Nimble CRM vs monday sales CRM

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

Nimble CRM Software Tool

Product Basics

Nimble is a one-stop solution for managing and organizing contacts, setting reminders, building and maintaining relationships, finding opportunities, and meeting goals. It provides complete information on the customer's history and their deal status. Users can set up a structured to-do list for teams.

It allows users to engage and interact with prospects and customers on a personalized level, enabling them to stay connected across the entire customer journey.
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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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$9 Monthly
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Tailored to your specific needs
$12/User, Monthly, Freemium
Get a free price quote
Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Auto Set-Up: Simplifies the task of getting the software up and running, as it automatically sets itself up based on user requirements. 
  • Unified Workspace: Gather all information and unify it for easy access through the Nimble dashboard. 
  • User-Friendly: Easy to work from wherever and through whichever app is needed. Access emails, social media, contacts and more on the go, all from one dashboard. 
  • Team Tracking: Stay updated on team activities with a segregated table for in-progress, scheduled and completed tasks. 
  • Increased Sales: The sales navigator enhances productivity by tagging sales reps in deals so they can meet sales targets. 
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  • 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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  • Smart Social Search: Automates the process of collecting contact information and details from social media pages, providing helpful business insights. 
  • Today Page: Provides organization by listing and arranging priority clients, reminders and updates on an intuitive board. 
  • Single Engagement Platform: Engage on multiple sites through one platform. Syncs and integrates data and activity from commonly used apps such as Gmail, Pipedrive, social media channels, Mailchimp and many others. 
  • Sales Intelligence: Simplifies the process of reaching out to prospects. Sorts by company size, industry, location, revenue and other key details to ensure sales and marketing efforts target the right types of businesses. 
  • Prospect Building: Understand customer relationship insights by quickly scanning the sales funnel, calendar, social signals and tasks at hand. 
  • Emailing and Tracking: Provides insight into customer activity by keeping track of opened emails and clicks. Shows the number of times a prospect has opened a particular message, directly from Gmail. 
  • Auto Sync: Removes data entry tasks via automatic syncing of data and insights that help engage customers. 
  • Contact Discoveries: Filters out old data and updates with the latest information using the Enrichment Credits feature in the Nimble Prospector App. 
  • Sales Forecasts and Analytics: Deal forecasting and pipeline analytics can predict the team’s historical and predictive revenue in greater detail to identify which deals need attention. 
  • App Integrations: Makes it easy to work anytime, anywhere with over 100 integrated apps along with additional add-ons that facilitate business collaboration. 
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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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Product Ranking

#17

among all
CRM Software

#54

among all
CRM Software

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Analyst Rating Summary

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82
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69
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Nimble CRM
monday sales CRM
+ 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 50 72 83 37 80 50 76 0 51 17 47 37 42 82 69 100 80 75 57 78 0 84 100 83 59 75 0 25 50 75 100
43%
0%
57%
71%
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29%
46%
8%
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54%
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46%
83%
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17%
100%
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60%
80%
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20%
71%
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29%
57%
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43%
43%
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57%
57%
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43%
75%
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25%
75%
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25%
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0%
100%
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100%
43%
5%
52%
81%
0%
19%
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100%
100%
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11%
89%
67%
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33%
25%
13%
62%
50%
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50%
33%
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67%
67%
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33%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

54%
0%
46%
77%
0%
23%
71%
0%
29%
100%
0%
0%

User Sentiment Summary

Great User Sentiment 2505 reviews
Excellent User Sentiment 1296 reviews
89%
of users recommend this product

Nimble CRM has a 'great' User Satisfaction Rating of 89% when considering 2505 user reviews from 5 recognized software review sites.

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.

5.0 (17)
n/a
4.5 (901)
4.6 (768)
4.4 (1499)
n/a
n/a
4.7 (390)
4.5 (32)
4.1 (7)
4.3 (56)
4.2 (131)

Awards

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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

Synopsis of User Ratings and Reviews

Tracking: The platform offers seamless tracking of tasks and spreadsheets, according to 100% of users who reviewed this feature.
Easy to Use: Of the reviewers that mentioned the software’s usability, 71% suggested that the interface and its features make it easy for users to adapt to.
Automation: The system helps automate many tasks and eliminates the use of manual entries, according to 71% of reviews about automation.
Cost: Nimble provides good value for the money spent, as indicated by 100% of reviews mentioning cost.
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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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Integrations: Out of users who mention integrations, 60% suggested the platform offers very basic integrations, with third-party apps needed for additional integrations.
Mobile Application: The mobile app is very slow in comparison to the desktop version, according to 75% of reviews referencing the mobile app.
No Auto-Sync: The system requires third-party apps to integrate the sync function, as observed by 80% of users who wrote about this feature.
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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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Nimble’s CRM solution is intuitive to use and automatically populates customer profiles, interaction histories, contact lists, email conversations and social media activity across various platforms. It offers efficient tracking and automates many tasks. However, reviews noted the mobile application lacks robust performance, and auto-sync feature along with basic integration adds complexity to using it. Its price point makes it best for small businesses that are looking for good value along with strong customer support.

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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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