Choosing the right tool for managing projects and customers is more important than many realize for business success. Pipedrive and Monday are two popular options in this space, both offering unique features best suited for different needs. These tools are often referred to as CRM programs, or Customer Relationship Management apps. Crucial for keeping everything organized, choosing the right CRM can make or break your business approach.

Pipedrive's main selling points are its focus on sales and customer management, making any sales processes as seamless as possible. Monday, on the other hand, excels in project management with its flexible and visual interface.

In this article, we will compare Pipedrive and Monday, looking at their strengths and weaknesses. Depending on what type of business you are running, one may vastly outperform the other and give you the best value. We'll look at use cases and pricing for both tools, and introduce IFTTT, our free automation tool that helps users get the most out of their workflow.

Overview: Pipedrive vs Monday

Pipedrive and Monday have a lot in common, but some key differences could make your decision on which to choose a bit easier. First off, Pipedrive is a sales-focused CRM designed to help teams track leads, manage sales pipelines, and close deals. It's tailored for businesses that rely mostly on direct customer engagement and a clear sales process.

Monday.com, often just referred to as Monday, goes beyond a traditional CRM to offer a highly customizable platform for project management, team collaboration, and task tracking. Its strength lies in its flexibility, as teams can build their workflows, manage campaigns, plan "sprints", and yes, also track customers if they want to set it up that way.

While both tools offer CRM functionality, their core philosophies are different. This is also evident in some of their standout features, which we'll examine next.

Which has a better user interface?

Both Pipedrive and Monday have excellent user interfaces and are generally well-received by their respective communities. The question of whose interface is better lies mostly in personal preference, and which tool you can pick up quicker. However, there are some key differences you should be aware of. Let's look at them now.

Pipedrive is built with sales reps in mind. Its interface is clean, minimal, and focused on moving deals through each stage. You get a clear visual of where each opportunity stands, and editing fields or updating deal stages is as simple as drag-and-drop. Our biggest con to Pipedrive's user interface is its lack of visual customization. If you like the way the tool looks, that's great, because you're going to be more or less stuck with it. But if you want to avoid distractions and just focus on leads, Pipedrive's interface is built for speed and clarity.

On the flip side, Monday takes a more colorful, collaborative approach. Its interface is built around boards, and you can choose Kanban, Gantt, or calendar view. It's ideal for teams that need to customize workflows and visualize progress across multiple departments. Given this amount of tweaking you are capable of, it is sometimes hard to pick up Monday's UX and will take new users some getting used to. Some may also find it takes too many clicks to complete simple CRM actions.

Pipedrive and Monday features breakdown

To understand which platform might be the better fit, it helps to break down the core features of both Pipedrive and Monday. While they may overlap in some areas, each shine in its own way.

Pipedrive key features

Visual sales pipeline

See exactly where each deal stands. Drag-and-drop stages make it easy to update progress in real-time.

Lead & deal management

Keep all your contact details, notes, emails, and calls in one place. Also, consider automating lead assignments and follow-ups within the app.

Email integration

Sync with Gmail or Outlook to send and receive emails directly within Pipedrive. This can help track opens and clicks, too.

Sales reporting & forecasting

See how your team is performing with sales insights, revenue forecasts, and conversion tracking.

Monday key features

Visual work boards

Organize tasks with Kanban boards, Gantt charts, calendars, timelines, or tables. Choose the view that fits your team best.

Customizable workflows

Use pre-built templates or build your own. Monday works for marketing campaigns, software dev, HR tracking, and more.

Collaboration tools

Assign tasks, comment in threads, upload files, and tag team members all within your workspace.

Time tracking

Track how much time is spent on each task or project. This is great for agencies or remote teams managing billable hours.

Automation capabilities with IFTTT

Both Pipedrive and Monday come with some built-in automation tools, but for the smoothest connection to all of the services and apps you love, it's best to turn to IFTTT. In just a few minutes, you can connect Pipedrive with tools like Google Sheets, Slack, Discord, and even smart devices.

Why automate with IFTTT? Automation isn’t just a time-saver; it’s a business multiplier. According to a 2023 McKinsey report, up to 30% of tasks in sales and customer service can be automated, freeing teams to focus on more high-value work.

Choosing to automate with IFTTT means you'll be able to make custom Applets without any coding knowledge and browse our library of millions of user-created automations. Compare this to complex JavaScript programming normally needed to create custom automations, and it's clear that IFTTT provides the best solution for everyday people looking to work smarter.

IFTTT integrates with over 1000 apps, and we're adding more every week!

Is IFTTT free?

IFTTT offers a free plan that includes access to up to two Applets. However, there are also Pro and Pro+ tiers that unlock additional features such as multiple actions per Applet, faster execution times, and advanced filtering options. If you’re just getting started with automation, our free plan should be enough.

How do I build my own Applet?

Creating your own Applet is easy. Just follow these steps:

• Visit IFTTT.com/create.
• Click on “If This” to select a weather-related trigger (e.g., temperature falls below 40°F).
• Click on “Then That” to choose an action (e.g., send a phone notification or turn off the sprinkler).
• Customize any options or filters, then save your Applet.

That’s it! Your automation will now run.

How does IFTTT use sensitive data?

IFTTT values your privacy and only uses the data required to run your chosen Applets. If any Applet involves a device or service that shares sensitive data (like location or email), IFTTT will ask for your permission. We never sell or share any sensitive data with any third party.

How do I suggest a new service for IFTTT?

IFTTT is always expanding its ecosystem and values feedback. If there's a specific device, app, or service you’d like to see integrated, you can suggest it through our support page. If a lot of users request a feature, we'll likely add it in the near future.

Monday vs Pipedrive: Cost analysis

Cost is a huge factor when choosing the right tool for your team, especially for startups, small businesses, or solo users trying to stick to a budget. Here’s how Monday and Pipedrive compare in terms of pricing.

Pipedrive offers an essential plan, starting at $14 per month, which offers basic CRM features, pipelines, and contact management. For more advanced features like email integration and custom fields, you'll be paying $39 monthly. A Premium and Ultimate plan follow, at $49 and $79 a month, respectively. These plans are designed for larger teams and include AI tools and the maximum usage threshold.

Pipedrive also offers a 14-day free trial with no credit card required.

Monday's pricing (monthly, per user, billed annually) starts with a Free plan, with basic features for up to two users. The Basic Plan at $9 gives you unlimited items, Kanban view, and 5GB file storage.

Next is the Standard Plan at $12, which adds timeline, Gantt view, and automations. For other features like private boards, formulas, and enterprise-level integrations, you'll be best off with a Pro Plan ($19) or a custom Enterprise plan.

So, which should you choose?

We can't tell you to commit to one or the other. Both tools are great options, and we recommend starting with a simple plan and trying each one out for themselves.

Go with Pipedrive if you want a lean, fast, and sales-centric UI. It’s built to get out of your way and help you close deals. Choose Monday if you need visual variety and flexible layouts to manage complex workflows with multiple contributors.

No matter which tool you choose, IFTTT can help you take them to the next level. Best of all, getting started with IFTTT is free, so you can create an automation powerhouse in just a few minutes. What are you waiting for? Click the join today button below!