Monday.com Vs. Pipedrive 2023: Best CRM for Small Business?

Trying to choose between Pipedrive and Monday.com?
There’s a lot to consider, and picking the wrong one can cost a lot of money trying to regroup.
I’m AJ—here to help. I’ve spent the last decade scaling my business (to a multiple seven-figure exit). In that time, I’ve used just about every customer relationship management (CRM) on the market.
My mission with Small Business Bonfire (SBB) is to give you the tools you need to achieve financial freedom (in a fraction of the time it took me).
So, it’s time for the main event—Monday.com vs. Pipedrive. My team and I put these two through the wringer to see which came out on top.
The winner is one of our all-time favorite platforms on the market—keep reading to find out who it was!

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

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Bonfire Rating: 4.7/5 Pipedrive: Best pipeline management in the game.
Try Pipedrive Free

How Did We Evaluate Pipedrive and Monday.com?

My team and I did a deep dive into both platforms (over six months). Here’s what we tested: 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

Monday.com Vs. Pipedrive Comparison Chart

Here’s an overview of how Monday.com and Pipedrive stack up.

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Monday.com Review

Pipedrive Review

Monday.com Vs. Pipedrive: Pricing

Whether you’re an enterprise organization or a startup, picking a customer relationship management tool that fits your budget is essential. Let’s see how Monday.com and Pipedrive fare when it comes to pricing.

Pipedrive Pricing

Pipedrive offers a free plan in addition to three paid plans: Essential: $21.90/Month Advanced: $37.90/Month Professional: $59.90/Month Power: $74.90/Month Enterprise: $119.00/Month Check out our complete Pipedrive pricing guide.

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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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Pipedrive Vs. Monday.com Pricing Winner: Monday.com

AJ’s Take: Monday.com is our clear winner in terms of pricing, starting at just $10/month. It’s not even close compared to Pipedrive’s $21.90/month price tag (plus add-ons). Add that Monday.com offers a robust free plan (where Pipedrive doesn’t), and you can see that this isn’t even a fair fight.

Pipedrive Vs. Monday.com: Top Features

You’ll want to ensure your chosen CRM has the features you need to run your business effectively. Let’s look at the top features of Monday.com and Pipedrive to see which one wins out.

Monday.com Top Features

Here are some of our favorite features from Monday.com.

Sales Dashboard

I’m a firm believer in making data-driven decisions when scaling a business. I’ve seen too many business owners fail by just “winging it” without any data to back up their decisions. Thankfully, Monday Sales CRM provides a sales dashboard with the insights you need to make smarter, more informed decisions. My team and I tested this feature by adding our affiliate marketing deals to Monday.com. The CRM software made it easy to do the following: Track KPIs Set goals and targets See where our team could improve Check out our sales dashboard, where we could easily view our sales funnel (from top to bottom). We loved the ability to easily customize our dashboard to fit our needs. This made it simple to track the metrics that matter most to us. For example, with just a few clicks, we were able to completely switch up the dashboard to show the following: A chart of our sales pipeline Our total forecasted revenue Our monthly goals Here’s how it looked from our perspective. This level of quick customization can help SMBs ramp up their sales process by making it easy to spot bottlenecks and areas for improvement . At the end of the day, if you want to empower your sales teams with a CRM that offers powerful data insights, Monday.com is the way to go .

Activity Log

Effectively managing your day-to-day activities is crucial to scaling your SMB . If you can’t stay on top of everything, you’ll end up missing meetings, not reaching deadlines, and letting valuable leads fall through the cracks. That’s where Monday.com comes in to save the day. Their activity log is a game-changer. The CRM software lets you see all your activities in one place , so you don’t miss anything. My team and I added some of our typical onboarding tasks to put Monday.com to the test. Here’s how it looked during the testing period. With this feature, we were able to easily do the following: Easily track and manage all tasks, meetings, and deadlines in one place Assign tasks to specific team members for better accountability Set reminders and notifications to stay on top of your schedule Our takeaway: Monday.com’s activity log is incredibly useful for everyone from small businesses to enterprises looking to streamline their day-to-day operations. It’s a great way to keep everyone on the same page and avoid missing important tasks or appointments.

Lead Management

Every successful sale begins with a strong lead management process. Monday.com really shows its strength in this area, based on our six months of testing. Monday.com provides the following lead management features: Lead prospecting: With Monday.com, prospecting becomes a breeze. The platform provides clear and efficient ways to organize and prioritize your prospects. You can easily categorize them based on their interaction with your brand, making it easier to follow up with them. It also integrates with your email, allowing you to send personalized emails (keeping your prospects engaged). Lead scoring: Monday.com’s lead scoring feature helps to prioritize your leads based on how likely they are to convert. Criteria such as industry, company size, or previous interactions can be used to assign a score to each lead. This score can then be used to prioritize follow-ups, ensuring your team focuses on the most promising leads first. Lead generation: Monday.com’s CRM is designed to streamline the lead generation process. It lets you track all your leads and their details in one accessible, organized place. The platform can integrate with your website and landing pages, capturing and importing leads automatically and eliminating manual entry. The bottom line: Monday.com provides more lead engagement features than the average CRM, making it an excellent choice for small businesses looking to ramp up their sales game.

Pipeline Management

Great pipeline management can make all the difference in converting leads into sales. Monday.com offers a pipeline management feature that helps you easily visualize and manage your entire sales process (from prospecting to post-sales). With Monday.com, we created and customized multiple pipelines with just a few clicks . For example, we created a pipeline called “affiliate marketing deals,” where we added in (you guessed it) some affiliate marketing deals. Here’s how it looked from our perspective. Here are some things we loved about Monday.com’s pipeline management: Easy customization: The ability to create custom pipelines for different complex sales processes makes it easy to manage and track leads at every sales cycle stage. Automated workflows: With Monday.com, you can automate repetitive tasks and streamline your workflow. You can even set up automatic notifications when a lead moves to a new stage in the pipeline. Color-coded stages:   Visualizing your pipeline is easy with Monday.com’s color-coded stages. You can easily see which deals are moving along and which need more attention. Another standout aspect of Monday.com’s pipeline management is how easy it is to import data from Excel. You simply drag your file into the platform (shown below), and voila—it’s that easy.   This makes it extremely easy to migrate from another CRM without the hassle of manually transferring your data. The nitty gritty: Monday.com provides pipeline management that’s customizable, easy to use, and allows for seamless data import from other platforms. The fact that it’s 100% free to use makes Monday.com pretty tough to beat. Trust me when I say your sales team will thank you when they’re closing more sales across the board.

Workflow Automation

Automating tedious tasks is necessary if you’re looking to scale your SMB. Monday.com provides an intuitive and user-friendly interface to help you automate day-to-day tasks and streamline your sales process . They also offer pre-made automation templates (shown below) to help even beginners feel like tech wizards. During our six-month testing period, we created all kinds of automations with Monday.com. Some of these include the following: Email automation: We set up automatic email notifications to be sent out when a deal moved to a new stage in the pipeline. This helped us stay on top of our prospects and keep them engaged throughout the sales process. Task management: We created automations to assign tasks to specific team members based on their role or department, saving time and reducing errors. Meeting notifications:   We set up reminders for upcoming meetings and deadlines to ensure our team was always on track. Here’s how the creation process looked during our testing. As you can see, Monday.com offers a uniquely simple “If/Then” automation process. With Monday, we could create powerful automations (without needing any coding knowledge). Our verdict: With Monday.com’s workflow automation feature, even the most mundane tasks can be automated, freeing up time for more important tasks. Plus, with customizable templates and a user-friendly interface, it’s easy for any team to use (regardless of their tech expertise).

Project Management

Managing and tracking projects is another important aspect of a successful

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