Zoho CRM and Monday.com are two popular options to choose from, for any business looking to invest in customer relationship management (CRM) software. While both SaaS tools have much in common, there are also significant differences that might make one a better fit for your business than the other.
In this blog post, we will compare and contrast Zoho CRM and Monday.com CRM to help you decide which one to choose to store and organize customer data, track customer interactions, and automate various tasks related to sales, marketing, and customer support.
Zoho vs Monday: Features Breakdown
Both Zoho and Monday.com CRMs offer an expansive range of features to help businesses manage their customer relationships. Let’s take a quick look at what those are.
Zoho CRM Features
Zoho CRM offers sales automation, marketing automation, analytics, and reporting features. It also offers a mobile app, integration with social media, and email service providers. Additionally, Zoho CRM also integrates with other products offered by Zoho, such as Zoho Books and Zoho Projects.
Let’s take a closer look at these features! By putting Zoho CRM to work, businesses can expect the following features:
1. Lead management:
Zoho CRM’s lead management system allows businesses to capture, track, and nurture leads. It includes features such as lead scoring, assignment, and conversion.
2. Sales forecasting:
Zoho CRM’s forecasting tool helps businesses predict future sales based on historical data. It includes features such as pipeline management, sales stage tracking, and sales team performance analysis.
3. Email marketing:
Zoho CRM’s email marketing tool allows businesses to create and send personalized emails to their leads and customers. It includes features such as email templates, drip campaigns, and email analytics.
4. Customer analytics:
Zoho CRM offers powerful customer analytics tools that help businesses gain insights into their customer usage and preferences. It includes features such as customer segmentation, customer lifetime value analysis, and customer behaviour tracking. These tools can be powerful in deflecting churn and improving conversion and retention through personalized offers.
5. Sales automation:
Zoho CRM includes a range of sales automation tools that help businesses automate repetitive tasks and improve sales efficiency. It includes features such as sales process blueprint automation, follow-up email automation, and workflow automation to streamline tasks and boost productivity.
6. Mobile app:
Zoho CRM includes a mobile app that allows businesses to manage their CRM on the go. It includes features such as lead and deal management, real-time notifications, and mobile analytics.
The mobile app also allows you to add, modify or delete records offline and get your data synched automatically when you’re back online. The near-me search feature also allows you to capitalize on your location at any given time. Moreover, with a remote check-in, you can stay on top of your team’s activities at any given time.
7. Integrations:
Zoho CRM integrates with a range of third-party applications such as Google Workspace, Microsoft Office, and Mailchimp. It also includes integrations with other Zoho products, such as Zoho Books and Zoho Campaigns.
8. Customer support:
Zoho CRM includes a range of customer support tools, such as case management, knowledge management, and customer self-service. It also includes integrations with other Zoho products, such as Zoho Desk.
9. Social media integration:
Zoho CRM includes social media integration that allows businesses to monitor and engage with their customers on social media platforms. It includes features such as social media listening, analytics, and publishing.
Through this feature, you can streamline all your communication with customers be it via email, phone, chat, or social media.
10. Artificial intelligence:
Zoho also has an AI-powered sales assistant, ZIA that helps businesses gain insights into their sales and marketing operations. It includes features such as AI-powered lead scoring, email sentiment analysis, and predictive analytics.
Monday.com Features
Monday.com CRM, on the other hand, focuses more on project management and collaboration. It includes features such as task management, time tracking, and team collaboration. It also offers integrations with other popular tools such as Slack, Trello, and Dropbox.
By opting for Monday.com, businesses can access the following features:
1. Boards:
Monday.com is based on a system of boards, which act as a central hub for managing tasks, projects, and workflows. Users can create multiple customizable boards to fit their specific needs.
2. Columns:
Within each board, users can create columns to track different types of information, such as status, due date, priority, or any other relevant data. Columns can be customized with different labels and colors to make it easy to distinguish between different types of information.
3. Automation:
Monday.com offers a range of automation tools to automate repetitive tasks and workflows. Users can set up automation to trigger certain actions based on specific events, such as sending notifications or updating fields. This boosts productivity through streamlined activity.
4. Integrations:
Monday.com offers integrations with a wide range of third-party SaaS tools including Slack, Trello, Dropbox, and Google Drive allowing users to seamlessly connect their Monday.com boards with the other tools they use in their daily work.
5. Calendar:
Monday.com includes a calendar view that allows users to visualize their tasks and projects on a timeline. Users can view tasks and projects by day, week, or month, and drag and drop them to adjust due dates.
6. Dashboards:
Monday.com includes customizable dashboards that allow users to track key metrics and data in real time. Users can add widgets and charts to their dashboards to visualize data and set up alerts and notifications to stay on top of important updates.
7. Time tracking:
Monday.com includes built-in time-tracking tools that allow users to log time spent on tasks and projects. Users can track time manually or through an in-built timer, and can easily monitor much time has been spent on each task.
8. Collaborative tools:
Monday.com includes a range of collaborative tools, such as comments, @mentions, and file sharing. This makes it easy for team members to communicate and collaborate on tasks and projects.
9. Mobile app:
Monday.com also offers a mobile app that allows users to access their boards and tasks on the go. The app includes all the same features as the desktop version, so users can stay productive no matter where they are.
10. Workspaces:
Monday.com allows users to create multiple workspaces, each with its own set of boards and team members. This allows users to easily manage multiple projects and teams from a single account.
Zoho vs Monday: Features Comparison
Now that we know what features each of the two CRMs offers, we can easily see that their focus is different. Zoho CRM is primarily a CRM tool that helps businesses manage their customer relationships, while Monday.com CRM is more focused on project management and collaboration within the team.
Zoho vs Monday: Pricing
Another important consideration when choosing a CRM tool is pricing.
Zoho CRM Pricing
Zoho CRM has four pricing plans: Standard, Professional, Enterprise, and Ultimate.
The Standard plan starts at $12 per user per month and includes basic features such as sales forecasting and lead management. The Ultimate plan, on the other hand, includes advanced features such as the AI-powered sales assistant and advanced analytics and starts at $100 per user per month.
Monday.com Pricing
Monday.com CRM has three pricing plans: Basic, Standard, and Pro.
The Basic plan starts at $8 per user per month and includes basic features such as unlimited boards and basic automation. The Pro plan, which includes more advanced features such as time tracking and custom automation, starts at $16 per user per month.
Zoho vs Monday: Pricing Comparison
While both Zoho CRM and Monday.com CRM offer different pricing plans, Zoho CRM is generally more expensive than Monday.com CRM. However, Zoho CRM also offers more advanced features than Monday.com CRM, which may be worth the additional cost given the added value.
Zoho vs Monday: User Experience (UX)
In terms of user experience, both Zoho CRM and Monday.com CRM are relatively easy to use.
Zoho CRM has a simple and intuitive interface that allows users to easily navigate through different features and functions. Monday.com CRM also has a user-friendly interface that makes it easy for teams to collaborate and manage projects.
Overall, both Zoho CRM and Monday.com CRM offer a good user experience.
Zoho vs Monday: User Experience (UX) Comparison
One area where Zoho CRM has an advantage is in its mobile app. The Zoho CRM mobile app is well-designed and easy to use, allowing users to access their CRM data from anywhere. Monday.com CRM also has a mobile app, but it is not as robust as the Zoho CRM app.
Zoho vs Monday: Integration
Both Zoho CRM and Monday.com CRM offer integrations with other tools and software. Zoho CRM offers integrations with other Zoho products such as Zoho Books and Zoho Projects, as well as with third-party tools such as G Suite and Mailchimp.
Monday.com CRM offers integrations with popular tools such as Slack, Trello, and Dropbox.
Zoho vs Monday: Integration Comparison
However, one area where Zoho CRM has an advantage is in its extensive list of integrations. Zoho CRM offers integrations with over 500 third-party tools and software, while Monday.com CRM offers integrations with a more limited set of tools.
If your business relies heavily on certain tools or software, it’s important to check which integrations are available before making a decision.
Conclusion
In summary, both Zoho CRM and Monday.com CRM offer a range of features to help businesses manage their customer relationships. However, they differ in their focus, with Zoho CRM being primarily a CRM tool and Monday.com CRM being more focused on project management and collaboration. Zoho CRM also offers more advanced features but at a higher price point.
When making a decision between the two, it’s important to consider your business needs and which features are most important to you.
If you need a tool that focuses on managing customer relationships, Zoho CRM may be the better option. However, if you need a tool that focuses more on collaboration and project management, Monday.com CRM may be the better choice.
Ultimately, it’s up to you to decide which tool will best fit your business needs and budget.
