Choosing the right CRM for your company is one of the most crucial decisions you’ll make since the right platform can support your employees in best supporting your customers. What this means is that the right CRM can streamline workflows and save considerable time for key customer-facing departments like customer service, IT, marketing, and sales. In turn, this leads to overall higher customer satisfaction ratings, which can improve your company’s reputation, increase lead-to-customer ratios, and improve profits.
There are many potential CRMs you could choose to implement, making it a difficult decision. Having the knowledge you need to make a well-informed purchasing decision can make the task a lot easier. Today, we’ll discuss two popular CRM options to help you decide which is best for your company between Pipedrive vs. monday sales CRM.
What is Pipedrive?
Founded in Estonia in 2010, Pipedrive is a software as a service company (SaaS) with offices in New York, Florida, and six European countries.
Pipedrive is a cloud-based customer relationship management (CRM) tool that lets salespeople visualize their sales systems. It can help them schedule, complete, and track their activities making it easier to visually identify potential opportunities in each sale and possible weaknesses in processes.
What is monday.com?
monday.com is an Israeli SaaS company founded in 2012 that has over 152,000 customers across the globe, including Coca-Cola, Hulu, and Uber. monday.com is a flexible Work Operating Software that lets teams from all sizes and industries develop their own workflows. Using the company’s Work OS as the foundation, they can incorporate integrations, including apps, to create a tailored strategy that makes it easier for them to run their businesses. monday sales CRM is an excellent choice for businesses of most sizes and industries.
What are the pros and cons of Pipedrive and monday.com?
No CRM solution will be perfect for every company or situation, which is why understanding the pros and cons of each is so important. Below, we’ve broken these down so you can quickly assess which option might be most beneficial for your organization.
- Free 14-day trial
- No limits on tailored sales pipelines
- API access enables full customization
- AI Sales assistant for all plans powered by machine learning
- Most plans allow automated workflows
- Paid plans are affordable
- Only highest tier customers get phone support
- Few features to run a customer service department
- Most plans have limited custom field and reports capabilities
- Reduced functionality for users outside the sales environment
- Free 14-day trial
- Automated flows to communicate with teams and external parties
- Forms are integrated with boards to easily produce daily/weekly/monthly statistical information
- Intuitive interface makes it easy to navigate through boards and review status updates
- Interlinking boards can reduce the maintenance of individual boards
- Integrates with numerous other platforms, such as MS Teams, Dropbox, Slack, Zoom, and Google
- Limiting access to boards is absolute, so it won’t allow a team member viewing privileges only
- Basic plan lacks important features, such as automation and integrations
- Potentially steep learning curve for employees new to CRM software
Besides understanding the pros and cons of potential CRMs, it’s also helpful to know the key features they offer.
What are the key features of Pipedrive and monday?
Any comparison of Pipedrive vs. monday must consider the key features of each. There is some crossover, but both also have unique attributes which may determine suitability for different customers.
The kernel of any CRM tool is its contact management capabilities. Contacts in Pipedrive are organized by their histories and tasks. Users can connect contacts to their organizations, opening opportunities for the user to expand their network. Lead generation is another key feature, with users having multiple ways of manually or automatically adding potential leads to their contact databases, including web forms.
There’s a panoramic view of sales processes, with potential leads and open deals on one interface. Users can instantly see the current position of individual deals for each salesperson, as well as their activities and communication history with related contacts. They can create unlimited customized fields for each sales pipeline that follow the kanban workflow system.
A key Pipedrive feature is integrations, which include monday.com, Gmail, Outlook, and Google Maps, Slides, and Sheets. Users can make phone calls directly from the CVRM tool and schedule Zoom and Google Meets video calls. Its AI can help improve teams’ performances by using past performance data to suggest methodologies for current pipelines.
There are plenty of automated workflow features, such as follow-up notifications and email reminders. Data is analyzed in real-time, reports can show losses and revenue from each deal, and evaluations of previous campaigns and recurring revenue enable sales forecasting. These features and others have earned Pipedrive a commendable 4.2 out of 5 stars from customers reviewing the tool on G2.
monday.com Work OS has an intuitive, powerful interface, and customizable templates that help users design their boards much faster. Customized dashboards let you see all the information you need most at a glance to empower informed decision-making.
Easy access to multiple forms of communication allows users to stay in touch within their teams and with members of affiliated teams. Plus, automation capabilities save time and reduce bottlenecks in your work processes.
Team leads can manage multiple workloads, assigning tasks to groups and individuals. There are also multiple ways to view data, such as Gantt charts and timeline-based tracking boards. Monitoring individual team members’ progress is as simple as adding a column to the person’s task, with other columns tracking their group work and the time they’ve applied to each task.
Team members can communicate within their boards, share files, and edit data the project manager has authorized within the board. The CRM tool also integrates with an array of systems, including Pipedrive, Shopify, Gmail, Outlook, and Slack. Users can use monday.com via a browser and apps developed for Windows, macOS, Android, and iOS.
Many of a board’s columns can track data in real time, while also making it easy to filter content. For example, a sales manager can see the commissions earned by individuals and teams per pipeline. These features and others not mentioned in this comparison of Pipedrive vs. monday.com have earned the company an impressive customer rating of 4.7 out of 5 on G2.
Pipedrive vs. monday — what’s the cost?
(per user, per month – billed annually)
(per member, per month – billed annually)
What are the customer service options?
All Pipedrive users have 24/7 access to email and chat support in English, Portuguese, Spanish, German, and French. The quality of the support gets a rating of 8.3 on G2.
Pipedrive’s online help center includes a knowledge base where customers can get answers to commonly asked questions. The Pipedrive community allows users to converse with their peers and ask questions about the CRM tool and the sales industry in general.
monday.com provides 24/7 support, which varies from prioritized assistance for customers with the basic plan to ultimate-grade support for those with the enterprise product. The typical response time is 2 hours, but customers with the enterprise plan can expect priority. Quality of support gets a customer satisfaction score of 9.1 on G2.
monday.com also has an online knowledge base that provides straightforward answers to common questions, as well as video tutorials that can help new users get up to speed faster. Additionally, there’s a community forum for users to ask questions from other community members and product experts.
Millennials are the largest worldwide generation and 70% of them prefer to use online knowledge bases to find answers to their questions instead of direct communication with a company.
Pipedrive vs. monday — how they compare
While both provide quality CRM experiences, the differences are noticeable — not least that monday.com offers more than just CRM capabilities. monday sales CRM’s email marketing features are integrated into the program, while Pipedrive customers must pay extra for an add-on. Freelancers, start-ups, and midsized businesses are more likely to find monday provides more of what they need at an affordable price.