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Customer relationship management (CRM) software helps you keep track of your company’s interactions with sales prospects and existing customers. The benefits of CRM software include enabling your small business to respond more quickly to customer inquiries, proactively reach out to sales leads and close deals faster.
HubSpot and monday offer some of the best CRM software on the market. We took a close look at these competing solutions to help you figure out which one is the right option for your small business. Our in-depth comparison considers features, integrations, customer service, pricing and other important factors.
Criteria | HubSpot | monday |
---|---|---|
Pricing | $9 per user per month for 2+ users; free tools also available | $10 per user per month for 3+ users |
Free trial | 30 days | 14 days |
Third-party integrations | More than 1,000 | More than 200 |
Setup process | Five-day implementation plan | One-day setup, with additional fine-tuning |
Customer service | Email and chat support on the Starter plan; phone support also in the Professional plan | 24/7 email and chat support on all plans; priority support for Enterprise customers |
HubSpot’s CRM software is an excellent choice for businesses that are looking for one unified tool to connect with customers, as it combines marketing, sales and customer service functions into one powerful package.
HubSpot is a particularly great choice if you want CRM software that integrates with other software you already use to manage relationships with sales leads and existing customers. Whether you want to link the HubSpot CRM to email services, such as Gmail and Outlook; social media and publishing tools, like Facebook and WordPress; or even other CRM software, you’re likely to find something in HubSpot’s app marketplace, which features over 1,000 integrations.
The HubSpot app marketplace includes more than 1,500 applications for integrations with other software. Source: HubSpot
Some HubSpot integrations require their own subscriptions or one-time payments, though many others are free to use. Check what options are available to connect with the tools your team is already using or considering.
HubSpot is also a good choice for businesses that are just getting started with CRM software for the first time. The vendor offers a clear onboarding and implementation plan and powerful setup tools, as well as a 30-day free trial. Integrations with other software are beneficial here, too, since you can connect HubSpot to the apps your company is already using rather than starting from scratch. Support through email and chat — as well as phone support for subscribers to higher-end plans — can be helpful for any questions you may have. The company also provides an assortment of online training tools, courses and certifications to help you learn new CRM skills.
One aspect we really love is that HubSpot boasts powerful CRM analytics tools that make it a robust resource for businesses looking to deeply understand their sales pipelines and the sources of their best leads. Users can build dashboards within the HubSpot platform and share them with colleagues to understand how to reach out to customers and leads in the most cost-effective way.
Take a look at our full HubSpot review to get an in-depth look at this platform’s features.
We recommend monday to businesses that are interested in combining CRM and project management tools. The vendor’s CRM software includes access to monday’s work management platform, which features collaboration tools, dashboards and interactive visualizations such as timelines, Gantt charts and digital whiteboards.
Customizable dashboards make monday a powerful tool for integrating customer relationship management and project planning. Source: monday.com
monday is also an especially valuable tool for companies that are interested in sales force automation, since it includes powerful and easy-to-use features for scheduling and automatically triggering a wide variety of workflows. Some of these tools include integrations with other software, like Mailchimp, Slack and SurveyMonkey. For example, monday can automatically send updates on the status of sales leads via email or Slack.
These workflows are easy to craft without coding, thanks to monday’s automation “recipes” (templates) and drag-and-drop automation-building tools, although you also have the option to use monday’s application programming interface (API) to build your own integrations.
Additionally, monday is a great CRM solution for teams that are looking to explore new CRM approaches. That’s thanks to the system’s template center, which includes pre-built configurations, automations and integrations designed to get your salespeople going with tested approaches for organizing leads, sales campaigns and more. Many of these templates include seamless integrations with other software to let you get going quickly without having to study the nuances of how other tools interact with monday.
Check monday’s templates for any shortcuts or organizational ideas that might make sense for your company.
During our investigation, we noted that all of monday’s plans offer 24/7 customer support, which makes this software a good choice for businesses that operate outside of the standard workday. Even for companies that stick to traditional business hours, it can be a relief to know that assistance is always available when needed.
Check out our full monday review to learn more about the strengths of this CRM software.
HubSpot
monday
Winner: monday
monday offers more affordable pricing for many small businesses. The company’s inexpensive plans include features such as 24/7 customer support, unlimited contacts, and automations with thousands of triggers per month. You’ll have to pay a lot more to get a comparable package with HubSpot.
While we found monday to be the overall winner for pricing, HubSpot still may be a better deal for your business, depending on the features you need. Carefully evaluate what’s available in each plan to see which vendor can give you the best bang for your buck.
HubSpot
monday
Winner: HubSpot
HubSpot offers a longer free trial by default, as well as unlimited access to free CRM tools. However, we do appreciate that neither vendor requires your credit card information for you to get started.
HubSpot’s analytics tools offer a variety of visualizations to help you understand your sales pipeline from start to finish. Source: HubSpot
HubSpot
monday
Winner: HubSpot
While monday does provide simple tools for integrating and automating software without writing any code, HubSpot is the winner here thanks to its sheer number of available integrations. By taking advantage of these, businesses can streamline their operations.
Building automations in monday is easy thanks to automation recipes and setup tools that don’t require you to write any code. Source: monday.com
HubSpot
monday
Winner: monday
monday can roll out the software to your team in just a day, lacks onboarding fees and offers powerful templates, giving this CRM software the edge for implementation.
Business News Daily’s guide to successfully implementing CRM software breaks down the process into six easy-to-follow steps and explains setup mistakes to avoid.
HubSpot
monday
Winner: monday
With its impressive commitment to around-the-clock customer service for even its lowest-tier plan, along with dedicated support for Enterprise users, monday is the winner for customer service. However, both monday and HubSpot charge more for packages with phone support.
Choose HubSpot if …
Choose monday if …
Yes, it’s possible to integrate HubSpot with monday to share data between the two platforms.
HubSpot is both a CRM tool and a marketing tool. The vendor offers CRM features that are useful for sales teams, as well as marketing automation software features, like the ability to send scheduled emails and track their performance.
The monday CRM is a product offered by monday.com. While the vendor is arguably best known for its project management platform, its CRM includes a variety of customizable features for sales tasks, work management, automation and project coordination.
The HubSpot CRM is relatively easy to learn. The vendor offers online instructional materials and paid onboarding assistance. However, as with any software, more sophisticated features may have a steeper learning curve.