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Monday CRM vs Salesforce (2024 Comparison)

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Author

Anastasia Belyh

Last Update

Nov 07, 2024

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Excellent Value For Price
4.3

0

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Monday CRM

Monday CRM offers a user-friendly interface and customizable dashboards, making it ideal for small to medium-sized businesses. Its seamless integrations enhance team collaboration and streamline workflows.

  • User-friendly interface for easy navigation.
  • Customizable dashboards for tailored views.
  • Seamless integration with popular tools.
  • Limited advanced features for large enterprises.
  • Basic reporting capabilities compared to competitors.

Free plan?

Yes

Starting price

$12 per month per user
Excellent Value For Price
4.5

0

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Salesforce

Salesforce provides a comprehensive suite of CRM tools with advanced automation and robust reporting features. It's perfect for larger enterprises looking to optimize their processes and improve efficiency.

  • Comprehensive suite of CRM tools.
  • Advanced automation and customization options.
  • Robust reporting and analytics features.
  • Steeper learning curve for new users.
  • Higher cost for small businesses.

Free plan?

No

Starting price

$25 per month per user

What is Monday CRM?

Monday CRM is a versatile customer relationship management tool designed to streamline your business processes. It offers a user-friendly interface that allows you to manage leads, track sales, and automate workflows effortlessly. With its customizable dashboards and integration capabilities, Monday CRM helps businesses of all sizes enhance their productivity and collaboration. Whether you're a small startup or a large enterprise, Monday CRM adapts to your needs, making it an essential tool for managing customer relationships effectively.

What is Salesforce?

Salesforce is a leading CRM platform that empowers businesses to connect with their customers in a whole new way. It offers a comprehensive suite of tools for sales, service, marketing, and more, all integrated into a single platform. Salesforce helps businesses automate tasks, gain insights through analytics, and personalize customer interactions. With its robust features and scalability, Salesforce is ideal for businesses looking to enhance their customer engagement and drive growth.

Pros and Cons of Monday CRM vs Salesforce

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Pros & Cons of Monday CRM

User-friendly interface
  • Monday CRM offers a user-friendly interface that makes it easy for teams to navigate and manage tasks efficiently. Its intuitive design ensures a smooth user experience, reducing the learning curve for new users.
Customizable dashboards
  • With Monday CRM, you can create customizable dashboards that provide a tailored view of your projects and tasks. This feature allows you to focus on what's important and stay organized.
Seamless integrations
  • Monday CRM offers seamless integration with popular tools like Slack, Zoom, and Google Workspace. This enhances team collaboration and ensures a smooth workflow across different platforms.
Limited advanced features
  • While Monday CRM offers essential features for small to medium-sized businesses, it lacks some advanced features that larger enterprises may require. This can be a limitation for businesses with complex needs.
Basic reporting capabilities
  • Monday CRM provides basic reporting capabilities that may not be sufficient for businesses that require in-depth analytics. This can be a drawback for companies that rely heavily on data-driven decision-making.
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Pros & Cons of Salesforce

Comprehensive CRM tools
  • Salesforce offers a comprehensive suite of CRM tools that cater to various business needs. From sales automation to customer service, Salesforce covers it all, making it a versatile choice for businesses.
Advanced automation options
  • With Salesforce, you can take advantage of advanced automation options that streamline complex workflows. This feature is ideal for larger enterprises looking to optimize their processes and improve efficiency.
Robust reporting features
  • Salesforce provides robust reporting and analytics features that offer valuable insights into your business performance. This allows you to make data-driven decisions and stay ahead of the competition.
Steeper learning curve
  • Salesforce has a steeper learning curve due to its vast array of features. New users may require additional training to fully leverage its capabilities, which can be time-consuming.
Higher cost for small businesses
  • While Salesforce offers a comprehensive suite of tools, its higher cost can be a barrier for small businesses with limited budgets. This may make it less accessible for startups and small teams.

Monday CRM vs Salesforce: At A Glance

Decision FactorMonday CRMSalesforce
Value to Price
Good4.2
Excellent4.4
Ease of Use
Excellent4.5
Excellent4.3
Functionality
Excellent4.3
Excellent4.6
Scalability
Good4.1
Excellent4.7
Integrations
Excellent4.4
Excellent4.5
Customer Support
Excellent4.3
Excellent4.4
Security
Good4.2
Excellent4.6
Overall Rating
Excellent4.3
Excellent4.5

Value to Price

When it comes to value for money, Monday CRM offers a competitive pricing structure that appeals to small and medium-sized businesses. Its features are robust enough to meet most business needs without breaking the bank. On the other hand, Salesforce, while slightly more expensive, provides a comprehensive suite of tools that justify its price, especially for larger enterprises. If you're looking for a cost-effective solution with essential features, Monday CRM is a great choice. However, if you need a more extensive toolset, Salesforce might be worth the investment.

Ease of Use

Monday CRM shines in its user-friendly interface, making it easy for teams to get started without extensive training. Its intuitive design allows users to navigate and manage tasks efficiently. Salesforce, while powerful, has a steeper learning curve due to its vast array of features. However, once mastered, it offers unparalleled customization. If you prioritize ease of use and quick onboarding, Monday CRM is the way to go. For those willing to invest time in learning, Salesforce offers greater flexibility.

Functionality

In terms of functionality, Salesforce takes the lead with its extensive range of features that cater to various business needs. From sales automation to customer service, Salesforce covers it all. Monday CRM, while not as feature-rich, provides essential tools for task management and collaboration. If your business requires advanced functionalities and customization, Salesforce is the better option. However, for straightforward task management, Monday CRM is more than sufficient.

Scalability

Salesforce excels in scalability, making it ideal for growing businesses that anticipate expanding their operations. Its infrastructure supports large-scale deployments and complex workflows. Monday CRM, while scalable, is better suited for small to medium-sized businesses. If you're planning for significant growth and need a CRM that can scale with you, Salesforce is the better choice. For smaller teams, Monday CRM offers adequate scalability.

Integrations

Both Monday CRM and Salesforce offer a wide range of integrations with popular third-party applications. Monday CRM provides seamless integration with tools like Slack, Zoom, and Google Workspace, enhancing team collaboration. Salesforce, with its vast ecosystem, integrates with almost any tool you can think of, making it highly versatile. If you need extensive integration options, Salesforce is the superior choice. However, for essential integrations, Monday CRM is more than capable.

Customer Support

Customer support is crucial for any CRM tool, and both Monday CRM and Salesforce offer reliable support options. Monday CRM provides responsive support through email and chat, ensuring users get timely assistance. Salesforce offers comprehensive support, including phone support and a vast knowledge base. If you value extensive support options, Salesforce is the better choice. For straightforward support needs, Monday CRM is sufficient.

Security

Security is a top priority for both Monday CRM and Salesforce. Monday CRM offers robust security features, including data encryption and user access controls. Salesforce, with its enterprise-grade security, provides advanced features like two-factor authentication and compliance with industry standards. If your business requires stringent security measures, Salesforce is the better option. For standard security needs, Monday CRM is reliable.

Overall Rating

Overall, both Monday CRM and Salesforce are excellent CRM tools, each with its strengths. Monday CRM is ideal for small to medium-sized businesses looking for an easy-to-use and cost-effective solution. Salesforce, with its comprehensive features and scalability, is better suited for larger enterprises with complex needs. Your choice should depend on your business size, budget, and specific requirements.

Monday CRM vs Salesforce: A Detailed Breakdown of Key Features

FeaturesMonday CRMSalesforce
Customizable Dashboards
Excellent4.5
Excellent4.7
Automation Capabilities
Excellent4.3
Excellent4.6
Mobile App
Excellent4.4
Excellent4.5
Reporting and Analytics
Good4.2
Excellent4.8
Collaboration Tools
Excellent4.6
Excellent4.4
Lead Management
Excellent4.3
Excellent4.7

Customizable Dashboards

When it comes to customizable dashboards, both Monday CRM and Salesforce offer impressive capabilities. Monday CRM allows you to create visually appealing dashboards that can be tailored to your team's needs. It's perfect for those who want a quick overview of their projects and tasks. Salesforce, on the other hand, provides more advanced customization options, allowing you to create complex dashboards with in-depth analytics. If you need a simple yet effective dashboard, Monday CRM is a great choice. For more advanced customization, Salesforce is the way to go.

Automation Capabilities

Automation is a key feature for any CRM, and both Monday CRM and Salesforce excel in this area. Monday CRM offers automation capabilities that streamline repetitive tasks, saving you time and effort. It's ideal for small to medium-sized businesses looking to automate their workflows. Salesforce, with its advanced automation tools, allows for more complex automation processes, making it suitable for larger enterprises. If you need basic automation, Monday CRM is sufficient. For more advanced automation, Salesforce is the better option.

Mobile App

Both Monday CRM and Salesforce offer mobile apps that allow you to manage your tasks on the go. Monday CRM's mobile app is user-friendly and provides essential features for task management. It's perfect for teams that need to stay connected while on the move. Salesforce's mobile app, while more complex, offers a wider range of features, making it suitable for businesses that require advanced mobile capabilities. If you need a straightforward mobile app, Monday CRM is a great choice. For more advanced mobile features, Salesforce is the better option.

Reporting and Analytics

In terms of reporting and analytics, Salesforce takes the lead with its comprehensive suite of tools. It offers in-depth analytics and reporting capabilities that provide valuable insights into your business performance. Monday CRM, while not as advanced, provides essential reporting features that are sufficient for most small to medium-sized businesses. If you need advanced analytics and reporting, Salesforce is the better choice. For basic reporting needs, Monday CRM is more than adequate.

Collaboration Tools

Collaboration is crucial for any team, and both Monday CRM and Salesforce offer excellent collaboration tools. Monday CRM provides a range of features that enhance team collaboration, such as shared boards and real-time updates. It's perfect for teams that need to work closely together. Salesforce, while also offering collaboration tools, focuses more on individual productivity. If you need robust collaboration features, Monday CRM is the better choice. For individual productivity, Salesforce is more suitable.

Lead Management

Lead management is a critical aspect of any CRM, and both Monday CRM and Salesforce excel in this area. Monday CRM offers straightforward lead management tools that are easy to use and effective for small to medium-sized businesses. Salesforce, with its advanced lead management features, provides more comprehensive tools for larger enterprises. If you need basic lead management, Monday CRM is a great choice. For more advanced lead management, Salesforce is the better option.

Pricing Comparison of Monday CRM and Salesforce

To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Monday CRM and Salesforce. This comparison will highlight the best option for managing your customer relationships.

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Monday CRM Pricing Plans

Basic
For Small Businesses
$12

per month per user

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Basic includes:
  • Unlimited customizable pipelines for better workflow management.
  • Access to unlimited contacts and boards for comprehensive data handling.
  • Templates for lead, contact, and deal management to streamline processes.
  • iOS and Android apps for on-the-go access and management.
Standard
For Medium Businesses
$17

per month per user

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Includes Basic, plus:
  • 2-way email integration with Gmail and Outlook for seamless communication.
  • AI email generator to enhance email productivity and personalization.
  • Activity management to keep track of all sales activities efficiently.
  • Quotes and invoices feature to streamline financial transactions.
Pro
For Large Enterprises
$28

per month per user

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Includes Standard, plus:
  • Email templates with custom parameters for personalized communication.
  • Email tracking and automations to monitor and automate email processes.
  • Sequences for automating follow-up emails and nurturing leads.
  • Mass emails with HTML editor for designing and sending bulk emails.
Enterprise
For Large Enterprises
Contact sales
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Includes Pro, plus:
  • Mandatory fields to ensure essential information is captured.
  • Team goals to align and track team performance and objectives.
  • Advanced analytics with dashboards up to 50 boards for in-depth insights.
  • Enterprise-scale automations and integrations for large-scale operations.
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Salesforce Pricing Plans

Starter Suite
For Small Businesses
$25

per month per user

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Starter Suite includes:
  • Access sales data from anywhere on any device seamlessly.
  • Customize and automate sales processes to enhance productivity.
  • Collaborate across your company with ease and efficiency.
  • Create and track quotes and orders effectively.
Pro Suite
For Growing Enterprises
$100

per month per user

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Includes Starter Suite, plus:
  • Enhanced sales engagement and conversation intelligence tools.
  • Access to premier success plan for expert guidance.
  • Integrate sales data with any application seamlessly.
  • Boost seller productivity with AI-driven insights.
Enterprise
For Large Enterprises
$165

per month per user

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Includes Pro Suite, plus:
  • Automate workflows and approvals to streamline operations.
  • Access conversation intelligence for improved communication.
  • Flexible CRM with web API for custom integrations.
  • Boost revenue with integrated sales and data management.
Unlimited
For Advanced Enterprises
$330

per month per user

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Includes Enterprise, plus:
  • Premier success plan and full sandbox for testing.
  • Comprehensive sales engagement and conversation intelligence.
  • Developer support for custom solutions and integrations.
  • Intelligent automation to enhance sales processes.
Einstein 1 Sales
For Innovative Enterprises
$500

per month per user

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Includes Unlimited, plus:
  • Performance management and sales programs for team efficiency.
  • Team collaboration with Slack for seamless communication.
  • Connect and unify all data with Data Cloud.
  • Revenue intelligence for actionable sales insights.

Our Rating Methodology

We thoroughly evaluate each CRM tool, focusing on key aspects like ease of use, functionality, and scalability. By analyzing user reviews and conducting in-depth testing, we ensure our recommendations fit your needs. Each factor is weighted by importance to deliver a reliable final rating, helping you make informed decisions.

Decision FactorScoring Weight
Value to Price
20%
20%
Ease of Use
20%
15%
Functionality
20%
25%
Scalability
20%
15%
Integrations
20%
10%
Customer Support
20%
10%
Security
20%
5%

Monday CRM or Salesforce: Which One Matches Your Business Needs?

Choose Monday CRM If You Need ...

  • User-friendly interface

    If you are a small to medium-sized business looking for a user-friendly CRM, Monday CRM is the perfect choice. Its intuitive interface ensures a smooth user experience, making it easy for teams to navigate and manage tasks efficiently.

  • Customizable dashboards

    If you need customizable dashboards for tailored views, Monday CRM is the ideal solution. Its customizable dashboards allow you to focus on what's important and stay organized, providing a tailored view of your projects and tasks.

Choose Salesforce If You Need ...

  • Comprehensive CRM tools

    If you require a comprehensive suite of CRM tools, Salesforce is the better option. Its extensive range of features caters to various business needs, from sales automation to customer service, making it a versatile choice for businesses.

  • Advanced automation options

    If you need advanced automation options to streamline complex workflows, Salesforce is the ideal choice. Its advanced automation tools optimize processes and improve efficiency, making it suitable for larger enterprises.

Frequently Asked Questions

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Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.