In the evolving CRM landscape of 2025, choosing between an AI-powered, fully automated CRM platform like Liquid Funnel and a highly customizable, visual work OS like Monday.com CRM is about prioritizing your business’s needs for automation, flexibility, and team collaboration. Here’s a detailed, up-to-date comparison to help you decide which fits your sales process and client management goals best.
Platform Overview
Liquid Funnel is an all-in-one, turnkey AI-powered CRM automation platform offering a fully managed setup. It streamlines the entire customer journey: lead capture, nurturing, scheduling, multi-channel messaging, payments, and automated review generation. Its major distinction is an expert onboarding process—users get a custom system built to fit their workflow, removing manual setup and combining sales, marketing, and client communications under one roof.
Monday.com CRM, built on the extremely popular Monday.com Work OS, is a flexible, visually driven CRM solution designed for teams that want to fully customize their sales pipelines, workflows, and automations. Its pros are drag-and-drop pipeline management, powerful collaboration tools, built-in automations for repetitive tasks, Kanban and dashboard views, and broad integration options with tools like Gmail, Slack, and HubSpot. Monday CRM appeals especially to businesses that want a mix of project management and CRM in one user-friendly package, but need to tailor the system to their specific needs.
Feature Comparison
| Built-in email sync, shared inbox, and some SMS via apps | Liquid Funnel | Monday.com CRM |
| AI Automation | Built-in chatbot, SMS/email composer, auto reviews | Automation for tasks, notifications, and sequences |
| Lead Capture & Pipeline | Expert-built full-funnel, booking, form flows | Customizable Kanban, timeline, board views |
| Multi-Channel Messaging | Unified inbox (Email, SMS, Social) | Built-in email sync, shared inbox, some SMS via apps |
| Payments & Invoicing | Native Stripe integration, auto reminders, billing | Quotes & invoices, integrations available |
| Collaboration/Task Tools | Consolidated in CRM interface | Assignments, notes, comments, tags, real-time updates |
| Reporting/Analytics | Custom dashboards, AI analytics | Visual dashboards, funnel widgets, pipeline analytics |
| Ease of Setup | Done-for-you expert onboarding | DIY setup, drag/drop dashboards, template library |
| Integrations | Selection of key business tools | Gmail, Slack, HubSpot, Zapier, 1,000+ other apps |
| Pricing | Custom quote, no free plan | Free for 2 users, paid plans start at $12/user/mo |
Advantages and Disadvantages
Liquid Funnel Pros
- True AI CRM automation—custom follow-ups, reminders, reviews, and payments handled for you.
- Fully managed onboarding with zero technical lift.
- Consolidates messaging, reviews, and billing in one simple interface.
- Unified customer tracking for every channel—minimizes lost opportunities.
- Hands-off approach ideal for SMBs wanting to eliminate busywork.
Liquid Funnel Cons
- No free tier or DIY trial; onboarding always begins with a consult.
- Smaller marketplace of external integrations compared to Monday.com.
- Less flexibility for self-driven customization post-launch.
Monday.com CRM Pros
- Highly visual and flexible sales pipeline—Kanban, timeline, and dashboard-style boards.
- Extensive integration marketplace with top SaaS and productivity platforms.
- Robust project and task tracking for team collaboration, commenting, and file sharing.
- Automation blocks reduce repetitive work (email triggers, status-based actions, etc.).
- Affordable entry-level plan and a free version for micro-teams.
Monday.com CRM Cons
- Setup and customization require more hands-on effort (DIY, template tweaking, onboarding videos).
- Native AI automation is basic—advanced campaign automation and predictive workflows may require paid add-ons.
- Some advanced sales features (like review automation, payment flows) not natively included; may need integrations.
- Analytics and deep reporting can be less intuitive, especially for complex pipelines.
Real-World Insights
- Businesses Seeking Fast, Seamless Automation: Liquid Funnel is ideal for owners wanting their entire funnel, leads, follow-up, and payments running “in the background.” Its expert setup is praised for eliminating tech overwhelm.
- Teams That Love Customization and Visualization: Monday.com CRM is best for teams that want to design detailed processes, visualize their own pipelines, and collaborate in real-time with strong notifications, file management, and tight integrations.
As one recent review observes, “Monday CRM excels for teams seeking a visual, flexible system and hands-on control but may leave those needing advanced automation looking elsewhere… Advanced reporting and AI-driven workflows will feel limited compared to all-in-one automation platforms.”
(Conclusion)
If you want turnkey, expert-built CRM automation with advanced AI features, payment automation, and unified pipelines—all done for you—Liquid Funnel is the best fit for hands-off business owners and fast-moving SMBs. For collaborative teams preferring a visual, hands-on approach to pipeline and task management and who value a highly customizable CRM, Monday.com CRM provides broad flexibility, strong integrations, and seamless collaboration.
Ready to automate your sales, client follow-ups, messaging, and payments with zero technical effort?
Book your free Liquid Funnel demo today and get a CRM platform tailored to save you hours and maximize revenue.
Book Your Liquid Funnel Demo Now
Frequently Asked Questions (FAQs)
Does Liquid Funnel automate more than Monday.com CRM?
Yes, Liquid Funnel offers expert-built AI sequences for follow-ups, reminders, reviews, and payments, while Monday CRM relies more on user-created automations.
Is Monday.com CRM a good pipeline tool for small teams?
Absolutely. Monday CRM is favored by small and growing teams for its customizable boards and visual pipelines.
Is Monday.com CRM a good pipeline tool for small teams?
Absolutely. Monday CRM is favored by small and growing teams for its customizable boards and visual pipelines.
Can Liquid Funnel migrate data from Monday.com?
Yes, the onboarding team can assist with moving contacts and deal data from existing platforms.
What are the pricing differences?
Monday CRM has a free tier for up to two users and paid plans starting at $12 per user/month; Liquid Funnel uses custom pricing with expert setup.
Does Monday.com CRM do automated reviews and payments?
Not natively; automating reviews and payment flows usually requires integrations or third-party apps.
Which CRM is easier to launch and maintain?
Liquid Funnel handles setup for you; Monday.com’s flexibility is higher but requires user setup and ongoing adjustment.
