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Salesforce Essentials vs monday.com comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

ROI

Sentiment score
6.8
Users cite improved efficiency, productivity, and ROI from monday.com, emphasizing time savings, reduced costs, and enhanced collaboration.
Sentiment score
8.0
Salesforce Essentials enhances sales growth by simplifying implementation, navigation, and automating processes, benefiting testing, development, and daily operations.
 

Customer Service

Sentiment score
7.5
monday.com offers efficient support with fast, friendly service, though chat improvements and technical issue resolutions are suggested.
Sentiment score
7.7
Salesforce Essentials offers responsive customer service with fast responses, though some users suggest improvements for even better efficiency.
Salesforce Essentials has excellent customer service.
 

Scalability Issues

Sentiment score
8.0
monday.com is highly scalable, adaptable to various business scales, but requires planning for optimal user role and workflow management.
Sentiment score
7.3
Salesforce Essentials scales efficiently for diverse user volumes, earning high praise for supporting organizational growth and flexibility.
 

Stability Issues

Sentiment score
7.9
Monday.com is a dependable platform with quick issue resolution and consistent stability, despite occasional minor connectivity issues.
Sentiment score
8.1
Salesforce Essentials is reliable with smooth SAP integration, though some users experience delays in automation processes.
Salesforce Essentials has proven stable, with no downtime that affects my work.
 

Room For Improvement

Users want improved UX, board limits, integration, customization, performance, mobile functionality, and extensive project management in monday.com.
Salesforce Essentials struggles with integration, user-friendliness, and pricing, needing improved automation, AI, and analytics features.
The need for a stable connection is critical as there are network issues that slow our processes down.
I would like to have the ability to create more than two levels of subtasks in monday.com.
There are other competitors, like Zoho CRM, that offer similar features at a lower cost.
 

Setup Cost

Monday.com pricing varies, appealing to small teams, but enterprise plans are costly; users suggest starting with basic packages.
Salesforce Essentials is considered costly by users due to high licensing fees and additional professional service expenses.
The costs associated with Salesforce Essentials are substantial, which is a drawback compared to competitors who offer similar services for less.
 

Valuable Features

Monday.com streamlines workflows with automation, integrations, and customization, enhancing productivity and collaboration across diverse project environments.
Salesforce Essentials provides scalable, flexible solutions with cloud deployment, AI customization, and mobile support, enhancing productivity despite high costs.
monday.com helps in quick decision-making by facilitating communication on the go through the comment section and email alerts when someone comments.
monday.com makes it very easy to input any information.
Salesforce Essentials is excellent because it is one of the most flexible CRMs available.
 

Categories and Ranking

monday.com
Ranking in CRM
4th
Average Rating
9.4
Reviews Sentiment
7.3
Number of Reviews
226
Ranking in other categories
Project Portfolio Management (5th), Project Management Software (1st), Marketing Management (5th), Opportunity Management (2nd)
Salesforce Essentials
Ranking in CRM
17th
Average Rating
8.0
Reviews Sentiment
6.9
Number of Reviews
13
Ranking in other categories
No ranking in other categories
 

Mindshare comparison

As of April 2025, in the CRM category, the mindshare of monday.com is 4.3%, down from 4.6% compared to the previous year. The mindshare of Salesforce Essentials is 0.3%, up from 0.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM
 

Featured Reviews

Jaikishan Daryanani - PeerSpot reviewer
C level has visibility into the entire timeline and status of an initiative, and real-time reporting saves work
It is meant for non-technical users. As a matter of fact, for technical users, it may seem kind of naive or non-sophisticated or something. But for non-tech people, it's a visual treat because it has functionalities and capabilities suited to their business function as well as flexibility in terms of customization to make it adaptable. monday.com is very flexible. We created workspaces for every team and they have the flexibility to create and define their own processes and data points as well as their approval processes. Viewing projects and timelines via Gantt charts in monday.com is a native functionality. The power of the dashboard is that the solution enables you to do risk, timeline, and cost-benefit analyses for your initiatives. It gives you a complete perspective on the impact of your future decisions and initiatives for the upcoming months, quarters, and years. Based on the different levels in the organization, there is visibility into what each function of the organization or each department is up to. As a manager, it gives you a live update of the tasks and any particular changes. You can track the entire project for your teams and for other teams as well. Creating a new project in monday.com takes a few seconds. If you have the templates created you can generate a project via automation. If you have a standard WBS (work breakdown structure) for every single project, you can trigger automation. When the project is approved, within a fraction of a second, the entire WBS is ready for you so that you can start putting in your updates and data. There are around 200 templates available in the solution, and that gives you a baseline to start from, whether you are doing agile management or waterfall. Once you select a template, boom, it creates a baseline structure and you can start. And even if you want to create a new project, it's still pretty simple and a matter of a few seconds.
Srini-Dhanaraj - PeerSpot reviewer
Manages service requests and dispatches engineers to resolve issues
I work from home for a heater manufacturing company. They wanted to move away from their current SAP CRM system to Salesforce. There is a fulfillment process, which involves taking an order, delivering it, and providing service. Salesforce is used to manage the order-taking process. Once an order is taken, the backend system, SAP ERP, handles product manufacturing, delivery, and installation. After installation, the Service Cloud in Salesforce takes over for ongoing service management. Once your order is confirmed, integration with the SAP ERP backend will be seamless. The system takes the sales order from Salesforce and starts processing it for procurement, starting with creating a production order, manufacturing, and then delivery. Once the product is delivered, this information is passed back to Salesforce Service Cloud. In the Service Cloud, a service engineer receives a notification indicating that a product needs to be delivered to a specific location for installation. The engineer then inspects and installs the product at the designated site. SAP ERP manages the product manufacturing and delivery processes. After the product is delivered to the customer, Salesforce Service Cloud takes over. It manages service requests and dispatches engineers to resolve issues reported by customers. Service Cloud captures the information and creates an incident record when a customer reports a product fault. Engineers receive this information and promptly visit the client site to fix the issue. The solution is easy to implement. Overall, I rate the solution a nine out of ten.
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Top Industries

By visitors reading reviews
Educational Organization
65%
Computer Software Company
4%
Financial Services Firm
4%
Manufacturing Company
3%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

Do you recommend Monday.com?
Monday.com is one of the best project management softwares available on the market. It lets you create and customize the tools you need to run every aspect of your work. I particularly favor it bec...
What do you like most about monday.com?
The product's initial setup phase was straightforward.
What needs improvement with monday.com?
I would like to have the ability to create more than two levels of subtasks in monday.com. It was a significant challenge as I often wanted to make a task dependent on another group, but it was dif...
What do you like most about Salesforce Essentials?
Salesforce provides the best they have with the current version. Most of the features we need are already there, and it's very easy to use.
What is your experience regarding pricing and costs for Salesforce Essentials?
The pricing is a bit on the expensive side, maybe when we compare it with other solutions. I would rate the pricing a nine out of ten, with one being low price and ten being high price. The licensi...
What needs improvement with Salesforce Essentials?
I have seen Salesforce evaluate a lot of AI and analytics into that. But as an end user, I don’t have that much input. So, I would like to have more AI functionality here. That would be really help...
 

Comparisons

No data available
 

Overview

 

Sample Customers

Raw Digital, Wix, Discovery, Frost & Sullivan, Adidas, Asos, Uber
Information Not Available
Find out what your peers are saying about Salesforce Essentials vs. monday.com and other solutions. Updated: April 2025.
847,646 professionals have used our research since 2012.