Pipedrive vs Monday CRM：自動化に最適なCRMはどちらか？

Choosing between Pipedrive and Monday CRM ultimately hinges on a crucial question: which CRM genuinely streamlines automation and minimizes additional administrative tasks?

For teams that value simplicity, folk delivers one of the most efficient and robust automation solutions available in any CRM, enabling users to automate emails based on their specified conditions and to perform actions via the API.

Why Automation Is Essential for CRM in 2026

Automation has emerged as the cornerstone of modern revenue teams. Sales and marketing teams are now tasked with managing more leads, engaging across multiple channels, and navigating complex buying journeys—all without increasing headcount or sacrificing personalization. A CRM that still depends on manual data entry, sporadic follow-ups, and outdated spreadsheet-style reporting can sap valuable time, energy, and focus from real conversations with customers.

Key reasons why automation is now indispensable:

• Buyers demand swift, relevant responses across email, LinkedIn, WhatsApp, and calls.
• Pipelines progress rapidly, and any overlooked follow-up can mean lost revenue.
• The volume of data has surged, rendering manual updates impractical and unreliable.
• Leadership requires real-time insights into performance, not end-of-month speculation.

The true value of a CRM lies in how much it alleviates the team's workload, rather than the number of fields it can accommodate. The ideal platform is one that automatically captures activities, maintains clean records in the background, and prompts the next appropriate action at the right time, allowing representatives to concentrate on nurturing relationships and closing deals instead of managing the tool.

What is Pipedrive?

Pipedrive is a sales-centric CRM designed around a visual pipeline that assists sales representatives in tracking deals from the initial contact to closing. Its email synchronization feature connects seamlessly with Gmail, Outlook, and other IMAP providers, ensuring that every message is automatically logged to the appropriate contact and deal. With an integrated sales inbox, tracking capabilities, and basic campaign features, teams can streamline their outreach and pipeline updates in one consolidated platform rather than managing multiple tools.

What is Monday CRM?

Monday sales CRM is built on the monday.com work management platform, providing teams with a visual approach to managing pipelines alongside their projects. The Emails & Activities app integrates with Gmail and Outlook, allowing users to send, receive, and log emails directly within boards while tracking opens and replies where the work occurs. With templates and automations, follow-ups can be standardized, ensuring that lead statuses, tasks, and email history remain in sync.

Feature comparison of Pipedrive and Monday CRM

Integration Capabilities

Pipedrive seamlessly integrates with Gmail and Outlook, utilizing IMAP for other providers to capture all inbound and outbound messages within the appropriate contact or deal record. With the Smart Email BCC address feature, there's no need to leave your email client to log communications; simply add the dynamic BCC, and Pipedrive handles the rest. The native calendar integration for Google and Microsoft calendars ensures that all your meetings automatically appear on contact timelines, providing a unified view of each customer interaction.

Monday CRM’s Emails & Activities app allows you to connect up to six Gmail or Outlook accounts for a two-way sync, displaying sent and received emails as items on your boards alongside calls and tasks. Although it lacks native calendar syncing within the CRM, you can create simple automations or utilize Monday’s Calendar view to visualize your scheduled events.

Sync Frequency and Reliability

Pipedrive’s email synchronization with Gmail and Outlook operates every few minutes, striking a balance between speed and system efficiency. Both outbound and inbound messages are captured and linked to contacts or deals in less than five minutes, minimizing the chances of missing or delayed logs. The IMAP fallback adheres to standard IMAP IDLE protocols for push notifications, ensuring near-instant updates for compatible providers.

Monday CRM’s Emails & Activities app also syncs your inbox every few minutes as a default setting, polling Gmail and Outlook for new messages to transform into board items. While this may cause a slight delay compared to push-based systems, updates typically appear within two to three minutes. For those needing sub-minute responsiveness, you can modify polling intervals or implement custom webhooks for quicker updates.

Two-Way Email and Calendar Sync

For users on Advanced plans and higher, Pipedrive’s Group Emailing feature allows you to choose up to 100 contacts from any list and send bulk messages complete with merge tags and reply tracking. Additionally, the Pipedrive Campaigns add-on offers a dedicated module for creating email journeys, segmenting audiences, and analyzing open and click rates. Notably, all replies are automatically linked back to the relevant deal or contact. However, it's important to note that the Campaigns add-on comes with an extra cost, and its reporting capabilities are more limited compared to standalone email marketing platforms.

Monday’s Emails & Activities app seamlessly offers native two-way email sync for Gmail and Outlook through straightforward integration recipes. New messages and replies automatically transform into pulses on your boards, ensuring your communications are trackable alongside your deals. Calendar items are synchronized using Monday’s Calendar Sync feature: date or timeline columns correspond with Google Calendar, Outlook, iCal, or any external calendar, allowing events to appear on both your board and calendar within minutes.

Mail Merge and Campaigns

With Advanced plans and above, Pipedrive’s Group Emailing feature allows you to choose up to 100 contacts from any list to send bulk messages, complete with merge tags and reply tracking. The Pipedrive Campaigns add-on offers a dedicated module for crafting email journeys, segmenting audiences, and analyzing open and click rates. Importantly, all replies are automatically linked back to the corresponding deal or contact. However, keep in mind that the Campaigns add-on comes with additional costs, and its reporting capabilities are not as robust as those found in standalone email marketing platforms.

In contrast, Monday CRM’s Emails & Activities app can sync up to six Gmail or Outlook accounts and features a Group Emailing action to send bulk messages to both board items and contact lists. You can automate follow-ups using monday.com automations or integrate with Mailchimp for comprehensive email marketing functionalities. Just remember, without Mailchimp or a similar add-on, you’ll only have access to basic send logs on your boards, lacking in-depth campaign analytics.

Open and Click Tracking

Pipedrive offers “Track email opening” and “Track link opening” toggles, allowing you to capture opens and clicks for every sent message, complete with counts and timestamps in the Mail tab. You can enable or disable tracking for each email and see precisely who clicked which link in the deal view. However, keep in mind that Pipedrive’s reporting is limited to basic open and click rates; it lacks built-in funnel visualization or heat-map insights unless you export the data to a BI tool.

On the other hand, Monday’s Emails & Activities app records message opens for emails sent directly through the board interface but does not natively track link clicks. To assess click-through rates, you’ll need to embed links with UTM parameters and pull the data into your board using automations or by integrating a marketing tool like Mailchimp.

In-Inbox CRM Experience

Pipedrive’s Gmail Add-on seamlessly integrates a side panel into your inbox, allowing you to view contact and deal information, update stages, and add new activities directly from Gmail. Enjoy instant access to Smart Email BCC, templates, and tracking features without leaving your inbox, plus create new leads or deals with a single click. It essentially transforms your mailbox into a Pipedrive cockpit. However, this in-inbox convenience is limited to Chrome or Edge, as there is no comparable add-on for desktop Outlook.

On the other hand, monday.com’s Emails & Activities app operates from your boards rather than your inbox. By connecting Gmail or Outlook, your emails turn into pulses on relevant items, enabling you to reply or add notes directly within monday.com. While it's excellent for visual teams managing everything on boards, it doesn’t provide a true in-inbox sidebar since you’ll be working within monday.com instead of your email client.

folk CRM: The Ultimate CRM for Automation

folk CRM is a modern, AI-driven CRM tailored for teams seeking to streamline their deal automation effortlessly. It consolidates all relationships—leads, clients, partners, candidates, and investors—into adaptable views that fit any workflow.

folk is crafted for teams prioritizing automation. With native email and calendar synchronization, teams can scale their follow-ups and outreach efficiently. The new conditional email automations allow you to trigger messages based on real-time data in folk; for instance, you can automatically send onboarding or handoff emails when a contact transitions to a client or when a deal is marked as signed.

With AI at its core, folk enhances data, generates icebreakers, crafts personalized emails, and recommends the best next actions. Its open API and webhooks integrate smoothly with tools like Zapier and Make, facilitating advanced workflows across email, WhatsApp, Slack, billing, and internal systems.

Featuring one-click contact capture through the folkX Chrome extension and collaborative pipelines, folk equips teams with a lightweight yet robust CRM to scale automation while maintaining full control.

結論

In summary, while Pipedrive excels with its visual pipeline and solid email integration, making it a great choice for sales teams focused on deal tracking, and Monday CRM offers a visually appealing interface with effective project management capabilities, folk stands out as the ultimate CRM for teams prioritizing automation and email integration. Its advanced features, including conditional email automation and seamless API connectivity, empower teams to streamline workflows and elevate outreach effortlessly. For those seeking a powerful, efficient solution, folk is the clear winner.

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