/*! elementor - v3.16.0 - 17-10-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} At a crossroads between Monday.com and ClickUp? With both Monday.com and ClickUp offering advanced software solutions for businesses, it can be challenging to decide which one is the best CRM for your SMB. I’m AJ—here to lend a hand. Over the past decade, I grew my business to a multiple seven-figure exit . In that time, I used just about every project management software on the market (learning what works and doesn’t). My goal with Small Business Bonfire (SBB) is to help you get your business ideas off the ground (while achieving financial freedom). So, without further ado, the matchup you’ve been waiting for—Monday.com vs. Clickup. The winner may surprise you!
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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
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Bonfire Rating: 4.8/5 ClickUp is perfect for scaling all of your project management efforts across all your teams.
Try ClickUp
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My team and I went in-depth (over six months) into ClickUp and Monday.com to bring you this CRM battle royal! Here’s what we tested for: 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. ClickUp Comparison Chart
Here’s how Monday.com stacked up against ClickUp overall.
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Monday.com Review
ClickUp Review
Monday.com Vs. ClickUp: Pricing
Pricing is incredibly important to consider when picking a CRM. Let’s compare Monday.com and ClickUp to see which is more likely to break the bank.
Monday.com 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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ClickUp Pricing
ClickUp offers 4 plans to choose from. This allows businesses to scale as they go (and only pay for the features they need). ClickUp’s pricing plans include the following: Free Forever – Free Unlimited – $10/Month Business – $19/Month Enterprise – Custom Pricing
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ClickUp Vs. Monday.com Pricing Winner: Tie
AJ’s Take: Both platforms offer free forever plans in addition to affordable paid plans (both starting at $10/month). ClickUp and Monday.com are both extremely affordable options, making this round a tie.
ClickUp Vs. Monday.com: Top Features
Let’s look at Clickup and Monday.com when it comes to features. Only one can win out; who will it be?
Monday.com Top Features
Monday.com is a powerhouse of useful features for SMBs to take advantage of. Let’s walk you through some of our favorites.
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Sales Dashboard
Making data-driven decisions is crucial to scaling your SMB. Luckily, Monday.com makes this a breeze by providing customizable analytics dashboards to give you a bird’s eye view of your sales . We tested this feature by adding some of our deals at Small Business Bonfire. Then, we customized our dashboard for our specific business needs. Here’s an overview of our sales funnel that we created in less than 5 minutes. We could drag and drop widgets around our dashboard (with just a few clicks). Check out how our dashboard looked once we had customized it to show the following: Sales pipeline Monthly goal Forecasted revenue by month & stage The interface was fantastic, it’s entirely free to use this feature, and it helped us make better decisions with our data—what’s not to love? The bottom line: If you’re looking to get a handle on your sales data, Monday.com makes it incredibly easy.
Activity Log
Managing your day-to-day tasks can be tricky (especially as you scale). It can become a nightmare trying to juggle different tasks and remember where you’re at with each. Monday.com’s activity log ensures that everyone on your team is in the loop (without constantly bothering them for updates). My team and I tested this feature over six months, adding some tasks related to Small Business Bonfire. Here are a few things we loved about Monday.com’s task management: Fantastic user interface: there was virtually no learning curve to managing our tasks with Monday.com Interactive task dashboard: We could easily add and edit information, track task progress, and assign tasks to users by clicking the dashboard itself Color-coded statuses: Each task is displayed with a color-coded status, making it easy to glance at our tasks and see where they were in the workflow. Here’s an example of our task dashboard during our testing. With Monday.com, we could streamline our activity management and get more done daily ! This feature is perfect for SMBs who want a no-frills approach to staying organized.
Lead Management
Monday.com is a powerhouse when it comes to managing leads effectively. It stood up visibly well in our thorough six-month assessment. The platform offers the following lead management functionalities that stood out: Lead scoring: The lead scoring feature by Monday.com enables you to rank your leads based on their conversion potential. You can use these scores to prioritize follow-ups, helping your team to concentrate on the most valuable leads first. Lead Prospecting: Monday.com simplifies the process of prospecting. It offers a well-organized and efficient system to sort and prioritize your prospects. Lead Generation: The CRM solution from Monday.com is designed to simplify the lead generation procedure. It lets you track all your leads and their details in one easy-to-access, streamlined place. You can integrate the platform with your website and landing pages, automatically capturing and importing leads (saving you from having to do it manually). In a nutshell, Monday.com offers more than just your average CRM lead engagement features, making it an excellent option for SMBs aiming to boost their sales performance .
Pipeline Management
If you want to take your pipeline management game to the next level, Monday.com’s got your back. The project management tool offers full CRM capabilities for SMBs looking to scale their sales process in a big way. With Monday.com, you can easily do the following: Manage multiple pipelines with ease Import your data with just a few clicks Switch views at the drop of a hat Customize pipelines and deals Get a bird’s eye view of your sales process We tested this feature out (over a six-month window) by adding some of our affiliate marketing deals at Small Business Bonfire. We could easily import our data straight from an Excel spreadsheet (shown below). This basically eliminated the opportunity cost typically associated with switching CRMs . So, if you’re reading this and thinking, “Monday.com is way better than what I’m using,” make the switch today (at no penalty)! Once our data was imported, we could easily drag and drop each deal across our board to the appropriate stage. Here’s how it looked from our perspective. Our verdict: Monday.com provides the ability to easily customize and manage your pipelines. The best part? This feature is 100% free to use!
Workflow Automation
Workflow automation can help you scale your business faster while letting your team focus on what matters—client relationships. We tested this feature by automating the following: Scheduling and sending emails automatically Assigning sales reps when a new deal was created Sending a notification to the team (when a deal is moved to a specific stage) Sending reminders for follow-ups with clients Monday.com provides fantastic user-friendly templates (pictured below) to help you get started. These allow even beginners to create impressive automation to eliminate tedious tasks. We especially loved Monday.com’s unique automation builder, which took all the guesswork out of the equation. Here’s how it looked to give you a better idea. As you can see, you simply use “If/Then” statements to customize your automation (with no coding knowledge needed). Typically, with advanced automation like this, there is a bit of a learning curve. With Monday.com, it’s all smooth sailing! Our two cents: If you’re looking to work smarter, not harder, we recommend giving Monday.com’s automation capabilities a spin . You can thank us later when you’re kicking back and relaxing (while your automation does the heavy lifting).
