HubSpot Vs. Monday.com 2023: Best CRM for SMBs?

Struggling to choose between Monday.com and HubSpot? We get it, they’re two of the best CRMs on the market .   Choosing the wrong one can lead to wasted time, resources, and money trying to course correct.  I’m AJ—here to lend a hand. I’ve grown my business (over the last decade) to a successful multiple seven-figure exit , learning what works (and doesn’t) in the process.  My goal with Small Business Bonfire (SBB) is to help you build and scale your business (with none of the same hurdles I had).  So here you are, folks, the match you’ve been waiting for—HubSpot vs. Monday.  Let’s get into it!










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Bonfire Rating: 4.8/5 HubSpot CRM has everything you need to help manage customer relationships. Seriously, it's got it all.













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Bonfire Rating: 4.8/5 Monday.com was made for the dreamers, the folks who get stuff done!














How Did We Evaluate Monday.com and HubSpot?



The SBB team and I went in-depth with Monday.com and HubSpot to pick a winner. We tested both (over six months) in terms of the following metrics: Pricing & Free Version Top Features Customer Service Integrations Ease of Use Best Mobile App Knowledge and Learning Center Limitations Which One We Think is Best for Small Businesses







How We Objectively Test Each Platform:







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Expert Review







Features







Pricing







Customer Service







Integrations







Ease of Use







Mobile










AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.









We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.









Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses. 









We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).









When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.









When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.









The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.






















How We Test CRMs













HubSpot Vs. Monday.com Comparison Chart



Here’s a quick overview of how each customer relationship management ( CRM ) platform performed in this battle royal. 






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HubSpot Review














Monday.com Review















HubSpot Vs. Monday.com: Pricing



It’s important to choose a CRM that fits your budget .  So, let’s see how HubSpot and Monday fare regarding pricing. 











HubSpot CRM Pricing​



HubSpot CRM offers a free plan in addition to three paid plans: Free Plan – Free Forever Starter CRM Suite – $30/Month Professional CRM Suite – $1,335/Month Enterprise CRM Suite – $5,000/Month Check out our full HubSpot pricing guide for more information!





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Monday CRM Pricing​



Monday.com offers four paid plans in addition to a free plan. These include the following: Free – Free Forever Basic – $10/Month Standard – $12/Month  Pro – $20/Month   Enterprise – Custom pricing





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Monday.com Vs. HubSpot Pricing Winner: Monday.com



AJ’s Take : Monday is a highly affordable CRM with a free plan and scalable options up to the enterprise level. Compared to HubSpot’s expensive pricing plans, Monday was a clear winner. While HubSpot’s free plan is worth mentioning, Monday comes out on top.















Monday.com Vs. HubSpot: Top Features



Monday.com and HubSpot offer powerful features, but there can be only one winner. 



HubSpot Top Features



If you want to know which features were our favorite, then continue reading!










Pipeline Management


HubSpot Sales Hub provides powerful pipeline management capabilities to help scale your SMB. With HubSpot’s pipeline management, you can accomplish the following (with ease): Empower your sales team to close more deals Easily track deals and stages with multiple pipelines Gain insights into your pipeline performance  Customize every aspect of your pipelines Here’s a look at some of the pipeline customization we were able to accomplish with HubSpot. The pipeline dashboard had an intuitive interface, making HubSpot perfect for beginners.  We added some of our affiliate marketing deals to HubSpot to really test this feature out (over six months).  Here’s how it looked once we had every put in.  The best part is that this feature is 100% free to take advantage of.  So, if you want to empower your sales teams, increase sales performance, and take your CRM game to the next level, our money is on HubSpot. 







Intuitive Meeting Scheduling


If you’ve ever tried to get your entire team in a meeting simultaneously, you probably understand how frustrating scheduling can be.  Luckily, HubSpot takes the stress out of scheduling with its meeting-scheduling capabilities.  Here’s how it works: Connect your calendar to HubSpot Create a meeting link and customize availability for external parties Share the link with external parties and watch as they schedule a meeting in seconds No back-and-forth, no wasted time. Just simple scheduling. Check out a company meeting we were able to schedule for Small Business Bonfire with just a few clicks! The meeting went off without a hitch, and we could even send out reminders 15 minutes beforehand (so everyone was on the same page).  Plus, with HubSpot’s free version, you can schedule unlimited meetings without any additional cost . It’s useful features like this that make HubSpot one of the most competitive CRMs on the market. 







Support Ticketing


Managing your customer tickets can be tricky without the right tools.  That’s where HubSpot comes in to save the day as your dedicated customer success manager .  The CRM solution offers a fantastic (100% free) ticket managing solution courtesy of HubSpot Service Hub.  This feature is easy to use, allowing you to easily accomplish the following: Create, edit, and manage support tickets with ease Use automation to route tickets to the appropriate team member  Keep track of ticket statuses and prioritize urgent issues Here’s a look at our customer ticket dashboard for context.  In addition to being user-friendly, it’s also highly customizable .  Check out this sneak peek into the customization of our ticket dashboard with HubSpot.  What’s great about HubSpot’s built-in multichannel support is that it automatically creates tickets from the following channels: Live chat Chatbots Email Phone This means you can centralize all your customer communication in one place, saving you time and headaches.







Customer Feedback Surveys


Understanding how your customers feel about your product or service is crucial to any business.  HubSpot makes it easy to gather feedback with its customer survey feature, available on the Professional and Enterprise level plans.   With HubSpot, you can create the following survey types: Custom Customer support Customer satisfaction  Customer loyalty  HubSpot’s customer surveys allowed us to do the following: Easily create surveys using pre-made templates or customize our own Send surveys to customers through email, chat, or website pop-ups  Analyze responses in real-time and track customer satisfaction over time It was like having a crystal ball into what was working and what wasn’t for SBB.  Our takeaway : HubSpot’s customer surveys offer a simple and effective way to gather valuable feedback from your customers.  If you want to improve your customer relationships, we recommend upgrading your plan to check out this feature. 







Live Chat


HubSpot lets you connect with your customers in real time through its live chat feature, available on all plans.  We tested this feature over six months and found it extremely effective in reducing response time and improving customer satisfaction.  Here’s how HubSpot’s live chat feature works: Customize your chat widget to match your brand Engage with customers through live chat or bot conversations Route chats to the appropriate team member for quick resolution Seeing all our different conversations in one place was great, and the automated responses made our lives a lot easier.  Here’s a quick look at our customization process for our Bonfire Chat widget.   We especially liked the ability to easily add our logo, customize our colors, and create custom messages.  The fact that this feature is free to use is the icing on the cake! If you’re serious about customer engagement, give HubSpot a try!







Content Management Capabilities


If we told you that you could create powerful web pages without coding experience (and without spending a dime), you’d probably tell us we were crazy. But with HubSpot, it’s all possible! We started testing this feature (over six months) by creating several web pages. Here’s a quick look at one that we were able to create (in just a few minutes). We especially loved HubSpot’s helpful templates (pictured below) that allowed us to quickly and easily create professional-looking pages .  Plus, all these pages were seamlessly integrated into our CRM system so we could easily track page views and conversions. That’s not all, though! HubSpot also offers detailed SEO recommendations and A/B testing for your pages to help improve your online presence.   The bottom line : With all these features, it’s no wonder why HubSpot is considered one of the best CRMs for SMBs. 







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