Choosing the right CRM platform is essential for any business looking to streamline sales processes, gain deeper insights into customer data, and build better relationships. In this article, we'll compare Monday.com, HubSpot CRM, and folk CRM to help you make an informed decision.
tl;dr: Hubspot CRM works best for teams with high marketing campaigns needs or willing to send frequent newsletters. Monday.com is best for project management. folk is a lightweight and easy to use CRM for SMBs.
Ease of use
About HubSpot CRM
HubSpot CRM offers a suite of cloud-based tools designed to help businesses grow their revenue. Its famously free CRM can be enhanced with various Hubs for Marketing, Sales, Service, and CMS. HubSpot CRM works great for teams that need advanced usage in terms of marketing automation and newsletter management.
Monday.com is a project management tool that offers a library of templates to help users design their boards based on their needs. It also integrates with other tools such as Pipedrive, Shopify, Gmail, Outlook, and Slack. Monday.com is mainly for project management but recently launched CRM templates, as well as their own sales-focused CRM.
About folk CRM
folk CRM is a new platform that offers a simple and intuitive interface designed for small and medium-sized businesses. Its features include pipeline management, task management, team collaboration, and integrations. Folk CRM is simple, easy-to-use, and works perfectly for SMBs looking for a powerful yet manageable CRM system.
Ease of Use: HubSpot vs Monday.com
When it comes to ease of use, Monday.com and HubSpot CRM can feel a bit clunky for modern users. On the other hand, folk CRM offers a modern and easy-to-use interface that is specifically designed for SMBs.
folk interfaces reminds users of Airtable or Notion user friendly combination of views and custom fields. Notion users won't be lost.
The easiest way to start on folk is by having a look at their library of templates. If you’re fundraising, you can also make use of the Famous Lists they have on angel investors and VCs across multiple industries around the world.
Integrations needed for Customer relationship management
Both Monday.com and HubSpot CRM have strong integrations with other apps. Monday.com integrates with tools like Shopify, Gmail, Outlook, and Slack. HubSpot CRM integrates natively with over 800 apps and has its own Operations Hub, which allows users to connect apps bi-directionally.
Folk CRM also integrates with popular apps like Gmail, Google Calendar, Outlook, and Zapier. One of the key benefits it offers is a powerful Chrome extension, folkX. It imports search lists and individual profiles from any website and update them in one click.
It's very easy through these integrations on folk to have context about a relationship including last emails, recent interactions and more.
Monday.com offers a more customizable pipeline management system than HubSpot CRM, enabling teams to manage their sales processes in a more efficient way given its roots in project management.
On the other hand, HubSpot CRM has a more advanced pipeline management system that allows users to track deals, automate tasks, and get insights into sales performance.
Folk CRM offers a simple and intuitive pipeline management system that allows users to track people and companies, and collaborate with team members. It's more lightweight for teams that don't want to get drawn in too many details. It can also support teams beyond the sales function, including recruiting, fundraising, partnerships and investing. So you don’t need to have a separate platform for each one.
When it comes to mail merge, Monday.com isn't really built to be a CRM. It offers basic email functionality, but it doesn't offer advanced email marketing features. HubSpot CRM offers email scheduling, tracking, reply tracking, and templates. It's well suited to marketing campaigns and newsletter management.
Folk CRM offers a powerful mail merge system directly in the CRM software, which helps small businesses do personalized outreach and CRM all in one tool. folk have recently expanded their mail merge function to introduce a new email sequences feature. This is a series of emails that are sent out automatically on a schedule depending on the actions of the recipient.
You can send up to ten emails in one sequence and can pre-determine how many days your recipient must wait in-between each email in that sequence.
Basic plan lacks important features, such as automation and integrations
Potentially steep learning curve for employees new to CRM software
Not suited for elaborated sales teams
Simple and intuitive interface
Strong integration with popular apps including Gmail, Outlook and LinkedIn
Task management and team collaboration features including assigning reminders and collaborative notes on each contact for one source of truth
Strong mail merge and marketing campaigns functionalities
Dedicated customer success manager
New email sequence feature
Keep contact lists organized with auto-deduplication
AI support ‘Magic Field’ helps with message generation, translation, contact categorization
Overall, Monday.com, HubSpot CRM, and folk CRM offer unique benefits, depending on your needs. Monday.com is ideal for those looking for a flexible CRM platform that can be customized to fit their needs. HubSpot CRM is best for teams that need advanced usage in terms of marketing automation and newsletter management. Folk CRM is a great option for those looking for a simple, easy-to-use, and affordable CRM system with basic pipeline management and collaboration features. Ultimately, it comes down to what your business needs to succeed.