Monday CRM vs Cleomitra CRM — Which CRM is Right for Your Business?

Choosing the right CRM system is a critical decision for business growth. A good CRM not only tracks leads and deals but also streamlines workflows, improves team collaboration, automates follow-ups, and enhances customer relationships.

In this CRM comparison, we’ll take a closer look at Monday CRM and Cleomitra CRM — two tools built for different business needs. One offers high flexibility and visual project control, while the other focuses on simplicity and WhatsApp-based sales automation.

Let’s dive in.

Overview — Monday CRM & Cleomitra CRM

Monday CRM

Part of the Monday.com work platform, Monday CRM combines CRM functions with project and work management tools. It’s highly visual, customisable, and ideal for businesses that want one unified workspace for tasks, pipelines, dashboards, teams, and workflows.

Cleomitra CRM

Cleomitra CRM focuses on small business needs — especially for teams that rely on simple pipelines, messaging, WhatsApp communications, reminders, and practical day-to-day automation. It’s designed to be fast to adopt, easy to use, and affordable.

Feature Comparison: At a Glance

1) Ease of Use & Setup

Monday CRM:

Monday CRM’s setup is flexible but requires some initial configuration — especially if you want to build custom boards, automations, and integrations. It suits teams that want their CRM tightly coupled with work management.

Cleomitra CRM:

Cleomitra’s onboarding is straightforward. Small teams and solo entrepreneurs can start managing leads and automating messaging workflows within hours.

👉 Winner (Ease of Setup): Cleomitra CRM

2) Pipeline & Workflow Management

Monday CRM:

Monday CRM offers highly visual pipelines. You can customise boards, stages, tasks, automations, and dashboards. This makes it ideal for businesses that use CRM alongside operations, project management, and inter-team coordination.

Cleomitra CRM:

Cleomitra’s pipeline view is simpler and more focused on small business needs — showing leads, stages, tasks, follow-ups, and communication history without complexity.

👉 Winner (Visual Pipeline & Customisation): Monday CRM
👉 Winner (Clarity & Simplicity): Cleomitra CRM

3) Automation & Workflow Rules

Monday CRM:

Automations on Monday allow tasks like moving deals, triggering notifications, assigning tasks, and syncing boards. You can build complex workflows that span teams and departments.

Cleomitra CRM:

Cleomitra’s automation focuses on WhatsApp follow-up scheduling, reminders, tasks, and conversational automation. While not as expansive as Monday’s, its automation tools are highly practical for small teams.

👉 Winner (Advanced Automation): Monday CRM
👉 Winner (Everyday Practical Automation): Cleomitra CRM

4) Messaging & Communication Tools

Monday CRM:

Supports email tracking and notifications. Messaging workflows can be created, but built-in WhatsApp integration is not available — requiring third-party connectors if needed.

Cleomitra CRM:

Cleomitra stands out with native WhatsApp integration, scheduling, automated messages, templates, and logging — making it superior for WhatsApp-based sales.

👉 Winner (WhatsApp & Messaging): Cleomitra CRM

5) Reporting & Dashboards

Monday CRM:

Reports and dashboards are highly configurable. You can visualise pipelines, team performance, task timelines, lead sources, and forecasts — making data-driven decisions easier.

Cleomitra CRM:

Provides essential reports and dashboards focused on sales stages, lead conversion, communication logs, follow-ups, and task completion — perfect for small teams tracking basics.

👉 Winner (Advanced Reporting): Monday CRM

6) Mobile Experience

Both platforms offer mobile apps for iOS and Android, allowing teams to manage pipelines, update tasks, view dashboards, and communicate on the go.

🔹 Monday CRM app: Focused on workflows, boards, and team coordination.
🔹 Cleomitra CRM app: Optimised for lead follow-ups, messaging, WhatsApp engagement, and daily sales tasks.

👉 Winner (Mobile Flexibility): Tie

7) Pricing & Value for Money

Monday CRM:

Pricing is mid-to-high based on user seats and features. Advanced automation and integrations may require higher plans.

Cleomitra CRM:

Designed with small businesses in mind. More affordable plans deliver key CRM features, built-in messaging, WhatsApp automation, and sales tracking without complex add-ons.

👉 Winner (Cost-Effectiveness): Cleomitra CRM

Who Should Use Which CRM?

📍 Choose Monday CRM if you:

• ✔ Need a unified work platform with CRM + tasks + workflows
• ✔ Want deep customisation, dashboards, and automation
• ✔ Work with larger teams and cross-team collaboration
• ✔ Need advanced reporting and forecasting

📍 Choose Cleomitra CRM if you:

• ✔ Want simple, easy, and fast CRM setup
• ✔ Use WhatsApp as your main sales & communication channel
• ✔ Run a small business, local service, or solo venture
• ✔ Want affordable pricing with practical automation

Final Verdict

Both CRMs have distinct advantages:

🚀 Monday CRM is ideal for teams that want a powerful, visual, and flexible CRM tied to workflow and project progress.

💼 Cleomitra CRM shines for small businesses that need ease of use, WhatsApp messaging integration, and straightforward sales processes.