monday CRM vs Salesforce: Your Top Pick CRM for Small-Mid-Sized Revenue Teams

monday CRM vs Salesforce

Customer Relationship Management (CRM) has emerged as an integral part of any business. About 13% of organisations consider CRM implementation their top priority, and 92% believe this tool will help them achieve business goals.

Due to this popularity, you’ll find more than 10,000 CRM systems providers, generating a revenue of USD 41 billion. Amidst this saturated market lie two competitors and leaders: Salesforce and monday sales CRM.

Both monday CRM and Salesforce are unique cloud-based platforms helping businesses manage sales pipelines, automate processes, etc. You’ll get a streamlined view of customer service, sales, and analytics if you use either of these tools.

This blog post will highlight the battle: monday CRM vs Salesforce, and we’ll answer which CRM software is better.

Salesforce vs monday Sales CRM: At a Glance

According to G2 reviews, monday.com CRM was rated 4.6/5 stars, whereas Salesforce only had 4.4/5 stars. Take a look at a few reasons behind the difference in rating:

monday CRM

Salesforce

Key Features

Customisation, performance tracking, real-time communication, and automations.

Cloud-based multichannel sales prospecting, post-sale client management, email integration, and AI-driven suggestions.

Price

USD 12/seat/month

USD 25/user/month

Integrations

200+

3,000+

Usability

User-friendly and easy

Complex and overwhelming

24/7 Support

Ticketing system, monday implementation consultants, and online resources.

Phone support, an online form, and access to resources based on your plan.

monday CRM vs Salesforce: Choosing the Right Tool

Some consider monday CRM and Salesforce to be the best in the industry. However, they differ vastly in terms of functions and features.

monday.com sales CRM can help businesses improve how they sell products and services along with post-sale activities. It’s a one-stop destination for streamlining sales business operations and improving efficiency.

However, Salesforce is more effective because of its enterprise resource planning-like system. This platform is a centralised CRM that specialises in bringing service, sales, IT, and commerce teams together.

Who is Salesforce for?

Salesforce has been in the market since 1999, and monday.com sales CRM was introduced in 2022. Unlike monday CRM, the former is marketed towards larger and midsize businesses.

Salesforce dashboard

This platform is quite powerful and capable when it comes to integrating departments for coordination in customer relations. With Salesforce, you can handle functions like:

• CRM workflow automation
• Lead management
• Improve conversion
• Reorder rates

It’s a perfect enterprise solution for businesses looking to supercharge their sales activities and connect critical business software. It’s scalable and can be used to house customer data, helping your business grow.

Key Aspect: Salesforce has Einstein AI, a dedicated feature that helps you generate sales predictions and recommendations based on the data you input.

Who Should Use monday CRM?

What if you don’t require an enterprise solution like Salesforce? In that case, you’ll benefit from a user-friendly, capable, and simple platform. With monday CRM, you can bring in more leads, turn them into sales, and look after the customers.

It’s true: monday WorkOS is better known for its immense performance and project management capabilities. However, over 17,000 customers use the sales CRM solution.

monday sales CRM dashboard

This intuitive platform helps your sales team:

• Convert leads into customers
• Customise business processes
• Provide workflow automation
• Streamline sales operations

If you’re looking for a simple and budget-friendly CRM tool, go for monday.com. It’s newer and has a scannable user interface, making it great for individual teams in a company and smaller businesses.

Example: The sales team can use this to streamline the sales pipeline, and customer support teams can manage the customer journey. You’ll get better visibility into the specific operations and sales funnel.

The War of Features: Salesforce vs monday CRM

Needless to say, Salesforce is heavy on complicated features that enterprises love. Unfortunately, the abundance of tools also means a lack of simple functionality. That’s where monday sales CRM becomes the knight in shining armour.

Let’s understand these key features in detail:

monday CRM Features

The CRM system monday helps sales teams focus on productivity to maximise sales cycles and nurture customer relationships through better collaboration. That’s possible because of the following features:

Customised Automation

With monday.com CRM, you can create custom and powerful automations using a drag-and-drop feature.

monday CRM automations

This triggers an action and helps you to:

• Automate day-to-day sales-related manual tasks.
• Alleviate quick collaboration through.
• Get notified about updates, emails, etc.
• Save time on repetitive and mundane work.

Performance Tracking

With insightful performance tracking, you can have a bird’s-eye view of your sales cycle and its progress. In doing so, your company can meet personal and team goals.

monday CRM performance tracking

With the monday CRM tool, you can:

• Get detailed insights and overviews on pipelines.
• Meet targets and get reminders for team quotas.
• Assess individual performance for each item or board.
• Make decisions based on performance metrics to boost sales and improve customer satisfaction.

Real-Time Communication

While using monday as a CRM, you’ll find various apps for additional integrations to make it extra effective for your specific needs. Here at Fruition, we can help you with custom monday CRM integrations that’ll help you communicate with your clients and team easily.

monday.com sales CRM communication

With our help, you can send updates in real time and pull all your emails in a single place. All that will help you track and personalise the interactions.

Salesforce Features

Over 150,000 customers use Salesforce. It ranked #1 for CRM Applications in the IDC 2023 Revenue Market Share Worldwide report.

This was possible because of the unique selling point: add-ons to create a complete sales portfolio. These can be third-party integrations or apps created by Salesforce. With them, enterprises can supercharge the platform’s CRM functionalities.

Sales Cloud

Businesses can bring costs down with Salesforce Sales Cloud. It’s an application that helps:

• Teams close deals with AI technology
• Provide data and insight using AI to optimise sales processes
• Automate daily tasks to increase your sales representative’s productivity
• Manage and view sales forecast

Salesforce Sales Cloud

monday.com Sales CRM vs Salesforce: Protect Your Pockets

The cost of your CRM should be a top priority when considering different tools. Weigh the pros and cons before signing the deal. For example, monday has affordable options, but Salesforce comes with extra CRM features.

Let’s take a look at the monday sales CRM and Salesforce pricing in detail:

monday CRM Cost

monday CRM plans

monday sales CRM pricing includes four paid plans or tiers along with a 14-day free trial.

Tier

Price (per seat/month)

Features

Basic

USD 12

Dashboard creation based on one board, unlimited free viewers, pipelines, contacts, and boards.

Standard

USD 17

Basic plan features + email integration, advanced account management, 250 custom automations, invoices, and a dashboard with 5 boards.

Pro

USD 28

Includes previous plans along with sales forecasting, analytics, email templates, 25,000 CRM integration/automations, and a dashboard that can combine 10 boards.

There’s also a monday.com Enterprise Plan that has pricing based on personalised quotes. It’ll include every feature monday CRM has to offer. Examples include multi-level permissions, enterprise-scale automations, HIPAA compliance, lead scoring, etc.

Salesforce Pricing Plans

Salesforce Plans

Salesforce also comes with four paid plans. However, the free trial lasts for an entire month (30 days). Take a look at the breakdown:

Tier

Price (per user/per)

Features

Starter Suite

USD 25

Best for small teams as it includes simplified onboarding, account management tools, opportunity and lead management, etc.

Pro Suite

USD 100

Sales teams can benefit from forecasting, quoting and contracting tools, customisable dashboards, etc.

Enterprise

USD 165

Supports your team with analytics and API, advanced permissions, workflow and pipeline management, etc.

Unlimited

USD 330

Ideal for companies needing development and AI support as it provides all Salesforce capabilities in a Premier Success Plan.

Apart from these, the Einstein 1 Sales Plan for USD 500/user/month features everything Salesforce has in store. Examples include AI-based sales cycles, lead management, sales engagement, and more.

Our Take: When it comes to cost-effectiveness, monday.com pricing takes the crown. This tool is affordable and comes with a wide range of easy-to-use CRM features.

Salesforce vs monday CRM: A Look At 4 Basic Differences

Our team at Fruition understands that Salesforce and monday CRM have some major differences. Being expert monday.com consultants, we have realised that some monday features can either be better or not so good compared to Salesforce.

Here’s a breakdown of that:

#1. Integrations

With integrations on any SaaS platform, your team can pool all your work tools in a single place. That means better focus and an organised workflow.

Salesforce

Right off the bat, Salesforce wins due to the sheer volume of integrations available. The platform offers over 3,000 integrations with apps in its AppExchange database.

By integrating, you can personalise your CRM database to your liking. Examples include syncing with apps like LinkedIn, Asana, Zapier, etc. It’s quite easy to find the apps as they’re categorised based on industry on the database.

monday Sales CRM

monday’s CRM platform proves this statement right: ‘More isn’t always associated with being better.’

Instead of numbers, this platform is more focused on integrating common work tools that you actually use. For example, you can even integrate Salesforce into the monday CRM tool.

As monday experts, we know that the platform offers 200+ apps for integration into your CRM work platform. Examples include Gmail, Outlook, DocuSign, Stripe, Facebook, Mailchimp, etc. All these help you email clients, process payments, manage documents, collect leads, etc.

#2. Ease of Use

The user interface is a deciding factor when choosing a SaaS tool. This market is expected to grow at a 15.01% CAGR to reach USD 7.43 billion by 2032.

Today, users like you aren’t looking for complex software that requires technical know-how to operate.

monday CRM

This CRM tool is very simple to use because of its no-code/low-code and drag-and-drop interface. Many have called it extremely user-friendly and uncomplicated.

monday.com sales CRM dashboard

It has easy-to-launch templates and boards that make onboarding easy. However, you might need monday consultants like Fruition to help you customise the CRM platform to your liking. This way, the sales funnel and processes will run smoother.

Salesforce

Unfortunately, Salesforce can get quite complicated when it comes to navigation. For instance, the user interface to add new sales reps can get overwhelming. New users without any technical knowledge will need training to operate Salesforce.

Salesforce dashboard

Features like data migration and integration can be time-consuming and complex. Adopting your team to this platform could take a few months.

#3. Support

Don’t you love having extra resources and accessible services whenever you need personalised help? That makes the experience less daunting.

Statistics suggest that 88% of customers believe that good client support makes them want to buy again. Yes, customer service has the potential to make or break your experience while using new software.

monday.com CRM

The resources you get on the monday sales CRM platform include:

• Articles about CRM topics
• Videos explaining the product
• Webinars that you can attend
• Knowledge Base for common queries
• A community forum to ask queries and have discussions

monday.com support

Every monday CRM users will have 24/7 service and customer support with a ticketing system. monday.com Enterprise Plan holders will have a dedicated customer success manager.

Salesforce

The different contact options in Salesforce include the following:

• Online form
• 24/7 phone support
• Many learning resources

However, the level and scope of support depend on the type of plan you have. Different levels/tiers will have personalised success plans that will be charged separately.

Salesforce support

If you have a higher-level support plan, you can expect account management, proactive services, and expert coaching.

#4. AI Capabilities

Forbes suggests that the AI market size will reach USD 1,339 billion by 2030. Indeed, AI is transforming the CRM space.

Salesforce

Salesforce AI

As mentioned earlier, Einstein is a groundbreaking AI tool available to upper-tier plans and as a paid add-on in Salesforce. This feature uses generative AI abilities to:

• Improve sales processes
• Create emails
• Summarise calls
• Generate data-driven texts
• Capture and sync sales information
• Make predictions about sales forecasts
• Identify customer signals

monday CRM

The AI assistant on monday.com sales CRM helps you in the following manner:

• Build custom monday formulas
• Generate text while composing emails
• Summarise textualised data into comprehensive pointers
• Extract information
• Generate templates

monday CRM AI

While monday is a few year behind SFDC with AI, it surely is catching up fast and makes up for it by providing exceptional automation features.

Salesforce vs monday Sales CRM: Fruition’s Take On This Battle

monday.com CRM vs Salesforce

Fruition Services went on a deep dive to figure out a few things related to the Salesforce vs monday CRM pricing comparison, including licenses as well as administration and maintenance costs. Here’s what we found out from speaking directly with Salesforce implementation partners within the industry.

• For every $1 you spend on Salesforce licenses, you can expect to spend $6 on implementation and maintenance. 1:6 license to services ratio.
• For every $1 you spend on monday CRM, you can expect to pay $1-$2 on implementation and maintenance. 1:1-2 license to services ratio

monday Enterprise CRM

Salesforce Professional

Salesforce Enterprise

Annual License Free

~USD 31,200

USD 55,200

USD 90,000

Price per user (AUD)

~USD $52

USD $92

USDD $150

User Count

50

Sales Forecasting

Included

Sales Analytics

Included

Inbox

Included

Additional cost (USD 25 /p/user/month)

Additional cost (USD $25 /p/user/month)

Automation

Included

Not available

Included

External Collaboration

Included

AUD 49 per external member

API Limits

10M/minute

15'000 (+1'000 per user) 1M daily max

Custom Fields

Included

Role Permissions

Included

Limited

Included

Administrator

No

AUD 110,000

USD 110,000

Implementation (One-Time Fee)

USD $15,000

USD $250,000

Implementation Timeline

One to three months

Three to nine months

monday CRM vs Salesforce: Which One Is Right for You?

At the end of the day, the right CRM for your business is determined by user experience, budget, and set up/adoption time (time to value). Users will always select a CRM tool that achieves the minimum set requirements in the simplest way.

Every business owner will love the simplicity of a SaaS tool. However, they wouldn’t want to skimp out on customisation and functionality either.

As a result, our team at Fruition believes that monday sales CRM can fit a wider variety of business operations. It can benefit smaller teams to bigger enterprises within a budget.

Of course, Salesforce is a highly reliable platform that many businesses use. But it comes with a steep learning curve and higher pricing.

What if you still want to use Salesforce? Well, as part of the monday integration, you can even use Salesforce as your primary CRM tool. This way, you don’t have to choose between the two.

FAQs

Does monday.com use Salesforce?

monday.com sales CRM can be integrated with Salesforce. However, that’s only possible if you’re on the monday Enterprise Plan and the Enterprise/Unlimited Plan on Salesforce. To find the Salesforce app, you’ll have to use the monday.com integrations feature. After clicking the banner, select the custom recipes or a two-way sync and allow access to both accounts.

Is Salesforce similar to monday sales CRM?

You’ll find many similarities between these CRM tools. For instance, a few capabilities can be found on monday CRM and Salesforce. However, the pricing, user experience, and features remain different. monday CRM is easy to use, flexible, and more user-friendly than Salesforce. The latter is also more expensive but comes with a wider range of integrations and features focused on CRM capabilities.

How much does Salesforce cost as compared to monday CRM?

According to Business News Daily, Salesforce has a starting price of USD 25 for each user per month. monday.com only costs USD 12 per seat every month. Thankfully, Salesforce CRM offers a 30-day free trial, and monday has a 14-day one. The Starter Suite in Salesforce comes with a simplified onboarding and setup with email integration, account management, etc. In the monday sales CRM basic plan, you can add and customise unlimited contacts, boards, pipelines, etc.