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Salesforce vs. monday: Definitive Comparison

Updated Jan 11, 2024

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Belinda Kendi
Staff Writer at businessnewsdaily.com
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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.

Salesforce vs. monday Compared 

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.

 

Salesforce

monday CRM

Features

Has more advanced features;

some of the top features of this app include:

  • AI-powered Einstein GPT and automation, which helps improve the sales process
  • Lead management feature, which helps convert leads into opportunities and customers
  • Advanced customization options that allow businesses to tailor their CRM functions to suit their unique needs 

Has fewer CRM features compared to Salesforce;

its key features include:

  • Powerful collaboration features, including real-time updates, communication tools and file sharing
  • A visual dashboard to keep all team members on the same page
  • Automation tools to help you free up your sales team’s time and allow them to concentrate on nurturing leads
  • Performance tracking feature to enhance decision-making while boosting sales and customer satisfaction

   

Price

Starts at $25 per user per month

Starts at $10 per user per month

Customization and scalability

  • Has more extensive customization options
  • Highly scalable
  • Has fewer customization options
  • Highly scalable

Integrations

Has more extensive integration capabilities, with over 3,000 apps

Fewer integrations, with 200 apps 

Ease of use

  • Although it has an intuitive user interface, its numerous features can make navigation difficult, making it complicated to use for first-timers
  • A bit of a learning curve is expected when you get started
  • Additional training can go a long way in making it easier for your team

It comes with a user-friendly interface plus a less extensive set of features, which make it easy to use

Customer support and community

  • Has extensive resources for customer support, including chat and email support, as well as an online forum and other online learning resources
  • It also offers 24/7 phone support for its higher plans
  • Has fewer resources for customer support
  • It offers 24/7 phone support for all plans
  • It also offers support via videos, webinars, articles, a knowledge base and a community forum
TipTip

Not sure how to evaluate your options when choosing CRM software? Check out our buyer’s guide to get the most out of this comparison page.

Who Do We Recommend Salesforce For? 

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.

Salesforce customer service dashboard

Customer service dashboard showing open cases and handling time.  Source: Salesforce

Some of the notable features of Salesforce CRM software include:

  • Contact management: Salesforce offers a contact management feature that allows you to keep track of all your customers and leads. With this feature, you’ll be able to combine information from several sources, including email, phone conversations, social media and website visits, giving you a 360-degree view of all customer interactions.
  • Customization: The platform offers a comprehensive set of customization options that allow businesses to tailor the platform to suit their needs. You can customize your dashboard, set object controls to personalize the system and create custom apps using a developer console.
  • Lead management: This functionality allows you to turn leads into opportunities and customers by helping you identify and track leads, score them and qualify them. It also aids in routing and assigning leads to the right sales agent.
  • Reporting and dashboard: Salesforce comes with numerous prebuilt reports that you can tailor to meet your needs. Further, the reporting feature will give you important information about your customers’ behavior, which will help you create appropriate sales and marketing campaigns.
  • Integration: Salesforce offers immense integration capabilities with both external and internal tools. You can leverage the power of integration to streamline the decision-making process, efficiently handle customer demands and boost growth. The Salesforce AppExchange store allows you access to a wide range of apps and add-ons.

Salesforce integrations

A variety of apps, tools and add-ons for integration. Source: Salesforce

Salesforce CRM summary

  • Salesforce provides a unified platform for businesses to manage their sales, customer service and marketing efforts.
  • It comes with an extensive and comprehensive suite of advanced features, which makes it a great fit for large enterprises with complex CRM processes.
  • Salesforce is highly flexible and scalable, so it can accommodate the future needs of a growing business. 

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.

Who Do We Recommend monday Sales CRM For?

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:

  • Lead management: monday provides lead management tools that help sales teams obtain quality leads, cultivate more leads and boost conversions. With this lead management tool, you’ll be able to track your prospects and record the entire sales cycle. You’ll also be able to grade your leads to determine which are the most likely to convert and highest priority. With the tool, you can automate follow-ups and updates with the sales team.
  • Automation: monday provides essential automation features for freeing up time for your sales team to concentrate on nurturing leads. These also give you the option to set up alerts and reminders to ensure your team remains on top of new activity and follow-up tasks.

monday automation center

Automation center, where you can edit or delete an integration recipe. Source: monday

  • Performance tracking: monday’s performance tracking features give you comprehensive insights and overviews on pipelines, targets, team quotas, and team and individual performance to enable you to make informed decisions that increase sales and boost customer satisfaction.
  • Dashboard: To ensure everyone is on the same page, monday offers a visual dashboard that displays important information, such as average deal size, active deals and team status overviews. 
  • Analytics and reporting: This functionality enables you to spot trends and generate reports that help you identify the best ways to enhance your team.

monday Sales CRM summary

  • monday is a project management tool that also offers powerful CRM capabilities to enable businesses to improve their customer service.
  • Since it’s mainly focused on project management, monday may not provide comprehensive CRM and marketing features like Salesforce.

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.

monday mobile app

User-friendly platform that works anywhere through the mobile app. Source: monday

Salesforce vs. monday Sales CRM Detailed Comparison

Let’s now dive into a detailed comparison of the two platforms.

Features 

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

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 

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.

Winner: Salesforce

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.

Pricing 

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. 

Salesforce

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:

  • Essentials: This goes for $25 per user per month paid annually.
  • Professional: It costs $80 per user per month paid annually.
  • Enterprise: This costs $165 per user per month paid annually.
  • Unlimited: It costs $330 per user per month

monday

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:

  • Basic: This costs $10 per user per month billed annually.
  • Standard: It goes for $14 per user per month billed annually.
  • Pro: It costs $27 per user per month billed annually.
  • Enterprise: This plan requires a custom quote.

Winner: monday

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.

Customization and scalability

Both sales platforms come with excellent customization capabilities.

Salesforce

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.

monday

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.

Winner: Salesforce

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.

Integrations

Both platforms have impressive integration capabilities, which allow you to connect different tools to enhance your team’s productivity and boost performance.

Salesforce

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.

monday 

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.

Winner: Salesforce

Salesforce wins over monday in terms of integration capabilities, thanks to its AppExchange, which gives access to a wide range of apps.

Ease of use

Salesforce

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.

monday

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. 

Winner: monday

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

Customer support is a crucial consideration when choosing a CRM platform.

Salesforce

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

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.

Winner: monday

monday is the winner in terms of customer support, as its 24/7 support is available across all its packages, including the free version.

Salesforce vs. monday CRM: Recap 

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: 

  • You want a dedicated CRM platform with comprehensive features suitable for large enterprises with complex CRM processes.
  • You need a flexible, scalable and customizable tool to cater to the changing needs of your business.
  • You’re looking for CRM tools with extensive integration capabilities.

Choose monday CRM if:

  • You want an affordable and flexible CRM platform that’s suitable for small businesses.
  • You need a team management tool with effective CRM features to help improve your customer service while also boosting your team’s performance.
  • You’re looking for an easy-to-use platform that does not need high levels of technical expertise.
FYIDid you know

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.

FAQ

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.

Belinda Kendi
Staff Writer at businessnewsdaily.com
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