monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
$15
per month per seat
Pipedrive
Score 8.5 out of 10
N/A
Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$24
per month per seat
Pricing
monday CRM
Pipedrive
Editions & Modules
Basic
$15
per month per seat
Standard
$20
per month per seat
Pro
$33
per month per seat
Enterprise
Contact Sales
Essential
$24
per month per seat
Advanced
$49
per month per seat
Professional
$69
per month per seat
Power
$79
per month per seat
Enterprise
$129
per month per seat
Offerings
Pricing Offerings
monday CRM
Pipedrive
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
18% discount for annual pricing. Plans start with 3 seats.
Monthly plans are available. The Essentials monthly plan at $24 per month.
I think it's a fantastic tool for a small business or startup. It has many of the same features as other CRMs, and my favorite thing about it are the pre-built Sales Dashboards that generate your forecast, pipeline, deal value, everything you would expect to see when analyzing your sales efforts. I think the parts of it that aren't as scalable are the outbound sales efforts with email. I don't think you can set up drip campaigns or automated workflows through monday the way you can through HubSpot and Salesforce.
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.
Great visual visibility of the funnel plus easy to drag the deals across the stages
The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
More color shades for groups and labels
Keep adding new widgets for dashboards to provide an even greater overview
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
It was a little tricky when I first set up all of my automations and to kind of navigate my board and create it initially. So now that it's set up it's super easy to use so that's why I gave a seven in this rating.
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!
We only ever needed to us the FAQs and quick google searches as everything we needed to do was very straightforward and intuitive to do. We found the simple and easy design and interface helped prevent having any issues. A colleague did need to reach out for help and stated that it was quick and useful
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
I personally perfer monday's interface to Asana's, although they are both very similar in concept. I also feel that monday is better suited for cross-functional project management, which is something necessary to the way Dr. Squatch operates. Asana may be better suited to companies who have smaller teams and a simpler scope of project management, but for a company with the complexity of ours, monday's customizable features and ease of visibility was the better suited platform for our needs.
The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.
Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
We were able to integrate our calling system easily and get things going on the lead calling aspect.
Great multipipeline option where we were able to manage both organisations under one roof.
