In today’s business world, using a top CRM software is no longer optional; it’s critical for success. A good customer relationship management (CRM) software will help you expedite your business growth by streamlining your workflows, boosting sales and improving customer engagement.
However, given the plethora of options available, choosing the right tool can be hard. In this article, we will dive into a detailed comparison of two popular CRM platforms, which we’ve covered extensively in our Salesforce CRM review and monday Sales CRM review. This guide offers helpful insights so you can make an informed choice that best suits your business needs.
While Salesforce and monday are both powerful CRM platforms, they have some distinct differences that set them apart. Here’s a quick summary of each platform and how they compare to one another.
Has more advanced features;
some of the top features of this app include:
Has fewer CRM features compared to Salesforce;
its key features include:
Starts at $25 per user per month
Starts at $10 per user per month
Customization and scalability
Has more extensive integration capabilities, with over 3,000 apps
Fewer integrations, with 200 apps
Ease of use
It comes with a user-friendly interface plus a less extensive set of features, which make it easy to use
Customer support and community
Salesforce is a leading cloud-hosted CRM software that offers a wide array of features for handling contacts, leads, deals and sales pipelines. It provides a centralized platform for managing sales, customer service and marketing campaigns to help enhance customer engagement and boost revenue.
Salesforce also offers strong data analytics tools, which enable businesses to monitor performance, optimize strategies and deliver customized experiences to their customers.
Customer service dashboard showing open cases and handling time. Source: Salesforce
Some of the notable features of Salesforce CRM software include:
A variety of apps, tools and add-ons for integration. Source: Salesforce
Due to its adaptability and scalability, Salesforce is suitable for businesses of all sizes, whether small, medium or large. However, this platform comes with a wide range of advanced features, making it unsuitable for small organizations that have no experience with CRM.
monday Sales CRM is an all-in-one work operating system with a powerful sales CRM. The platform was initially designed as a project management tool, but it also provides a wide range of capabilities to help maximize teamwork, sales automation and sales pipeline management.
monday Sales CRM is a no-code solution that allows managers and sales teams to take charge of every aspect of their sales cycle. This includes control over lead generation and sales pipeline management as well as post-sales activities, such as client projects and client onboarding, all on a single, centralized platform.
What’s more, monday offers a plethora of integrations, including email, calendars and productivity tools, making it a good choice for businesses looking for a flexible CRM system.
The key features of monday Sales CRM include:
Automation center, where you can edit or delete an integration recipe. Source: monday
monday Sales CRM is suitable for businesses that are interested in more than just CRM functionalities. It’s perfect for companies looking for a user-friendly platform to boost team productivity and streamline project management.
User-friendly platform that works anywhere through the mobile app. Source: monday
Let’s now dive into a detailed comparison of the two platforms.
Both Salesforce and monday Sales CRM have a vast range of features. However, Salesforce is richer in more advanced CRM features compared to monday.
Salesforce is a comprehensive CRM platform that offers a vast range of features, including sales automation, customer service, marketing automation and analytics. It offers lead management, opportunity management, customer service and contact management features. It also comes with a high degree of customization and integration features. This makes it suitable for businesses with complex sales and marketing operations.
monday is mainly focused on project management. As such, it’s not as heavy as Salesforce in terms of CRM features. However, monday also includes extensive project and team management, human resources, and software development features. This makes it fit for businesses that need an all-inclusive tool for improving sales and customer experience as well as team management.
Salesforce offers a wider range of features and functionalities to manage customer relationships and support sales and marketing efforts. This makes it the winner in terms of CRM features. However, if you are interested in more than just CRM features, monday is a better option.
Both Salesforce and monday offer a range of pricing options to suit businesses of different sizes. They also come with a free trial, which allows users to try the tools’ features before committing to them.
The pricing model for Salesforce is a bit complex and can be confusing. The pricing plans are based on the size of the business. Generally, the pricing plans for Salesforce are much more expensive than those of monday. The following are the four pricing plans that Salesforce offers:
monday’s pricing plans are considered more affordable than those of Salesforce. These pricing plans are based on the number of features and users. In addition to the free plan, which accommodates up to two users, monday offers the following pricing options:
monday beats Salesforce hands down, as it offers more affordable and simple pricing plans, with the cheapest plan costing $10 per user per month. Although Salesforce has more comprehensive and robust features, monday also offers similar features at more friendly rates.
Both sales platforms come with excellent customization capabilities.
Salesforce offers a high level of customizability. It comes with a broad range of customization options allowing businesses to tailor the platform to suit their unique needs. With Salesforce customization options, you can change the platform’s interface, including the colors, logo and graphics, to reflect your company’s identity. You can also alter the dashboards to display important business information as well as create personalized applications using AppExchange. This platform also offers flexible plans to accommodate businesses of different sizes, making it appropriate for both small and large enterprises. This means that it will be able to adapt and cater to your business needs for performance and reliability as it grows.
While monday also provides pretty good customization capabilities, its options are not as extensive and advanced as those of Salesforce. The app comes with a wide range of fully customizable templates designed to suit specific activities. With Salesforce, you can modify the dashboards to suit your specific needs. Generally, monday’s customization options are easy and straightforward, which makes it a good fit for beginners and small companies.
Salesforce outshines monday, as it offers more advanced customization options. The downside to this, however, is that you may need a highly tech-savvy team to create custom applications and make optimal use of all the features the platform has to offer.
Both platforms have impressive integration capabilities, which allow you to connect different tools to enhance your team’s productivity and boost performance.
Thanks to its AppExchange, Salesforce integrates with over 3,000 other business apps. Salesforce integrates seamlessly with apps such as Slack, Stipe, Shopify and Google Drive, among many others.
While monday’s integration capabilities are not as extensive as Salesforce’s, the platform also has smooth integration with other apps, including project management, marketing and team collaboration tools. It integrates seamlessly with more than 30 apps, including Shopify, Gmail, Outlook, DocuSign, Microsoft Teams and Slack. It also has an Apps Marketplace that allows smooth integration with a range of other apps, for a total of 200 integrations.
Salesforce wins over monday in terms of integration capabilities, thanks to its AppExchange, which gives access to a wide range of apps.
Due to its vast collection of advanced features, Salesforce has a complicated user interface with various buttons to click, which can be overwhelming, especially to new users. It will thus require some time for users to fully master and use its features optimally. As such, Salesforce is most suited for large enterprises with complex CRM processes.
Compared to Salesforce, monday has a more friendly and straightforward user interface, which makes it favorable for new users. Its vibrant and colorful dashboard allows you to quickly locate all the functions you require. In addition, the platform offers extensive resources to help you get started easily.
In terms of ease of use, monday takes the crown. The platform boasts a simple interface and hence has a shallow learning curve. Further, given the platform’s rich resources, you’ll get running in no time.
Customer support is a crucial consideration when choosing a CRM platform.
In addition to the various learning resources, Salesforce offers a range of options to businesses to efficiently deal with customer service inquiries, including a 24/7 phone support and an online forum. However, the level of support depends on your plan, with more support avenues available in the higher tiers.
monday offers customer support through various channels, including videos, webinars, articles, a knowledge base and a community forum. It also offers 24/7 support phone support plus a ticketing system and a dedicated customer success manager for enterprise plan users.
monday is the winner in terms of customer support, as its 24/7 support is available across all its packages, including the free version.
Both Salesforce and monday are excellent CRM platforms, each with its strengths and weaknesses. However, despite having the same essential CRM features, these two platforms are suitable for different types of businesses given their distinct feature sets.
Choose Salesforce if:
Choose monday CRM if:
While Salesforce is a full-featured CRM platform with sales, marketing and service capabilities, monday is a platform for project management and team collaboration. monday works well for managing projects and keeping track of tasks, but Salesforce is great for businesses that need a comprehensive CRM platform for managing their customers’ cycles.
Yes, it does. While monday is most commonly known as one of the best project management tools, the company also offers monday Sales CRM, as a stand-alone CRM tool.
Yes. You can integrate monday with Salesforce through a number of apps and plugins.
Both monday and Salesforce are excellent CRM platforms. As such, your choice between the two will depend on your specific needs.