Establishing strong connections with customers is crucial for a business's success and expansion. Meaningful relations foster customer loyalty which leads to more conversion.
Imagine your go-to coffee shop knowing just how you like your morning brew. It's this personal touch that retains your customer. What if businesses could do the same on a larger scale? That's where Customer Relationship Management, or CRM steps in.
CRM is a significant tool that empowers businesses to navigate, organize, and optimize their engagements with customers. HubSpot and Monday have become popular CRM choices for businesses looking to strengthen their relationships with customers.
Let's explore the features of both HubSpot and Monday, comparing them to understand their strengths and capabilities.
HubSpot vs Monday: 9 Key Differences
HubSpot and Monday are widely used CRMs. Users have evaluated these platforms, considering factors like user-friendliness, ease of setup, management, and the quality of support they provide.
As per the ratings on the G2 platform, HubSpot achieved an average rating of 4.4 out of 5, while Monday secured a score of 4.7 out of 5. However, to make an informed decision, let's get into a thorough comparison of their features.
1. HubSpot vs Monday: Sales & Marketing
HubSpot and Monday have different strategies and dashboards to help you with sales and marketing activities. Let's compare features and see what they offer to manage these tasks.
HubSpot CRM (Customer Relationship Management) is designed to help businesses manage customer relationships. It serves as a centralized platform for organizing and tracking customer interactions.
HubSpot CRM allows users to store and organize contact and lead information in a centralized database. This includes details such as contact information, communication history, and any relevant notes. Teams can segment contacts based on various criteria for targeted outreach.
Here are some key sales features within HubSpot CRM:
With Sales Pipeline, the HubSpot CRM platform allows you to manage and track sales deals at different stages. This feature helps your sales team understand the status of each deal and take further decisions.
HubSpot CRM integrates with various email platforms and allows you to log emails directly within the system. Email tracking features enable you to check when customers open emails. This can help your sales and marketing team to align their efforts at the right time.
With the lead scoring feature, you can assign scores to the leads based on their engagement. This helps your sales team to prioritize leads and focus their efforts on leads with a high rate of convertibility.
The platform allows users to set up meeting links. This makes it easy for prospects or clients to schedule meetings conveniently. It helps streamline the appointment-setting process and ensures sales reps can manage their calendars efficiently.
For users looking for advanced sales features, HubSpot CRM can integrate with HubSpot's Sales Hub. This integration provides access to additional tools for email templates, sales automation, analytics, and more.
The platform provides a visual and customizable interface that allows your team members to create workflows according to your marketing goals. It offers the following sales services:
It facilitates lead management by providing a centralized space to collect, track, and manage leads. Members can create boards or workspaces dedicated to lead information. This allows teams to update the lead details in a structured way.
It also allows you to include relevant information such as lead source, contact details, status, and other data important for the sales process.
With Monday.com, teams can capture, and input leads directly into the platform. This may include manual data entry, integration with web forms, or syncing with other tools.
It also provides automation features to streamline lead-capturing processes. This reduces manual efforts while ensuring new leads are effectively added to your system.
You can create visual sales pipelines representing the various stages of your sales process. Your team members can set up different columns for each stage and move leads or deals through the pipeline as they progress.
This feature makes it easy for team members to understand the current status of deals and take appropriate actions.
Monday.com allows users to manage contacts by storing and organizing their contact information. This includes details such as names, email addresses, phone numbers, and any other relevant information. You can find and access contact information easily with customizable views and filters.
After a deal is closed, Monday.com supports post-sales activities and management. You can track customer interactions, manage ongoing relationships, and handle post-sales support and services.
Overall, Monday Sales CRM provides a collaborative platform for managing leads, sales processes, contacts, and post-sales activities, contributing to improved team efficiency and communication.
HubSpot CRM wins for its exceptional sales features. Its Sales Hub covers various services and tools to streamline your processes.
2. HubSpot vs Monday: Automation
Automation has transformed the way businesses operate and manage their activities. As per Harvard Business Review, 90% of users said automation solutions have helped increase their productivity. So, let's explore how HubSpot and Monday help organizations automate their repetitive processes.
HubSpot CRM provides automation features to streamline processes and save time. Automation enhances the efficiency of sales and marketing activities. Some of the key automation features are:
HubSpot CRM allows users to create automated workflows that define actions based on triggers or conditions.
Workflows can help automate multiple tasks, such as sending follow-up emails, updating contact properties, or assigning leads to team members.
You can set up and schedule email marketing campaigns within HubSpot CRM. This includes creating personalized email sequences, setting triggers for sending emails and analyzing the performance of email campaigns.
Automation features in HubSpot CRM can be used to move deals through the sales pipeline automatically. This ensures that deals are progressed consistently and that the sales team is notified to take action when needed.
Keep your data clean and well-organized. Before entering the data, you can check errors in CSV imports and ensure consistency when reps perform data entry.
You can also check and prevent spam entry and keep your data secure.
To explore more automation features, you can integrate with HubSpot Operations Hub. Free and paid versions of this Hub offer various operational activities.
With these automation features, HubSpot CRM empowers you to create more efficient and personalized workflows. This allows sales and marketing teams to focus on building relationships and driving business growth.
Monday.com CRM helps your teams automate various processes to increase their efficiency. These automation are code-free and can be set easily.
Monday CRM allows you to receive real-time notifications about the task completion status. This helps you to align your resources efficiently. You can also receive notifications for leads, deals, or contact updates.
Automation features in Monday.com allow you to assign repetitive tasks automatically. For example, when a new lead is added, a task can be automatically assigned to a sales representative for follow-up.
Creating a workflow and setting up automation the way you want has never been this easy. Monday permits you to create, customize and automate workflow for better efficiency.
The image below displays the automation center of Monday. You can use basic templates to set the task status automatically.
These automation features in Monday help you streamline your operational activities and increase team efficiency.
HubSpot has a great hold on automation. With its automation capabilities, you can streamline tasks and save manual efforts.
3. HubSpot vs Monday: Ease of Use
As a user, we always look for platforms that are easy to use. So, let's identify which platform is easier to navigate.
HubSpot is recognized for its ease of use, making it a popular choice for businesses of all sizes. Here are key aspects that make HubSpot easy to use:
HubSpot includes a user-friendly drag-and-drop website builder. This allows users to create and customize web pages without the need for coding knowledge. The WYSIWYG (what-you-see-is-what-you-get) editor simplifies designing and arranging elements on a page.
HubSpot CMS offers more than a hundred modern themes. You choose from a variety of modern and responsive designs to build your website. With these customizable themes, you can update the layout, colours, and overall styling to align with the brand identity.
The platform is designed with a user-friendly dashboard and a range of features that contribute to its ease of use.
HubSpot, with its wide range of features, offers a slightly steep learning curve for beginners. But with the abundant tutorial videos and its knowledge base, you can quickly learn to set up and access its features.
Monday.com is known for its user-friendly interface and intuitive design. It is widely used by small businesses, according to user reviews on the G2 platform.
Here are some of the features that make Monday.com easy to use:
It is designed with a user-friendly and intuitive interface. Its interface is more like an Excel sheet where entering data and managing tasks is easy.
You can quickly create boards, customize columns, and organize your workspaces without coding knowledge.
Even the beginner can quickly set up and access Monday's dashboard. Take a look at Monday CRM's dashboard.
To assist you in getting started and maximizing the platform's capabilities, Monday.com provides built-in tutorials. These tutorials help users learn how to use various features of the platform effectively.
4. HubSpot vs Monday: Customer Support
HubSpot provides various customer support features to assist you in utilizing its tools effectively.
You can engage in discussions within the HubSpot Community. This allows you to ask questions, seek advice, and share insights with other users and HubSpot experts.
HubSpot's Knowledge Base is a repository of how-to articles and guides covering all HubSpot tools. Users can access this resource for step-by-step instructions, troubleshooting guides, and detailed information about HubSpot features.
HubSpot's Customer Blog features examples of how real customers use HubSpot for their business needs. It offers insights into successful implementations, best practices, and real-world applications of HubSpot tools, inspiring other users.
HubSpot also provides video training courses and certification programs through HubSpot Academy. Users can watch video tutorials to learn how to use HubSpot effectively or become certified in HubSpot tools, demonstrating their proficiency.
Monday CRM offers robust features when it comes to providing customer support. It provides support through various channels like community, email, live chat and help center. Let's explore the support channels:
Monday.com offers 24/7 dedicated support, providing users with round-the-clock assistance. The support channels include:
- Live Chat: You can engage in real-time chat with support representatives to resolve your queries.
- Email: Users can contact support via email, providing a more formal and documented means of communication.
- Request a Call: You can also request a call from support for personalized assistance.
The community within Monday.com helps users and developers to connect, collaborate, and engage with each other. This community allows you to:
- Connect & Collaborate: Users can discuss, share insights, and collaborate with other Monday.com users.
- Platform Discussion: It focuses on discussions related to the platform, its features, and best practices.
- Announcements: Official announcements from Monday.com regarding updates, new features, or other relevant information.
The Help Center serves as a comprehensive resource hub for users to find information, guidance, and self-help resources.
Monday also provides additional helpful resources, including articles, educational resources, video tutorials, and technical documentation.
Both platforms offer robust support, but HubSpot offers more responsive and dedicated customer support.
5. HubSpot vs Monday: AI Tools
Artificial Intelligence (AI) tools have emerged as powerful allies for businesses. It helps you to reshape your operations and strategies in an efficient way. Now, lets explore how HubSpot and Monday empower businesses with AI Tools.
HubSpot features powerful AI (Artificial Intelligence) tools to enhance various aspects of marketing, content creation, and website management.
Some of these are:
HubSpot features an AI Website Generator, which allows you to create a website by providing simple prompts. This tool helps build a basic website without extensive manual design or coding.
HubSpot AI Writer is an AI-powered copywriting tool available for content creation, email drafting, and blog post generation. It assists you in curating content for your website, creating sales outreach emails and automatically generate blog articles.
The Social Caption Generator uses AI to assist users in producing engaging copy for social media posts.
The Meta Description Generator is an AI tool designed to simplify the process of writing compelling meta descriptions and titles for web pages. This feature helps improve search engine optimization (SEO) by generating relevant metadata.
With HubSpot AI, you can simplify tasks and align your resources in a better way to enhance efficiency.
Overall, HubSpot's AI tools contribute to a streamlined and data-driven approach, empowering businesses to make informed decisions and achieve better results in their marketing efforts.
Monday.com provides AI tools to streamline various sales, marketing, project management, product design, and operations processes.
Here are some of the AI tools:
Monday.com's AI tools allow you to turn your ideas into compelling content. This feature is applicable to various content types, including blog articles and ad copy.
The AI functionality assists users in generating written content more efficiently and effectively.
With the help of the Text Editor AI tool, you can rephrase text precisely before sending it for publishing. This tool can ensure clarity and enhance the overall quality of written content.
The Email Composer AI helps speed up the email creation process. You can create various types of emails quickly using smart template suggestions generated by AI. This feature is designed to make email composition more efficient, potentially saving users time.
Craft complex formulas using Formula Builder AI. This AI tool suggests formulas for your specific use case. This can be particularly useful for creating advanced calculations or automating specific processes.
Make your complex task a breeze with the help of Monday AI tools. Its AI assistant is smart enough to create and manage tedious tasks.
By leveraging AI within Monday, teams can experience increased efficiency, improved decision-making, and a more streamlined approach to project management.
Monday is the winner when it comes to using AI tools. These tools make your tasks easier and more efficient.
6. HubSpot vs Monday: Integrations & APIs
Connecting different tools and making them work together better is made possible by integrations, APIs, and add-ons. HubSpot, for example, supports over 1500 integrations, allowing you to link up with many tools for improved efficiency.
Similarly, Monday also provides hundreds of integrations and add-ons to enhance business capabilities. Let's take a closer look at the specific integrations each platform offers.
HubSpot offers a variety of features related to integrations and APIs (Application Programming Interfaces) to help users connect HubSpot with other tools and customize their workflows. Here's an explanation of the features mentioned:
HubSpot's App Marketplace is a centralized hub where users can explore various integrations and apps that work seamlessly with HubSpot.
These apps cover various categories, including sales, marketing, customer service, project management and more.
HubSpot provides a set of APIs that allow developers to build custom applications or integrations with HubSpot. These APIs have functionalities related to contacts, deals, marketing automation, and more.
Users and developers can utilize these APIs and integrate them with other systems for better efficiency.
HubSpot's robust integrations and APIs play an important role in transforming the platform into a dynamic hub for businesses. By connecting diverse tools and systems, HubSpot empowers users to drive more impactful marketing, sales, and customer service strategies.
HubSpot's user-friendly approach to integration ensures that businesses can optimize their processes and fulfil their dynamic requirements within a single platform.
Monday.com provides users with access to a wide array of integrations and add-ons to extend its capabilities. With the help of integrations, you can increase business productivity by utilizing the features of integrated apps.
Monday.com provides more than 200 integrations. These tools are designed to enhance collaboration, streamline communication and boost productivity.
You can automate repetitive tasks by integrating automation tools and other productivity apps, reducing manual effort and increasing overall productivity.
Add-ons are additional software that users can incorporate to extend the capabilities of the Monday.com platform.
Multiple add-ons listed on Monday are categorized as marketing, team management, project management, design, and other add-ons.
Monday's extensive array of integrations and add-ons significantly amplifies its capabilities as a versatile work operating system.
The seamless connectivity with a wide array of third-party tools enhances collaboration and efficiency within diverse workflows.
HubSpot is the clear winner when it comes to integrations. More than 1500 HubSpot integrations are listed in various categories to help you streamline your tasks.
7. HubSpot vs Monday: Project Management
Project management is a strategic approach to planning, organizing, executing, and controlling resources to achieve business goals.
HubSpot offers project management features within its CRM platform. It offers tools to plan, collaborate, and execute projects efficiently. Here's an overview of HubSpot's project management capabilities:
It allows the project manager to create tasks, set deadlines, and assign responsibilities within the platform. This task management ensures that team members are aware of their responsibilities, deadlines are met, and progress is tracked effectively.
Projects are organized using pipelines that allow you to view and track project status at various stages. This helps teams track the progress of projects, identify bottlenecks, and ensure task efficiency.
HubSpot enables users to create customizable project templates. This feature is valuable for teams having standardized processes or similar projects. Templates ensure consistency and streamline project setup.
HubSpot's project management capabilities serve as a cornerstone for businesses seeking efficient and collaborative task execution. It makes teamwork easier and more successful!
Overall, HubSpot's project management features offer a user-friendly and organized solution for businesses. With tools that facilitate collaboration, task tracking, and timeline management, HubSpot simplifies the complexities of project coordination.
Monday is widely recognized for its project management capabilities. It offers many features that empower teams to plan, track, and execute projects effectively.
Monday.com utilizes a visual project tracking system to represent tasks, timelines, and project statuses. Teams can easily grasp the overall project progress at a glance.
Teams can customize workflows based on their project requirements. Customizable boards, columns, and task attributes make it a great tool for various project types.
Monday.com offers timeline views that provide a visual representation of project schedules. You can easily create Gantt charts, track dependencies, and manage timelines. This feature helps plan and monitor project timelines effectively.
It also provides a clear overview of team workloads and task assignments. This visibility helps optimize resource allocation, avoid overloads, and ensure that the right team members are assigned appropriate tasks.
Whether managing simple tasks or complex projects, Monday.com provides many tools and features to streamline project workflows.
Monday serves as a robust solution for project management, offering a user-friendly platform that streamlines collaboration and task organization.
Monday stands out as the project management winner. Its visual planning, dynamic tools, and user-friendly interface give it the edge.
8. HubSpot vs Monday: Reports & Analysis
Now let's compare HubSpot and Monday based on their reporting and analyzing capabilities.
Reports and analyses provide businesses with valuable insights to measure the effectiveness of their marketing efforts. Let's explore the key aspects of reports and analysis in HubSpot:
HubSpot offers an analytics dashboard that provides an overview of essential metrics. This includes data on website performance, lead generation, email campaigns, social media, and more. The dashboard is designed for easy navigation and quick access to critical information.
Businesses can customize reports as per their needs with HubSpot's customizable reporting tools. Whether it's analyzing the success of a marketing campaign or tracking the performance of landing pages, users can create reports that align with their objectives.
HubSpot's attribution reporting lets businesses understand how different marketing channels contribute to lead generation and conversions. This feature is crucial for allocating resources effectively and optimizing strategies based on the channels that drive the most value.
HubSpot's reporting tools cover Search Engine Optimization (SEO) analytics, allowing businesses to assess the impact of their content on search engine rankings. Users can track keyword performance, monitor organic traffic, and identify opportunities for optimization.
HubSpot's reports and analysis capabilities allow businesses to measure, analyze, and refine their marketing and sales efforts. The platform's user-friendly interface and customizable reporting options make it a valuable resource for businesses.
Monday.com is a powerful platform that offers robust tools for tracking projects through detailed reports and analysis.
Monday.com's Gantt charts provide a comprehensive view of project progress, timelines, and interdependencies.
Teams can identify bottlenecks, track critical paths, and make informed decisions to keep the project on course. It offers visually appealing and customizable reports that transform raw data into meaningful insights.
For organizations managing multiple projects and teams, Monday's reports provide insights into resource allocation. This includes tracking team members' workloads, identifying underutilized resources, and ensuring that tasks are distributed evenly.
Monday's reporting features can also extend to budget and cost analysis for projects. Businesses can track expenses, analyze budget adherence, and ensure financial goals align with project outcomes.
Monday's reports and analysis tools empower organizations to make informed decisions, enhance collaboration, and drive project success.
Monday's reporting and analysis features are essential tools for teams aiming to gain valuable insights into their work processes.
HubSpot is better than Monday in reporting and analytics because it offers customizable insights and clear ways to show data. This makes the user experience better.
9. HubSpot vs Monday: Pricing
➡️ HubSpot CRM Suite
HubSpot offers various pricing plans based on its suite and Hubs (Sales, Marketing, Service, Operations, CMS, Commerce). Let's take a look at the CRM suite pricing plan for individuals & small teams.
This is just one of the pricing plans available through HubSpot, and the platform offers several other options. Explore these plans to determine which one aligns best with your business goals and requirements.
Monday offers a flexible pricing structure to cater to a variety of needs. The pricing plans are designed to offer scalability and customization, making Monday a suitable choice for diverse organizational needs.
With plans like Basic, Standard, Pro, and Enterprise, Monday ensures that teams of all sizes can manage their work and collaborate seamlessly on its platform.
Both platforms offer the best pricing plans. HubSpot might cost a bit more, but it gives you awesome functions and features. Monday could be better for small businesses.
Before we conclude, it's important to weigh the features discussed for both HubSpot and Monday against your specific business requirements. Understanding the unique needs of your team will guide you in making an informed decision.
Which platform better aligns with your goals?
HubSpot stands out with its integration, automation, sales and marketing, reporting, and analysis capabilities. On the other hand, Monday has its strengths in managing projects, using AI tools, and being easy to use.
Deciding the right platform comes down to what your business wants to achieve.
So. which CRM solution suits your business goals? Let us know in the comments!
You can also contact us if you have questions or are interested in HubSpot services.
Frequently Asked Questions
Can I use HubSpot for free?
Yes, HubSpot offers a free version of its platform, known as HubSpot CRM (Customer Relationship Management). This free version provides essential features for managing your contacts, deals, and tasks. HubSpot CRM is designed to help businesses organize and track their interactions with leads and customers effectively.
Can monday be an ERP?
Monday.com is primarily a work operating system that focuses on project management, team collaboration, and workflow automation. While it offers a wide range of customizable features and tools for managing tasks, projects, and processes, it is not designed to be a comprehensive Enterprise Resource Planning (ERP) system.
What CRM is better than HubSpot?
Determining the best CRM system depends on your specific business needs, goals, and preferences. Here are a few popular CRM options: Salesforce, Zoho, Pipedrive, Freshsales and more.
Is HubSpot costly?
HubSpot's cost can vary depending on the specific products and features you require, as well as the size and needs of your business. HubSpot offers a range of products, including free CRM, marketing, sales, and customer service hubs, each with its own pricing structure.