Monday.com Vs. ClickUp 2023: Best Project Management Tool?

Making data-driven decisions is crucial to scaling your SMB. 

Luckily, Monday.com makes this a breeze by providing customizable analytics dashboards to give you a bird’s eye view of your sales. 

We tested this feature by adding some of our deals at Small Business Bonfire. 

Then, we customized our dashboard for our specific business needs. 

Here’s an overview of our sales funnel that we created in less than 5 minutes. 

We could drag and drop widgets around our dashboard (with just a few clicks). 

Check out how our dashboard looked once we had customized it to show the following:

• Sales pipeline
• Monthly goal
• Forecasted revenue by month & stage

The interface was fantastic, it’s entirely free to use this feature, and it helped us make better decisions with our data—what’s not to love?

The bottom line: If you’re looking to get a handle on your sales data, Monday.com makes it incredibly easy. 

Managing your day-to-day tasks can be tricky (especially as you scale). 

It can become a nightmare trying to juggle different tasks and remember where you’re at with each. 

Monday.com’s activity log ensures that everyone on your team is in the loop (without constantly bothering them for updates). 

My team and I tested this feature over six months, adding some tasks related to Small Business Bonfire. 

Here are a few things we loved about Monday.com’s task management:

• Fantastic user interface: there was virtually no learning curve to managing our tasks with Monday.com 
• Interactive task dashboard: We could easily add and edit information, track task progress, and assign tasks to users by clicking the dashboard itself
• Color-coded statuses: Each task is displayed with a color-coded status, making it easy to glance at our tasks and see where they were in the workflow. 

Here’s an example of our task dashboard during our testing.

With Monday.com, we could streamline our activity management and get more done daily!

This feature is perfect for SMBs who want a no-frills approach to staying organized. 

Monday.com is a powerhouse when it comes to managing leads effectively. 

It stood up visibly well in our thorough six-month assessment.

The platform offers the following lead management functionalities that stood out:

• Lead scoring: The lead scoring feature by Monday.com enables you to rank your leads based on their conversion potential. You can use these scores to prioritize follow-ups, helping your team to concentrate on the most valuable leads first.
• Lead Prospecting: Monday.com simplifies the process of prospecting. It offers a well-organized and efficient system to sort and prioritize your prospects.
• Lead Generation: The CRM solution from Monday.com is designed to simplify the lead generation procedure. It lets you track all your leads and their details in one easy-to-access, streamlined place. You can integrate the platform with your website and landing pages, automatically capturing and importing leads (saving you from having to do it manually).

In a nutshell, Monday.com offers more than just your average CRM lead engagement features, making it an excellent option for SMBs aiming to boost their sales performance.

If you want to take your pipeline management game to the next level, Monday.com’s got your back. 

The project management tool offers full CRM capabilities for SMBs looking to scale their sales process in a big way. 

With Monday.com, you can easily do the following:

• Manage multiple pipelines with ease
• Import your data with just a few clicks
• Switch views at the drop of a hat
• Customize pipelines and deals 
• Get a bird’s eye view of your sales process 

We tested this feature out (over a six-month window) by adding some of our affiliate marketing deals at Small Business Bonfire. 

We could easily import our data straight from an Excel spreadsheet (shown below).

This basically eliminated the opportunity cost typically associated with switching CRMs. 

So, if you’re reading this and thinking, “Monday.com is way better than what I’m using,” make the switch today (at no penalty)!

Once our data was imported, we could easily drag and drop each deal across our board to the appropriate stage.

Here’s how it looked from our perspective. 

Our verdict: Monday.com provides the ability to easily customize and manage your pipelines. 

The best part? This feature is 100% free to use! 

Workflow automation can help you scale your business faster while letting your team focus on what matters—client relationships. 

We tested this feature by automating the following:

• Scheduling and sending emails automatically
• Assigning sales reps when a new deal was created
• Sending a notification to the team (when a deal is moved to a specific stage)
• Sending reminders for follow-ups with clients

Monday.com provides fantastic user-friendly templates (pictured below) to help you get started. 

These allow even beginners to create impressive automation to eliminate tedious tasks.

We especially loved Monday.com’s unique automation builder, which took all the guesswork out of the equation. 

Here’s how it looked to give you a better idea. 

As you can see, you simply use “If/Then” statements to customize your automation (with no coding knowledge needed).

Typically, with advanced automation like this, there is a bit of a learning curve. With Monday.com, it’s all smooth sailing! 

Our two cents: If you’re looking to work smarter, not harder, we recommend giving Monday.com’s automation capabilities a spin. 

You can thank us later when you’re kicking back and relaxing (while your automation does the heavy lifting). 

Monday.com offers powerful project management features that can help you keep your team on the same page and boost productivity. 

With Monday.com, you can easily accomplish the following in terms of project management:

• Track project progress from start to finish
• Manage resource allocation for all projects
• Empower project managers to succeed with real-time insights
• Keep every team member in the loop with transparent communication channels
• Easily delegate tasks and responsibilities to other team members

We tested this feature out by using Monday.com to track our newsletter rollout. 

Here’s how our dashboard looked (to give you a better idea). 

We especially liked the ability to easily click on any aspect of the dashboard and edit the data directly from the table. 

This means no confusing menus or distracting cards seen in your typical project management platforms. 

The bottom line: Monday.com offers some of the best project management tools in the biz. If you’re looking to 

Resource management is a pivotal aspect of project management, and Monday.com certainly shines in this regard. 

We thoroughly tested this feature (over six months).

Here’s what we discovered:

• Time tracking: Monday’s time tracking capabilities allowed us to monitor task durations (and provided valuable insights into productivity). This helped us identify bottlenecks and streamline operations in a big way.
• Allocation: With Monday.com, resource allocation became easy. The intuitive dashboard provided a clear overview of task assignments, facilitating effective project management and ensuring workload balance. Task reallocation was seamless, enabling smoother workflow and higher productivity.
• Scheduling: The scheduling feature stood out for its ease of use and effectiveness. Setting up schedules, assigning tasks, and tracking progress was a breeze through Monday.com’s user-friendly interface.
• Availability: The visibility of team member availability was impressive. It allowed us to allocate tasks based on availability, preventing overload and maintaining a balanced workflow.

To sum it up, Monday.com totally exceeded our expectations when it comes to resource management. 

It’s been a game-changer for us, helping us maximize our resources and boosting productivity big time. Plus, it’s made our workflows so much smoother.