Feeling lost in the sea of CRMs? You’re not alone.
Choosing between Salesforce and Monday CRM can feel like choosing between a rocket ship and a super-powered bike.
Maybe you’re worried about spending too much on features you won’t use.
This article breaks down the Salesforce vs Monday CRM battle so you can decide which fits your business best.
We’ll look at the key differences, the prices, and who each CRM is perfect for. Let’s make this easy!
Overview
We’ve put both Salesforce and Monday CRM through their paces.
Our team tested each platform, exploring their features, usability, and overall performance in real-world sales scenarios.
This hands-on experience forms the basis of our comparison.
Ready to explore the world’s leading CRM? Sign up for a free trial of Salesforce today! Access real-time data to gain valuable insights.
Pricing: It has a free plan. The premium plan starts at $25/month.
Key Features:
- Lead Management
- Sales Forecasting
- Workflow Automation
Join 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:
What is Salesforce?
Salesforce. You’ve probably heard of it. It’s a big name in CRM.
Think of it as a super-powered tool. It helps businesses manage customer relationships and does a lot more.
Ready to see what Salesforce can do for you? Start your free trial today and experience it!
Key Benefits
- Industry leader: Salesforce dominates the CRM market for a reason.
- Highly customizable: Tailor Salesforce to fit your exact needs.
- Massive ecosystem: Integrate with thousands of apps and services.
- Scalable solution: Grow your business without outgrowing your CRM.
Pricing
Salesforce offers a variety of plans to fit your budget:
- Starter Suite: $25/user per month
- Pro Suite: $100/user per month
- Enterprise: $165/user per month
- Unlimited: $330/user per month
- Einstein 1 sales: $500/user per month
Pros
Cons
What is Monday CRM?
Monday CRM is different. It’s built for visual project management.
Think of it as a flexible workspace. It’s user-friendly and lets you track sales, leads, and customer interactions.
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.
Feature Comparison
Let’s examine the core differences. We’ll compare key features and show how each platform handles critical sales tasks.
This breakdown will help you determine which CRM software fits your business needs better.
Lead Management
- Salesforce:
- Offers robust lead management capabilities.
- Allows detailed lead scoring and tracking.
- Integrates well with marketing and customer data.
- Monday CRM:
- Provides visual pipeline management.
- Focuses on easy lead tracking within boards.
- Make it easy to assign and follow up on leads.
Workflow Automation
- Salesforce:
- Offers powerful workflow automation through Process Builder and Flow.
- Can customize complex sales process automation.
- Automation features extend across the entire suite.
- Monday CRM:
- Offers simple, visual workflow automation.
- monday.com automations are very user-friendly.
- Automations are built around boards and actions.
Sales Analytics
- Salesforce:
- Provides extensive sales analytics and reporting.
- Offers advanced sales forecasting tools.
- Allows for deep data analysis.
- Monday CRM:
- Offers basic sales analytics and dashboards.
- Focuses on visual reporting.
- Monday sales crm offers quick pipeline overviews.
CRM Platform Integrations
- Salesforce:
- Offers a vast ecosystem of integrations.
- Easily integrate with other business tools.
- AppExchange provides thousands of apps.
- Monday CRM:
- Offers a growing number of integrations.
- Integrates with popular work management tools.
- Integrates with Hubspot.
Customization
- Salesforce:
- Highly customize the entire CRM system.
- Tailor fields, layouts, and processes.
- Use Salesforce to build concrete solutions.
- Monday CRM:
- Offers visual customize through boards and columns.
- Quickly adapt boards to specific sales teams’ needs.
- Customization is focused on visual workflows.
Sales Forecasting
- Salesforce:
- Provides advanced sales forecasting with AI-powered insights.
- Offers detailed forecast reports and dashboards.
- Powerful management tools for forecasting.
- Monday CRM:
- Offers essential sales forecasting within dashboards.
- Provides visual sales forecasting based on pipeline stages.
- Limited advanced forecasting abilities.
Management Tools
- Salesforce:
- Offers comprehensive management tools for large enterprises.
- Provides granular access controls and user management.
- Strong CRM solutions for large teams.
- Monday CRM:
- Offers user-friendly management tools for small to medium-sized businesses.
- Focuses on collaborative team management.
- Easy to manage teams and boards.
What to Look For When Choosing CRM Software?
- Scalability: Can the CRM grow with your business?
- Ease of Use: Is the interface intuitive for your team?
- Integration: Does it connect with your existing tools?
- Customization: Can you tailor it to your specific needs?
- Support: Does the vendor offer reliable customer support?
- Budget: Does the pricing align with your financial capabilities?
- Specific Features: Does it have the key features your business needs?
- Mobile Accessibility: Can your team access the CRM on the go?
- Data Security: How well does the CRM protect your sensitive data?
- Reporting and Analytics: Does it provide the insights you need to make informed decisions?
- Training and Onboarding: How easy is getting your team up to speed?
- Vendor Reputation: What are other users saying about the software and the vendor?
Final Verdict (Our Pick)
So, which one wins? It depends on your needs.
For large sales teams needing deep customization and powerful analytics, Salesforce CRM is the top choice.
Yes, it’s complex and pricey, but it’s a powerhouse.
If you need a visual, easy-to-use CRM, Monday CRM is great.
It’s perfect for teams that want quick setup and simple workflows. We’ve tested both, and our choice depends on what you value most.
We’ve worked hard so you can pick the right tool and get back to growing your business.
Ultimately, your choice should align with your business goals.
Consider your team’s technical skills and your budget. Don’t be afraid to try free trials or demos before deciding.
Take your time, and pick the CRM that helps your team shine.
Frequently Asked Questions
Is Salesforce CRM better than Monday CRM for small businesses?
It depends. Monday CRM is often better for small businesses needing a simple, visual CRM. Salesforce is powerful but can be complex and expensive for smaller teams. Consider your budget and team’s needs.
Can I integrate Monday CRM with my existing marketing tools?
Monday CRM offers integrations with many popular marketing tools, including HubSpot. Check their integration list to ensure it connects with your specific tools.
Is Salesforce CRM difficult to learn and use?
Salesforce CRM has a steeper learning curve due to its extensive features and customization options. Training and dedicated support are often necessary to fully utilize its capabilities.
Does Monday CRM offer mobile access?
Yes, Monday CRM offers mobile apps for both iOS and Android, allowing your team to access and manage data on the go.
Which CRM offers better sales forecasting?
Salesforce CRM generally offers more advanced and detailed sales forecasting tools, including AI-powered insights. Monday CRM provides essential sales forecasting within its dashboards.
