

免费试用 Salesforce

优点

行业领先的客户关系管理解决方案。
高度可定制。
强大的报告和分析功能。
优质的客户服务。
行业领先的客户关系管理解决方案。

缺点

这可能很贵。
学习曲线陡峭。
设置过程可能很复杂。
更新可能会造成不便。

免费试用 Salesforce

功能对比

This deep dive compares both platforms.

We cover nine key features to show how each crm solution handles core operations.

This will help you find the system that gives your sales team the advantage.

1. AI and Innovation

Salesforce： Salesforce takes advantage of groundbreaking ai innovation with Einstein. This AI agent helps the Salesforce team predict deal outcomes. They use the 数据 cloud for a complete view of customers.
星期一客户关系管理： Monday CRM includes helpful 人工智能工具. These automation features help team members with simple tasks like summarizing 文本. Its focus remains more on simple workflow automation.

2. Project Management and Work OS

Salesforce: Salesforce products are true customer relationship management tools. It is not a project management tool. You usually need add-ons or separate other crm solutions for complex project management.
星期一客户关系管理： This company started as a work management platform. It excels at managing tasks and visual workflows. Users can easily create Gantt charts and track project progress.

3. Scalability and Scope

Salesforce： Salesforce offers a full suite of crm solutions for every department. This includes sales cloud, service cloud, and marketing cloud. It is the best bet for enterprise-level growth.
星期一客户关系管理： Monday CRM is ideal for 小型企业 or mid-sized companies. The platform’s feature set is great, but it may hit its ceiling sooner. It suits smaller businesses best.

4. Ease of Use and Onboarding

Salesforce： Salesforce has a steep learning curve. New users need a lot of training to master the complex system. Its power comes with a trade-off in simplicity.
星期一客户关系管理： This system is incredibly intuitive. Most team members can start creating boards and managing tasks with just a few clicks. It helps make it easy for new users.

免费试用星期一

5. 自动化和工作流程

Salesforce： Salesforce offers powerful, code-based workflow automation. It lets you streamline processes across different clouds. These automation features are complex but highly capable for large companies.
星期一客户关系管理： Monday CRM offers automation features that are simple and rule-based. You can set up automation in just a few clicks. This helps streamline processes quickly for the sales team.

6. Data and Reporting

Salesforce： Salesforce has strong 报道 and sales analytics. It gives you a complete view of your business data. Advanced reporting is a major advantage for the chief digital officer.
星期一客户关系管理： Monday CRM provides quick, visual reports. It’s excellent for seeing project progress and basic stats. Getting all the data for complex analysis is easier with Salesforce’s tools.

7. Customization and Platform

Salesforce： You can customize almost everything in this crm system. It is built on a massive infrastructure. This flexibility is vital for unique industry needs.
星期一客户关系管理： It uses customizable templates and visual boards. You can add custom fields easily. Customization is fast, but the overall structure is less flexible than Salesforce.

免费试用 Salesforce

8. 定价结构

Salesforce： The pricing structure is more expensive per user and billed annually. You often need to buy add-ons for all the features, increasing the total cost.
星期一客户关系管理： Monday CRM’s pricing is very competitive. It offers a free version for small teams. The cost per user is lower, making it a best bet for a 小型企业 budget.

9. Collaboration Features

Salesforce： Collaboration focuses on centralizing business data and contact management. It logs activities for the salesforce team. You use the platform to share the complete view of the customer.
星期一客户关系管理： The platform is a work management system first. Collaboration features like the conversation panel and file sharing are excellent. It helps team members stay on the same page easily.

选择CRM软件时应注意哪些方面？

核心需求： Are you focused on sales (CRM) or managing projects (Work Management)?
定价透明度： Look past the basic plan; check the enterprise plan and custom pricing for full features.
用户界面： Is it an incredibly intuitive and great tool for every team member?
可扩展性： Can it handle growth as your business grows from a small business to a larger company?
一体化： Can you connect it with third-party integrations like Google Sheets or QuickBooks?
Project Views: Does it offer essential project management platforms views like kanban board and gantt chart view?
合作： Does it have strong collaboration tools to streamline communication and discuss work?
支持与资源： Look for solid customer support, a knowledge base, video tutorials, and a community forum.
高级功能： Do you need advanced features like task dependencies, 时间跟踪, and advanced reporting?
数据处理： Does the platform’s feature set include enough file storage and an activity log?
人工智能： Does the vendor have clear ai commitments to improve the customer experiences?
生态系统： Will you need other services like Commerce Cloud or Marketing Cloud in the future?
试用期： Does it offer a functional free plan or a solid sneak peek before committing to paid plans?

最终判决

那么，哪个更好呢？这取决于你的需求。

For large 销售团队 needing deep customization and powerful analytics, Salesforce CRM is the top choice.

Yes, it’s complex and pricey, but it’s a powerhouse.

If you need a visual, easy-to-use CRM, Monday CRM is great.

It’s perfect for teams that want quick setup and simple workflows. We’ve tested both, and our choice depends on what you value most.

We’ve worked hard so you can pick the right tool and get back to growing your business.

Ultimately, your choice should align with your business goals.

Consider your team’s technical skills and your budget. Don’t be afraid to try free trials or demos before deciding.

Take your time, and pick the CRM that helps your team shine.

免费试用星期一阅读完整评论星期一的其他选择

免费试用 Salesforce 阅读完整评论查看其他方案

周一CRM的更多内容

以下是 Monday CRM 与这些软件解决方案的简要比较：

周一 CRM 与 Pipedrive 对比: Monday CRM 是一款功能全面的工作操作系统，拥有强大的项目和团队管理功能。Pipedrive 是一款以销售为中心的 CRM 系统，以其可视化的销售渠道管理和成交功能而闻名。
周一 vs GoHighLevelMonday 非常适合管理项目和团队任务，它能以可视化的方式帮助你追踪工作进度。GoHighLevel 则更像是一款集营销和销售于一体的综合工具。
周一 CRM 与 Keap: Monday CRM 提供高度可定制的可视化工作流程，用于团队协作和客户管理，而 Keap 则提供专为小型企业设计的强大的销售和营销自动化功能。
周一 CRM 与 ActiveCampaign: Monday CRM 专注于可视化协作和可定制的仪表板，用于项目和客户关系跟踪，而 ActiveCampaign 则擅长高级电子邮件营销自动化、细分和详细分析。
周一 CRM 与 Hubspot 对比: Monday CRM 提供了一个灵活的可视化平台来管理项目和客户数据，而 HubSpot 则提供了一套全面的营销、销售和客户服务工具。
周一 CRM 与 Clickfunnels 的对比: Monday CRM 是一款灵活的工作操作系统，具有强大的 CRM 功能；ClickFunnels 主要是一个销售漏斗构建器，用于创建着陆页和自动化销售转化流程。
周一 CRM 与民意调查: Monday CRM 为多元化团队提供高度可定制的可视化工作流程和协作；Folk 则专注于直观、协作的联系人管理和丰富功能，界面简洁易用。
周一 CRM 与 Instantly: Monday CRM 是一款灵活的工作操作系统，具备 CRM 功能，可用于可视化流程管理；Instantly 则专注于自动化。冷邮件拓展客户群体并大量开发潜在客户。
周一 CRM 与 ClickUp 对比: Monday CRM 优先考虑可视化和用户友好的项目和工作管理；ClickUp 是一个一体化生产力平台，提供任务管理、CRM 等多种功能。
周一 CRM 与 Capsule CRM 对比: Monday CRM 为工作流程和项目提供广泛的自定义功能，并集成了 CRM 功能；Capsule CRM 是一款更简单、更经济实惠的联系人管理软件，主要专注于销售跟踪。
Monday CRM vs Insightly: Monday CRM 提供了一个高度可定制的平台，用于管理项目和客户关系，而 Insightly 则提供了一个更传统的 CRM，并集成了项目管理功能。
Monday CRM 与 Freshsales CRM 对比: Monday CRM 是一款功能全面的工作操作系统，具备 CRM 功能，可进行自定义跟踪。同时，Freshsales CRM 是一款专用的销售 CRM，拥有人工智能驱动的线索管理和自动化功能。
周一 CRM 与 Salesforce: Monday CRM 提供了一个灵活、可视化且高度可定制的平台，以满足各种业务需求；Salesforce 是一款企业级 CRM，具有广泛而深入的功能，适用于复杂的销售和营销运营。
周一 CRM 与 Zendesk: Monday CRM 在可视化项目管理和团队协作方面表现出色，适用于销售和其他职能部门。与此同时，Zendesk 是一个专注于工单和支持的专业客户服务平台。

常见问题解答

Is Salesforce CRM better than Monday CRM for small businesses?

It depends. Monday CRM is often better for small businesses needing a simple, visual CRM. Salesforce is powerful but can be complex and expensive for smaller teams. Consider your budget and team’s needs.

Can I integrate Monday CRM with my existing marketing tools?

Monday CRM offers integrations with many popular marketing tools, including HubSpot. Check their integration list to ensure it connects with your specific tools.

Is Salesforce CRM difficult to learn and use?

Salesforce CRM has a steeper learning curve due to its extensive features and customization options. Training and dedicated support are often necessary to fully utilize its capabilities.

Does Monday CRM offer mobile access?

Yes, Monday CRM offers mobile apps for both iOS and Android, allowing your team to access and manage data on the go.

哪款CRM系统能提供更准确的销售预测？

Salesforce CRM generally offers more advanced and detailed sales forecasting tools, including AI-powered insights. Monday CRM provides essential sales forecasting within its dashboards.