Comparison between HubSpot and monday.com as CRMs

Introduction

• Presenter: Riley
• Purpose: To compare HubSpot (traditionally a CRM) and monday.com (a project management tool evolving to include CRM features).
• Audience: Individuals deciding between using HubSpot and monday.com as their CRM.

Key Points

• HubSpot is built primarily as a CRM.
• monday.com started as a project management tool and is adapting CRM features.

Pricing Overview

• monday.com offers three main pricing plans:
  • Basic: Approximately $10/month
  • Standard: $13-14/month
  • Pro: Around $20/month
• HubSpot is more expensive but offers a robust free plan which is recommended to start with.
  • Paid plans include Starter for individuals/small businesses, along with Professional and Enterprise plans.

Features Comparison

Contacts Management

• Both platforms effectively organize and display contact information.
• monday.com might offer a better visual layout.

Deals Management

• Both platforms have similar deal pipeline management capabilities.
• Users can track and move deals through various stages.
• Visuals and user interface on monday.com are considered more appealing.

CRM Functions

• monday.com provides basic CRM functions such as tracking contacts and deals.
• HubSpot offers advanced CRM capabilities:
  • Direct calling and emailing from the CRM
  • Integration of email inbox
  • Advanced email marketing capabilities
  • Creation of landing pages and tracking of ad campaigns
  • Coaching playlists for sales training
  • Call scripts and playbooks for team calls

Limitations of monday.com

• Does not support direct calling or emailing from the platform.
• Lacks advanced marketing features like email automations or campaign tracking.
• Cannot create landing pages or websites within the platform.

Conclusion

• monday.com is suitable for users needing only basic CRM features and offers a cost-effective solution.
• HubSpot is recommended for those requiring comprehensive CRM functionalities.

Call to Action

• Free trials for both platforms are available through the links provided in the video description.
• Encouragement to like, subscribe, and stay tuned for more content.