Choosing the right CRM can feel overwhelming, right? There are so many options out there.
Two popular choices often come up: Monday CRM vs Zoho CRM.
But which one is the best fit for your business?
This detailed comparison breaks down everything you need to know, from pricing and features to ease of use and user reviews.
We’ll help you eliminate the confusion and find the perfect CRM match. Ready to dive in?
Overview
We’ve put Monday and Zoho CRM through their paces, exploring their features, pricing, and user experience.
This comparison is based on our hands-on testing and in-depth analysis, giving you a clear picture of each platform’s offerings.
There are over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity.
Pricing: It has a free plan. The premium plan starts at $9/month.
Key Features:
- Visual Workflow Management
- Collaboration Tools
- Integrations
Zoho is one of the most powerful CRMs for organizing your customer relationships. You can experience its benefits risk-free!
Pricing: It has a free plan. The premium plan starts at $14/month.
Key Features:
What is Monday CRM?
Okay, so let’s talk about CRM on Monday. It’s a visual platform.
Think of it like a central hub for all your work.
You can manage projects, track progress, and collaborate with your team all in one place. It’s also pretty intuitive to use.
Join over 150,000 teams worldwide who rely on Monday.com to streamline their workflows & boost productivity. Explore the platform’s full potential.
Key Benefits
- Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
- Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
- Tons of Integrations: Connect Monday CRM with your favorite apps, such as Gmail, Slack, and Zoom.
- Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.
Pricing
Monday CRM offers a free plan for individuals, but to get the most out of it, you’ll want a paid plan. Here’s the breakdown:
- Free: Up to 3 boards, Unlimited docs, 200 templates.
- Basic: $9/month: Unlimited free viewer, Unlimited items, 500 file storage.
- Standard: $12 per user/month: Timeline & client views, Calendar view.
- Pro $19 per user/month: Private boards, Time tracking, Formula Column.
- Enterprise: Custom pricing.
What is Zoho CRM?
Now, let’s switch gears and talk about Zoho CRM.
Zoho offers a comprehensive suite of business tools. Their CRM is part of that ecosystem.
It has features to help you manage your sales, marketing, and customer support.
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Key Benefits
- Feature-rich: Zoho CRM packs a ton of features into its platform. You get sales automation, marketing tools, and even help desk functionality.
- Affordable: Zoho CRM offers a free plan for up to 3 users. Even their paid plans are very competitive.
- Customization options: Tailor Zoho CRM to fit your business needs. You can create custom fields, modules, & workflows.
- Excellent integrations: Zoho CRM integrates with over 500 other apps, including popular tools like Google Workspace and Mailchimp.
- Strong reporting: Get detailed insights into your sales performance with customizable reports and dashboards.
Pricing
Zoho CRM offers you a free plan for up to 3 users with limited features. Their paid plans start at just $10 per user per month, billed annually.
Here’s a quick breakdown:
- Standard: $14 per user per month.
- Professional: $23 per user per month.
- Enterprise: $40 per user per month.
- Ultimate: $52 per user per month.
Pros
Cons
Feature Comparison
Let’s compare Monday CRM and Zoho CRM, examining key features to help you determine which CRM solution best suits your needs.
We’ll explore everything from pricing plans to automation tools.
User Interface
- Monday CRM: Known for its visually appealing and intuitive interface. It’s designed to be user-friendly, even for those new to CRMs.
- Zoho CRM: While functional, the interface isn’t as modern as Monday. It can feel a bit dated, but it’s still usable.
Automation
- Monday CRM: Offers automated workflows, but they might not be as extensive as Zoho’s. You can automate tasks like follow-ups and notifications.
- Zoho CRM: Zoho CRM offers powerful automation tools. It excels at automating various aspects of your sales process, from lead scoring to activity tracking, based on specific triggers.
Integrations
- Monday CRM integrates a decent number of third-party apps, allowing you to connect them to tools you already use.
- Zoho CRM: Zoho CRM provides a vast library of integrations, especially within the Zoho ecosystem.
Customization
- Monday CRM: Highly customizable. You can tailor it to your specific workflows and sales team needs. Its customization options are a significant strength.
- Zoho CRM: Offers good customization, but it can be more complex to set up than Monday.
Analytics
- Monday CRM: Provides basic reporting and dashboards. However, advanced analytics might require higher-tier plans.
- Zoho CRM offers more robust and detailed analytics. It lets you gain deep insights into your customer relationships and sales process.
AI
- Monday CRM: It doesn’t have a built-in AI assistant like Zoho.
- Zoho CRM: Features Zia, an AI assistant that can help with tasks, predictions, and insights.
Choosing between Zoho CRM and Monday CRM depends on your priorities.
If ease of use and visual appeal are key, Monday is a good bet.
If you need powerful automation, in-depth analytics, and a more comprehensive CRM software suite, Zoho might be the better choice.
Remember to take advantage of the 14-day free trial for Monday and the free plan from Zoho to test them out. Consider the pros and cons carefully.
What to Look for When Choosing CRM Software?
Beyond the specific features we discussed, here are some additional factors to consider:
- Scalability: Can the CRM grow with your business?
- Mobile Access: How important is mobile functionality for your team?
- Customer Support: What level of support do they offer? Read reviews.
- Training & Onboarding: How easy is getting your team up and running?
- Security: What security measures are in place to protect your data?
- Industry-Specific Needs: Does the CRM cater to your specific industry?
- Budget: Consider the total cost of ownership, including implementation and training.
- User Reviews: See what other businesses are saying about the CRM. Look at both positive and negative feedback.
- Free Trial/Demo: Always test the CRM before committing. A hands-on experience is invaluable.
Final Verdict (Our Pick)
So, which CRM comes out on top? It’s a tough call for most businesses.
We lean towards Zoho. It’s just packed with features. Automation is compelling.
Plus, the pricing is generally better, especially if you’re billed annually.
While Monday is super user-friendly, Zoho offers more bang for your buck. We’ve spent hours testing both platforms.
Our recommendation comes from experience.
We’re confident Zoho will be a solid choice for managing customer relationships and growing your business.
Frequently Asked Questions
Is Zoho CRM better than Monday CRM?
It depends on your needs. Zoho offers more features and automation, while Monday is more user-friendly. Zoho is often better for larger teams needing robust functionality.
Does Monday CRM have a free version?
No, Monday CRM doesn’t have a free version. They offer a 14-day free trial.
Does Zoho CRM offer a free plan?
It offers a free plan with limited features suitable for tiny businesses.
Which CRM is easier to learn?
Monday CRM is generally considered easier to learn and use due to its intuitive interface.
Which CRM is best for small businesses?
Both can work, but Zoho often provides better value due to its pricing and feature set. Consider your specific needs and budget.
