Pipedrive vs. Monday Sales CRM: Pick the Best One for Sales Success

Pipedrive and Monday sales CRM are excellent CRM solutions to help you maintain a good relationship with your customers, serve them better, and stay ahead of the competition.

Modern customers not only look for quality products but also great experiences. So, providing your customers with what they need helps build trust with them, so they can continue being your loyal customers. This ultimately drives business growth. 

So, if you are looking for good CRM software to strengthen customer relationships, serve them better, and engage them more with your products and services, there are two wonderful options you can consider – Pipedrive and Monday CRM.

They both are suitable for different types of businesses and come with a rich set of features and capabilities.

Since the specific requirements for each business differ, you must choose the best CRM accordingly.

In this article, I’ll differentiate between Pipedrive and Monday Sales CRM on the basis of their features, usability, pricing, and more. 

Let’s start!

What Is Pipedrive?

Pipedrive is an easy-to-use CRM software that helps businesses grow by providing excellent customer experiences and receiving qualified leads. It is designed by salespeople for salespeople. 

In 2010, salespeople began a project in the Estonian garage keeping in mind to develop a better CRM tool and not just an ordinary one that you can find everywhere. Next, they came up with a CRM solution that is easy to use, so users can easily streamline all the processes and complete more work quickly.  

The tool enables teams to work smartly to achieve their goals and empower businesses of all sizes to succeed in increasing customer engagement. Pipedrive’s co-founders believe that technology is a powerful tool that every industry can benefit from. This is the reason their services cater to businesses, from small companies to large enterprises.

Pipedrive CRM allows you to import leads, assign them to sales personnel, and move your leads through various phases of the sales cycle. It enriches all the records with marketing data to provide essential sales intelligence. It is highly customizable, so you are never limited to just the default standards. You can establish unique sales patterns and processes easily. 

Pipedrive helps you keep your sales processes and drivers running in a structured path and manage your sales end-to-end. 

What Is Monday Sales CRM?

Monday Sales CRM is an easy-to-use CRM software that helps you handle all your sales processes in a single unified place. It helps with contact management, lead management, lead capturing, customer projects, marketing activities, customer onboarding, team tasks and projects, etc. 

Monday Sales CRM is a dedicated platform that allows sales teams, Revenue Operations (RevOps) teams, and business owners to manage the complete sales cycle from start to end. This results in storing all the customer data in one place, enabling sales teams to leverage the data to drive business and retain valuable customers.

With Monday Sales CRM, it becomes easier for salespeople to track client communications while connecting after-sales projects and marketing activities using the same platform.

Furthermore, the CRM allows sales teams to manage sales activities easily by documenting meetings, recording notes, logging calls, and more so that it will be easy to track the current lead status in a given sales cycle.

Monday Sales CRM also keeps a record of all the accounts and contacts of the users by syncing their email tools and getting notifications automatically of the email activity. 

For example, when the leads open and reply to an email, Monday Sales CRM immediately notify you so that you can take immediate action accordingly. 

Monday Sales CRM gives you full information about each contact, displaying the data about past and current deals, active quotes, and recent actions. You can also keep track of your team’s actions in the same workflow. 

Pipedrive vs. Monday Sales CRM: Features

Features of Pipedrive

• Sales and workflow automation: Pipedrive CRM helps eliminate repetitive and crucial tasks by automating them with its AI technology. For example, the automation functionalities can now notify changes, reduce errors, provide personalized suggestions, eliminate administrative tasks, and more. 
• Pipeline management: Pipelines are useful tools that sales professionals use to manage, track, and close deals faster. Pipedrive allows its users to customize the different stages of the pipeline to set unique sales cycles, filter results, and more. In addition, it helps improve the visibility of your sales processes from a single unified place. It also provides a customizable sales dashboard that helps you see statistics and priorities to keep your leads moving. 

• Sales reporting: Pipedrive provides customizable dashboards, goals, sales reports, and forecasting tools so that you can recognize patterns, carry forward campaigns, and make important decisions. Some of the sales reporting tools are revenue forecasting, custom fields, performance tracking, dashboard sharing, lead reporting, and more. 
• Communication tracking: Unlike other CRMs, Pipedrive has communication and email tools that help sales representatives connect with their target audiences easily, nurture communication, and move leads through the stages. It offers email tracking tools to identify quality leads, sign documents, set up meetings, call contacts, manage contacts, schedule emails, and create timelines. 

• Lead management: Lead management is crucial for salespeople as it helps prioritize the most promising leads and focus on them. By tracking leads with the help of a sales funnel, salespeople can enhance conversion rates and improve revenue potential. Pipedrive includes everything from custom web forms and chatbots to lead scoring, workflows, and segmentation.
• Customization: You can customize Pipedrive CRM to accommodate the needs and unique processes of your business. In addition, you can add sales pipelines, use several currencies for different countries, add custom fields, and use open API and Pipedrive Marketplace to connect with your existing software.
• Relationship management: Pipedrive CRM provides various tools to manage and improve customer relationships. You can avail yourself of visual pipelines, out-of-the-box integrations, workflow automation, intuitive processes, mobile access, and other features that help your salespeople spend time on the most important tasks. 

Other features you can find on Pipedrive are team collaboration, contact history, activity reminders, web forms, revenue forecasting, email analytics, and more. 

Features of Monday Sales CRM

Monday sales CRM offers multiple useful features to streamline your workflow. Let’s discuss some important features of Monday sales CRM:

Communication Management

monday sales CRM allows you to track and centralize customer communications in certain ways:

• Email synchronization: Synchronize your Gmail or Outlook completely to continue dealing with emails. You can easily access each email within this platform. 
• Email tracking: Monday sales CRM tracks email automatically so that when your lead replies to your emails, you will get an immediate notification. This helps you keep an eye on customer activity in real time without invading their personal space.
• Activity management: You can easily log contacts or activities of leads, like calls, notes, meetings, and more. This helps you track every communication and understand whether your communication with customers will be fruitful or not. 
• Email templates: Monday sales CRM lets you send personalized emails. It has an autofill capability that can access your contact’s data. You can save these personalized emails as templates in order to use them in sending follow-up emails just by clicking a button.

Organizing Data

Organizing data is a crucial step in ensuring you have access to all the required data when you need it. This means you don’t have to waste time or be confused while accessing data. Monday sales CRM allows you to organize every data like an expert in a single unified place.

The platform helps you store, sync, and organize your data with a few clicks. It comes with features like:

• Data importing: Bring your pre-qualified leads, contacts, accounts, etc., from Excel or use an API into the CRM software directly. 
• Merging: Duplicate data can affect your workflow due to mistakes and inefficiencies. Therefore, it’s important to discard this data immediately. With the merging feature, you can easily eliminate mistakes and correct data by merging duplicate data. 
• Automated alerts: Monday sales CRM can send automated alerts based on leads, duplicate accounts, and more. This helps you find duplicate data easily and merge them, which increases security and efficiencies in your workflows.

• Lead capturing: Capturing leads is an essential step in building a large customer base. With Monday sales CRM, you can capture leads by integrating CRM software with the existing tools. This can be done through a web form or by adding them manually after the interaction. 

Customizations

Monday sales CRM is famous for its customizability. You can tweak the CRM to make it suitable for your sales cycle and business requirements. It has an intuitive interface that makes it easier to customize the CRM.

You can easily edit deals, manage various pipelines, add a number of columns, and do much more. It includes lead management, contact management, account management, sales operations, deal management, and more. 

Performance Tracking

Performance tracking is an important feature that determines how your efforts benefit you in detecting flaws, improving strategies, and more. It helps you track targets, individual performance, team performance, pipeline, and more. With Monday sales CRM, it is possible to access the team’s activities, such as meetings, calls, etc.

You can view deal progress, sales figures, team performance, and more. This platform lets you do sales forecasting to adjust resources and make business decisions. It also allows you to view and track sales teams’ goals and achievements. 

No-Code Automation

Monday sales CRM allows you to automate repetitive tasks with no-code automation to save time and effort. You can create various no-code automation based on your business requirements without any coding skills. 

Integrations

Integration is a major feature of every application. Integrating a tool with different solutions helps you perform a variety of tasks in one place without having to switch tabs and waste time in the process. 

You can integrate Monday sales CRM tools, such as Microsoft Teams, Salesforce, HubSpot, GitLab, Trello, OneDrive, Slack, and more. 

Pipedrive vs. Monday Sales CRM: How Do They Work?

How Does Pipedrive Work?

Pipedrive works in three simple steps:

• Set up the pipeline: Pipedrive helps you create different stages in your sales funnel or use an existing template with ease. You can add deals directly or import deals from a CRM or spreadsheet automatically.
• Track progress: Track deals and get automatic reminders and alerts to see how your deals attract customers. When you move down a deal in the funnel, Pipedrive will make sales forecasts so that you find it easy to make informed and data-driven decisions. 
• Automate growth: Use AI tech or review analytics directly so that you can easily identify several opportunities to close sales. You can automate admin work and routine tasks to grow in the market and keep focus on other necessary tasks. 

How Does Monday Sales CRM Work?

• First, you need to open an account on Monday CRM.
• Create a board for customers by adding multiple columns for deal stages, contact information, and other relevant info about each customer. You can use pre-built templates to make your work even simpler. 
• Customize the board to fit your daily business needs. You can now use Monday for several workflows, such as customer relationship management. 
• Add new contacts to the board by importing them using existing tools or manual entry. 
• You can set up automation to streamline the CRM process.
• Integrate with third-party tools, including lead capture forms, email marketing platforms, and more, to make an efficient workflow. 
• At last, you can monitor and track each interaction with your customer by tracking history, customer feedback, and more. This helps you build a good relationship with your customers. 

Pipedrive vs. Monday Sales CRM: Differences

Conclusion

Pipedrive and Monday Sales CRM are both great CRM platforms with plenty of features for collecting and organizing data, driving leads, communicating with customers, maintaining a smooth relationship with them, and more. 

However, both differ in many aspects. 

Pipedrive is a leading CRM platform that helps you make sales and build better relationships with your customers efficiently. On the other hand, Monday is a straightforward tool with useful features in a centralized place.

If you are a small or mid-sized company, Pipedrive can be more useful since it provides more features to meet your growing needs. Although Monday Sales CRM also provides features for mid-sized companies but is more suitable for freelancers and startups with its limited but useful features and effortless dashboard. 

Thus, choose the best CRM among Pipedrive vs. Monday based on your business size, unique requirements, and budget. 

You may also explore some best sales prospecting software to supercharge sales potential