Zoho CRM vs Monday CRM (2024): Which is Better?

The best CRM software offers a suite of solutions for marketing, sales, and support teams. Zoho CRM and Monday CRM are popular general CRM providers that can be tailored to a multitude of industries and sales processes.

Zoho CRM is a leading feature-rich solution that offers journey orchestration and AI tools at competitive prices. Monday CRM is a more flexible tool that can manage end-to-end sales operations with a specialty in project and deal management.

Both are collaborative CRM software, meaning they both help with communication between departments, ongoing project management, and sales tracking. Determining which CRM software is best suited for your business depends on your budget, technical expertise, and priority CRM features.

Below, I'll directly compare key features and pricing and identify ideal use cases for both Zoho CRM and Monday CRM to guide you.

Zoho CRM vs Monday CRM: Comparison Table

Zoho CRM vs Monday CRM: Pricing

Zoho CRM Pricing

• Free CRM:Free for up to three users and comes with lead and document management and a mobile app.
• Standard:$14 per user per month, billed annually, or $20 per user if billed monthly. Users can access email information, sales forecasts, and multiple currencies.
• Professional:$23 per user per month, billed annually, or $35 per user if billed monthly. This tier includes all standard features, plus assignment rules and unlimited custom dashboards and reports.
• Company:$40 per user per month, billed annually, or $50 per user if billed monthly. This plan includes all AI-powered tools, plus email segmentation, autoresponder, and more.
• Last:$52 per user per month, billed annually, or $65 per user if billed monthly. The Ultimate plan grants access to all of the above features, plus access to Zoho Analytics.

Monday CRM Pricing

• Free CRMBasic CRM offerings are only available to students and nonprofits after submitting an approval request.
• Basic CRM:$12 per user, per month if billed annually, or $15 if billed monthly. This tier offers unlimited channels, dashboards, and contacts, as well as templates for managing leads, contacts, and deals.
• Standard CRM:$17 per user, per month if billed annually, or $20 if billed monthly. This includes advanced account, contact, and deal management, two-way email integration with Gmail and Outlook, and an AI-powered email builder.
• Professional CRM:$28 per user, per month if billed annually, or $33 if billed monthly. This tier includes sales forecasts, email templates with custom parameters, mass emails, and additional integrations.
• Enterprise CRM:Contact monday.com for a quote. This level of support offers lead scoring, team goals, and advanced analytics.

Zoho CRM vs Monday CRM: Feature Comparison

Process builder

Winner: Monday CRM

Zoho CRM users can create scalable and repeatable sales processes. Using visually appealing layouts, businesses can set up actions for each stage. Drag and drop to connect any sales action using Zoho CRM’s layout feature. From there, users can specify the sequence in which the sales team will approach each type of opportunity, decide who can do what, and set the conditions that must be met to close a deal.

Monday CRM’s process builder is more intuitive and user-friendly. Users can easily customize the CRM without any development help. Businesses can edit deal stages, add unlimited columns, manage multiple pipelines, and more. The dashboard builder includes vibrant colors, categories, and status updates that you can drag and drop to move or rearrange as needed.

Sales automation

Winner: Tie

Zoho CRM uses sales force automation to help teams manage tasks like scheduling calls or appointments with clients, initiating follow-ups, tracking contacts, and updating sales opportunities. Zoho CRM prioritizes sales force automation so that salespeople can focus more on nurturing leads and improving customer relationships. These automation tools can be applied to account and lead management, workflow rules, and even macro triggers.

Monday CRM offers code-free automations, making it easy for users to customize their workflows and close deals. Businesses can automatically assign leads to the right reps, set up notifications for upcoming activities, receive alerts when leads open an email, and more. This can be especially helpful when managers or admins need to change deadlines, territories, or the status of important projects to trigger next steps.

Analysis and reports

Winner: Zoho CRM

Zoho CRM offers in-depth CRM analytics to help individuals, teams, and entire organizations make smarter business decisions. These reporting dashboards provide multi-dimensional, easy-to-digest, and actionable insights that can be quickly shared and exported. Sample analytics that can be accessed include custom reports, charts, anomaly detectors, quadrants, KPIs, goal gauges, and more.

Monday CRM offers basic reporting capabilities compared to Zoho CRM. Monday CRM focuses on tracking business performance. This means that users can view real-time dashboards that increase visibility for sales teams. Metrics available include sales forecasts, forecast tracking vs. actual sales, calls, meetings, and team quotas.

AI-powered tools

Winner: Zoho CRM

Zoho CRM offers a powerful AI-powered sales assistant called Zia. Zia is a conversational AI that users can chat or call with. Apart from providing basic support and generating content, Zia can generate predictive insights, detect anomalies, automate workflows, and enrich data. Zoho CRM’s AI assistant can quickly pull up any information, take notes, and help reps better understand their business at a high level.

Monday CRM is only offering AI-powered tools through a beta version. Monday AI includes automated task generation, email writing and rephrasing, content generation, and formula creation. With the help of these new Monday AI tools, users can quickly create content for promotional campaigns or generate nurturing emails to send to prospects or customers in a fraction of the time.

Pros and cons of Zoho CRM

Advantages of Zoho CRM

• 15-day free trial.
• Offers GDPR compliance with every premium plan.
• Strong marketing features.

Disadvantages of Zoho CRM

• AI tools are only available at the two highest-paid tiers.
• Users report complex software configuration.
• Users report occasional UI bugs and lags.

Pros and cons of Monday CRM

Advantages of Monday CRM

• 14-day free trial.
• Unlimited contacts, pipelines and dashboards.
• Offers HIPAA compliance on the Enterprise plan.

Disadvantages of Monday CRM

• Lead scoring and advanced analytics are only available at the highest paid tier.
• Users report occasional glitches with automation and notifications.
• Users are asking for more detailed training and onboarding resources.

Should Your Business Use Zoho CRM or Monday CRM?

Choose Zoho CRM if:

• It is a company looking for a CRM solution that offers omnichannel marketing.
• Your business is in the hospitality, education, life sciences, or real estate industries.
• You want to prioritize lead generation and marketing strategies, in addition to developing the sales process.

For more information, check out our Zoho CRM review.

Choose Monday CRM if:

• You are a small business looking for a CRM solution to manage projects.
• Your company is in the manufacturing, consumer goods, software, or IT industries.
• You need a customizable tool for in-depth project management.

Read our Monday CRM review for more details.

Methodology

To compare Zoho CRM and Monday CRM as vendors, I used an internal rubric. My rubric consists of predefined criteria and sub-criteria around the most important factors when evaluating any overall CRM software and its benefits.

PREMIUM: Choosing the right CRM for your organization.

Below is the breakdown of the criteria used to score and compare Zoho CRM and Monday CRM:

• Cost:Weighted 25% of the total score.
• Main Features:Weighted 25% of the total score.
• Customizations:Weighted 15% of the total score.
• Integrations:Weighted 15% of the total score.
• Easy to use:Weighted 10% of the total score.
• Customer Support:Weighted 10% of the total score.