Discover folk - 사람 중심 비즈니스의 CRM
초기 단계 스타트업이 거래를 놓치는 경우는 제품 문제 때문이 거의 없습니다. 거래가 무산되는 진짜 이유는 후속 조치가 이메일, 스프레드시트, 슬랙 대화창에 흩어져 있기 때문입니다. 스타트업용 CRM은 한 가지를 해결합니다: 모든 상호작용, 다음 단계, 담당자가 빠르고 명확하게 가시화됩니다.
Pipedrive and monday.com tackle this challenge from unique perspectives. Pipedrive emphasizes a sales-first approach, providing a streamlined pipeline and efficient activity management that keeps sales teams focused on what matters. Conversely, monday.com integrates CRM functionalities into its work management platform, enhancing team collaboration and visibility across various operational tasks. This article will compare these two powerful tools, highlighting how their distinct features can align with the dynamic needs of startups, from contact management and data organization to automation capabilities and team coordination.
이 비교는 팀이 성장함에 따라 일상적으로 변화하는 요소들을 분석합니다: 연락처 확보, 파이프라인 관리, 자동화 수준, 보고서의 명확성, 그리고 총 비용입니다.
파이프드라이브란 무엇인가요?
Pipedrive is a sales-centric CRM designed around a visual pipeline and systematic activity tracking. It is ideal for startups that operate on a deal-driven basis, ensuring that representatives always know their next steps. With a quick setup, a straightforward user interface, and customizable pipelines, it effectively supports both outbound and inbound sales teams that emphasize follow-ups and speed. However, its marketing automation capabilities are somewhat limited compared to more comprehensive platforms, making it common to pair Pipedrive with dedicated marketing tools.
What is monday?
monday Sales CRM serves as a CRM layer for teams already operating within monday.com. It is suitable for startups that wish to manage leads, deals, and post-sales processes within a single work management platform. Its key strengths lie in providing visibility and enhancing collaboration across tasks, pipelines, and team handoffs. The configuration is swift, and it can be enhanced with automations to minimize manual updates. While it's an excellent match for operationally-focused teams, those needing advanced CRM analytics and complex data models may find additional tools necessary.
Feature comparison of Pipedrive and monday
이메일 및 캘린더 동기화
Pipedrive enables seamless email synchronization with Gmail and Outlook, allowing messages to be integrated into the CRM and associated with the appropriate contacts, organizations, and deals. Calendar synchronization supports both Google and Microsoft calendars, offering either one-way or two-way syncing depending on your configuration. This ensures that meetings and activities remain visible on records, aiding teams in maintaining consistent follow-ups. Ultimately, this creates a unified activity timeline that updates automatically, eliminating the need for continual manual logging. Please note that availability may differ based on your plan and administrative settings.
monday Sales CRM integrates email and calendar activities through specialized connections, ensuring that all communications are reflected on the record timeline. The Outlook integration associates emails and calendar events with monday, facilitating email-driven workflows from a board perspective. Similarly, the Google Calendar integration consolidates calendar activities within the CRM timeline, keeping meetings and interactions centralized. This creates a singular platform for reviewing recent conversations and upcoming events, making it ideal for teams that seek CRM context within their work management processes.
보강 및 중복 제거를 통한 연락처 데이터 정제
Pipedrive enhances data quality by enriching records with missing details for individuals and organizations, utilizing publicly available information associated with email addresses or domains. This process minimizes incomplete records, facilitating better segmentation and preparedness for outreach. The CRM also incorporates a duplicate management system, allowing users to merge records for individuals, organizations, and deals, ensuring that activity history remains intact across all entries. Additionally, Pipedrive identifies potential duplicates using its tailored matching algorithms, leading to cleaner data that enhances reporting accuracy and minimizes routing errors.
monday streamlines duplicate management with a merging process that consolidates items while preserving update histories. Duplicate entries can be merged into a single primary item, with the duplicates archived and their updates transferred. This method effectively maintains clean records, especially when leads or accounts originate from various sources, making it particularly beneficial for startups that depend on imports and integrations. While data enrichment usually stems from the technology stack, monday emphasizes structured fields and data hygiene.
유연한 파이프라인과 뷰
Pipedrive enhances collaboration by integrating notes, activities, and context at the record level, giving teammates access based on permissions. With mentions and comments, internal coordination occurs directly on items, eliminating the need for external threads during handoffs. Visibility groups and permission sets dictate who can view or edit data, which is crucial as startups expand their teams and engage in sensitive deals. This ensures shared context is maintained without the risk of oversharing, allowing governance to remain manageable as the account scales.
monday Sales CRM offers pipeline management through a Deals board designed for stage-based tracking. The Kanban pipeline view allows for easy drag-and-drop movement between stages, keeping the deal status straightforward. Stages and columns can be customized to align with a startup's sales process without extensive configuration. Filtering and views efficiently distinguish between inbound, outbound, renewals, or partner activities, ensuring the setup remains operational and execution-focused.
팀 협업
Pipedrive enhances collaboration by integrating notes, activities, and context directly within records, allowing teammates access based on their permissions. With mentions and comments, internal coordination occurs directly on items, eliminating the need for external communication threads during handoffs. Visibility groups and permission sets ensure only authorized individuals can view or edit sensitive data, which is crucial as startups expand their teams and manage delicate deals. This approach fosters shared understanding while preventing oversharing, making governance more manageable as the account scales.
monday is intentionally designed for collaboration, ensuring CRM work remains visible across teams without the need to switch tools. Records enable updates and threaded discussions connected to specific items, keeping context close to each deal or account. Clear ownership, assignments, and status columns enhance accountability during handoffs. Shared views align sales, success, and operations teams on a unified pipeline reality, while structured permissions and boards help maintain organized collaboration as the team grows.
경량 자동화 및 통합
Pipedrive offers Automations that activate based on triggers such as creating, updating, or deleting people, organizations, activities, or deals, as well as date-based triggers. These Automations can perform actions like creating or updating CRM items and sending emails from the synced email address based on the configuration. For integrations, Zapier enables two-way workflows that allow data to be pushed into Pipedrive and sent out to other applications. For those seeking more control, Pipedrive also provides a REST API and supports webhooks for event-driven integrations, catering to both lightweight startup automation and advanced build paths.
Meanwhile, monday facilitates automation through its built-in recipes that trigger actions when statuses change, dates arrive, or items transition between stages. Integrations expand these capabilities with connectors and no-code workflows, including Zapier connections for popular startup stacks. For more complex requirements, monday offers a GraphQL API that allows for programmatic data reading and writing, enabling users to start small and scale workflows as processes evolve. Automation remains manageable due to its reliance on clear board logic.
folk CRM: The Ultimate CRM for Startups in 2026
folk is a contemporary CRM designed specifically for startups, seamlessly managing relationships across Gmail, Google Calendar, LinkedIn, and spreadsheets. It consolidates contacts, companies, deals, notes, files, and all interactions into a single, streamlined workspace, ensuring that pipeline context remains linked to genuine conversations rather than scattered across multiple tabs.
Key Features Most Valued by Startups Using folk
- Gmail and Google Calendar synchronization for an automated activity timeline
- LinkedIn-ready contact capture through a convenient Chrome extension
- Contact enrichment to quickly fill in missing data
- Deduplication to maintain a clean database as it expands
- Customizable pipelines and fields tailored to any go-to-market strategy
For startups, folk excels in speed-to-value and daily usability. Setups are swift, workflows remain adaptable, and multichannel context is easily accessible without burdening the CRM with unnecessary complexity. This approach leads to more consistent follow-ups, cleaner data, and clearer revenue visibility, all with minimal friction.
결론
Pipedrive offers a streamlined, sales-first approach, ideal for teams focused on deal-driven processes, while monday.com enhances collaboration within existing workflows, catering to operationally-minded startups. However, for those seeking seamless email integration, robust automation, and a multi-channel context, folk emerges as the superior choice. It consolidates all interactions in a single workspace, ensuring clean data and efficient follow-ups, empowering teams to focus on building relationships and driving growth without the complexity of traditional CRMs.
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