monday sales CRM vs Membrain

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Our analysts compared monday sales CRM vs Membrain based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

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Membrain is a cloud-based software solution by Upstream that lets users execute their sales operations and continually improve sales strategy with coaching. Known for its sales enablement capabilities, it offers prospecting, lead scoring, contact management, pipeline management, communication management, content management and sales analytics.

Built for B2B organizations with a long sales cycle, it guides sales teams through each stage of the sales pipeline for optimal performance and drives better execution through coaching and strategy.
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$12/User, Monthly, Freemium
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Tailored to your specific needs
$65 Monthly
Get a free price quote
Tailored to your specific needs
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Product Assistance

Documentation
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Knowledge Base
24/7 Live Support
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Product Insights

  • Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
  • No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
  • Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
  • Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
  • Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.
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  • Seamless Operations:  Users can streamline their sales operations, benchmark their processes and track activities and goals from a central platform, making it easier to keep everyone on the same page. 
  • Improve Sales Effectiveness:  With well-defined sales processes and coaching, users can build and scale their sales strategy for effective and sustainable growth. 
  • Increase Win Rates:  Sales playbooks, coaching and integrated sales content ensure that sales executives follow a logical yet personalized approach to sales with each assigned lead, improving their win rates. 
  • Increase Revenue:  With continual optimization of sales processes, improving win rates, faster ramp-up times and larger deal sizes, Membrain helps users boost their revenue. 
  • Team Collaboration:  The platform facilitates team communication and coordination between sales team members from a central system. 
  • Mobile App:  Membrain has fully-featured Android and iOS apps for users to manage work on-the-go. 
  • Integrations:  Apart from pre-built integrations with key players, Membrain offers hundreds of third-party integrations through Zapier. 
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  • Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities. 
  • Email: Manage email communications within the system by syncing with Gmail and Outlook.  
    •  Set up automated alerts to receive notifications when a prospect opens or replies to emails.  
    •  Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information. 
    •  Automatically save all emails as drafts to prevent data loss. 
  • Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee. 
  • Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system. 
  • Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
    •  Set up automated reminders for upcoming deadlines.  
    •  Automatically route leads to the right sales rep. 
    •  Instantly receive notifications after task completion. 
    •  Automatically send emails on the due date. 
  • Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub. 
  • Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space. 
    •  Communicate directly on files and tasks to speed up work and avoid constant back and forth. 
    •  Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.  
    •  Secure data by setting up user access and permissions. 
    •  Automate project workflows to keep everyone in the loop. 
    •  Plan projects and centralize communication via kanban boards and Gantt charts. 
  • Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results. 
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  • Accounts and Contacts:  Users can store and manage their individual contacts as well as organize contacts belonging to an organization into accounts. They can also leverage global search tools for quick access to information about any contact or account. Users can also create smart lists with filters, groups and inline edits. 
  • Data Enrichment:  Membrain offers automated data enrichment for contacts and accounts and fills in details like addresses, phone numbers and social media accounts with a single click. Users just have to add the website or email address for a given account or contact. 
  • Custom Fields:  Users can add custom fields to their contacts and accounts to add specific information as required. Custom fields are automatically added to filtering and grouping parameters for better segmentation and targeted communication. 
  • Sales Pipeline Overview:  This system offers a flexible and visual overview of the sales pipeline to its users, along with drill-down details on each opportunity and actionable guidance to close a given deal. Users can manage multiple pipelines and filter and group through different stages of each pipeline to find relevant information. 
  • Customizable Sales Process:  Users can define their sales process from first communication to winning and managing a deal. Custom benchmarks, actionable steps, KPIs and best practices can be added with a simple drag-and-drop feature to build a workflow. 
  • Integrated Sales Content:  Managers can embed sales enablement content like templates, collateral, training and coaching materials within workflows, to ensure that their sales executives take the right action at the right time, and improve their performance. 
  • Membrain Guide:  With Membrain Guide, users can access real-time intelligence and actionable guidance for any given opportunity, using a set of pre-defined to complete their goals. 
  • Sales Performance Management:  Managers can configure important KPIs for individual and team-level sales goals such as quota, sales cycle, deal size, win rates and more. It can also track performance against these metrics in real-time with a visual interface. 
  • Membrain Meet:  Membrain Meet is a scheduling feature within the platform that helps users set up meetings and sync them with their calendars with a single click. 
  • Email Management:  Membrain integrates with all major email providers to organize incoming mails, offer pre-written and customizable email templates for specific purposes, and track recipient engagement. It also highlights important emails by Prospects and Opportunities, so that sales executives can follow up as required. 
  • Task Management:  Membrain offers an intuitive task management system that curates meetings and other important tasks from the workflow and calendar and sets up automated reminders and notifications. 
  • Prospect Management:  Users can define and identify their ideal customer profiles to identify high-value prospects that fit their criteria in multiple prospective campaigns to build an active stream of leads. These leads can be further qualified and scored based on data. 
  • Sales Playbook:  Managers can build multiple customized sales processes and create situational playbooks to assist their sales team through various sales situations. Similarly, managers can also map out deal-level strategies and manage stakeholders involved in the decision-making team for a given deal or account. 
  • Sales Analytics+::  Once important metrics pertaining to an individual or team level are defined, the Sales Analytics+ feature tracks them and provides a real-time visual representation of data. It also offers actionable insights, helping users identify trends and patterns while adjusting their strategy to improve performance. 
  • Dashboard:  This solution offers a customizable drag-and-drop dashboard that presents all relevant sales information in an intuitive visual manner. The live dashboard can also be shared with external stakeholders directly or used to pull reports and create presentations for external sharing. 
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Product Ranking

#54

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#80

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Analyst Rating Summary

79
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

monday sales CRM
Membrain
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 82 69 100 80 75 57 78 0 84 100 83 59 75 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1296 reviews
Excellent User Sentiment 20 reviews
92%
of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

96%
of users recommend this product

Membrain has a 'excellent' User Satisfaction Rating of 96% when considering 20 user reviews from 2 recognized software review sites.

4.6 (768)
n/a
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4.8 (10)
4.7 (390)
4.8 (10)
4.1 (7)
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4.2 (131)
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Awards

SelectHub research analysts have evaluated monday sales CRM and concluded it earns best-in-class honors for Platform Security. monday sales CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Platform Security Award

Membrain stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.
Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.
Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.
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Visual Sales Pipeline: Users praise Membrain's visually intuitive sales pipeline, which allows them to easily track deals and understand their progress at a glance.
Sales Process Enforcement: Membrain helps enforce consistent sales processes by guiding salespeople through each stage and ensuring they complete necessary tasks, leading to improved sales execution.
Actionable Insights: Users appreciate Membrain's ability to provide actionable insights into sales performance, allowing them to identify bottlenecks, track key metrics, and make data-driven decisions to optimize their sales strategies.
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Lags: Users mentioned that the system would occasionally lag and load slowly.
Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.
Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.
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Limited Customization: Users have expressed frustration over the inflexibility of Membrain's customization options, particularly when it comes to sales process templates. They feel restricted by the pre-defined templates and find it challenging to tailor them to their specific workflows.
Steep Learning Curve: The platform's complexity and non-intuitive interface have been cited as major drawbacks. New users often find it difficult to navigate and utilize the software's full potential without extensive training and support.
Reporting Limitations: Generating comprehensive and insightful reports can be cumbersome in Membrain. Users desire more flexibility and granularity in reporting options to gain deeper insights into their sales performance and pipeline.
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monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

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User reviews from the last year suggest that Membrain is a powerful tool for businesses looking to streamline their sales processes, but it may not be the right fit for everyone. Users praise Membrain for its robust features, particularly its ability to visualize the sales pipeline and automate tasks, which helps sales teams stay organized and focused on closing deals. For example, users highlight the platform's intuitive drag-and-drop interface for managing deals and its customizable sales process templates as major strengths. However, some users find Membrain's pricing to be a significant barrier, especially for smaller businesses or startups with limited budgets. Additionally, some users have reported a steep learning curve, suggesting that Membrain may not be the most user-friendly platform for those new to CRM. While Membrain offers comprehensive customer support, some users have expressed frustration with the platform's lack of a mobile app, which can hinder productivity for teams on the go. Ultimately, Membrain seems best suited for established businesses with complex sales processes and the resources to invest in a sophisticated CRM solution. Its focus on sales pipeline management and automation makes it a valuable asset for sales-driven organizations looking to optimize their performance and drive revenue growth.

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