Monday.com vs Salesforce (2024 Comparison)
Monday.com offers a user-friendly platform with customizable dashboards and strong collaboration tools, making it ideal for teams seeking an intuitive project management solution.
- Highly customizable dashboards.
- User-friendly interface.
- Strong collaboration tools.
- Limited advanced analytics.
- Basic reporting features.
Free plan?
YesStarting price
$9 per month per user
Salesforce provides comprehensive CRM functionalities and advanced automation tools, making it a powerful choice for businesses looking to enhance customer relationships and streamline operations.
- Comprehensive CRM functionalities.
- Advanced automation tools.
- Extensive integration options.
- Steep learning curve.
- Higher cost for small teams.
Free plan?
NoStarting price
$25 per month per userWhat is Monday.com?
Monday.com is a versatile work operating system that empowers teams to run projects and workflows with confidence. It offers a visual platform to manage tasks, projects, and team collaboration. With its customizable templates and automation features, Monday.com helps streamline processes, making it easier for teams to stay organized and productive. Whether you're managing a small team or a large organization, Monday.com adapts to your needs, providing a centralized hub for all your work-related activities.
What is Salesforce?
Salesforce is a leading customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service operations. It offers a comprehensive suite of tools to track customer interactions, automate sales processes, and analyze data for better decision-making. Salesforce's cloud-based solutions enable teams to work from anywhere, providing real-time insights and collaboration opportunities. Whether you're a small business or a large enterprise, Salesforce helps you build stronger customer relationships and drive business growth.
Pros and Cons of Monday.com vs Salesforce
Pros & Cons of Monday.com
- Monday.com offers a range of customization options for dashboards, allowing you to tailor your workspace to fit your specific needs. This flexibility is ideal for teams looking to create a personalized workflow.
- The intuitive design of Monday.com makes it easy for users to navigate and manage tasks without extensive training. This ease of use is particularly beneficial for teams new to project management software.
- Monday.com provides robust collaboration features, including shared boards and real-time updates, which enhance team communication and ensure everyone is on the same page.
- While Monday.com offers basic reporting features, it lacks the advanced analytics capabilities found in more comprehensive platforms. This limitation may be a drawback for data-driven teams.
- The reporting tools in Monday.com are sufficient for basic project management but may not meet the needs of businesses requiring detailed insights and data analysis.
Pros & Cons of Salesforce
- Salesforce offers a wide range of CRM tools that cover sales, marketing, and customer service, making it a one-stop solution for managing customer relationships effectively.
- The automation capabilities of Salesforce are top-notch, allowing businesses to streamline complex processes and improve efficiency across various departments.
- Salesforce provides a vast array of integration options, enabling seamless connectivity with third-party apps and custom APIs to enhance your existing tech stack.
- Due to its extensive features and customization options, Salesforce can be challenging to learn, requiring time and training for users to fully leverage its capabilities.
- The pricing structure of Salesforce may be prohibitive for small teams or startups, as the cost can quickly add up with additional features and support services.
Monday.com vs Salesforce: At A Glance
Value to Price
When it comes to value for money, Monday.com offers a competitive pricing structure with a wide range of features that cater to various business needs. Its flexible plans make it accessible for small to medium-sized businesses. On the other hand, Salesforce, while slightly more expensive, provides a comprehensive suite of CRM tools that justify its cost, especially for larger enterprises. If you're looking for a cost-effective solution with robust features, Monday.com might be the better choice.
Ease of Use
Monday.com is known for its user-friendly interface, making it easy for teams to get started without extensive training. Its drag-and-drop functionality and intuitive design are particularly appealing to users who prefer simplicity. Salesforce, while powerful, has a steeper learning curve due to its extensive features and customization options. If ease of use is a priority, Monday.com is likely to be more suitable for you.
Functionality
Salesforce excels in functionality, offering a wide array of CRM tools that cover sales, marketing, and customer service. Its advanced analytics and automation capabilities are unmatched. Monday.com, while versatile, focuses more on project management and team collaboration. If your primary need is a comprehensive CRM solution, Salesforce is the better option.
Scalability
Both Monday.com and Salesforce are scalable solutions, but Salesforce stands out for its ability to support large enterprises with complex needs. Its cloud-based infrastructure and extensive customization options make it ideal for growing businesses. Monday.com is also scalable but is more suited for small to medium-sized teams. If scalability for a large organization is your concern, Salesforce is the way to go.
Integrations
Monday.com offers a wide range of integrations with popular tools like Slack, Zoom, and Google Workspace, making it easy to connect with your existing tech stack. Salesforce, however, provides even more extensive integration options, including third-party apps and custom APIs. If seamless integration with various tools is crucial, Salesforce offers more flexibility.
Customer Support
Both platforms offer reliable customer support, but Salesforce provides more comprehensive options, including 24/7 support and dedicated account managers for enterprise clients. Monday.com offers support through email and chat, which is sufficient for most users. If you require extensive support services, Salesforce is the better choice.
Security
Security is a top priority for both Monday.com and Salesforce. Salesforce offers advanced security features, including encryption, two-factor authentication, and compliance with industry standards. Monday.com also provides robust security measures, but Salesforce's enterprise-grade security makes it more suitable for businesses with stringent security requirements.
Overall Rating
Overall, both Monday.com and Salesforce are excellent tools, each with its strengths. Monday.com is ideal for teams looking for an easy-to-use project management solution, while Salesforce is the go-to choice for businesses seeking a comprehensive CRM platform. Your choice should depend on your specific needs and priorities.
Monday.com vs Salesforce: A Detailed Breakdown of Key Features
Customizable Dashboards
Monday.com offers highly customizable dashboards that allow you to visualize your projects and tasks in a way that suits your workflow. You can easily drag and drop widgets to create a personalized view. Salesforce, on the other hand, provides even more advanced customization options, enabling you to tailor dashboards to specific business needs. If you need extensive customization, Salesforce is the better choice.
Automation Capabilities
Both Monday.com and Salesforce offer robust automation capabilities. Monday.com allows you to automate repetitive tasks with ease, saving you time and effort. Salesforce takes automation to the next level with its powerful workflow automation tools, enabling complex processes to be automated seamlessly. If automation is a priority, Salesforce offers more advanced options.
Collaboration Tools
Monday.com excels in collaboration, providing tools like shared boards, comments, and file sharing to enhance team communication. Salesforce also offers collaboration features, but its primary focus is on CRM functionalities. If collaboration is your main concern, Monday.com is more suited to your needs.
Reporting and Analytics
Salesforce is renowned for its advanced reporting and analytics capabilities, offering in-depth insights into sales and customer data. Monday.com provides basic reporting features, which are sufficient for project management but may not meet the needs of data-driven businesses. If detailed analytics are crucial, Salesforce is the superior choice.
Mobile Access
Both Monday.com and Salesforce offer mobile apps that allow you to manage tasks and projects on the go. Monday.com's app is user-friendly and provides essential features for remote work. Salesforce's mobile app offers more comprehensive CRM functionalities, making it ideal for sales teams. If mobile CRM access is important, Salesforce is the better option.
Task Management
Monday.com is designed with task management in mind, offering features like task assignments, deadlines, and progress tracking. Salesforce also provides task management tools, but they are integrated within its CRM platform. If task management is your primary focus, Monday.com is more tailored to your needs.
Pricing Comparison of Monday.com and Salesforce
We’ve compiled the pricing tables and highlighted the key features of both Monday.com and Salesforce to aid in your decision-making process. Let’s explore what each platform has to offer.
Monday.com Pricing Plans
- Access to unlimited docs for documentation needs.
- Over 200 templates to streamline workflow setup.
- 8 column types for data organization and management.
- iOS and Android apps for on-the-go access.
- Unlimited items for extensive project management.
- 5GB file storage for storing essential documents.
- Prioritized customer support for quick issue resolution.
- Create a dashboard based on 1 board for better insights.
- Calendar View for scheduling and planning.
- Guest access for external collaboration.
- Automations with 250 actions per month to save time.
- Integrations with 250 actions per month for seamless workflow.
- Chart View for visual data representation.
- Time tracking to monitor productivity.
- Formula Column for advanced calculations.
- Automations with 25K actions per month for efficiency.
- Multi-level permissions for enhanced security.
- Enterprise-grade security & governance for data protection.
- Advanced reporting & analytics for data-driven decisions.
- Tailored onboarding for personalized setup.
Salesforce Pricing Plans
- 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.
- 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.
- 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.
- 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.
- 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 rigorously evaluate each CRM tool, focusing on key aspects like functionality, scalability, and ease of use. By analyzing user feedback and conducting in-depth testing, we ensure our recommendations align with your needs. Each factor is weighted to provide a reliable final rating, helping you make informed decisions.
Monday.com or Salesforce: Which One Matches Your Business Needs?
Choose Monday.com If You Need ...
- User-friendly project management
If you are a small to medium-sized team looking for an intuitive project management tool, Monday.com is an excellent choice. Its user-friendly interface and customizable dashboards make it easy to manage tasks and collaborate effectively.
- Strong collaboration features
If you need robust collaboration tools to enhance team communication, Monday.com offers shared boards, real-time updates, and file sharing, making it ideal for teams that prioritize collaboration.
Choose Salesforce If You Need ...
- Comprehensive CRM solution
If you require a comprehensive CRM platform to manage sales, marketing, and customer service, Salesforce is the superior choice. Its extensive CRM functionalities and advanced automation tools make it a powerful solution for businesses.
- Advanced automation capabilities
If you are looking for advanced automation tools to streamline complex processes, Salesforce offers powerful workflow automation features that can significantly improve efficiency across various departments.
Frequently Asked Questions
Which tool is better for small businesses?
How do the automation features compare?
Which platform offers better customer support?
Can both tools integrate with third-party apps?
Which tool is more scalable for large enterprises?
How do the security features compare?
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.
