monday CRM vs monday.com Work Management: How To Create the Perfect Workflow

monday CRM vs monday.com Work Management

When it comes to the monday.com platform, users often need clarification about which product to choose. Many people ask: What is monday.com used for exactly?

Technically, the monday.com platform now offers a whole universe of products. These include Work Management, Sales CRM, and monday Service. For many, the first two products might seem interchangeable.

However, there are some differentiating factors that every monday.com account holder must know. It could affect your operational efficiency in the long run.

Do you feel confused about which monday.com product to use for workflow management and sales? If yes, then in this blog, we’ll clear the air about two essential systems to help you make an informed decision.

monday.com Work Management vs CRM: An Overview

monday.com Product

Best for?

Work Management

• Flexibility in managing all kinds of work
• A wide range of integration and customisation options
• Managers can tailor the platform to meet their needs
• Works well for operations, marketing, R&D teams, etc

Sales CRM

• Unique workflows catering to your sales team’s functionalities
• Has sales-centric pre-loaded boards (leads, customers, communication, and deals)
• Easily manage the different sales cycle stages
• Funnel visualisation widget, mass email functions, and leaderboards

Our Thoughts

Now, the question remains: which product should you use? As a certified monday.com consultant, the team at Fruition has figured out the answer.

Fruition Services

We believe:

• Sales teams should opt for the monday Sales CRM due to its exclusive and sales-centric features tailored to their needs.
• monday Work Management should be used by everyone in the company, regardless of their department, due to its versatility.

We want you to know that the latter can do high-level CRM, while the former can do high-level work management. These are just branded as different products but have similarities.

For instance, with both tools, you can automate repetitive work, centralise collaboration, and organise data. However, if you choose the Work Management product over CRM, you might miss out on sales reporting, conversion reporting, email campaigns, etc.

monday Work Management and monday Sales CRM: The Difference

G2 reviewers gave monday Sales CRM 4.6/5 stars for its features and user-friendliness. This industry was valued at USD 91.43 billion. By 2032, it’ll reach USD 262.74 billion. The 12.6% CAGR proves this market’s rising popularity.

Similarly, the monday Work Management product got 4.7/5 stars because of its automation and customisable options. This market had a value of USD 3.46 billion in 2023, growing at a 6.71% CAGR to reach USD 5.81 billion by 2031.

monday.com products

As you can see, both these monday.com products target vastly different industries. Take a look at the key differences.

monday Work Management: Maximise How Your Team Works

monday.com Work Management

You can bring all work aspects into one solution with this platform. It allows your team to focus on tracking projects, executing tasks, and achieving shared goals.

With this, you can:

• Ideate and execute to create efficient workflows.
• Navigate and define projects and processes needed to set goals for everyday tasks.
• Work in a collaborative and organised manner.
• Create items (tasks) that align with your workflows, goals, and projects.
• Assign work based on business priorities and employee abilities.

Functions like portfolio and resource management help you create goals and strategies. You can align business operations with requests, project timelines, and approvals. The task management feature and to-do lists help you stay on top of client projects.

Are you ready to support your unique operational needs with monday.com Work Management? From unique views, dashboard creations, custom workflows, automations, and integrations—monday does it all!

monday Sales CRM: Get Your Entire Sales Cycle in One Place

monday Sales CRM

WebFX has listed that 92% of businesses think CRM software plays a crucial role in achieving their revenue goals. Similarly, 65% of startups within their first 5 years of operation use a CRM tool.

monday.com leveraged this popularity and rolled out its Sales CRM product in 2022. Dominic Harris, the co-founder of CarbonQuota, mentions that he cannot imagine workflow without the monday.com Sales CRM platform.

With this intuitive and AI-powered platform, you can accelerate your sales cycle.

You can easily track and manage customer data, create reports, generate invoices, etc. It helps you with leads, deals, post-sales, accounts and contacts management, and sales operations.

This product works so well because of the following features:

• monday AI: Automated task generation, email composition or rephrasing, formula building, and content generation.
• Customisation: The flexible and intuitive interface allows you to customise the boards to fit your sales cycle workflows without developmental help. You can add columns, edit deal stages, manage multiple pipelines, etc.
• Automations: With one-click automations, you can close more deals by removing repetitive work. Save time by automatically assigning leads to your sales reps, setting reminders for activities, and getting notified about emails, etc.
• Emails: You can centralise client communication in one place by integrating your Gmail or Outlook account. With this, sales teams can automatically log sent emails, track interactions, and personalise email templates.
• Mobile App: The monday.com mobile app allows you to manage everything from anywhere. For instance, you can automatically log calls, check report statuses, add new activities, and manage the sales pipeline.

Other than these, the monday.com platform allows integration with essential software that aids your CRM processes and helps with data migration.

If you feel stuck, feel free to reach out to a monday.com implementation partner like Fruition Services. We’ll help with seamless migration to ensure your team doesn’t lose any valuable data.

Monday CRM vs Work Management: The Battle of Features

Unique Features Only in monday CRM

monday CRM sales stages

While the monday.com Work Management tool is a treat to work with, the Sales CRM product comes with some specific features. Some of them include the following:

Templates

Shared email for mass emailing

Widgets

Deal stages, funnel chart, and leaderboard

Reporting

Advanced CRM reporting, shared email inboxes, and data enrichment capabilities.

Board features

Item creation form, manages duplicates, conditional status changes, etc.

Automation

Automatic contacts creation, opened email notifications, etc.

monday.com Work Management Features

monday.com Work Management features

You can streamline your project management activities using the following features on your monday.com account:

Automations

Sending notifications, updating statuses, assigning team members to items, etc.

Information storing

Use monday Workdocs to store data related to the knowledge base, meeting notes, project proposals, and client files.

Visualisation

Customisable dashboards and different widgets.

Organisation

Portfolio, projects, folders, subfolders, boards, etc.

Views

Kanban, Gantt, Calendar, File Gallery, Card, and Table.

Time tracking

Record time spent on each task manually or automatically by adding a session column.

monday.com Pricing Model: CRM vs Work Management

According to Forbes, SaaS products have become the third biggest cost centre for various companies. Research has shown an 18% increase since 2022 in SaaS tool spending.

You must be fully aware of the pricing models before choosing. It will help you avoid overspending on a tool that isn't suited for your business workflow and operations. The same goes for monday.com.

monday.com product pricing: Sales CRM vs Work Management

Let’s understand the pricing differences between monday Sales CRM and Work Management in detail:

monday CRM Pricing

Type

Price (10 seats)

Basic CRM

USD 12 for each seat per month or USD 120 every month

Standard CRM

USD 17 for each seat every month or USD 170 each month

Pro CRM

USD 28 per seat each month or USD 280 per month

You can also start with a 14-day free trial or connect with monday.com customer service to get a quote for the Enterprise CRM plan.

monday Work Management Pricing

Type

Price (10 seats)

Free

USD 0 for up to two seats

Basic

USD 9 per seat every month or USD 90 per month

Standard

USD 12 for every seat per month or USD 120 monthly

Pro

USD 19 per seat per month or USD 190 per month

Do you want the Enterprise Plan for monday Work Management? Reach out to monday.com for a quote and benefit from the exclusive features.

monday Sales CRM or monday Work Management: Which Product Should You Use?

It’s simple: use the CRM for sales processes and Work Management for business operations.

Being a certified monday.com advisor and expert, the team at Fruition Services understands which product could suit your business workflows. We’ll assess your needs and align the monday.com features.

monday.com sales pipeline

We have noticed that many companies use the monday Work Management to run their sales pipelines. The reason? This WorkOS product is super powerful and customisable to help manage work of any kind.

However, we believe sales teams can manage their work better with the monday sales CRM. Exclusive (yet customisable) features like funnel and leaderboard widgets, mass emailing features, pre-made boards, and pre-built automations make that possible.

monday.com task management

Use Them Together!

We feel that the products under one monday.com account allow you to use them to ensure optimal collaboration between teams, clients, etc. Since they’re of the same family, you can work seamlessly with both CRM and Work Management.

Here’s why:

• Sales-related teams can use CRM, and everyone else can use Work Management.
• It’s easy to switch between these two products with one click on the monday platform.
• All teams can tag each other and communicate,e irrespective of the product they’re assigned to.

Note: Before choosing, Fruition can help you thoroughly evaluate your business requirements and ensure adherence to regulations. We’ll also delve into customisation needs and mobile usability.

FAQs

What are the key differences between monday.com Sales CRM and Work Management?

The main difference is that Sales CRM is designed to manage sales cycles, but monday Work Management ensures a streamlined workflow across all departments. The former enhances the outcome of the sales cycle by keeping lead generation and customer retention on track. Similarly, the latter helps you assign work, set deadlines, and track task progress.

What monday.com Work Management features cannot be found in Sales CRM?

When it comes to monday.com Work Management vs CRM, many forget that the features are quite different. Sales CRM has interaction tracking, reporting, lead management, mass emailing, and analytics features. Compared to that, Work Management comes with features like setting deadlines, tracking billable hours, assigning tasks, and more. Thankfully, both platforms can be customised based on your company’s specific progress.

Are there any similarities between monday CRM and Work Management?

The thing is, both Sales CRM and Work Management use similar WorkOS building blocks. These include dashboards, item creations, chart or map views, boards, automation, and more. You can collectively use both the products in the monday WorkOS platform to improve customer satisfaction and collaboration.