Zoho CRM and monday.com both offer robust features for managing customer relationships and workflows, but target different needs. Zoho CRM excels in sales-focused features and integration with the Zoho suite. monday.com shines in its flexibility and ease of use, catering to a wider range of workflows beyond sales.
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Zoho CRM is a cloud-based customer relationship management tool designed for mid-sized to large businesses. It provides a central hub to manage contacts, sales pipelines, marketing campaigns, customer support, and more. It offers workflow automation, reporting and analytics, and integrates with many other business applications. Its focus on comprehensive features and integration makes it suitable for businesses seeking to streamline operations and improve customer interactions within a single system.
monday.com is a customizable work platform designed to streamline workflows and improve team collaboration. It offers a suite of products, including monday work management, monday sales CRM, and monday dev, each tailored to specific team needs. With features like dashboards, automations, and integrations, monday.com enables businesses to manage projects, track progress, and make data-driven decisions. Its flexible and adaptable design caters to various industries and scales as organizations grow.
Summary
Main difference
Zoho CRM is better for you if you need a comprehensive, integrated CRM with a strong focus on sales automation and marketing tools, especially if you already use other Zoho products. monday.com is better for you if you require a highly flexible and customizable work management platform that can be adapted to various workflows beyond sales, and prioritize ease of use and visual project management.
Relative strengths of Zoho CRM (compared to monday.com)
Stronger sales and marketing automation capabilities.
Tighter integration within the Zoho ecosystem.
More affordable pricing for basic plans.
Relative weaknesses of Zoho CRM (compared to monday.com)
Less flexible and customizable compared to monday.com.
Zoho CRM is a cloud-based solution ideal for businesses of all sizes looking to streamline operations and boost customer interactions. Users praise its clean interface, easy integration with other Zoho products, and customizability. However, some have noted issues with duplicate data and customer support. Its affordability makes it particularly attractive to small and medium-sized businesses.
monday.com is a versatile work management platform ideal for teams seeking enhanced collaboration and streamlined workflows. Users praise its customizable boards and user-friendly interface. However, some find the mobile app lacking and the pricing complex. It's a great option for businesses of all sizes looking to improve project management and make data-driven decisions.
Ideal for small, medium, and large businesses seeking streamlined operations and improved customer interactions.
A good fit for various industries, including Healthcare, Finance, E-commerce, Retail, and more.
Best for small, medium, and large businesses.
Ideal for Marketing & Advertising, Software, IT & Telecommunications, and other industries.
Zoho CRM and monday.com features
Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need
Customizable workflows
10
sources
Supported
Zoho CRM offers customizable workflows using Zoho Flow and built-in rules.
Supported
Users can tailor workflows to specific business requirements using no-code building blocks.
Progress Reporting
10
sources
Partially supported
Zoho CRM supports basic progress reporting on tasks and events, but advanced project tracking requires integration with other tools.
Supported
monday.com supports progress reporting and monitoring of tasks and projects through its Progress Tracking Column, customizable dashboards, and Performance Insights View.
Project Management Platform Integration
10
sources
Partially supported
Zoho CRM integrates with Zoho Projects and may support other tools via Zoho Flow.
Supported
monday.com supports integration with platforms like Asana, Trello, or Jira.
CRM integration
10
sources
Supported
Zoho CRM supports CRM integration for lead management, sales automation, and data synchronization.
Supported
monday.com supports CRM integration for lead management, sales automation, and data synchronization through its native CRM features and integrations with other CRM systems.
Client portals
10
sources
Supported
Zoho CRM supports client portals where clients can access project information and collaborate.
Partially supported
Monday.com supports client portals through private boards and third-party integrations.
Time Tracking
10
sources
Partially supported
Zoho CRM does not support time tracking natively, but integrations with third-party time tracking tools are available.
Supported
monday.com supports time tracking for tasks and projects through its built-in Time Tracking column and also through integrations with third-party apps.
Browse all features
Qualities
Value and Pricing Transparency
-0.07
Neutral sentiment
-0.61
Rather negative sentiment
Customer Service
-0.16
Neutral sentiment
+0.65
Rather positive sentiment
Ease of Use
+0.58
Rather positive sentiment
+0.9
Strongly positive sentiment
Reliability and Performance
-0.03
Neutral sentiment
+0.45
Rather positive sentiment
Ease of Implementation
-0.12
Neutral sentiment
+0.36
Rather positive sentiment
Scalability
-0.5
Rather negative sentiment
+0.16
Neutral sentiment
Zoho CRM and monday.com Pricing
Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
Plans
₹9600 per user/yearStandard
All the essentials:
* Mass emailSend mass emails & automate follow-up sequences.
* Custom modulesBuild custom data modules with unique layouts for each team.
* WorkflowsHelp your sales team focus on sales by automating their day-to-day activities with workflows.
* CadencesAutomate multichannel lead follow-up sequences.
* Sales forecastingSet your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.
* Lookup fieldsLink related modules through unique fields.
* CanvasBuild personalized CRM experiences for your employees based on the needs of the team and your industry.
* Office 365 integration
* Zoho Marketplace900+ easy plug-and-play third-party CRM extensions.
₹16800 per user/yearProfessional
Everything in Standard +
* BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
* CPQMatch products to customer requirements and streamline quote management with built-in price rules.
* SalesSignalsInteract with customers in real-time with activity notifications across the customer journey.
* Inventory managementManage all your invoices, sales and purchase orders, products, and vendors.
* WebhooksSend data to other applications based on certain event triggers.
* Assignment rulesAutomatically send incoming leads and opportunities directly to the appropriate sales reps.
* Validation rulesKeep your CRM data clean by curbing bad data with automatic validation.
* Kiosk StudioA no-code customization tool that helps you create custom screens and record actions, execute custom functions, and more.
* Google Ads integrationMeasure and improve the performance of your Google Ads with the CRM for Google Ads integration.
₹28800 per user/yearEnterprise
Everything in Professional +
* Zia — AI assistantDeep AI capabilities which include sales forecasting, churn prediction, anomaly detection, product recommendations, competitor alerts, and more.
* Territory managementAssign relevant leads, customers, and accounts to your sales reps based on factors like product line, geography, verticals, and more.
* Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
* Journey orchestrationBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
* Multi-user portalsMake collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM.
* Page layoutsStreamline data capture for different processes under different layouts in the same module.
* Client scriptsTrigger client-side custom events based on UI interactions.
* Approval processGet important records approved by the right people to ensure accountability.
* SandboxGive your developers the freedom to test every customization in a secure sandbox before applying them to your production account.
₹31200 per user/yearUltimate
Everything in Enterprise +
* Enhanced feature limits
* Extended AI capabilitiesUnlock deeper-level AI and machine learning capabilities for greater productivity and sales enablement.
* Advanced customizationBuild personalized and powerful customizations from a wide range of low-code and no-code tools.
* Data preparationMerge and segregate similar datasets into single tables for easier analysis and reporting.
* Augmented analyticsAuto-generate reports and dashboards, and categorize unorganized data sets into meaningful silos.
* Data storytellingCraft compelling stories with colorful infographics, AI report summarization, and portal sharing.
* Unified business insightsGet a 360-degree view of your business performance with deeper data visualization and intelligence.
* Advanced administrationHandle large volumes of data with higher-level data storage and easy data import, export, and backup options.
FreeFree Edition
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business.
monday.com offers a free plan for up to 2 seats with limited features. Paid plans start from $9 per seat per month billed annually and offer more features and functionalities. A 14-day free trial is available for the Pro plan.
Plans
FreeFree
Up to 3 boards
Unlimited docs
200+ templates
8 column types
iOS and Android apps
$9 per user/monthBasic
Unlimited free viewers
Unlimited items
5GB file storage
500 AI credits per month per account
Prioritised customer support
Create a dashboard based on 1 board
$12 per user/monthStandard
Timeline & Gantt views
Calendar View
Guest access
500 AI credits per month per account
Automations (250 actions per month)
Integrations (250 actions per month)
Create a dashboard that combines 5 boards
$19 per user/monthPro
Private boards
Chart View
Time tracking
Formula Column
500 AI credits per month per account
Automations (25K actions per month)
Integrations (25K actions per month)
Create a dashboard that combines 20 boards
CustomEnterprise
Enterprise-scale automations & integrations
Multi-level permissions
Enterprise-grade security & governance
Advanced reporting & analytics
500 AI credits per month per account
Enterprise support
Create a dashboard that combines 50 boards
Affordable pricing, especially for small to medium businesses.
The boards are also highly customizable so you can accomodate specific workflows of your team easily.
The interface is designed to be user-friendly and easy to navigate.
Monday.com is very easy to learn the basics of.
Monday is very easy to use and learn. I love how customizable it is with the options for columns, titles, time zones, etc.
Users dislike
Duplication issues: Several users complain about duplicate data entries and leads.
Customer support is slow and unhelpful.
Steep learning curve and complex navigation.
Mobile app lacks functionality and feels like a stripped-down version.
Mobile app is underwhelming with limited functionality.
It isn’t simple enough. Sometimes, a lot is going on.
Limited number of automations.
It would be great if we could have this sorted so that teams can just send voice notes on progress and also prevent having to type at times.
Zoho CRM and monday.com Ratings
G2
4.1/5
(2511)
G2
4.7/5
(2366)
Glassdoor
4.3/5
(494)
Company health
Employee growth
22% increase in the last year
48% increase in the last year
Web traffic
3% decrease in the last quarter
5% decrease in the last quarter
Financing
No data
March 2021 - $384M
How customizable are the dashboards in Zoho CRM compared to monday.com?
monday.com is generally considered more customizable in terms of dashboards than Zoho CRM. While Zoho CRM allows for some dashboard customization, monday.com's highly visual and flexible interface makes it easier to tailor dashboards to specific needs and workflows. Users can add a variety of widgets, charts, and visualizations to track progress and gain insights.
Which product offers better integration with existing project management tools?
monday.com offers better integration with existing project management tools. Its product description specifically mentions integrations with platforms like Asana, Trello, and Jira, indicating a focus on connecting with prevalent project management software. While Zoho CRM integrates with other business applications, the provided information doesn't specify integrations with project management tools.
What are the advantages of Zoho CRM?
Zoho CRM's advantages include a clean user interface, tight integration with other Zoho products, high customizability, and affordability, making it particularly attractive to small and medium businesses seeking an all-in-one solution. It offers robust features like workflow automation, CRM integration, and comprehensive account management.
What are the disadvantages of Zoho CRM?
Zoho CRM suffers from reported issues with duplicate data entries and leads. Users also cite slow and unhelpful customer support as a significant drawback. Furthermore, some find the platform has a steep learning curve and complex navigation, while the mobile app is considered to be lacking in functionality.
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.
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