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CRM and Sales

Pipedrive vs. monday.com: An in-depth CRM comparison

Rebecca Noori 12 min read
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A robust customer relationship management platform is a must for any company serious about driving sales and building connections with new or existing customers. But which CRM is the right fit for your business?

This guide offers a side-by-side comparison of two popular platforms in the market: Pipedrive vs. monday.com. Pipedrive allows you to map out every stage of your sales pipeline, while monday CRM (built on the monday.com Work OS) offers an industry-specific solution that encompasses the entire sales cycle from pre- to post-sales. To kickstart your vendor research, here’s a full exploration of each platform’s features, pricing, usability, and customer reviews.

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Pipedrive vs. monday CRM: At a glance

Let’s start with a quick overview of Pipedrive and monday CRM:

Pipedrivemonday CRM
Features- Chat functionality
- Web form
- Lead sourcing
- Dashboards
- Simple automations
- Entity boards
- Lead management
- Contact management
- Email features
- Sales forecasting and analytics
- Mobile CRM experience
- Automation recipes
PricingFree trial available followed by paid plans starting from $14 per seat/moFree trial available followed by paid plans starting from $12 per seat/mo
Ease of use8.9 out of 10 G2 score9.0 out of 10 G2 score
Support8.4 out of 10 G2 score8.7 out of 10 G2 score
Customer reviews4.3 out of 5 G2 score4.6 out of 5 G2 score

 

Pipedrive vs. monday CRM: Features

Analyzing Pipedrive and monday CRM’s features in tandem with their pricing helps you understand how much bang each platform delivers for its buck:

Pipedrive features

Pipedrive is a cloud-based CRM aimed at small to medium-sized businesses. Its interface lets you track and manage sales and leads using a visual, intuitive pipeline. The CRM includes:

  • Chat functionality: Sales pros can live chat with web visitors or delegate to a chatbot as required.
  • Web form: Pipedrive’s drag-and-drop form builder can be embedded into any website to collect leads.
  • Lead sourcing: The platform visually represents how each lead found its way into the pipeline—important intel that can guide future marketing strategies.
  • Dashboard: Pipedrive’s reports generate sales progress and forecasting insights.
  • Automation: Sales pros can eliminate manual processes by setting up various automations. For example, every time a lead label is updated, the CRM can convert the lead into a deal.

monday CRM features

monday CRM is an end-to-end solution that enables business owners, sales and RevOps teams to manage their entire sales cycles. From pre- to post-sales, every piece of data and workflow related to lead management, contact communication, customer onboarding, and more is stored in a central location to become your single source of truth.

Here are the specific features that monday CRM customers love:

  • Entity boards: Workspaces are equipped with pre-built boards designed to emulate different sales pipeline stages. These are all connected, so when a sales rep updates one board, each related area of the board system will adjust accordingly.
With monday CRM, you can use a Funnel Chart to better understand your pipeline conversion rates between different stages in the sales funnel. 
  • Deal management: Sales pros can construct a visual pipeline using drag-and-drop functionality mapped to your specific deal stages. From here, you can track the status of any deal and deploy resources to keep leads moving smoothly through the funnel.
Check where deals stand with a customized visual pipeline and track all contact interactions in one place.
  • Lead management: It’s easy to stay organized by centrally storing lead data from social marketing campaigns or website sign-ups then qualifying every lead and automating your follow-ups accordingly.
Collect and qualify leads from various sources in one central location and use email templates for fast automated email follow-ups.
  • Contact management: To obtain a 360-degree view of your customers, track all your leads and customers’ past interactions with your brand, any deals in the pipeline, and their post-sales projects.
monday crm contacts board
  • Email features: Templated email sequences, mass personalization, and generative AI drafting enable you to craft meaningful content for leads. Once sent, you’ll track the success of your messages using notifications that alert you when a recipient receives, opens, or responds to a message. Shared email inboxes, integrations with Outlook and Gmail, and customizable signatures are also available.
A screenshot depicting how to use monday sales CRM to send out mass emails.
  • Sales forecasting and analytics: Real-time tracking and reporting deliver granular insights into your pipeline status, team performance, and sales forecasts.
Using monday CRM, you can access the customer profile insights you need with visual real-time dashboards and reports.
  • Extensive automation recipes: Slick automated workflows run like clockwork behind the scenes to replace manual, repetitive processes. Using monday CRM’s automation recipes, you might set reminders for upcoming activities, automatically assign leads to specific sales reps, or send a follow-up message based on time passed.
monday crm automations
  • Mobile CRM experience: Sales professionals can access crucial data on the go and from various devices, seamlessly logging customer interactions, summarizing meetings, and receiving calls and emails from any location.

Pipedrive vs. monday CRM: Integrations

While it’s possible to use either platform as an all-in-one CRM, you’ll likely want to connect it to other key tools in your tech stack that drive your sales activities. Here’s how Pipedrive and monday CRM integrate with other popular systems, including each other:

Pipedrive integrations

Pipedrive Marketplace offers various integrations with tools like Facebook Messenger, Google Meet, Surfe, and Microsoft Teams. It also integrates with monday.com to give you the best of both worlds, enabling you to convert your Pipedrive data into workflows in monday CRM.

If a suitable app isn’t available in the Marketplace, Pipedrive users can build their own app in the Developer’s Corner by signing up for a Sandbox account.

monday CRM integrations

monday CRM can sync up with 200+ different tools in just a few seconds with no coding required. Storing your data in one central location keeps everything organized and stops constant tab-switching. Some popular monday CRM integrations include:

  • Communication: Microsoft Teams, Google Mail, Slack, etc.
  • Collaboration: Zoom, Google Calendar, Salesforce, etc.
  • Marketing: HubSpot, MailChimp, etc.
  • CRM and finance: DocuSign, Typeform, etc.
monday sales crm integrations

Pipedrive vs. monday CRM: Pricing

Both Pipedrive and monday CRM offer a 14-day free trial with no credit card required to check out the various features of each platform. After this, choose from one of monday CRM or Pipedrive’s premium plans:

Pipedrive pricing

  • Essential: From $14 per seat/mo, billed annually for key lead, calendar, and pipeline management features.
  • Advanced: From $29 per seat/mo, billed annually. Includes an automation builder, and meeting, email, and video call scheduling.
  • Professional: From $49 per seat/mo, billed annually. Includes an AI-powered sales assistant.
  • Power: From $64 per seat/mo, billed annually for increased project planning capabilities.
  • Enterprise: From $99 per seat/mo, billed annually, for advanced security and unlimited reports and analytics.

Pipedrive charges extra for the following add-ons: LeadBooster, Web Visitors, Campaigns, Smart Docs, and Projects.

monday CRM pricing

  • Basic: From $12 per seat/mo, billed annually. Includes unlimited, customizable pipelines, contacts and boards, free lead, contact, and deal management templates, unlimited free viewers, and more.
  • Standard: From $17 per seat/mo for advanced account and contact management, 2-way Gmail and Outlook integration, activity management, 250 custom monthly CRM automations and integrations, and a dashboard combining up to five boards.
  • Pro: From $28 per seat/mo, for sales forecasting, email tracking and automations, mass emails, sales analytics, 25k monthly CRM automations and integrations, and a dashboard combining up to 10 boards.
  • Enterprise: Customized pricing is available on request. Includes lead scoring, team goals, advanced analytics, account management, enterprise-level security, automation, and integration, multi-level permissions, and more.

Operations Manager Fred H. perfectly describes monday CRM pricing:

“You will struggle to find something of this quality for a price anywhere near. You end up with a high-end CRM for incredibly low monthly fees.”

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Pipedrive vs. monday CRM: Ease of use

The aim of adopting a new CRM is to spend less time managing the software and more time managing your sales activities. But this can only happen if the platform is easy to navigate.

Pipedrive ease of use

Pipedrive scores 8.9 out of 10 from the G2 user community in the Ease of Use category. Its users mention that Pipedrive’s free onboarding ensures salespeople get the most value from the platform from day one. Business Development Manager, Josh L., describes his experience of using it:

“I can easily add, and format custom fields and the built-in reporting functionality has almost everything I need out of the box for my team to manage their pipelines.”

monday CRM ease of use

monday CRM scores slightly higher than Pipedrive, with 9.0 out of 10 from the G2 user community. Although both CRMs are considered user-friendly, monday CRM’s colorful and intuitive interface gives sales professionals everything they need at a glance. Mid-market user Noam G. reports,

“With robust task management, communication tools, and integration capabilities, monday CRM stands out as a user-friendly and effective CRM solution for teams striving to enhance their collaborative efforts and client relationship management.”

Pipedrive vs. monday CRM: Support

When the going gets tough, and you need to speak to a customer support representative to offer advice or a fix, it’s important to know how available your CRM vendor is to respond to your query. Here’s how Pipedrive and monday CRM compare:

Pipedrive support

Pipedrive receives 8.4 out of 10 from the G2 user community. The company offers various levels and types of support depending on your price plan.

  • Chatbot support is available for all users who need quick answers to common issues.
  • Live chat is available during business hours for Advanced plan users, 24/5 for Professional users, and 24/7 for Power or Enterprise users.
  • Phone support is available in English or Portuguese for some Power and Enterprise users from 6 am to 10 pm UTC.
  • A knowledge base contains articles, FAQs, and video tutorials to support all users anytime.

monday CRM support

monday CRM offers stronger customer support than Pipedrive, according to the G2 user community, who give a score of 8.7 out of 10 in the “Quality of Support” category.

  • Basic, Standard, Pro, and Enterprise plan users can access 24/7 support, including live chatbots, email or phone support, daily webinars, and a self-serve knowledge base.
  • Enterprise customers also have a dedicated Customer Success manager and enjoy a guarantee of 99.99% uptime.

Pipedrive vs. monday CRM: Customer reviews

When shopping for a new CRM, it’s worth reading third-party reviews, consulting case studies and even contacting current customers directly to understand how others enjoy a particular software. Here’s how the G2 community considers Pipedrive and monday CRM:

Pipedrive customer reviews

Pipedrive receives a healthy 4.3 out of 5 score from G2 users. Digging deeper into specific categories, Pipedrive receives the following scores out of 10:

  • Ease of admin: 8.6
  • Product direction: 8.6
  • Good partner in doing business: 8.7

Small business user Dirk W. finds that Pipedrive keeps him organized:

“When I first started with Pipedrive, I was surprised with how I am able to put all of my thoughts about a specific client into one place. I had no issue treating the system like a stack of post-its or notepads all over my desk. It was easy to implement this system into my daily routine.”

The same reviewer also notes that he prefers to use the web-based interface over the app:

“The consistency of the user interface between the web version and application (App Store downloaded) version was kind of noticeable. The web version is more intuitive and provides a more consistent result.”

monday CRM customer reviews

monday CRM scores higher than Pipedrive, amassing 4.6 out of 5 from the G2 user community, and the following category scores out of 10:

  • Ease of admin: 8.9
  • Product direction: 9.3
  • Good partner in doing business: 9.0

Customers note that monday CRM is intuitive, customizable, and a game-changer for improving processes. Mid-market user Arpit S. describes,

“This program is incredibly user-friendly and offers a variety of support options for any questions you may have. There’s a wealth of helpful videos that are easily accessible whenever you need assistance. The boards are highly customizable, allowing for versatility, which is perfect for keeping our small office connected and informed about ongoing projects. Its customer support service is one of the best in the industry.”

Pipedrive vs. monday.com: Which is right for you?

Choosing between Pipedrive and monday CRM boils down to what you want to get out of a customer relationship management platform and the value you place on certain features.

Pipedrive is an excellent choice if you’re looking for a customizable, visual representation of your sales pipeline that can grow with your business. However, it’s more expensive than monday CRM and charges extra for add-on components.

monday CRM offers an all-in-one solution that handles any data or workflow related to sales and customer relationship management in any type of company. Whether gathering leads, logging an intro call, or handing off new customers to your post-sales teams, this intuitive platform is set up to track the details that matter and then help you act on them. monday CRM scores higher than Pipedrive on G2’s third-party user review site and is a more affordable option, too.

Ready to see what monday CRM can offer your company? Take a free 14-day trial today.

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FAQs

Ranking CRMs better or worse than Pipedrive depends on your budget, your required features, and the size and complexity of your sales operations. Pipedrive is a robust choice for many businesses, but monday CRM scores higher with the G2 software community.

Pipedrive is slightly more expensive than other CRM solutions in the market. It also saves its most advanced customer support for those on higher premium plans, which is worth considering if you’re looking at the Essential plan.

The best CRM for your company will depend on your sales team's goals and whether you want to combine your sales workflows with post-sales operations such as billing, contracting, and onboarding. monday CRM is a high-quality customer relationship management software popular with sales teams and has achieved excellent scores in the G2 software community.

Rebecca Noori is a veteran content marketer who writes high-converting articles for SaaS and HR Technology companies like UKG, Deel, Nectar HR, and Loom. Her work has also been featured in renowned publications, including Business Insider, Business.com, Entrepreneur, and Yahoo News. With a background in IT support, technical Microsoft certifications, and a degree in English, Rebecca excels at turning complex technical topics into engaging, people-focused narratives her readers love to share. Connect with Rebecca at copywriterandeditor.com
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