14 alternative a monday CRM per il 2026
Selezione Rapida di Alternative a monday CRM
Una valida alternativa a monday CRM combina funzionalità di gestione progetti flessibili con flussi di lavoro personalizzabili e affidabili strumenti di collaborazione, oltre all'abilità di tracciare le attività. Se stai cercando opzioni diverse da monday CRM, probabilmente vuoi un software che si adatti ai processi del tuo team, sia riconosciuto per la facilità d'uso, supporti integrazioni senza interruzioni con i tuoi strumenti attuali e offra sia gestione clienti sia gestione dei progetti nello stesso luogo. Con così tante piattaforme disponibili, può essere difficile capire quali soddisfino realmente queste esigenze. Questa lista ti aiuterà a confrontare rapidamente le migliori alternative a monday CRM per il 2026, così troverai la soluzione adatta alla tua azienda e manterrai i tuoi progetti sempre in movimento.
Cos'è monday CRM?
monday CRM è un software di gestione progetti tutto-in-uno creato da monday.com che aiuta i piccoli team ad organizzare attività, tracciare le interazioni con i clienti e gestire i flussi di lavoro in un'unica piattaforma. Offre bacheche personalizzabili, strumenti di automazione e integrazioni con le app aziendali più popolari, fungendo anche da solido strumento di gestione progetti con funzionalità CRM. I team utilizzano monday CRM per centralizzare i dettagli di progetto, assegnare responsabilità e monitorare i progressi in tempo reale. La sua interfaccia visiva, le funzionalità avanzate e la struttura flessibile lo rendono adatto a una vasta gamma di settori e tipologie di progetto.
Riepilogo delle Migliori Alternative a monday CRM
Questa tabella di confronto riassume i dettagli sui prezzi delle mie migliori alternative a monday CRM per aiutarti a trovare quella più adatta al tuo budget e alle tue esigenze di business.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for AI-powered lead scoring | Free plan available | From $9/user/month (billed annually) | Website | |
| 2 | Best for team collaboration features | Free plan + free demo available | From $10.99/user/month (billed annually) | Website | |
| 3 | Best for automated email campaign management | 14-day free trial + free demo available | From $15/month (billed annually) | Website | |
| 4 | Best for built-in marketing automation tools | Free plan + free demo available | From $7/user/month (billed annually) | Website | |
| 5 | Best for agile workflow support | 7-day free trial | From $7.91/user/month | Website | |
| 6 | Best for visual sales pipeline management | 14-day free trial available | From $14/user/month (billed annually) | Website | |
| 7 | Best for Outlook integration | Free trial + free plan available | From $18/user/month (billed annually) | Website | |
| 8 | Best for enterprise-level data integration | 30-day free trial available | From $50/user/month (billed annually) | Website | |
| 9 | Best for customizable task hierarchies | Free plan + free demo available | From $4/user/month (billed annually) | Website | |
| 10 | Best for customizable workflow automation | 30-day free trial + free demo available | From $25/user/month (billed annually) | Website |
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Eloqua
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Optimizely
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Uberflip
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Recensioni delle Alternative a monday CRM
Di seguito le mie sintesi dettagliate delle migliori alternative a monday CRM che hanno raggiunto la mia selezione rapida. Le mie recensioni offrono una panoramica approfondita delle funzionalità, dei migliori casi d’uso e delle integrazioni di ciascuna piattaforma per aiutarti a trovare quella più adatta alle tue esigenze.
Sales teams looking for project management software with advanced lead qualification features may want to consider Freshsales. This platform uses AI-powered lead scoring to help prioritize deals and focus team efforts where they matter most. Unlike monday CRM, Freshsales automatically analyzes engagement signals and sales activities to surface high-potential leads directly within your project workflows.
Why Freshsales Is a Good monday CRM Alternative
For teams that want to prioritize leads and manage projects in one place, Freshsales offers a unique advantage. I picked Freshsales because its AI-powered lead scoring automatically ranks prospects based on engagement, deal stage, and historical data, so you can focus on the most promising opportunities. The platform also lets you set up workflows that assign tasks and reminders based on lead scores, keeping your project pipeline organized. If you need project management that’s tightly connected to sales intelligence, Freshsales brings these capabilities together in a way monday CRM doesn’t.
Freshsales Key Features
Some other features in Freshsales that project-focused teams may want to explore include:
- Kanban Deal Pipeline: Visualize and manage deals through customizable pipeline stages.
- Built-in Phone and Email: Make calls and send emails directly from the platform.
- Appointment Scheduling: Book meetings with leads and clients using integrated calendar tools.
- Custom Fields and Modules: Tailor records and workflows to match your team’s unique project needs.
Freshsales Integrations
Integrations include Freshdesk, Freshchat, Freshmarketer, Google Workspace, Microsoft 365, Mailchimp, Zapier, QuickBooks, Xero, and more.
Pros and Cons
Pros:
- Automated task assignment from workflow rules
- Built-in phone and email for direct outreach
- AI lead scoring updates with real-time data
Cons:
- Workflow automation restricted on lower plans
- No built-in time tracking for projects
For teams that prioritize communication and coordination, Asana offers a project management platform built around collaboration. Marketing departments, creative agencies, and cross-functional teams often choose Asana for its real-time task updates and shared project views. Unlike monday CRM, Asana emphasizes features that keep everyone aligned and conversations connected to work, with flexible customization options and organized task lists.
Why Asana Is a Good monday CRM Alternative
When your team’s success depends on smooth collaboration, Asana stands out for its focus on keeping everyone connected. I picked Asana because its shared project boards and comment threads let teams discuss work directly where tasks live. The platform’s real-time updates and team calendar features help everyone stay on the same page, even as priorities shift. For groups that need to coordinate across departments or locations, Asana’s collaboration tools offer a clear advantage over monday CRM.
Asana Key Features
Some other features in Asana that project managers may want to explore include:
- Custom Fields: Add specific data points to tasks for tracking unique project details.
- Workflow Builder: Design and automate multi-step processes with a visual workflow tool.
- Milestone Tracking: Mark and monitor key project milestones to track progress.
- Workload Management: View team capacity and balance assignments across projects.
Asana Integrations
Integrations include Slack, Google Drive, Microsoft Teams, Zoom, Jira Cloud, Salesforce, Dropbox, Outlook, Figma, and more.
Pros and Cons
Pros:
- Milestone tracking highlights key project achievements
- Workload Management visualizes team capacity
- Workflow Builder automates repetitive project steps
Cons:
- Subtasks lack advanced filtering options
- Guest access controls can be restrictive
If your team needs advanced automation for email campaigns, ActiveCampaign delivers a platform focused on marketing and sales workflows. Marketing teams and small businesses often choose it for its visual automation builder and deep segmentation tools. Unlike monday CRM, ActiveCampaign specializes in automating personalized email journeys and managing complex campaign triggers.
Why ActiveCampaign Is a Good monday CRM Alternative
For teams that want to automate and personalize their outreach, ActiveCampaign offers advanced email campaign management that goes beyond what monday CRM provides. I picked ActiveCampaign because its visual automation builder lets you design complex, multi-step workflows for nurturing leads and managing customer journeys. The platform’s segmentation tools allow you to target specific audiences based on behavior, engagement, or custom data fields. If your project management needs include orchestrating automated communications and tracking campaign performance, ActiveCampaign brings specialized features that fill this gap.
ActiveCampaign Key Features
Some other features in ActiveCampaign that project managers may want to consider include:
- Lead Scoring: Assign scores to contacts based on engagement and activity.
- Deal Pipeline Management: Track sales opportunities through customizable pipeline stages.
- Task Assignment: Create and assign tasks to team members within deals.
- Site Tracking: Monitor website visitor activity and connect it to contact records.
ActiveCampaign Integrations
Integrations include Shopify, Salesforce, WordPress, Facebook, WooCommerce, Zapier, Google Analytics, Slack, Calendly, and more.
Pros and Cons
Pros:
- Sales pipeline view for tracking deals
- Email and SMS marketing in one platform
- Built-in lead scoring for prioritizing contacts
Cons:
- No built-in time tracking for tasks
- Reporting focuses on marketing, not projects
For teams that want project management and marketing automation in one place, HubSpot offers a unique approach. This platform is especially useful for marketing and sales teams that need to manage contacts, automate campaigns, and track project progress without switching tools. Unlike monday CRM, HubSpot’s built-in marketing automation features let you connect project tasks directly to email workflows, lead nurturing, and campaign tracking.
Why HubSpot Is a Good monday CRM Alternative
If you want project management that’s tightly connected to marketing automation, HubSpot is a strong choice. I picked HubSpot because its workflow automation tools let you trigger emails, assign tasks, and update records based on project milestones or deal stages. The platform’s campaign management features also help you coordinate marketing projects, track performance, and keep all related assets in one place. For teams that need to blend project tracking with automated outreach, HubSpot offers a level of integration that monday CRM doesn’t match.
HubSpot Key Features
Some other features in HubSpot that project-focused teams may want to explore include:
- Task Queues: Organize and prioritize project tasks for yourself or your team.
- Customizable Dashboards: Build dashboards to visualize project metrics and team performance.
- Document Management: Store, share, and track documents directly within the platform.
- Team Permissions: Set granular access controls for different users and teams.
HubSpot Integrations
Integrations include Asana, Gmail, Intercom, Mailchimp, Google Ads, Shopify, Slack, Microsoft Dynamics 365, Zoom, Salesforce, and more.
Pros and Cons
Pros:
- Email campaign tools connect to project workflows
- Contact and deal records link to projects
- Built-in marketing automation for project tasks
Cons:
- Task dependencies not supported in project boards
- No native Gantt chart for project timelines
Teams looking for advanced agile project management often turn to Jira for its deep support of Scrum, Kanban, and custom workflows. The platform is especially popular with software development teams that need to manage sprints, track issues, and automate repetitive tasks. Unlike monday CRM, Jira is built to handle complex agile processes and detailed backlog management at scale, though it can come with a steeper learning curve. It also supports features like calendar views, spreadsheet-style data management, and plans that can scale to unlimited users.
Why Jira Is a Good monday CRM Alternative
If your team needs support for agile workflows, Jira is purpose-built for that environment. I picked Jira because it offers advanced Scrum and Kanban boards, letting you manage sprints, backlogs, and epics with granular detail. The platform also includes powerful automation tools for recurring tasks and custom workflow rules, which help teams streamline complex processes. For organizations that prioritize agile methodologies over traditional project tracking, Jira delivers capabilities that go far beyond what monday CRM provides.
Jira Key Features
Some other features in Jira that project managers may want to consider include:
- Advanced Issue Types: Create and customize issue types to match your team’s workflow needs.
- Roadmap Planning: Visualize project timelines and dependencies with built-in roadmaps.
- Granular Permissions: Set detailed user roles and permissions for projects and boards.
- Audit Logs: Track all changes and activities for compliance and transparency.
Jira Integrations
Integrations include Microsoft Teams, Google Drive, Google Docs, Figma, Miro, GitHub, Zoom, Confluence, Bitbucket, and more.
Pros and Cons
Pros:
- Roadmap view for project timeline visualization
- Custom issue types for different workflows
- Sprint planning tools built for agile teams
Cons:
- User permissions setup can be complex
- Limited support for non-technical project templates
If your team needs a clear, visual way to track deals and sales activities, Pipedrive is worth a look. This tool is built for sales-focused teams that want to manage pipelines, automate follow-ups, and keep opportunities moving forward. Unlike monday CRM, Pipedrive centers everything around a drag-and-drop pipeline view that makes it easy to spot bottlenecks and prioritize work.
Why Pipedrive Is a Good monday CRM Alternative
When you need to manage sales projects with a strong visual focus, Pipedrive stands out for its pipeline-centric approach. I picked Pipedrive because its drag-and-drop pipeline view lets you organize deals, track progress, and quickly identify stalled opportunities. The customizable stages and color-coded deal cards make it easy to tailor the workflow to your team’s sales process. For project managers who want to keep sales activities front and center, Pipedrive offers a clear, actionable way to manage every step.
Pipedrive Key Features
Some other features in Pipedrive that project-focused teams may want to explore include:
- Activity Scheduler: Schedule calls, meetings, and deadlines directly from each deal or contact.
- Email Integration: Connect your email account to send, receive, and track messages within Pipedrive.
- Workflow Automation: Set up automated actions for repetitive tasks like assigning leads or sending reminders.
- Custom Fields: Add custom data fields to deals, contacts, or organizations to match your team’s unique process.
Pipedrive Integrations
Integrations include PandaDoc, Leadfeeder, JustCall, LinkPort, Outfunnel, Slack, QuickBooks, Trello, Zoom, and more.
Pros and Cons
Pros:
- Email tracking and templates for outreach
- Built-in activity scheduler links tasks to deals
- Visual pipeline view supports sales-driven workflows
Cons:
- Limited reporting for non-sales activities
- No built-in project management module
Teams that rely on Microsoft Outlook for daily communication often turn to eWay-CRM for project and client management. This tool embeds CRM and project tracking features directly inside Outlook, making it a fit for businesses that want to manage deals, tasks, and contacts without leaving their inbox. Unlike monday CRM, eWay-CRM stands out for its smooth Outlook integration and familiar interface for Microsoft users, with support for Excel, invoicing, real-time notifications, and API access for customization.
Why eWay-CRM Is a Good monday CRM Alternative
If your team already works in Outlook, eWay-CRM offers a unique approach by embedding project management and CRM tools directly into your existing email workflow. I picked eWay-CRM because it lets you manage deals, projects, and contacts without switching between platforms. The tool supports task tracking, document management, and automated email journaling—all from within Outlook. For businesses that want to keep everything in one familiar place, eWay-CRM delivers a tightly integrated experience that monday CRM doesn’t match.
eWay-CRM Key Features
Some other features in eWay-CRM that project-focused teams may want to explore include:
- Custom Fields: Add and configure custom data fields to fit your business processes.
- Workflow Automation: Set up automated workflows for sales, projects, or customer service.
- Time Tracking: Log and monitor time spent on tasks and projects.
- Mobile App: Access contacts, deals, and project information from iOS and Android devices.
eWay-CRM Integrations
Integrations include Microsoft Teams, Power BI, SharePoint, Power Automate, QuickBooks, Zapier, 3CX, and more.
Pros and Cons
Pros:
- Workflow automation for sales and projects
- Custom fields for tailored data capture
- Email journaling automatically links messages to deals
Cons:
- Interface depends on Microsoft Outlook environment
- No Kanban or board-style project views
Large organizations that need to connect project management with finance, sales, and operations often turn to Microsoft Dynamics 365. This platform is designed for enterprises that want to unify data and workflows across multiple departments and business systems. Unlike monday CRM, Dynamics 365 offers deep integration with Microsoft’s ecosystem and advanced data management for complex, cross-functional projects.
Why Microsoft Dynamics 365 Is a Good monday CRM Alternative
For teams that need to manage projects alongside large volumes of business data, Microsoft Dynamics 365 offers a level of integration that monday CRM doesn’t match. I picked Dynamics 365 because it connects project management with finance, sales, HR, and supply chain data in real time. Its unified data model lets you automate workflows and reporting across departments, so you can coordinate complex projects without switching between disconnected systems. This makes it a strong choice for enterprises that need to align project work with broader business operations.
Microsoft Dynamics 365 Key Features
Some other features in Microsoft Dynamics 365 that project-driven teams may want to consider include:
- Resource Scheduling: Assign and manage team members, equipment, and other resources across multiple projects.
- Customizable Dashboards: Build visual dashboards to monitor project KPIs and progress in real time.
- Document Management: Store, share, and collaborate on project files directly within the platform.
- AI-Powered Forecasting: Use built-in AI tools to predict project outcomes and identify potential risks.
Microsoft Dynamics 365 Integrations
Integrations include Microsoft 365, Microsoft Teams, Outlook, Azure, Power BI, SharePoint, OneDrive, LinkedIn, Copilot, and more.
Pros and Cons
Pros:
- AI-driven forecasting for project outcomes
- Advanced resource scheduling for large teams
- Connects project data with finance and HR
Cons:
- Limited Kanban board visualization options
- Some features require separate Microsoft licenses
If your team needs flexible ways to organize complex projects, GoodDay offers a unique approach to task management. The platform lets you build custom task hierarchies, making it easier to break down work and visualize dependencies across multiple levels. Unlike monday CRM, GoodDay is designed for teams that want granular control over project structure and workflow design, while still offering a user-friendly interface that works well for smaller teams, startups, and even simple projects. It’s also a cost-effective option for teams that need flexibility without overspending.
Why GoodDay Is a Good monday CRM Alternative
What sets GoodDay apart for project management is its highly customizable task hierarchy system. I picked GoodDay because it lets you nest tasks within projects at multiple levels, so you can mirror even the most complex workflows. You can also define custom fields and statuses for each task, giving your team more control over how work is tracked and reported. For teams that need to manage layered projects or want to tailor their workspace structure, GoodDay offers flexibility that monday CRM doesn’t match.
GoodDay Key Features
Some other features in GoodDay that project managers may want to explore include:
- Gantt Chart View: Plan and track project timelines with interactive Gantt charts.
- Workload Management: Monitor team capacity and balance assignments across users.
- Built-in Time Tracking: Log hours directly within tasks for accurate reporting.
- Document Management: Store, share, and collaborate on files within each project workspace.
GoodDay Integrations
Integrations include G Suite, Gmail, Slack, Google Docs, Google Drive, Google Calendar, Dropbox, GitHub, GitLab, and more.
Pros and Cons
Pros:
- Workload management dashboard for resource allocation
- Built-in time tracking for individual tasks
- Task hierarchies support unlimited subtask levels
Cons:
- Limited reporting customization for advanced analytics
- No built-in CRM or sales pipeline
Agentforce Sales is a CRM platform designed for teams that need advanced workflow automation and deep customization for work management. It’s a strong fit for sales-driven organizations or businesses with complex processes that require tailored project management solutions. If you need to automate multi-step workflows and integrate data across departments, this platform offers flexibility beyond what monday CRM provides, with an intuitive interface, support for marketing campaigns, optional add-ons, and a free version for getting started.
Why Agentforce Sales Is a Good monday CRM Alternative
What sets Agentforce Sales apart is its highly customizable workflow automation, which goes far beyond basic task tracking. You can build complex, multi-step automations that trigger actions, assign tasks, and update records based on your team’s unique processes. I picked this tool for teams that need to manage intricate project pipelines or sales cycles with conditional logic and approvals. Its process builder and automation rules give you granular control over how work moves through your organization.
Agentforce Sales Key Features
Some other features in Agentforce Sales that project-focused teams may find useful include:
- Kanban-Style Opportunity Boards: Visualize and manage project or sales stages using drag-and-drop boards for quick status updates.
- Customizable Reporting Dashboards: Build tailored dashboards to track project metrics, team performance, and pipeline health in real time.
- Document Management: Store, share, and collaborate on project files directly within the platform.
- Role-Based Permissions: Control access to sensitive project data and workflows by assigning user roles and permissions.
Agentforce Sales Integrations
Integrations include Slack, Outlook, Gmail, Google Drive, DocuSign, QuickBooks, Mailchimp, HubSpot, LinkedIn, and more.
Pros and Cons
Pros:
- Strong lead and opportunity management tools
- Highly customizable dashboards and reports
- Advanced workflow automation for complex processes
Cons:
- Limited project templates compared to others
- Requires admin expertise for full customization
Altre alternative a monday CRM
Ecco altre alternative a monday CRM che non sono entrate nella mia selezione rapida, ma che vale comunque la pena valutare:
- Zoho CRM
For multichannel communication tracking
- Wrike
For real-time workload visualization
- Teamwork.com
For client-facing project collaboration
- Productive
For agency resource planning
How I Evaluate Monday CRM Alternatives
I first check that each tool handles what monday CRM already delivers—visual pipelines, lead management, and workflow triggers for nurture sequences. Then I evaluate differentiators like multi-touch attribution and journey builders.
Core Functionality (Table Stakes For This List)
When I'm selecting tools for my list, I rank each one on a scale from 0 (does not offer the functionality) to 5 (excels in this area) for each core functionality listed below. Then, I calculate the tool's total score into a percentage. Each tool needs to achieve a minimum total score of 65% to be considered for inclusion.
- Contact & Lead Management: I check whether a CRM lets me build segmented lists from campaign leads, with custom fields for source, lifecycle stage, and engagement tags.
- Visual Sales Pipeline: A clear kanban or board view matters here—I look for drag-and-drop stages that marketers can tailor to mirror their funnel, not just a sales process.
- Marketing Automation & Workflows: I evaluate whether I can set up multi-step sequences like "new lead from webinar form → assign to SDR → trigger nurture email" without developer help.
- Email Integration & Outreach: Two-way sync with Gmail or Outlook is a baseline. Beyond that, I look for template libraries, open/click tracking, and sequenced follow-ups.
- Reporting & Campaign Analytics: Dashboards should go beyond deal counts. I look for source-level breakdowns so a demand gen lead can report which channels actually drive pipeline.
- Third-Party Integrations: Marketing teams run large tool stacks, so I evaluate native connectors to platforms like Mailchimp, Google Ads, or Meta, plus Zapier or Make support.
Once I have a list of tools that meet this criteria, I consider what sets each platform apart.
Differentiating Factors (What Sets Vendors Apart)
Here's how I compare and contrast different vendors:
Standout Features
Revenue attribution is a big one for me. If a CRM can show which campaigns and touchpoints contributed to closed deals, demand gen leaders can prove marketing's impact without stitching together spreadsheets. I also look for multi-channel campaign management—the ability to orchestrate email, SMS, and ad outreach from within the CRM keeps engagement data tied to contact records. AI-powered lead scoring is increasingly worth evaluating too, especially when it helps marketers prioritize the leads most likely to convert.
Beyond Features
Pricing structure matters a lot when marketing teams scale fast. I check whether costs jump sharply as contact lists grow or as you unlock features like automation and reporting. Implementation speed is another factor I weigh—a CRM with pre-built marketing templates and pipeline recipes can have a team running campaigns in days, while others require weeks of custom setup. I also evaluate data privacy tooling, especially built-in consent management and role-based permissions for handling subscriber data across regions.
Perché Cercare un'Altra Soluzione Rispetto a monday CRM?
Sebbene monday CRM sia una buona scelta come software di gestione progetti, ci sono diversi motivi per cui alcuni utenti cercano soluzioni alternative. Potresti essere alla ricerca di un'alternativa a monday CRM perché…
- Hai bisogno di un'integrazione più profonda con Microsoft Outlook
- Il tuo team richiede reportistica o analisi avanzate
- Desideri un'automazione dei flussi di lavoro più flessibile
- Hai bisogno di uno strumento con una gestione delle risorse più solida
- La tua azienda opera in regioni dove il supporto di monday CRM è limitato
- Preferisci una piattaforma con più integrazioni native
Se ti ritrovi in una di queste situazioni, sei nel posto giusto. La mia lista include diverse soluzioni di gestione progetti che rispondono meglio alle sfide che i team incontrano con monday CRM e offrano alternative valide.
Funzionalità principali di monday CRM
Ecco alcune delle funzionalità chiave di monday CRM, per aiutarti a confrontare e valutare le soluzioni alternative disponibili:
- Visualizzazione della pipeline e delle board per tracciare le trattative
- Automazioni personalizzabili per attività ripetitive
- Gestione centralizzata di contatti e account
- Tracciamento delle email integrato e registrazione delle comunicazioni
- Gestione di attività e compiti con promemoria
- Campi e modelli personalizzati per la raccolta dati
- Dashboard di reportistica per analisi di vendite e progetti
- Archiviazione file e gestione documenti
- Strumenti di collaborazione per aggiornamenti del team e menzioni
- Accesso tramite app mobile per la gestione dei progetti ovunque tu sia