monday CRM vs SS&C Tier1 Comparison
Compare monday CRM vs SS&C Tier1 features, pricing, and more.
Last updated: November 2026
monday CRM
7.4/10
Sales CRM built on the monday.com work platform, with pipeline, lead and contact boards, email tracking, sequences and AI sales agents, for small and mid-sized sales teams.
SS&C Tier1
6.2/10
SS&C Tier1 is a Salesforce-based modular CRM for sell-side capital markets teams and investment banks, covering client coverage, deal management, and compliance controls.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.4/10 | 6.2/10 |
| Customization | 8/10 | 8/10 |
| Analytics | 7/10 | 6/10 |
| Integration | 8/10 | 7/10 |
| Support | 7/10 | 6/10 |
| Ease of Use | 8/10 | 5/10 |
| Security | 8/10 | 8/10 |
| Cost | 6/10 | 3/10 |
| Scalability | 7/10 | 8/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $18/user/mo Basic | Contact for pricing |
| Estimated cost for 10 users | $180/mo Basic | Contact for pricing |
| Features | ||
| Marketing Automation | Not listed | |
| Collaboration | ||
| Lead Management | Not listed | |
| Integrations | ||
| Sales Automation | Not listed | |
| Opportunity Management | ||
| Contact Management | ||
| Reporting & Analytics | ||
| Mobile Access | ||
Which One Should You Choose?
Why choose monday CRM
- Higher Ease of Use score (8/10 vs 5/10)
- Higher Cost score (6/10 vs 3/10)
- Better fit for small business (7/10 vs 1/10)
- Better fit for mid-market (8/10 vs 3/10)
Why choose SS&C Tier1
- Higher Scalability score (8/10 vs 7/10)
- Better fit for enterprise (9/10 vs 6/10)
Pros & Cons
monday CRM
Pros
- Uses the same flexible board model as monday work management, so teams already on monday.com can link sales pipelines to project delivery.
- Built-in AI agents score and enrich leads, flag stalled deals and summarize calls without a separate tool.
- Gmail and Outlook sync fills CRM fields from emails automatically, which cuts manual data entry for reps.
- Strong review scores of about 4.6 on G2 and 4.7 on Capterra, according to third-party summaries.
Cons
- Three-seat minimum and bucketed seats mean small teams pay for seats they do not use, and there is no free plan.
- Basic is very restricted, with one dashboard, 1,000 contacts and five columns per board, which pushes most teams to Standard or Pro.
- G2 reviewers often say it lacks features found in dedicated sales CRMs, especially native calling, texting and template automation.
- Email sequences and mass emails are reserved for Pro, and monthly billing costs much more than annual billing (41 versus 28 USD per seat on Pro).
SS&C Tier1
Pros
- Built for sell-side workflows such as research, trading, and sales coverage, and for investment banking deal management.
- Its security model separates private deal data from shared contacts, so markets and banking can work in one CRM while keeping compliance walls.
- Runs on Salesforce, so it inherits that platform's scale and ecosystem.
- Tier1 for Outlook brings CRM data and mass email into Outlook.
Cons
- No public pricing, and Salesforce licensing is likely needed in addition.
- Very few public user reviews are available for independent evaluation.
- A niche product that does not suit businesses outside capital markets and banking.
- No public information on built-in calling or marketing automation.
