monday.com vs. Pipedrive: Which Should You Choose?
Daniel Zvi
Choosing the right project management software is essential for businesses looking to streamline workflows, improve collaboration, and manage tasks efficiently. While monday.com has long been recognized as a versatile work management platform, Pipedrive—originally designed as a CRM tool—now offers project management capabilities through its Projects module.
This monday.com vs. Pipedrive comparison will break down their features, pricing, automation capabilities, and integrations to help you determine which tool best fits your business needs. Whether you're looking for a comprehensive project management solution or a CRM-integrated project tracking tool, this guide will provide the insights you need to make an informed decision.
General Overview: monday.com vs. Pipedrive
Before diving into the detailed comparison, let’s take a closer look at what monday.com and Pipedrive offer in terms of project management capabilities.
monday.com: A Versatile Project Management Platform
monday.com is a comprehensive work operating system (Work OS) that enables teams to manage projects, tasks, and workflows across various industries. It offers features such as:
- Customizable Dashboards: Visualize project data tailored to your team's needs.
- Multiple Project Views: Utilize Gantt charts, Kanban boards, and calendars to monitor progress.
- Automation and Integrations: Automate repetitive tasks and integrate with numerous third-party applications to enhance efficiency.
While monday.com also provides CRM functionalities, its primary strength lies in delivering project management tools that foster team collaboration and streamline processes.
Pipedrive: CRM with Project Management Features
Pipedrive is primarily known as a customer relationship management (CRM) tool designed to assist sales teams in managing leads and deals effectively. Recognizing the need for integrated solutions, Pipedrive introduced its Projects feature, which includes:
- Project Planning and Tracking: Use intuitive tools to map out complex projects, organize workflows, and set unique project phases.
- Task Management: Assign tasks and subtasks, set deadlines, and monitor progress within the project framework.
- Collaboration Tools: Enhance team collaboration with built-in features that support information flow and keep everyone in sync.
While Pipedrive's project management capabilities are integrated within its CRM environment, making it ideal for sales-oriented projects, it may not offer extensive project management features in dedicated platforms like monday.com.
Feature Comparison: monday.com vs. Pipedrive
When evaluating Pipedrive and monday.com for project management, it's essential to understand their key features to determine which aligns best with your business needs. Below is a detailed comparison of their offerings:
1. Task and Workflow Management
monday.com:
- Customizable Boards: Create and tailor boards to manage tasks, set priorities, and track progress.
- Multiple Views: Visualize project timelines and workflows using Gantt charts, Kanban boards, calendars, and timelines.
- Automation: Automate repetitive tasks, such as status updates and deadline reminders, to enhance efficiency.
- Dependencies: Set task dependencies to manage complex projects and ensure sequential task completion.
- Integrations: Connect with various third-party applications, including CRM tools, to streamline workflows.
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100% Customizable
Pipedrive:
- Kanban-Style Project View: Visualize project stages and track progress using a familiar Kanban layout.
- Task Assignments: Assign tasks and subtasks to team members with specific deadlines to ensure accountability.
- Activity Tracking: Monitor ongoing activities and set reminders to keep projects on schedule.
- CRM Integration: Seamlessly transition from sales to project execution within the same platform, linking deals to projects.
monday.com offers a comprehensive suite of project management tools suitable for various industries, while Pipedrive integrates project management within its CRM, ideal for sales-focused teams.
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2. Collaboration and Communication
monday.com:
- Real-Time Updates: Give all team members instant updates on project changes.
- File Sharing: Attach and share files directly within tasks to centralize project-related documents.
- Communication Integrations: Integrate with tools like Slack and Microsoft Teams to facilitate seamless communication.
Pipedrive:
- Notes and Mentions: Add notes to projects and mention team members to draw attention to specific tasks.
- File Attachments: Include relevant files within projects to ensure all necessary information is accessible.
- Unified Platform: Collaborate within the CRM environment, reducing the need to switch between multiple tools.
monday.com provides robust collaboration features suitable for diverse teams, whereas Pipedrive offers integrated communication within its CRM, benefiting sales-oriented projects.
3. Automation and Integrations
monday.com:
- Advanced Automation: Set up custom automation for routine tasks like status changes and notifications.
- Extensive Integrations: Connect with over 200 apps, including Google Drive, Zoom, and Salesforce, to enhance functionality.
Pipedrive:
- Workflow Automation: Automate sales and project-related tasks to maintain momentum and reduce manual efforts.
- Native Integrations: Integrate with tools like Google Workspace, Slack, and various marketing applications to streamline processes.
monday.com offers more extensive automation and integration options, making it versatile for various project management needs. Pipedrive focuses on automation that enhances its CRM and project management functionalities.
4. Reporting and Analytics
monday.com:
- Custom Dashboards: Build dashboards to visualize project metrics and track performance indicators.
- Workload Management: Monitor team workloads to ensure balanced task distribution and prevent burnout.
- In-Depth Analytics: Access detailed reports on project progress, timelines, and resource utilization.
Pipedrive:
- Progress Tracking: Use visual tools to monitor project stages and identify bottlenecks.
- Sales-Focused Analytics: Generate reports that link project outcomes to sales performance, providing insights into revenue impact.
monday.com delivers comprehensive reporting suitable for various project types, while Pipedrive offers analytics that aligns closely with sales and CRM activities.
5. Pricing Plans
Understanding monday.com's and Pipedrive's pricing structures is essential for selecting the solution that best suits your budget and requirements.
monday.com Pricing Plans:
- Free Plan: $0 per user/month
- Basic project management features for up to 2 users.
- Includes unlimited boards, over 200 templates, and access to the mobile app.
- Basic Plan: $9 per user/month
- Designed for teams seeking simple project management tools.
- Features include unlimited items, 5 GB of file storage, and prioritized customer support.
- Standard Plan: $12 per user/month
- Ideal for teams requiring enhanced collaboration.
- Offers timeline and Gantt views, calendar view, guest access, and integrations with external tools.
- Pro Plan: $19 per user/month
- For teams needing advanced project tracking.
- Includes time tracking, dependency columns, and enhanced reporting capabilities.
- Enterprise Plan: Custom pricing
- Tailored for large organizations with complex needs.
- Provides enterprise-grade security, advanced reporting, and premium support.
Note: Prices are based on annual billing. Monthly billing options are available at slightly higher rates.
Pipedrive Pricing Plans:
- Essential Plan: $14 per user/month
- Basic CRM functionalities, including lead and deal management, pipeline customization, and 24/7 support.
- Advanced Plan: $39 per user/month
- Adds email integration with open and click tracking, workflow automation, and expanded integrations.
- Professional Plan: $49 per user/month
- Introduces advanced features like revenue projections, customizable dashboards, and enhanced reporting.
- Power Plan: $64 per user/month
- Offers full project planning capabilities, including task management and advanced project tracking.
- Enterprise Plan: $99 per user/month
- Comprehensive solution with unlimited features, enhanced security, and dedicated support.
Note: Prices are based on annual billing. Monthly billing options are available at higher rates.
6. User Interface and Experience
- Pipedrive:
- Sales-focused UI: Designed for sales teams, making it easy to track deals and projects together.
- Simple and Intuitive Layout: Minimal learning curve, ideal for small teams.
- Limited Project Management Customization: Lacks advanced project visualization tools like Gantt charts.
- monday.com:
- Comprehensive Dashboard: Features a drag-and-drop interface for project planning.
- More Customization Options: Users can configure dashboards, set up custom project tracking workflows, and create visual roadmaps.
- Steeper Learning Curve: The feature-rich interface may require onboarding and training.
Pipedrive is simpler and easier to use, while monday.com provides more customization but requires a learning curve.
7. Customer Support
Pipedrive:
- 24/7 customer support via live chat and email.
- Access to self-help resources, including a knowledge base, webinars, and a community forum.
- Priority support available for higher-tier plans.
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monday.com:
- Phone, email, and live chat support across all paid plans.
- Access to training, webinars, and self-service documentation.
- Dedicated account managers for Enterprise plan users.
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monday.com vs. Pipedrive: Comparison Chart
We’ve prepared a side-by-side comparison table to make it easier to see the key differences between monday.com and Pipedrive for project management.
| Feature | monday.com | Pipedrive |
| Primary Use Case | General project management for all industries | CRM-focused project tracking for sales teams |
| User Interface | Highly customizable, visual dashboards with multiple project views | Simple, sales-driven UI with a Kanban-style project view |
| Task Management | Custom workflows, Kanban, Gantt charts, task dependencies | Kanban board, task assignments, and sales-to-project linking |
| Collaboration Features | Real-time updates, file sharing, mentions, Slack/Teams integration | Notes, mentions, and file attachments within projects |
| Automation | Advanced workflow automation for task assignments, status updates, reminders | Basic workflow automation, mainly sales-oriented |
| Integrations | 200+ integrations (Google Drive, Slack, Salesforce, Zoom, etc.) | CRM-native integrations + third-party marketing tools |
| Reporting & Analytics | Custom dashboards, project insights, workload tracking | Basic project tracking, sales-focused reporting |
| Best For | Teams looking for comprehensive project management and automation | Sales teams that need an integrated CRM and project-tracking solution |
| Free Plan | Yes, for up to 2 users | No free plan |
| Basic Plan | $9/user/month – Simple project management | $14/user/month – Basic CRM with project tracking |
| Standard/Advanced Plan | $12/user/month – Adds integrations & views | $39/user/month – Email sync, automation |
| Pro/Professional Plan | $19/user/month – Advanced tracking & reporting | $49/user/month – Advanced project planning |
| Enterprise Plan | Custom pricing – Security, analytics, support | $99/user/month – Complete project + sales solution |
Pros and Cons: monday.com vs. Pipedrive
To help you weigh the advantages and limitations of each platform, here’s a breakdown of monday.com's and Pipedrive's pros and cons based on their project management capabilities, automation, integrations, and pricing.
monday.com Pros & Cons
Pros:
- Comprehensive Project Management Features – Designed for all industries, offering task tracking, collaboration tools, and workflow automation.
- Highly Customizable Interface – Features custom boards, multiple project views (Kanban, Gantt, Calendar), and workflow automation.
- Strong Collaboration Tools – Built-in team communication, file sharing, and integrations with Slack, Microsoft Teams, and Zoom.
- Advanced Automation – Reduces manual work with custom workflows, status triggers, and deadline notifications.
- Robust Reporting & Analytics – Offers custom dashboards, workload tracking, and in-depth project insights.
Cons:
- More Complex for Simple Projects – The feature-rich interface may overwhelm small teams or simple projects.
- Higher Pricing Tiers for Full Features—Many advanced tools, like time tracking and automation, are locked behind Pro and Enterprise plans.
- Not CRM-Focused – While it integrates with CRM tools, monday.com is not a dedicated sales/project CRM like Pipedrive.
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Pipedrive Pros & Cons
Pros:
- CRM-Integrated Project Management – Ideal for sales teams that need a smooth transition from deals to projects.
- User-Friendly Interface – Simple Kanban-style task management with drag-and-drop functionality.
- Seamless CRM Integration – Works natively with Pipedrive CRM, making it great for sales-driven businesses.
- Affordable Pricing for Sales Teams – Lower entry price compared to monday.com’s higher-tier plans.
- Basic Workflow Automation – Automates task assignments, follow-ups, and status updates for projects and sales teams.
Cons:
- Limited Advanced Project Management Features – Lacks task dependencies, time tracking, and multi-team collaboration tools.
- Basic Collaboration Tools – No built-in chat, relies on third-party integrations (Slack, Google Drive, etc.).
- Requires Add-Ons for Full Functionality – The Projects add-on increases costs for users needing advanced project tracking.
- Less Customization than monday.com – Users can’t modify workflows as extensively as on monday.com.
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Final Verdict: Which Project Management Tool Is Right for You?
monday.com and Pipedrive offer project management capabilities, but the right choice depends on your business needs, team structure, and workflow preferences.
Choose monday.com if:
- You need a fully customizable project management platform with workflow automation and task tracking.
- Your team requires multiple project views such as Kanban, Gantt charts, and timelines.
- You want robust collaboration features with real-time updates, file sharing, and integrations with tools like Slack, Google Drive, and Microsoft Teams.
- Your business spans multiple departments and needs a versatile solution beyond sales-driven project management.
Choose Pipedrive if:
- Your primary focus is sales, and you need a CRM-integrated project management tool.
- You want a straightforward Kanban-style project view linked to your sales pipeline.
- Your team needs deal-to-project tracking, allowing you to transition from sales to execution seamlessly.
- You prefer a simplified, sales-oriented project management experience with an easy-to-use interface.
Both platforms provide strong task management and automation features, but monday.com is better suited for general project management across industries, while Pipedrive excels for sales-driven teams looking for CRM-integrated project tracking.
Still unsure? Explore detailed reviews of monday.com and Pipedrive.
Read our full monday.com review
Read our full Pipedrive review
These insights will help you make the most informed decision for your business.
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Daniel Zvi
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