Choosing the right CRM can feel overwhelming, right? There are so many options.
You’re comparing Monday CRM with Close CRM and wondering which best suits your business. It’s a big decision!
You need a CRM that boosts sales, not creates headaches.
This article breaks down Monday CRM vs Close CRM in plain English. We’ll compare features, pricing, and who each CRM is best suited for.
Overview
We’ve tested Monday and Close CRM, exploring their features, interface, and overall user experience.
Our hands-on testing, combined with user feedback and expert reviews, forms the basis of this comparison, helping you make an informed decision.
There are over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity.
Pricing: It has a free plan. The premium plan starts at $9/month.
Key Features:
- Visual Workflow Management
- Collaboration Tools
- Integrations
Close CRM’s built-in calling, email sequences, and automation boost sales and productivity. Start your 14-day free trial today!
Pricing: It has a free plan. The premium plan starts at $59/month.
Key Features:
- Built-in Calling
- Email Sequencing
- Sales Pipeline Management
What is Monday CRM?
Okay, let’s discuss Monday CRM. It’s more than just a CRM; it’s a Work Operating System (Work OS).
Consider it a central hub for all your team’s work, including sales.
It’s very visual and customizable. You can build workflows and dashboards to manage everything.
Join over 150,000 teams worldwide who rely on Monday.com to streamline their workflows & boost productivity. Explore the platform’s full potential.
Key Benefits
- Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
- Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
- Tons of Integrations: Connect Monday CRM with your favorite apps, such as Gmail, Slack, and Zoom.
- Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.
Pricing
Monday CRM offers a free plan for individuals, but to get the most out of it, you’ll want a paid plan. Here’s the breakdown:
- Free: Up to 3 boards, Unlimited docs, 200 templates.
- Basic: $9/month: Unlimited free viewer, Unlimited items, 500 file storage.
- Standard: $12 per user/month: Timeline & client views, Calendar view.
- Pro $19 per user/month: Private boards, Time tracking, Formula Column.
- Enterprise: Custom pricing.
What is Close CRM?
Now, let’s dive into Close CRM. This CRM is built specifically for sales teams.
It’s all about closing deals. To streamline your sales process, it includes built-in calling, email sequences, and pipeline management.
Boost sales and productivity with Close CRM’s built-in calling, email sequences, and automation. Start your 14-day free trial today!
Key Benefits
- Built-in calling: Make and receive calls directly within Close.
- Powerful email sequences: Automate your outreach and follow-up.
- Advanced reporting: Track your progress and identify areas for improvement.
- Sales automation: Streamline repetitive tasks and save time.
- Dedicated support: Get help from their expert team when you need it.
Pricing
- Starter: $59 per user per month. Lead & contact management, email & SMS, basic calling
- Professional: $109 per user per month. Power dialer, call coaching, custom reporting
- Enterprise: $149 per user per month. Advanced automations, API access, custom objects.
Pros
Cons
Feature Comparison
Let’s dive into a head-to-head comparison of monday.com CRM and Close CRM.
We’ll examine their key features, helping you determine which CRM software is best for your specific needs.
Core Functionality
- monday.com CRM: While a CRM platform, monday.com is fundamentally a Work OS. It excels at task management, project tracking, and general workflow organization. Its CRM tool is highly customizable CRM, making it adaptable for various uses, including sales and customer management software. It’s a great management platform for marketing and sales teams needing a central Hubspot or zoho crm alternative.
- Close CRM: Close is a dedicated sales CRM laser-focused on helping sales reps close deals. Its CRM system is built for contact management, sales automation, and sales opportunity management. Thus, it is less of a general-purpose management tool and more of a CRM solution for large sales teams.
Contact Management
- monday.com CRM: Offers robust contact management within its more extensive framework. You can track interactions, segment contacts, and manage sales and marketing campaigns.
- Close CRM: Contact management is a core strength. It’s designed to keep sales reps organized and informed about every lead and customer.
Sales Automation
- monday.com CRM: Provides automation features to streamline workflows, but its sales automation capabilities are not as specialized as Close.
- Close CRM: Excels at sales automation, including email sequencing, automated follow-ups, and lead nurturing.
Integrations
- monday.com CRM: Integrates with many other tools, expanding its functionality and connecting to other platforms.
- Close CRM: Offers fewer integrations than monday.com, focusing primarily on sales-related tools.
Reporting and Analytics
- monday.com CRM: Provides dashboards and reporting to track progress and visualize data, though its sales and customer analytics might not be as in-depth as Close.
- Close CRM: Offers robust reporting and analytics specifically for sales performance, helping teams identify trends and improve their strategies.
Ease of Use
- monday.com CRM: Highly visual and intuitive, making it easy to learn and use, especially for teams new to CRMs.
- Close CRM: Also user-friendly, focusing on streamlining the sales process. Are you looking for a CRM that is easy for sales reps to adopt? This might be it.
What to Look for When Choosing CRM Software?
When choosing between CRM options like monday.com CRM and Close CRM, consider these additional factors:
- Business Size and Needs: Monday.com’s flexibility may be ideal for smaller businesses, while larger sales teams might prefer Close’s specialized features.
- Budget: Evaluate pricing tiers and consider long-term costs. Is a tool like monday.com or Close within budget?
- Scalability: Will the CRM platform grow with your business?
- Industry-Specific Requirements: Some industries have unique CRM needs. Consider specific needs and whether the best CRM for you is either.
- User Adoption: Choose a CRM system that your team will use. Ease of use is crucial.
- Customer Support: Reliable support is essential, especially during setup and implementation. Consider a free trial to test support.
- Future Goals: Think about your long-term sales and marketing objectives. Does the CRM tool support these goals?
Final Verdict (Our Pick)
So, which one wins? It depends!
Monday.com CRM is an excellent choice if you need a highly customizable platform with many management features and your team handles more than just sales.
Its flexibility and visual approach are hard to beat.
However, if you focus solely on sales and want features like built-in calling and automated email sequences, Close CRM is the clear winner.
It’s built for closing deals. We’ve tested both, and based on our experience.
This breakdown will help you find the best fit for your business.
Choosing the right CRM is a big deal; we hope this has made your decision easier.
Frequently Asked Questions
Is monday.com CRM a proper CRM?
Yes, monday.com offers robust customer relationship management functionality, though it’s part of a more extensive work operating system. It handles contacts, deals, and sales pipelines.
Is Close CRM better than Monday.com CRM for sales?
Close CRM is likely a better fit if your primary need is sales-focused features like built-in calling and email sequencing.
Which CRM is easier to use?
Both platforms are user-friendly, but monday.com CRM’s visual interface often makes it easier for teams to adapt quickly.
Which CRM is more affordable?
Monday.com CRM generally has a lower starting price point than Close CRM.
Can I try both CRMs before deciding?
Yes, both monday.com and Close CRM typically offer free trials, allowing you to test the platforms and see which meets your needs.