the best planner for budgeting and organizing

However, if you’re picking Monday for this reason, be ready to pay a bit more, as we noted that many of the most powerful automation functions are either unavailable or have monthly caps at the lowest tiers. We particularly liked how few steps the automations took to set up we could see even tech-phobic employees using them.

Still, in a moment when so many companies are struggling to find qualified employees, we could certainly see the value in prioritizing productivity and efficiency. However, we didn’t see the bells and whistles of the more complex CRMs on monday, or at least not without paying for the top tiers. So, if your priority is creating some order, automation and integration in unruly stakeholder management workflows, we would recommend monday. Though its sales CRM includes many of the same features as other platforms, its “boards and folders” organizing system reminded us that the company cut its teeth on project management. Monday started as a project management tool, and it shows. So, if you’re running communications campaigns or gathering data from events, we would recommend a different option. That said, we were less impressed with Pipedrive’s limited tools for the broader array of functions that your organization might want its CRM to complete. Between an easy bulk emailing system that allows for multiple templates, a “rotting” function that shows you when you’re at risk of losing touch with a key prospect, and filters for easily sorting high-dollar and low-dollar donors, we could easily see how Pipedrive could supercharge an end-of-year campaign, a gala or a peer-to-peer giving program. This CRM makes it easy to walk the line between mass outreach and a personalized touch. The platform is designed around “funnels,” and we found that Pipedrive made it simple to see how individuals are moving from prospect to first-time donor to annual supporter, or from one-time volunteer to champion of the organization.

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The best planner for budgeting and organizing