You’re probably confused about which customer relationship management (CRM) software to choose. When thinking about monday CRM vs Pipedrive, you’re probably considering the basic capabilities.
Both these CRM platforms help drive sales and build connections. But which one would be the right fit for your business?
One mantra associated with sales is “Always Be Closing.” Investopedia notes that this motivational phrase describes a sales representative’s recipe for success.
For example, a salesperson must continuously look for new prospects, pitch products, track projects, and focus on completing transactions. Do you think you can do all that with Pipedrive or monday CRM?
In this blog post, we’ll give you a comparison of Pipedrive vs monday CRM to help you choose the right platform.
monday CRM vs Pipedrive: A Quick Overview
monday sales CRM has a G2 rating of 4.6, and Pipedrive is rated 4.3 (out of 5 stars). This rating is due to the following differences:
monday CRM | Pipedrive | |
Starting price | USD 12/seat/month | USD 14/seat/month |
Integrations | 200+ | 400+ |
Basic features | Automation recipes Sales forecasting and analytics Mobile CRM experience Lead management with email features Entity boards | Web form Simple automations Dashboards Chat functionality Lead sourcing |
Implementation time | One to three months | Several weeks to a few months |
Customer service | 24/7 chat support with access to online resources. Only the top plans let you have phone assistance. |
Pipedrive vs monday CRM: The Basic Differences
Research suggests that CRM software helped improve sales revenue by 57%. Similarly, it increased customer retention and satisfaction by 53%.
You’re probably keen on knowing which platform wins in the Pipedrive vs monday CRM battle so that you can start using the best tool.
According to Forbes, Pipedrive sales CRM offers a spreadsheet-based interface. However, monday sales CRM has an intuitive and column-based interface. Take a look at the other differences:
Pipedrive’s automation helps keep your sales pipeline on track. monday.com automation helps with seamless lead nurturing at scale.
monday dashboards are customisable to show KPIs like expected revenue, closed deals, lead progress, and more. Pipedrive lets you customise the sales cycle and then use the drag-and-drop feature to move deals to stages as they progress.
The monday email integration ensures personalised lead nurturing. Pipedrive helps with lead nurturing through a 360-degree view and segmentation of leads.
monday Sales CRM vs Pipedrive: The Battle of Features
In the UK, there were 100+ CRM system providers in 2023, showcasing an 8.4% increase since 2022. However, America had 1000+ CRM businesses, with an increase of 9% during the same time.
Even with the difference in demand around the world, the market is still expected to have a 10.34% CAGR between 2024 and 2029. It’s all thanks to the unique features offered by the leading CRM tools.
monday CRM Features
This end-to-end CRM solution enables sales teams and business owners to manage the entire sales cycle. It keeps track of pre-and-post-sales data and workflow in a simple lead management format.
You’re essentially storing all sales data in a single location for better customer onboarding, contact communication, pipeline management, and more. monday users love the following features:
Deal Management
You can construct a pipeline through data visualisation on monday.com using the drag-and-drop function. It’ll help you track deal stages, deploy resources, and ensure smooth sales funnel activities.
Email Features
monday sales CRM allows you to craft meaningful email content for your leads. It can be through generative AI drafting, templated email sequencing, and mass personalisation.
You can also track the email’s success using the automation alerts when a lead opens, responds, or receives it.
Entity Boards
Your monday CRM workspace will come with pre-built and customisable boards. These are designed to mimic various sales pipeline stages and are connected. When a board is updated, the related areas will also adjust. To learn more about customising your boards and dashboard, reach out to our implementation consultants.
Lead and Contact Management
You can stay organised by centrally storing all your lead data in one place. Once aggregated, you can qualify them, track progress, conversion rates, and potential through automations.
You can also track these leads, their past interactions, post-sales projects, and pipeline deals on the monday boards.
Automation Features
Automation recipes reduce manual and repetitive processes in your sales workflow. With monday CRM automations, you can set reminders, assign deals, send follow-ups, etc.
Apart from these, sales forecasting and analytics help with real-time reporting and tracking of your pipeline status and sales forecast. It lets you get an overview of your team’s performance.
Pipedrive CRM Features
Somewhat similar to monday CRM, Pipedrive is a cloud-based tool that’s aimed towards small-to-mid-sized businesses. About 100,000 companies use Pipedrive compared to monday CRM’s 250,000 users.
It has an interface that lets you manage sales and track leads through an intuitive and visual pipeline. Pipedrive CRM can consolidate your customers, deals, and leads to visualise a fully functional sales pipeline in one place.
Let’s learn more about the basic features:
Lead Sourcing and Visualisation
Pipedrive lets you visualise progress through the customisation of sales funnels on your dashboard. It helps you understand the sales cycle and track activity or task progress.
This CRM platform also helps you visually represent how each lead became part of your pipeline to get you more info about future marketing tactics.
Web Form and Chat Functionality
Your sales representatives can delegate the leads to a chatbot whenever required. For instance, Pipedrive lets you have a live conversation with leads and prospects to supercharge your sales activities.
The web form built from the platform’s drag-and-drop builder can help you collect leads from your website once embedded. For example, leads will submit their name, email, and request through the form once they land on your website.
Dashboards
Pipedrive can generate sales progress reports and forecasting insights on the dashboards. You can also import data from spreadsheets or external channels using the contact sync feature.
Business owners can streamline communication by syncing the pipeline with their company email.
Automation
Similar to monday CRM, Pipedrive also helps you eliminate manual processes through automations. For example, whenever a lead label is updated manually, the platform will convert the lead into a deal.
Pipedrive vs monday CRM Integrations: The Endless Possibilities
Verdict: Pipedrive makes sales integration easy.
The thing is, you can use Pipedrive and monday as an all-in-one CRM tool for your business.
But you’d probably want them to connect with some key sales tools and your existing tech stack, right? This way, you can seamlessly drive your sales activities based on your business requirements.
Take a look at the Pipedrive vs monday CRM integrations:
monday CRM | Pipedrive | |
Number of integrations | 200+ | 400+ |
Communication | Gmail, Slack, Microsoft Teams | Facebook Messenger, Surge, Google Meet |
Project management | Google Workspace, Salesforce, DocuSign, Zapier | Asana, Trello, monday.com, INVOX Call Tracking |
Marketing | Mailchimp, HubSpot | Surfe, Lemlist |
Both Pipedrive and monday CRM have a Marketplace where you can find all the sales tools needed to create a robust pipeline.
In Pipedrive, you can find apps based on the different stages of the sales pipeline. On monday sales CRM, you can look for apps based on the tool’s categories, functionality, and features.
monday CRM vs Pipedrive Automations: AI for The Win
Verdict: monday sales CRM wins because of the unparalleled automation features.
Reports suggest that the automation market will be worth USD 19.6 billion by the end of 2026. This proves that businesses looking for a CRM will be interested in the extent of the automations offered.
Take a look at the automation features for monday CRM vs Pipedrive:
Pipedrive Automations
CNN reports that the Pipedrive company promises to automate every step of the sales process. These include triggering personalised emails, moving deals along pipelines, transferring deals to different team members, and automatically assigning leads.
Even with such capabilities, the automation per month is capped at thirty for the Advanced level users. Enterprise-level users can use up to 180 automations.
To make up for this limitation, the platform offers an AI Sales Assistant. It’s available on all paid plans and is billed as a sales mentor.
This assistant makes recommendations to improve your sales team’s productivity and success. For example, it analyses user deals, recommends automations, and recognises trends to suggest app integrations.
monday Automations
monday CRM automations are only available to Standard or higher plan holders and aren't included in the basic plan.
Standard Plan: 250 actions per month.
Pro Plan: 25,000 actions per month.
Enterprise Plan: 250,000 actions per month.
You can pick the automations from existing templates or create custom ones using monday’s no-code infrastructure. There’s no native AI tool on monday CRM except for the email generator and other integrations.
The thing is, your sales team won’t need a complicated AI tool. They’ll benefit from automation as they can save time, streamline processes, reduce manual errors, interact with prospects, and more. In this regard, monday CRM wins.
Pipedrive vs monday CRM: A Look At The Pricing Plans
Verdict: monday Sales CRM is cheaper.
One thing common about monday CRM and Pipedrive is the 14-day free trial offered without the need for adding a credit card. However, the pricing plans differ a lot.
monday CRM Pricing
Plan | Price/seat/month | Key Features |
Free Forever (Coming Soon) | USD 0 | Up to 2 members, 1,000 contacts, and web forms for lead capturing. |
Basic | USD 12 | Unlimited boards, customisable pipelines, free viewers, and templates. |
Standard | USD 17 | AI email generator, activity management, automations and integrations, and advanced deal management. |
Pro | USD 28 | Sales forecasting, sequences, mass emails, sales analytics, Google Calendar sync, and invoices. |
Enterprise | Customised | Lead scoring, account management, enterprise-grade security, and HIPAA compliance. |
Pipedrive Pricing Plans
Plan | Price/seat/month | Key Features |
Essential | USD 14 | Lead and pipeline management, seamless integrations, data import, personalised onboarding, and activity reports. |
Advanced | USD 29 | Full email sync, automations builder, meeting scheduling, and live chat support. |
Professional | USD 59 | AI Sales Assistance, emailing tools, proposal management, lead routing, revenue forecasts, and data quality settings. |
Power | USD 69 | Phone support, 24/7 live chat, increased account permissions, and project tracking/planning. |
Enterprise | USD 99 | Enhanced security preferences, unlimited reports, and maximised automation. |
monday CRM vs Pipedrive: Which One Should You Choose?
There’s no ‘right' answer to the debate: Pipedrive vs monday CRM. Each has its drawbacks and strengths.
However, the right choice for you will depend on specific priorities for your sales activities and team. It all boils down to what your company requires from a CRM platform. Here’s a breakdown of that:
Why Choose monday CRM?
Are you looking for a mix of CRM features with project management capabilities? Then, monday CRM’s highly customisable platform and extensive automations will be the best choice.
With this, any type of business can efficiently close deals and manage contacts while saving time on complex sales processes. You can gather leads, log calls, track projects, and do more with monday sales CRM.
The best part is that monday.com has expert CRM consultants like Fruition Services. With our help, you can customise this tool to meet your sales needs without any hassle. We’ll help with change management and train your team through every process.
Why Choose Pipedrive?
You should go for Pipedrive if your business wants to access a whole suite of complex sales features, analytics, reporting, and integrations. Even with limited automations, this tool can help your business streamline sales processes and gain insight from detailed reporting.
Pipedrive will be perfect for sales-focused businesses. It has a visual platform that alleviates effective lead generation and sales pipeline management.
FAQs
What CRM is better than Pipedrive?
The monday sales CRM can be a robust alternative to Pipedrive. It offers an extensive list of features that focus on customisation and personalisation to tailor the workflows in your sales pipeline. Similar to Pipedrive, monday CRM also has features like integrated communication tools, activity tracking, automations, sales forecasting, analytics, and more.
Can you integrate Pipedrive into monday.com?
While monday CRM vs Pipedrive is a famous debate, many people often forget the capabilities of SaaS integrations. Yes, you can connect Pipedrive with monday.com. Having the monday.com app on your Pipedrive account will help streamline all your sales insights, sync deals, track activities, and more. All you have to do is connect the monday account to the Pipedrive integration and follow the installation prompts.
Why choose monday sales CRM over Pipedrive?
While Pipedrive comes with sales operation features, it’s slightly more expensive than monday CRM. When it comes to Pipedrive vs monday CRM, the latter will always win. It’s all thanks to the unique sales workflows, post-sales operations, high-quality relationship management, and more. Even then, your decision to choose monday sales CRM over Pipedrive should solely be based on the required features, size of your company, and budget.
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