Pipedrive vs. monday CRM

Pipedrive vs. monday CRM Highlights

Pipedrive and monday are two of the best CRM software platforms on the market. Here’s an overview of their prices and services.

Who Is Pipedrive For?

Pipedrive is an ideal choice for companies that rely on sales reps to close deals. We like that it’s excellent for handling complex, multistage and personalized sales processes. You can customize workflows to move deals through the sales funnel efficiently using 36 pre-built automations. Pipedrive’s Configure, Price, Quote (CPQ) feature for complex quoting is among the best in the market. The platform is also excellent for generating sales leads, as it covers the entire customer journey. This intuitive and highly functional CRM knows its audience and delivers. Read our detailed Pipedrive CRM review to learn more about its robust features.

Who Is monday CRM For?

monday CRM is an excellent solution for small and medium-sized businesses (SMBs) looking to improve their overall performance. We like that this all-in-one platform simplifies relationship management and boosts sales and marketing. It also streamlines internal operations through workflow automation. The platform uses built-in tools and third-party apps to offer robust sales and marketing features; such features include customizable lead scoring, integrated campaign creation and real-time analytics. Team members at all levels — reps, managers and executives — gain a bird’s-eye view of operations via dashboard personalization and data visualizations. Read our in-depth monday CRM review to learn more about this intuitive, unified CRM platform.

Pipedrive vs. monday CRM Comparison

Here’s how Pipedrive and monday CRM compare in pricing and essential CRM features. The latter includes marketing, lead management, communications, workflow automations and integrations.

Pricing

Pipedrive and monday CRM offer a range of service tiers.

Pipedrive Pricing

Pipedrive’s pricing is midtier: there are both cheaper and more expensive alternatives. Its lower-tier plans may not fully meet the needs of companies with complex sales processes, which require advanced functionality. Note that you’ll pay more for additional apps and features like LeadBooster, Smart Docs and Campaigns. While there’s no free subscription, the company offers a 14-day free trial to test the platform’s features.

monday CRM Pricing

monday’s pricing is based on “seats,” or users; there’s a three-user minimum across all tiers. The prices below represent three seats billed annually. Monthly billing is an option, but it costs 18 percent more.

While monday’s work management offering has a free tier, its CRM offering does not. However, monday CRM does provide a 14-day free trial.

monday’s pricing approach has some issues to be aware of. You must buy a specific predefined number of seats: three, five and then increments of five up to 30. You can then choose 40, 50, 100 or 200 seats. So, a company with 75 seats would have to either buy 25 more seats than needed or have 25 users go without the platform.

Marketing Campaigns

Both monday CRM and Pipedrive have built-in marketing platforms that allow you to connect with fresh prospects to turn them into leads.

Pipedrive Marketing Campaign Features

• Integrated email marketing: Pipedrive’s integrated email marketing platform, Campaigns, impressed us. This feature is available for a small additional monthly charge; it allows users to send email marketing campaigns from their domain for added legitimacy. The platform’s drag-and-drop editor and extensive template selection make creating attractive and compelling campaigns easy. We also like Pipedrive’s ability to analyze campaign conversion metrics such as email open rates and other lead conversion
• Multichannel marketing capabilities: Third-party apps add omnichannel functions to Pipedrive. We were impressed that you can run text message marketing campaigns with apps like WhatsApp and Textline. You can also add VoIP functionality via providers like Aircall, JustCall and Ringover.
• Lead generation tools: We like that you can use Pipedrive to generate sales leads and fill your sales funnel. The LeadBooster add-on is available for $39 monthly. It captures and auto-completes enriched contact information from forms and chatbots on your website and Pipedrive’s database of over 400 million decision-makers.
• Customizable campaign templates: Pipedrive has included a selection of integrated email templates on the platform that you can edit with easy drag-and-drop tools. You can save these modified and newly created emails as templates for later use.

Businesses can launch various types of email marketing campaigns within Pipedrive. Source: Pipedrive

monday CRM Marketing Campaign Features

• Email marketing platform: Unlike Pipedrive, monday CRM relies on integrations with platforms like Mailchimp and Klaviyo for email marketing. You can create email campaign designs with drag-and-drop editors, find and customize premade templates and themes, schedule sends, and track performance. But, you must connect to third-party apps for this functionality.
• Multichannel marketing: We like how easy it is to run text message marketing campaigns with the Twilio integration. You can also plan social media marketing content on monday CRM and track its performance.
• Telephone marketing: We like that monday helps you win customers over the phone by connecting with third-party apps such as PhoneBurner. You can also access features like outbound calling campaigns with auto-dialing, contact syncing, click-to-dial, call tracking and disposition logging.

Lead Management

Pipedrive and monday CRM provide companies with various tools to help sales teams work with leads and increase conversion rates.

Pipedrive Lead Management Features

• Customized sales workflows: Pipedrive helps sales representatives easily establish multiple customized sales funnel workflows. The system has dozens of ready-to-use, modifiable automations that team members can share. We like that creating new automations is straightforward via web forms or an intuitive editor.
• Contact data: We were impressed by Pipedrive’s Smart Contact Data feature. It automatically gathers prospect information from online sources like LinkedIn; this practice is particularly helpful for saving time when dealing with B2B inquiries.
• Sales tools: Pipedrive offers advanced functionalities, including a CPQ tool, via integration with third-party apps such as GleanQuote and Mobileforce. CPQs allow you to generate accurate, intricate quotes based on the product catalogs you can build within Pipedrive.

monday CRM Lead Management Features

• Lead management automations: monday has 16 preset automations that use trigger-condition-action formulas to automate tasks such as setting rep reminders, moving deals through stages and sending reminder emails. Users can also create custom lead management automations to tailor workflows to their unique business needs.
• Lead scoring: We like monday’s flexible lead scoring function; it enables managers and sales reps to categorize and prioritize prospects. You can customize your lead-scoring criteria to suit your business.
• Full-cycle management: We were impressed that monday lets you manage a lead through its entire life cycle — from initial generation, to the separate stages you define, right up to the point of sale and beyond. Customizable dashboards with easy-to-understand data visualizations make it easy for reps and managers to track progress.

monday’s lead management system lets you track leads throughout the customer life cycle. Source: monday

Omnichannel Communications

Pipedrive and monday CRM both incorporate omnichannel, one-on-one communication well.

Pipedrive Omnichannel Communications

• Integrated email client: Syncing your existing email account with Pipedrive allows you to manage your messages directly from the platform’s Mail tab. We like how you can personalize one-to-one emails to clients with attachments and other assets. Also, you can monitor when and how often recipients open your emails.
• Omnichannel capabilities: Pipedrive allows you to communicate with customers via various channels, including SMS, MMS, web chat and social media messaging (via third-party plug-ins).
• Voice calling: Pipedrive accommodates voice calls through third-party apps such as Aircall, JustCall and Ringover. We were impressed by the Fireflies.ai and Tactiq call transcription apps, which save phone-based conversations on customers’ files for future reference.

Pipedrive lets you choose how you communicate with prospects, including by phone and email. Source: Pipedrive

monday CRM Omnichannel Communications

• Email apps: We appreciate that monday CRM centralizes all email communications (and other communication forms). Although monday doesn’t have a built-in email client, you can easily integrate Gmail, Outlook and other email services. You can send, receive, and manage emails, and sync calendars without leaving your dashboard.
• Voice integration: It’s easy to make and receive phone calls on monday with apps like PhoneBurner, Zoom and Aircall. Your team can access and call contacts directly from the platform. They can also set follow-ups, add notes, and record and log conversations, depending on the third-party integrations you choose.
• Multichannel communications: Move beyond email and voice with SMS campaigns via Twilio integrations. Other apps allow team members to message customers on WhatsApp and via social media from within their monday dashboards.

Workflow Automation

CRM software records all staff and customer communications. It then analyzes this data to provide insights on improving business performance.

Pipedrive Workflow Automation Features

• Pre-built and customizable workflows: Pipedrive offers dozens of pre-built automations that users can adapt to their specific needs and share with colleagues. For example, you can automatically send a welcome email to new prospects if they register and then populate a rep’s contact diary with their details.
• Triggers and automations: We like that Pipedrive lets you create multiple sales funnels. Each can have unique triggers to initiate actions like scheduling a call if the prospect goes quiet or notifying a rep when they interact with an email.
• Task assignment and notifications: Pipedrive’s Sales Assistant is a digital assistant. It provides real-time help to sales reps managing their daily tasks and workflows. We like that this feature adjusts to a business’s unique sales cycle, offering insight into automation and deal prioritization.

monday CRM Workflow Automation Features

• Template workflows: monday comes with various predefined automations and allows for custom workflow creation. We find its CRM-specific templates especially convenient for tasks such as organizing contacts, managing leads and creating optimized workflows.
• Conditional triggers and actions: We like that users can create custom workflows that automate repetitive tasks.
• Custom workflow creator: The platform offers extensive customization options. Although there’s a learning curve, the principle is straightforward: Choose a trigger, select a resulting action and refine it later to more accurately reflect your business processes.

monday makes it quick and easy to set up custom workflow automations. Source: monday

Integrations

You can connect Pipedrive and monday to other business software using third-party integrations and APIs.

Pipedrive Integrations

• Pipedrive Marketplace: The Pipedrive Marketplace includes over 500 apps categorized by function, such as analytics or customer service. Installing apps and managing them directly from your Pipedrive account settings is easy. The marketplace also allows quick connections to everyday tools like Slack and some of the best accounting software
• APIs: The Pipedrive API allows extensive customization through CRUD operations on resources like deals and organizations. It offers both RESTful and GraphQL APIs for general tasks and real-time updates, respectively. The API adds another layer of flexibility — letting businesses craft custom workflows or even develop their own Pipedrive-connected apps.
• Partner community: Partners offer training and implementation services to help you make the most of the platform. You can search for partners based on location, language or user rating. Partners can also create highly customized integrations and workflows for your company so the platform more closely fits your exact business needs.

monday CRM Integrations

• App selection: monday has an extensive array of 500-plus integrations, including Slack, Microsoft Teams and Google’s suite of business apps. Popular marketing tools — including HubSpot, Mailchimp and Hootsuite — are also available. The user-friendly integration center lets you add most apps in just a few clicks.
• Zapier and Make: These platforms extend monday’s capabilities with thousands of additional app integrations, including specialized industry tools and general business apps.
• API platform: monday’s open API enhances the CRM’s customizability and adaptability for different business requirements. For example, use the API to build a monday dashboard that consolidates data from multiple external services. For example, accounting software and email marketing platforms.

Pipedrive vs. monday CRM Summary

Pipedrive and monday CRM have different target audiences, so we recommend these platforms for companies with the following specific needs:

Pipedrive is best for companies that want a more streamlined sales process.

Pipedrive’s integrated email client and extensive automation options stand out. Its pre-built workflows can help guide sales reps through the sales cycle. The Smart Contact Data feature, which automatically pulls prospect details from online sources to save time, is particularly valuable. Advanced functionalities, like CPQ, are available through third-party integrations. Pipedrive also excels in multichannel marketing; it supports text messaging and voice calls via third-party apps. Thus, it offers greater customer engagement flexibility.

monday CRM is best for SMBs seeking to improve their business performance.

monday is more than a CRM; it’s a broad platform designed to improve business operations and streamline development projects. monday’s CRM is exceptionally flexible, seamlessly meshing with well-known platforms such as Mailchimp for email campaigns and Twilio for text-based outreach. The system offers customizable lead scoring that directs your sales team effectively from initial contact to deal finalization. If you want to run a better business or have growth in mind, monday is an excellent choice.