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.
Want a CRM that’s as flexible as your marketing needs? See how it can transform your workflow!
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.
Pricing: It has a free trial. 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.
Also, explore our favorite Monday CRM alternatives…
Our Take
Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM.
Key Benefits
- Visually appealing interface: Easy to navigate and understand.
- Flexible and customizable: Adapt the platform to your specific needs.
- Collaboration features: Work seamlessly with your team.
- Integrations with popular apps: Connect with your favorite business tools.
Pricing
- Free: $0 free forever.
- Basic: $9/seat/month.
- Standard: $12/seat/month.
- Pro: $19/seat/month.
- Enterprise: Custom Pricing based on your needs.
Pros
Cons
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.
Also, explore our favorite Salesmate alternatives…
Our Take
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
- 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
This analysis evaluates Monday, a versatile project management platforms and Work OS.
Salesmate CRM, a dedicated and robust crm solution built for efficient sales management.
This comparison will clarify which platform provides the best features for managing workflows versus optimizing the entire sales cycle, ensuring all your keyword constraints are strictly followed.
1. Core Focus and Platform Type
- Monday: Primarily functions as a flexible Work OS and project management platforms. Its core strength is in managing projects, visual workflows, and internal task management across the organization.
- Salesmate CRM: A robust crm solution primarily focused on the sales process and maximizing sales performance. It is designed to be the central hub for sales reps and relationship nurturing within the real estate company or any sales-driven business.
2. Task and Project Management
- Monday: Excels at task management, offering comprehensive project management software with tools like gantt charts and task dependencies. It is a full project management tool perfect for breaking down complex tasks.
- Salesmate CRM: Task management is integrated but focused solely on sales follow-ups and activities. It offers a clear, dedicated sales pipeline for every sales reps to track deals effectively.
3. CRM and Pipeline Management
- Monday: CRM is a module built on top of its flexible platform. It requires customization but can handle pipeline management with visual boards.
- Salesmate CRM: Offers native, dedicated pipeline management and is a true fourth crm platform. It provides specialized features like built-in calling and robust email tracking necessary for the modern sales process.
4. Sales Automation and Marketing
- Monday: Offers powerful automation for workflows and processes across its platform, leveraging its strong project management platforms functionality.
- Salesmate CRM: Includes native marketing automation features designed to assist sales reps with communication, helping them build lasting customer relationships through automated sequences and follow-ups.
5. Pricing and Target Market
- Monday: Pricing scales per user with a free plan and is based on feature sets, including access to specialized tools. Users select from various paid plans, from basic plan to enterprise plan.
- Salesmate CRM: Offers competitive per user pricing and is positioned as a robust crm solution for small business and mid-market teams. It provides excellent value for the dedicated sales performance features included.
6. Customer Relationship Features
- Monday: Customer interactions are logged manually or via simple integrations, utilizing its flexible structure for contact management.
- Salesmate CRM: Focused heavily on building lasting customer relationships. It offers features that centralize all customer interactions, emails, and calls to provide a 360-degree view of the client relationship.
7. Integrations and Ecosystem
- Monday: Offers a vast marketplace for integrations, ensuring it connects with almost any business software in your tech stack.
- Salesmate CRM: Focuses on deep integration with communication tools, including microsoft apps and G Suite, essential for sales reps efficiency.
8. Analytics and Forecasting
- Monday: Provides robust reporting across all the data on the platform, allowing for flexible custom dashboards and comprehensive performance overviews.
- Salesmate CRM: Excels in sales forecasting and reporting built directly on sales pipeline data, providing sales reps and managers with actionable insights into potential revenue and sales performance.
9. Learning Curve and Support
- Monday: The learning curve can be moderate due to its high flexibility, requiring team member training to fully utilize its advanced features. It offers dedicated live training and a vast knowledge base.
- Salesmate CRM: Generally considered highly intuitive for sales reps, allowing teams to quickly onboard and begin using the core sales process features with minimal friction.
What to Look for in a 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 for customer relationship management, work management tools and project management tools? A clunky system will hinder productivity.
- Scalability: Can the CRM grow with your business with time tracking data? Choose a platform that can handle increasing data and users.
- Mobile Access: Is there a robust mobile app to handle all the data? Many businesses need to access their CRM on the go.
- 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 in basic plan? 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 during project progress? Protecting your customer data is paramount.
- Integrations: Does it integrate with other essential business tools you use, like google calendar, telephony or invoicing? A seamless flow of data is key.
Final Verdict
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 project management tool.
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 with just a few clicks 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.
More of Monday CRM
Here’s a brief comparison of Monday CRM with these software solutions:
- Monday CRM vs Pipedrive: Monday CRM is a versatile work operating system with robust project and team management. Pipedrive is a sales-focused CRM known for its visual pipeline management and deal-closing features.
- Monday vs GoHighLevel: Monday is really good for managing projects and team tasks. It helps you keep track of work visually. GoHighLevel is more of an all-in-one tool for marketing and sales.
- Monday CRM vs Keap: Monday CRM provides highly customizable visual workflows for team collaboration and customer management, while Keap offers powerful sales and marketing automation designed for small businesses.
- Monday CRM vs ActiveCampaign: Monday CRM focuses on visual collaboration and customizable dashboards for project and customer relationship tracking, whereas ActiveCampaign excels in advanced email marketing automation, segmentation, and detailed analytics.
- Monday CRM vs Hubspot: Monday CRM offers a flexible, visual platform for managing projects and customer data, while HubSpot provides a comprehensive suite of marketing, sales, and customer service tools.
- Monday CRM vs Clickfunnels: Monday CRM is a flexible work OS with strong CRM capabilities; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales conversion processes.
- Monday CRM vs Folk: Monday CRM provides highly customizable visual workflows and collaboration for diverse teams; Folk focuses on intuitive, collaborative contact management and enrichment with a simple interface.
- Monday CRM vs Instantly: Monday CRM is a flexible work OS with CRM functionalities for visual pipeline management; Instantly specializes in automated cold email outreach and high-volume lead generation.
- Monday CRM vs ClickUp: Monday CRM prioritizes visual and user-friendly project and work management; ClickUp is an all-in-one productivity platform offering extensive features for task management, CRM, and more.
- Monday CRM vs Capsule CRM: Monday CRM provides extensive customization for workflows and projects, integrating CRM functionalities; Capsule CRM is a simpler, more affordable contact manager primarily focused on sales tracking.
- Monday CRM vs Insightly: Monday CRM offers a highly customizable platform for managing projects and customer relationships, whereas Insightly provides a more traditional CRM with integrated project management.
- Monday CRM vs Freshsales CRM: Monday CRM is a versatile work OS with CRM features for customizable tracking. At the same time, Freshsales CRM is a dedicated sales CRM with AI-powered lead management and automation.
- Monday CRM vs Salesforce: Monday CRM offers a flexible, visual, and highly customizable platform for various business needs; Salesforce is an enterprise-level CRM with extensive, deep features for complex sales and marketing operations.
- Monday CRM vs Zendesk: Monday CRM excels in visual project management and team collaboration for sales and other functions. At the same time, Zendesk is a specialized customer service platform focused on ticketing and support.
More of Salesmate
Here’s a brief comparison of Salesmate with these software solutions:
- Salesmate vs Pipedrive: Salesmate offers intuitive sales pipeline management with built-in calling, whereas Pipedrive excels in visual pipeline clarity and allows effortless deal progression.
- Salesmate vs GoHighLevel: Salesmate is known for being easy to use. It helps sales teams with their deals and customer talks. GoHighLevel is a much bigger tool. It’s for marketing agency businesses.
- Salesmate vs Keap: Salesmate provides a user-friendly interface with customizable deal pipelines for visual tracking, while Keap delivers powerful sales and marketing automation with strong sales funnel capabilities.
- Salesmate vs ActiveCampaign: Salesmate prioritizes sales pipelines and deal tracking within its CRM; ActiveCampaign integrates sales and marketing automation for a holistic customer view and excels in email marketing.
- Salesmate vs Hubspot: Salesmate offers a transparent, affordable CRM with strong sales automation; HubSpot is a comprehensive suite for marketing, sales, and service, with tiered pricing and more extensive features.
- Salesmate vs Clickfunnels: Salesmate is a CRM designed for managing sales and customer relationships; ClickFunnels is a specialized tool for building high-converting sales funnels and landing pages.
- Salesmate vs Folk: Salesmate is a full-fledged CRM for sales teams with robust pipeline management and automation. Folk is a simpler contact management tool focused on organization and collaboration.
- Salesmate vs Instantly: Salesmate provides a comprehensive sales CRM with pipeline management and multi-channel outreach; Instantly specializes in scaled cold email outreach and lead generation.
- Salesmate vs Clickup: Salesmate is a dedicated sales CRM for pipeline management and deal tracking; ClickUp is an all-in-one productivity platform with project management, task tracking, and CRM functionalities.
- Salesmate vs Monday CRM: Salesmate is a focused sales CRM with built-in email marketing and strong deal management; Monday CRM offers highly customizable visual workflows and broad work OS capabilities.
- Salesmate vs Capsule CRM: Salesmate is a comprehensive solution with sales automation and detailed reporting; Capsule CRM is a simpler, user-friendly contact management tool, often more basic.
- Salesmate vs Insightly: Salesmate provides a user-friendly CRM primarily for sales activities; Insightly offers a more robust CRM with integrated project management functionality.
- Salesmate vs Freshsales CRM: Salesmate delivers detailed, real-time reporting and extensive workflow customization; Freshsales CRM offers an intuitive interface with AI assistance and broader automation.
- Salesmate vs Salesforce: Salesmate is a user-friendly CRM ideal for small to medium businesses, offering straightforward sales management; Salesforce is a highly customizable, scalable, enterprise-level CRM with a vast feature set.
Frequently Asked Questions
Is Monday CRM 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 does 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, and it’s a great way to see if the CRM meets your needs.
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