The Customer Relationship Management (CRM) software industry is growing exponentially.Â
In 2024, its revenue was USD 89.03 billion. By 2029, the market is supposed to generate USD 145.60 billion due to a 10.34% CAGR.
This substantial growth can be attributed to the CRM software solutions and providers. Its popularity grew because these systems can help digitalise customer relationships. As a result, companies can become organised when dealing with the sales cycle.Â
But the question remains: Which CRM software is better for your business’s sales operations? In today’s battlefield, we’ll explore the features of two popular platforms—monday CRM vs Zoho CRM—including pricing, usability, support, and more.
monday vs Zoho CRM: A Look At Basics
Take a look at a quick overview of the main differences between monday CRM and Zoho CRM:
Zoho CRM | monday sales CRM | |
Starting Price | USD 14 | USD 12 |
Integrations | 500+ | 200+ |
Features | Contact, deal, and lead management AI assistant named Zia Canvas Design Studio Blueprints | Lead, contact, deal, and account management No-code automations Sales forecasting Post-sales analytics |
Customer Support | 24/7 support only for Enterprise Plan customers | 24/7 support for all users |
Implementation Time | 1-12 months | 1-3 months |
Free Trial | 14 days with access to all features | 30 days with access to limited features |
According to 799 reviews on G2, monday sales CRM has a rating of 4.6/5. Most of them loved features like email tracking, automations, customer support, sales processes, and more.
Compared to that, Zoho CRM was reviewed by 2,681 people and was rated 4.1/5. The reviewers like features like email marketing, sales management, customer management, etc.
Zoho CRM vs monday: Quick Summary
Stewart Gauld mentions that Zoho CRM is primarily dedicated towards relationship management between your team and customers. However, monday.com CRM emphasises project management and collaboration.
Based on his review and our understanding of both the CRM tools, we’ve concluded that:
Zoho is perfect for sales-focused organisations like accounting or law firms.
monday sales CRMÂ is better for smaller teams with a knack for creativity.
Choose monday if you’re looking for a flexible and visually appealing platform.
Large-scale companies can use Zoho’s CRM system to drive revenue growth.
monday CRMÂ helps you manage teams, customers, and projects in one place.
monday.com CRM features vs Zoho CRM features: The Showdown Begins
Business News Daily highlights the key features businesses should look for in a CRM system. These include the following:
Workflow automation
Contact, lead, pipeline, and task management
Customisation
Third-party integrations
Customer service
Marketing automation
Employee tracking
Real-time data and analytics
Sales forecasting
Both Zoho CRM and monday are laden with such features. These help you map out the customer journey, store crucial data, convert leads to sales, and more.Â
Let’s understand the advanced features in detail:
monday Sales CRM Features
This end-to-end solution enables your revenue teams to improve sales cycles and customer journeys. The features that’ll help you gain visibility in different aspects of sales processes include the following: (available in a 14-day free trial)
Leads: You can connect leads sourced from various locations, centralise them for easy assignment and qualifications, and automatically enrich the lead data.Â
Deals: Businesses can log and track every interaction (emails and meetings) in an expanded view of accounts, deals, and contacts in a single location.Â
Views: You’ll also get a clear timeline of all communications within monday CRM based on Gantt, Chart, Map, and other views. You can log everything in a clear timeline for better deal tracking.
Personalised Emails: Your team can customise and send mass emails using an advanced AI assistant and automate repetitive tasks like sending follow-up messages.Â
Visual Pipeline: Track every deal’s progress in a customisable and visual pipeline (stages) using the drag-and-drop feature.Â
Automations: You can automate actions based on custom conditions to collaborate seamlessly with other teams and customers.
Collaboration: monday.com CRM lets you keep in touch with your leads, customers, and team members 24/7.
With the CRM system monday, you can also extend the life of your CRM post-sales. You get to do this by managing renewals and tracking client onboarding.Â
Overseeing client projects is easy as you can send quotes, calculate billable hours, and monitor the collection status using monday.com as a CRM software. All these help you identify roadblocks and change the sales processes accordingly.
Zoho CRM Features
Zoho CRM aims to convert more and build lasting relationships to help your business become resilient. The core features that make this happen include:
Contact Management: You can store and sync essential lead and deal data in Zoho CRM. Examples include logging calls, emails, and tracking deals. You can also score leads using this centralised data.
CommandCenter: This feature helps you create a space to contextualise customer journeys. You can also understand their individual needs, assess their current position, and determine the next move.
Zia AI Assistant: Zia is an AI-based conversational assistant that can perform useful tasks once prompted. Examples include taking notes, analysing reports, and creating charts. However, it’s only available to businesses holding Ultimate and Enterprise plans.
Blueprints: This feature allows your team to build scalable and repeatable processes using a drag-and-drop editor. You can use this to mimic special workflows. It’s only available from the Professional plan onwards.
Canvas Design Studio: With this unique feature on Zoho CRM, you can customise and tailor your entire CRM to your preferred user interface. This includes a mix of fields, lists, colours, and buttons.
monday.com vs Zoho CRM: 3 Differences You Cannot Ignore
#1. Integrations
monday CRM | Zoho CRM | |
Communication | Teams, Gmail, Slack | WhatsApp, SMS Magic, Burst SMS |
Collaboration | Google Drive, Zoom, One Drive | Zoho Projects, Slack, Zoho Cliq |
Marketing | Mailchimp, Jotform, HubSpot | ActiveCampaign, Google Ads, Mailchimp, Zoho Social |
Finance | DocuSign, Freshdesk, Panda | Quickbooks, Zoho Expense, Saasu |
What the difference between monday CRM & Zoho?
As you can see, monday CRM integrations with famous tools and apps can help you design your tech stack as per your business needs.Â
With the automation feature, you can even automate a sequence of triggers, actions, and conditions between two integrated apps. For instance, you can trigger an automated email to your team member every time a status changes for a board item.
Zoho CRM also offers unique integrations, especially with its very own Zoho business suite. You’ll also find other tools related to collaboration, messaging, marketing, etc.Â
Unfortunately, many Zoho users don’t like the available apps because it doesn’t provide integrations with popular marketing automation tools. Users are unable to automate sales processes and track activities from other platforms on Zoho CRM.
#2. Ease of Use
No business owner would like to invest in a platform with a complicated user interface that’s impossible to use. That’s why you must look for a CRM product that’s versatile, user-friendly, and intuitive.Â
According to the aforementioned G2 reviews, here’s how both these platforms performed: (out of 10)
monday CRM | Zoho CRM | Difference? | |
Ease of use | 9 | 7.5 | 1.5 |
Ease of setup | 8.5 | 7.8 | 0.7 |
Ease of admin | 8.9 | 7.9 | 1.0 |
monday CRM
Everyone who’s used both platforms believes that monday.com sales CRM is much easier to set up, administer, and use than Zoho CRM. You’ll love the following features:
Clean and slick
Intuitive interface
Clear access to information
Can turn data into actionable workflows
This is a no-nonsense solution that’s appealing and feels like a breath of fresh air in the SaaS landscape. The CRM software by monday.com is easy to configure, especially if you’re a beginner.
Zoho CRM
For some, Zoho CRM’s customisation option is a top selling point. However, others find this feature a little overwhelming. It’s not as intuitive as monday CRM and can lead you to feel frustrated.
Many find it confusing because of all the options and buttons on the interface. If you’re a beginner, you’ll find it hard to figure out the steps. Zoho can also be slow which can make you feel impatient.
#3. Customer Support
When it comes to choosing a CRM, there are two things you should look at when analysing customer support:
Onboarding support: To set up the based on your business processes.
Ongoing support: To address issues and bugs.
monday Sales CRM
The monday.com platform is dedicated towards customer satisfaction. If you get the Enterprise plan, you’ll be eligible for the following support options:
24/7 phone support throughout the year
Community forum and a knowledge base
Instructional videos and daily live webinars
Knowledge base
Users find customer support to be resourceful and handy to fix simple issues. As a result, you can expect smooth workflow and operations. monday also offers support to free trial users.
The best part is the monday implementation partners. Our team at Fruition Services can help with CRM consulting to effortlessly integrate monday into your business. We are certified monday.com experts and can assist with strategic and tailored onboarding, training, and support.
Zoho CRM
This platform has a different approach to customer support as compared to monday CRM. They offer support plans that are separate from CRM pricing:
Classic | Available by default with paid plans. Includes a knowledge base, a self-service portal, and limited onboarding for 45 days. It also has multichannel support for 40 hours with an 8-hour response time. |
Premium | This can be 20% of your subscription fee which includes 24/5 multichannel support with a 3-hour response time. You can also access a dedicated onboarding specialist to help with the CRM configuration. |
Enterprise | Charged as 25% of your subscription fee and includes 24/7 multichannel support. This comes with a 1-hour response time and access to technical managers, new features, and quarterly reports. |
monday CRM vs Zoho: The Pricing Difference
When making a CRM purchasing decision, remember to consider budget as a top priority. Both monday CRM and Zoho CRM have different pricing plans.Â
Example: monday offers a free trial with fully functional access to premium features. Zoho CRM gives you limited access to its paid version with the free plan.Â
Let’s understand the premium tiers of each CRM tool in detail:
monday sales CRM |
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Zoho CRM |
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monday CRM offers a 14-day free trial, while Zoho has a 15-day free trial. The later also comes with a free forever plan for up to three users. |
monday CRM vs Zoho: Our Research
During the research, the CRM consultants at Fruition Services listed a detailed comparison between Zoho CRM and monday CRM. Take a look:
monday CRM | Zoho CRM | |
Version | Enterprise CRM | Professional |
Price per user (AUD) | AUD 70 | AUD 54 |
User count | 50 | 50 |
Sales | ||
Forecast | Yes | Yes |
Sales Analytics | Yes | Yes |
Inbox | Yes | Only through SalesInbox |
Automation | Yes | Yes |
External Collaboration | Yes | Basic, advanced needs third-party tools |
Security and Admin | ||
Custom Fields | Yes | 155 custom fields per minute |
Role Permissions | Yes | Yes |
Field Level Permissions | Yes | Yes |
SSO | Yes | Yes |
Webservices/API | Yes | Yes |
API Limits | 10M per minute | 50,000 (+ 500 x Users) 3,000,000 credits limit |
50 User TCO | ||
Annual License Fee | AUD 42,000 | AUD 32,400 |
Pro Services | AUD 15,000 | AUD 5,000 |
Administrator | n/a | AUD 80,000 |
First Year Fee | AUD 57,000 | AUD 55,400 |
Annual Ongoing | AUD 42,000 | AUD 32,400 |
Implementation Timeline | 1 to 3 months | Up to 12 months |
Zoho CRM vs monday: Which One Should You Choose?
You should choose monday CRM if:
You need a visually appealing platform (colourful dashboards with drag-and-drop pipelines).
You would want to expand your business’s CRM capabilities to incorporate post-sales operations.
You’re looking for a cost-effective CRM platform which offers tailored pricing that suits your needs.
You want robust and reassuring customer support
Your business needs an assortment of templates, automation, and integration to solidify sales pipelines.
However, you can go for Zoho CRM if:
You’re already using Zoho Business Suite and looking for a capable CRM tool to integrate into those apps.
You want to use a free plan and need a few limited tools for fewer users (up to three) in your sales team.
You’re okay with paying extra to get access to the AI sales assistant tool.
Fruition Services became a monday.com Partner because we adore the product, its flexibility and how it helps transforms our client's business operations to be resilient and scalable.
Our team of expert monday.com consultants help transform businesses with expertise in business process design and automation with complete software delivery and integration services. We support clients across all industries and departments to scale and optimise inefficient business processes.
FAQs
Can monday.com work with Zoho CRM?
monday.com sales CRM doesn’t offer a native integration with the Zoho app. Instead, you can use Zoho Flow to add monday to your CRM system. You can even use third-party systems on monday.com like Zapier for a seamless customer connection. You don’t need coding knowledge to connect monday CRM and Zoho effortlessly. Once done, you can create tickets, receive updates, and streamline workflow on both platforms. For example, the monday CRM columns will be updated with new information once the data is added to Zoho CRM.
Should I choose Zoho or monday CRM for larger projects?
Similar to monday WorkOS, Zoho has a project management feature suited for smaller teams. Zoho Projects comes with features like task management, customisation, team collaboration, etc. However, you’ll need monday if you want to delegate larger teams and complex tasks. monday is much easier to use and a better choice for complex workflows and projects. For instance, you get to automate workflows, add guests, check data in different views, etc.
Is there any difference between monday.com and Zoho?
Yes, monday.com and Zoho differ in terms of pricing, features, integrations, and user interface. monday CRM offers a free trial for its premium plans, but Zoho provides a stripped-down version of its paid features for up to three users. The former offers a wider range of integrations, while the latter has limited third-party apps. Zoho CRM’s automation can only schedule appointments, track contacts, and update sales. However, monday.com sales CRM comes with no-code automations for setting notifications, sending emails, assigning leads, etc.
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