Choosing the right CRM can feel overwhelming, right? There are so many options.
You’re looking at Monday CRM and Salesmate and wondering which fits your needs best.
What if you pick the wrong CRM? You could waste time and money.
This post breaks down Monday CRM vs Salesmate, comparing their features, pricing, and pros and cons.
Overview
We’ve tested Monday CRM and Salesmate, exploring their features, pricing plans, and overall user experience.
Our hands-on testing and in-depth analysis have led us to this comprehensive comparison, designed to help 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
Ditch the sales chaos! Salesmate CRM offers a 15-day free trial. Experience the difference and close more deals. Sign up today!
Pricing: It has a free plan. The premium plan starts at $23/month.
Key Features:
- Built-in Calling
- Sales Automation
- Contact Management
What is Monday CRM?
You’re checking out Monday CRM. It’s more than just a CRM.
Think of it as a work operating system.
It helps teams manage everything, from sales to projects, in one place. It’s also known for being super customizable.
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 Salesmate?
Now, let’s talk about Salesmate. This CRM is built specifically for sales teams.
It focuses on helping you close deals faster. Think of streamlined sales processes, automated follow-ups, and detailed contact management.
It’s designed to boost sales productivity.
Ditch the sales chaos! Salesmate CRM offers a 15-day free trial. Experience the difference and close more deals. Sign up today!
Key Benefits
- Built-in calling: Make and receive calls directly within Salesmate.
- Sales sequences: Automate your outreach with personalized emails and texts.
- Pipeline management: Visualize your sales process and identify bottlenecks.
- Mobile app: Access your CRM data on the go.
Pricing
Salesmate has a free 15-day trial. Paid plans start at just $12 per user per month. Here’s the breakdown:
- Basic ($23/user/month): Contacts, Companies, Deals.
- Pro ($39/user/month): Product management, Goal Management.
- Business ($63/user/month): Team Management, Custom Module
Pros
Cons
Feature Comparison
Let’s dive into a detailed comparison of Monday CRM and Salesmate.
We’ll examine key features side-by-side to help you see where each platform excels and which best aligns with your specific sales CRM needs.
Sales CRM and Deal Management
- monday.com: Offers robust deal management within its highly customizable platform. You can visually track deals through your pipeline, customize stages, and automate actions. It’s a great choice if you need a flexible system that adapts to your unique sales process.
- Salesmate: Provides a dedicated sales CRM with strong deal management features. It focuses on streamlining your sales pipeline, offering clear visibility into deal progress, and facilitating efficient activity management.
Pipeline Management and Sales Forecasting
- monday.com: Provides visual pipeline management, allowing you to track deals and forecast sales easily. Its customization options let you tailor your pipeline to your specific needs. It’s a solid option for sales forecasting.
- Salesmate offers robust pipeline management with features designed to optimize your sales process. It also supports sales forecasting, with tools to analyze deal progress and predict revenue.
Task Management and Activity Tracking
- monday.com: Includes powerful task management features, enabling you to assign tasks, set deadlines, and track progress. It facilitates seamless activity tracking within your sales process.
- Salesmate offers activity and task management features, allowing you to track interactions with leads and manage your sales workflow. It also provides email tracking to monitor open rates and engagement.
Email Marketing and Team Inbox
- monday.com: Integrates with email marketing tools, but its core strength isn’t built-in email marketing. It does offer a centralized team inbox to manage communications.
- Salesmate: Includes built-in email marketing functionality, allowing you to create campaigns, personalize emails, and track open rates. It also offers a team inbox for collaborative email management.
Customization Options and API
- monday.com: Excels in customization. You can tailor workflows, dashboards, and the interface to match your needs. It also offers an API for integrations.
- Salesmate: Offers customization options, but not to the same extent as monday.com. It also provides an API for connecting with other systems.
Integrations
- monday.com: Integrates with a wide range of tools, including popular sales platforms like Salesforce, Pipedrive, Zoho, and Freshsales. This allows you to sync data and streamline workflows.
- Salesmate offers integrations with various sales and marketing tools, though the selection is less extensive than that of monday.com.
User Reviews and Free Trial
- monday.com: It generally has positive user reviews, highlighting its flexibility and ease of use. Offers a free trial so you can test it out.
- Salesmate: Also receives favorable user reviews, particularly for its sales-focused features. A free trial is typically available.
What to Look for When Choosing CRM Software?
Here are some additional factors to consider when selecting CRM software for your small business:
- Ease of Use: Is the interface intuitive and easy for your team to adopt? A clunky system will hinder productivity.
- Scalability: Can the CRM grow with your business? Choose a platform that can handle increasing data and users.
- Mobile Access: Is there a robust mobile app? Accessing your CRM on the go is crucial for many businesses.
- Customer Support: Is there adequate support available? Look for responsive and helpful customer service.
- Industry-Specific Features: Does the CRM offer features tailored to your specific industry? Some CRMs cater to particular niches.
- Budget: Balance features with cost. Don’t overspend on features you won’t use. Consider both upfront costs and ongoing expenses.
- Security: Is the CRM provider’s security robust? Protecting your customer data is paramount.
- Integrations: Does it integrate with other essential business tools you use, like telephony or invoicing? A seamless flow of data is key.
Final Verdict (Our Pick)
So, which one wins? It depends on your needs.
If you crave total customization and need a work OS that handles everything, monday.com is an excellent choice.
It’s like a blank canvas. But, if you’re laser-focused on sales and want a dedicated sales CRM with built-in email marketing and strong deal management tools.
Salesmate is a solid pick. Both are cloud-based and offer real-time updates.
We’ve spent hours testing both, and based on our optimization experience.
We believe this breakdown will get you closer to the right platform for your business.
Don’t forget to use those free trials! Test out some templates and see which interface feels right.
Frequently Asked Questions
Is Monday.com just for project management, or can it be used as a CRM?
Yes, Monday.com can be used as a CRM. It’s very flexible, and you can customize it to manage your sales pipeline, track deals, and handle contacts. It’s a powerful option if you want a system that does more than just CRM.
Does Salesmate integrate with other tools I use?
Salesmate offers integrations with various business applications. Check their website or contact their support to see if it works with the specific tools you need. They also have an API for custom integrations.
How much do Monday CRM and Salesmate cost?
Both platforms offer different pricing tiers. monday.com’s pricing starts at $10/user/month, while Salesmate begins at $12/user/month. The cost goes up as you add more features and users. Check their websites for the most up-to-date pricing.
Are Monday CRM and Salesmate cloud-based?
Yes, both Monday CRM and Salesmate are cloud-based platforms. This means you can access them from anywhere with an internet connection. Your data is stored securely in the cloud; real-time updates are typically rolled out.
Do they offer a free trial?
Yes, both monday.com and Salesmate usually provide a free trial. This lets you test out the platform before committing to a paid plan. It’s a great way to see if the CRM meets your needs.
