Businesses have diverse needs, whether it is some SaaS company or a manufacturing industry, the need for automated software remains there. Now that businesses are of diverse types and their needs are even more diverse, the technical tools and applications need to cater to them. Considering this situation, many software and applications have been introduced in the market.
Customer Relationship Management (CRM) is the platform that helps businesses perform all their activities from a single software rather than looking for various applications for various business processes.
Among these CRMs, Pipedrive and monday.com are two market leaders. In this article, we are going to compare them for you so that you get your hands on the right tech product for your business.
What Is Pipedrive?
Pipedrive is a CRM that is designed and developed to assist companies in keeping track of customer contacts and managing their sales operations. The platform is specifically renowned for sales pipeline management. It gives sales teams a platform to arrange and rank their leads, track deals, and keep track of sales activities. Pipedrive provides features like workflow automation, deal tracking, email integration, contact management, and sales reporting. It attempts to improve efficiency, promote communication among sales teams, and streamline sales procedures.
What is monday.com?
A cloud-based work operating system (Work OS) called monday.com assists teams in managing their tasks, workflows, and projects. It offers teams a platform for visual and cooperative work planning, tracking, and execution. Users of Monday.com can construct boards, columns, and cards to reflect their projects and tasks using the site’s adaptable and adjustable interface. Teams can use it to delegate tasks, set due dates, and monitor progress in real-time. Along with these features, the platform provides automation, file sharing, communication tools, and connectors with other well-known technologies. By offering a centralised location for managing work, Monday.com seeks to increase team efficiency, transparency, and collaboration.
monday.com Vs Pipedrive
Now that we have discussed the basics of both Pipedrive and monday.com, it is time to discuss the difference between these two CRMs.
Core Functionalities
The primary difference between Pipedrive and monday.com is that Pipedrive facilitates sales processes. From lead nurturing to lead management, and customer engagement to retention, Pipedrive manages it all. Sales-centric features are the core strength of Pipedrive. Also, the user can enjoy sales reporting. You can see the KPIs related to sales on clear dashboards. For instance, total deals, sales revenue, and distribution can be monitored easily.
On the other hand, monday.com’s core functionalities revolve around project management and task tracking. It allows you to manage your teams like you never did. Other than that, there are numerous other features that you can try out.
Pipeline Management
As the name suggests, Pipedrive helps businesses manage numerous pipelines. Both monday.com and Pipedrive are widely used pipeline management applications, however, they have different approaches and capabilities. While monday.com offers a visually appealing and highly customisable interface with a variety of visualisation possibilities, Pipedrive offers a clear and intuitive interface with adjustable pipeline stages. While monday.com offers broad automation capabilities and integrations with other tools, Pipedrive concentrates on sales processes and provides automation features and integrations. While monday.com offers more sophisticated reporting options, Pipedrive offers simple reporting and analytics. The cost of both CRMs varies according to their features and user base. The decision ultimately comes down to business needs, with monday.com offering more customisation and project management tools while Pipedrive is more straightforward and sales-focused.
Email Marketing
Today, every business needs to send their customers emails or do email marketing. Talking about the customer side, they open up emails that are more personalized. And to generate personalized emails at the right time is the job that CRMs fulfil perfectly. Pipedrive help both B2B and B2C business create personalized emails. There is a segmentation feature that Pipedrive offers. It allows users to generate emails at scale. Also, a feature of Pipedrive allows users to keep track of which emails were opened, read and replied to. Finally, there are options for creating and sending emails to groups.
Unlike Pipedrive, when you use monday.com, there is no need to buy any add-on for emails. There are available email templates that you can simply use. All that will be needed is to just fill in the information in these email templates and just send them to your contacts. So, Pipedrive works well for businesses with audiences that need to be carefully segmented, such as those with a wide range of products. For businesses with smaller budgets or for startups that require simple email marketing services, monday.com is the best option.
In conclusion, for sales, nothing can beat Pipedrive, still there are other features that it offers. monday.com on the other hand is the best for project management. Contact Techloyce experts for both Pipedrive and monday.com integration.
