# CRM and Deals vs monday CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that monday CRM excels in user-friendliness, with many users appreciating its intuitive interface and flexibility. One user highlighted how easy it is to customize pipelines and workflows without needing extensive technical knowledge, making it a great choice for teams looking for a straightforward setup.
- **Users say** that CRM and Deals offers strong automation features, which are particularly beneficial in slower sales environments. Reviewers noted that these features help maintain engagement with prospects and keep deals progressing, showcasing its effectiveness in managing sales pipelines.
- **According to verified reviews** , monday CRM stands out for its project management capabilities, with users frequently mentioning how it helps them organize projects and track their status. This dual functionality makes it appealing for teams that need both CRM and project management tools in one platform.
- **Reviewers mention** that while CRM and Deals is easy to use, it may not fully meet the specific workflow needs of all users, with some noting configuration challenges. This could be a consideration for teams with unique processes that require more tailored solutions.
- **G2 reviewers highlight** the quality of support provided by CRM and Deals, with many users praising its responsiveness and helpfulness. This level of support can be crucial for teams that rely heavily on their CRM for daily operations and need quick resolutions to issues.
- **Users report** that monday CRM's recent updates and features, such as AI-driven automations, enhance its usability for managing campaigns and workflows. This modern approach to CRM functionality is appealing for businesses looking to leverage technology for efficiency.



| | CRM and Deals | monday CRM | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 15 | 1,326 | 
| **Largest Market Segment** | Mid-Market (60.0% of reviews) | Small-Business (77.8% of reviews) | 
| **Entry Level Price** | $6.00 1 Agent Per Month | $12.00 Per Month | 

---
## Top Pros & Cons

### CRM and Deals

Pros:
- Ease of Use (1 reviews)
- Easy Tracking (1 reviews)


### monday CRM

Pros:
- Ease of Use (190 reviews)
- Integrations (107 reviews)

Cons:
- Missing Features (78 reviews)
- Learning Curve (76 reviews)

---
## Ratings Comparison
| Rating | CRM and Deals | monday CRM | 
|---|---|---|
  | **Meets Requirements** | 9.5 (10 reviews) | 8.5 (942 reviews) | 
  | **Ease of Use** | 9.0 (10 reviews) | 8.8 (1005 reviews) | 
  | **Ease of Setup** | Not enough data | 8.5 (787 reviews) | 
  | **Ease of Admin** | Not enough data | 8.8 (507 reviews) | 
  | **Quality of Support** | 9.3 (10 reviews) | 8.4 (827 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.9 (498 reviews) | 
  | **Product Direction (% positive)** | 10.0 (10 reviews) | 9.2 (892 reviews) | 

---
## Pricing

### CRM and Deals

#### Entry-Level Pricing

Plan: CRM

Price: $6.00 1 Agent Per Month

Description: Perfect for sales teams

Key Features:
- A custom pipeline with up to 10 stages
- 5 custom fields
- Forecast view

[Browse all 3 editions](https://www.g2.com/products/crm-and-deals/pricing)

#### Free Trial

Yes

### monday CRM

#### Entry-Level Pricing

Plan: Basic

Price: $12.00 Per Month

Description: Organize all your team’s leads, contacts, & deals

Key Features:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards

[Browse all 4 editions](https://www.g2.com/products/monday-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **CRM and Deals** | 8.1/10 | 9 |
| **monday CRM** | 7.9/10 | 848 |

#### Sales Force Automation

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Contact & Account Management** | 7.9 (8 reviews) | 8.6 (594 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | 7.1 (8 reviews) | 7.9 (475 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 7.3 (8 reviews) | 8.7 (593 reviews) | 
| **Task / Activity Management** | 8.3 (8 reviews) | 8.9 (644 reviews) | 
| **Territory & Quota Management** | 7.1 (8 reviews) | 7.6 (444 reviews) | 
| **Desktop Integration** | Feature Not Available | 8.3 (503 reviews) | 
| **Product & Price List Management** | 7.3 (8 reviews) | 7.7 (449 reviews) | 
| **Quote & Order Management** | 7.1 (8 reviews) | 7.6 (452 reviews) | 
| **Customer Contract Management** | Feature Not Available | 7.9 (482 reviews) | 

#### Marketing Automation

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Email Marketing** | 8.1 (8 reviews) | 7.6 (470 reviews) | 
| **Campaign Management** | 8.1 (7 reviews) | 7.7 (466 reviews) | 
| **Lead Management** | 8.6 (7 reviews) | 8.6 (559 reviews) | 
| **Marketing ROI Analytics** | 8.6 (7 reviews) | 7.5 (437 reviews) | 

#### Customer Support

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Case Management** | 8.7 (9 reviews) | 8.2 (474 reviews) | 
| **Customer Support Portal** | 9.4 (9 reviews) | 7.8 (410 reviews) | 
| **Knowledge Base** | 9.1 (9 reviews) | 8.2 (437 reviews) | 
| **Call Center Features** | 8.9 (9 reviews) | 7.0 (393 reviews) | 
| **Support Analytics** | 8.7 (9 reviews) | 7.8 (447 reviews) | 

#### Reporting & Analytics

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Reporting** | 8.3 (9 reviews) | 8.2 (532 reviews) | 
| **Dashboards** | 8.9 (9 reviews) | 8.7 (591 reviews) | 
| **Forecasting** | 8.3 (9 reviews) | 7.9 (469 reviews) | 

#### Mobile & Social

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (9 reviews) | 8.0 (412 reviews) | 
| **Social Network Integration** | 7.3 (8 reviews) | 7.3 (345 reviews) | 
| **Mobile User Support** | 8.3 (7 reviews) | 7.7 (475 reviews) | 

#### Platform

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Customization** | 7.3 (8 reviews) | 8.8 (559 reviews) | 
| **Workflow Capability** | 7.3 (8 reviews) | 8.7 (552 reviews) | 
| **User, Role, and Access Management** | 7.5 (8 reviews) | 8.6 (528 reviews) | 
| **Internationalization** | 8.3 (7 reviews) | 8.1 (441 reviews) | 
| **Sandbox / Test Environments** | 8.6 (7 reviews) | 7.6 (388 reviews) | 
| **Document & Content Mgmt.** | 8.6 (7 reviews) | 8.0 (479 reviews) | 
| **Performance and Reliability** | 7.7 (8 reviews) | 8.4 (530 reviews) | 
| **Output Document Generation** | Feature Not Available | 7.8 (441 reviews) | 

#### Integration

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.3 (9 reviews) | 8.2 (469 reviews) | 
| **Integration APIs** | 7.4 (9 reviews) | 7.9 (428 reviews) | 
| **Breadth of Partner Applications** | Feature Not Available | 8.0 (422 reviews) | 

#### Generative AI

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **AI Text Generation** | Feature Not Available | 7.1 (319 reviews) | 

#### Agentic AI - CRM

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.3 (63 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (61 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (64 reviews) | 
| **Adaptive Learning** | Not enough data | 7.3 (60 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.2 (60 reviews) | 
| **Proactive Assistance** | Not enough data | 7.3 (61 reviews) | 
| **Decision Making** | Not enough data | 7.1 (60 reviews) | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **CRM and Deals** | N/A | N/A |
| **monday CRM** | N/A | N/A |

#### Ticket and Case Management

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Ticket creation user experience** | Not enough data | Not enough data | 
| **Ticket response user experience** | Not enough data | Not enough data | 
| **Workflow** | Not enough data | Not enough data | 
| **Response Automation** | Not enough data | Not enough data | 
| **SLA Management** | Not enough data | Not enough data | 
| **Attachments/Screencasts** | Not enough data | Not enough data | 
| **Ticket Collaboration** | Not enough data | Not enough data | 
| **Customer and Contacts Database** | Not enough data | Not enough data | 

#### Generative AI

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - Help Desk

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Communication Channels

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Customer Portal** | Not enough data | Not enough data | 
| **Email to Case** | Not enough data | Not enough data | 
| **Chat/Live Support** | Not enough data | Not enough data | 
| **Social Integration** | Not enough data | Not enough data | 
| **Voice** | Not enough data | Not enough data | 

#### Platform

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Mobile User Support** | Not enough data | Not enough data | 
| **Customization ** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **CRM and Deals** | N/A | N/A |
| **monday CRM** | 7.8/10 | 296 |

#### Agentic AI - Sales Performance Management

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (29 reviews) | 

#### Incentives

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Badges** | Not enough data | 7.4 (217 reviews) | 
| **Triggers** | Not enough data | 7.7 (233 reviews) | 
| **Commission Calculator** | Not enough data | 7.5 (211 reviews) | 
| **Leaderboards** | Not enough data | 7.8 (222 reviews) | 

#### Personalization

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.2 (259 reviews) | 
| **Custom Reports** | Not enough data | 8.2 (246 reviews) | 
| **Dashboards** | Not enough data | 8.9 (276 reviews) | 
| **Goal Setting** | Not enough data | 8.6 (247 reviews) | 

#### Administrative

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.1 (254 reviews) | 
| **Employee Structure** | Not enough data | 8.2 (247 reviews) | 
| **Behavior Monitoring** | Not enough data | 7.8 (200 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **CRM and Deals** | N/A | N/A |
| **monday CRM** | 7.6/10 | 206 |

#### Agentic AI - Email Tracking

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.4 (23 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (23 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (23 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (23 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.8 (23 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (23 reviews) | 
| **Decision Making** | Not enough data | 7.2 (23 reviews) | 

#### Analytics

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.1 (167 reviews) | 
| **Link Activity** | Not enough data | 8.0 (143 reviews) | 
| **Attachment Activity** | Not enough data | Feature Not Available | 

#### Customizations

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.2 (187 reviews) | 
| **Email Scheduling** | Not enough data | 8.3 (94 reviews) | 
| **Notifications** | Not enough data | 8.5 (191 reviews) | 
| **Email Categorization** | Not enough data | 7.9 (88 reviews) | 
| **Templates** | Not enough data | 8.2 (185 reviews) | 

#### Generative AI

| Feature | CRM and Deals | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.4 (131 reviews) | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to CRM and Deals (1):** [Help Desk Software](https://www.g2.com/categories/help-desk)

**Unique to monday CRM (2):** [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)


---
## Reviewer Demographics

### By Company Size

| Segment | CRM and Deals | monday CRM | 
|---|---|---|
| **Small-Business** | 40.0% | 77.8% | 
| **Mid-Market** | 60.0% | 19.3% | 
| **Enterprise** | 0% | 2.9% | 

### By Industry

#### CRM and Deals

- **Computer Software:** 26.7%
- **Logistics and Supply Chain:** 13.3%
- **Consumer Services:** 13.3%
- **Consulting:** 6.7%
- **Retail:** 6.7%
- **Marketing and Advertising:** 6.7%
- **Internet:** 6.7%
- **Information Services:** 6.7%
- **Financial Services:** 6.7%
- **Computer & Network Security:** 6.7%

#### monday CRM

- **Marketing and Advertising:** 12.2%
- **Information Technology and Services:** 7.6%
- **Construction:** 4.7%
- **Computer Software:** 4.5%
- **Real Estate:** 3.6%
- **Financial Services:** 3.4%
- **Non-Profit Organization Management:** 2.9%
- **Consulting:** 2.8%
- **Hospital & Health Care:** 2.7%
- **Management Consulting:** 2.5%
- **Other:** 53.0%

---
## Alternatives

### Alternatives to CRM and Deals

- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3093 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (648 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25854 reviews)
- [SuiteDash](https://www.g2.com/products/suitedash/reviews) — 4.8/5 stars (618 reviews)
- [Attio](https://www.g2.com/products/attio/reviews) — 4.3/5 stars (554 reviews)
- [Kapture CX](https://www.g2.com/products/kapture-cx/reviews) — 4.5/5 stars (357 reviews)
- [EngageBay](https://www.g2.com/products/engagebay/reviews) — 4.6/5 stars (693 reviews)
- [Bitrix24](https://www.g2.com/products/bitrix24/reviews) — 4.1/5 stars (608 reviews)
- [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) — 4.0/5 stars (582 reviews)
- [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) — 4.3/5 stars (415 reviews)

### Alternatives to monday CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25854 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13873 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3093 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2939 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (850 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2046 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews)

---
## Top Discussions

### CRM and Deals

No discussions available for this product.

### monday CRM

- Title: [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) — 2 comments, 1 upvote
  > **Top comment:** "Yes.  Easy to do."
- Title: [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) — 1 comment
  > **Top comment:** "Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/crm-and-deals-vs-monday-crm)