Good or Bad Monday.com vs Zoho CRM Review in 2024

0 Shares

When engaging with a specific customer, businesses need complete information.

If users have access to all client data, history, communication, transactions, and other points of engagement, this problem of a lot of questions can be avoided.

A solution that raises customer visibility is CRM software.

It provides a thorough picture of customers and every encounter they have with the business to sales representatives, marketing groups, and customer service representatives.

Teams may make decisions about their goals, processes, and strategies with customer visibility.

Choosing the best sales software for your business can be challenging, given all the available features, options, and deals.

Today we are going to discuss Monday.com vs Zoho CRM in detail.

So, Choose the program that provides the best value rather than just the one with the lowest cost.

Both Zoho and Monday.com CRM market themselves as adaptable project management programs that make it simple to keep track of both small and big projects.

In truth, there are some significant distinctions between the two.

Users interested in customer visibility will better grasp which product is best for their needs after reading this comparison of Monday Sales CRM and Zoho CRM.

Topics Covered in this Article

Zoho CRM – General Info

monday.com vs zoho CRM software — Zoho CRM software

Zoho is a market leader in CRM software and a preferred choice for numerous companies of all shapes and sizes. Everything is simple to use, from the contact management module to the client interaction interface. Additionally, the platform has robust reporting and automation options. For omnichannel CRM, it works wonderfully.

75 million people use Zoho globally, including companies like Netflix, KPMG, Amazon, and Facebook. Formerly known as AdventNet, This company was established in 1996 in Chennai, India. With this company still expanding, more than 12,000 workers are working there.

In addition to its project management software, Zoho offers over 45 additional apps, each with a different subscription plan, that you can use to manage your entire organization.

This comprises tools for remote working, sales and marketing, accounting, IT administration, and so forth.

However, Projects is the only Zoho tool that is the focus of this review. With this cloud-based project management tool, you may plan projects, monitor and assign procedures, and engage with team members from any place.

Explore Zoho Projects Management Software

monday.com CRM – General Info

monday.com is an innovative collaboration tool for teams working remotely and on-site.

It uses technologies like Gantt charts, Kanban boards, and workflow automation to assist couples in managing any project.

To facilitate adoption and increase its functionality, it also effortlessly interfaces with other apps from third parties. The platform has more than 152,000 users globally, including several well-known brands

Another cloud-based visual team management application is Monday.com.

You may manage projects, assign and personalize tasks, follow workflows from beginning to end, and include team members in each project.

As a result, teams are better equipped to keep tabs on project development and ensure that deadlines are met from the convenience of a single dashboard.

One of the 200+ monday.com templates from its library can be used to develop workflows.

Select a template first based on the nature of your project. A content calendar, project portfolio management, and single one-off project templates are a few examples.

Alternatively, you can create processes from scratch by selecting more than 30 drag-and-drop columns.

To ensure everyone knows where they are with each project component, you may combine tasks, break them into smaller groups, and sync everything in real time.

Utilizable using an iOS or Android app, Monday.com interacts with Excel, Integromat, Google Drive, Dropbox, Trello, Slack, Google Calendar, and Zapier.

Explore Monday.com Projects management

Read More

Critical distinctions between Monday.com vs Zoho CRM

Naturally, Zoho and Monday.com differ significantly, so if you’re searching for the highlights, we’ve compiled a short list below:

In addition to its in-house integrations, Zoho also offers the convenience of 40+ third-party integrations. Not all, but several, like Zoho Analytics, Zoho Invoices, and Zoho Books, are appropriate for project management. While Monday.com does not have internal interfaces, it integrates with third-party applications like MS Teams, Google Calendar, and Gmail.
Unlike Monday.com, Zoho’s Task Management function keeps track of project milestones.
The software for managing projects online is called Zoho Projects. monday.com is a software solution that is available both on-premises and in the cloud.
Monday.com has five pricing tiers compared to Zoho’s three.
In contrast to Monday.com, which offers 24/7 customer care with a one-hour response time guarantee, Zoho provides an email address and online self-help resources (see the FAQs section for additional information on this).
The storage offered by Zoho appears to be more generous, increasing from 10MB for its free plan to 100GB and 120GB for its two paid plans. In contrast, Monday.com offers 500MB of storage per user on its free plan, then 5GB, 20GB, 100GB, and 1000GB on its four paying plans.
Compared to Monday.com, Zoho Projects has more capabilities, including its integrations, version control, and issue tracking.
The typical clients of Monday.com are small, medium-sized businesses. When designing Zoho, the developers did not have a specific industry in mind; instead, they built the platform to satisfy the needs of the majority of users.

Key Similarities Between Monday.com Projects and Zoho Projects

There are, of course, some commonalities between the two platforms as well:

Both programs are online
Both businesses provide iOS and Android applications.
Small, medium, and big enterprises and freelancers use Monday.com and Zoho, respectively.
Both provide a free trial and a free account.
Both provide Gantt charts for planning projects.
Slack, Microsoft Office, and Jira are a few third-party connectors that Zoho and Monday.com provide.
Both tools can be modified.
Project templates are provided for both.

The best aspects of Zoho CRM

Businesses of all sizes use the Zoho CRM software. It enables companies to communicate with clients via various channels, including live chat, email, and social media.

Users can assess the success of their communications and receive advice on the best times and communication methods to reach clients.

Contact Management and Communication

Zoho CRM has tools that enable users to build trusting relationships with their clients.

It offers omnichannel communication, allowing customers to contact businesses via various channels, including Twitter mentions, live online chat, phone calls, and emails. Users can use a single solution to control all of these communications.

Additionally, Zoho interacts with support desk applications to handle tickets and gather feedback. The use of analytics and AI recommendations can also improve contact management.

Journey Orchestration

With the help of the CommandCenter tool, users may design individualized brand and customer journeys. Users are aware of the precise stage of each customer’s journey.

They can create checks and balances by employing a set of rules to connect journeys with workflows.

With the software’s visual editors, flexible trips with various circumstances may be quickly created.

It also features collaboration capabilities, mobile apps, third-party connectors, and performance statistics to enable seamless journey monitoring and synchronized activities.

Lead management

Zoho CRM keeps track of leads to help them become prospective customers. Customer visibility is crucial to ensure that users can distinguish high-quality sales leads from other leads.

The platform uses live chat, mobile business card scanners, and intelligent web forms to collect lead information.

Its AI-powered sales assistant automatically searches for additional data to improve lead data.

Other capabilities include lead-to-deal conversion in a single click, scoring standards, and pre-defined workflows for rep assignment and email marketing.

Fields

Personalized fields, layouts, and processes that suit your needs, tastes, and style are possible with Zoho’s comprehensive project customization feature.

You can edit the Kanban board by dragging and dropping cards with information about your project and tasks onto various columns.

You can customize its time tracker to track the project’s progress and time spent on each activity.

The automation tools in Zoho CRM also enhance task management and simplify the procedures required to build and maintain client relationships.

Users may assess performance and make better decisions with real-time reporting and insights. By assisting users in quickly finding any information, an AI-powered sales assistant increases consumer visibility.

The Best Aspects of Monday.com Projects

Saturday sales CRM is a user-friendly, adaptable software that runs on the Monday.com work OS.

Its highly visual tabular displays are simple and flexible, allowing customers to customize their CRM without writing any code.

Users can add and remove columns to personalize deal phases for each account.

They can manage many pipelines using dashboards that enable them to switch between high-level overviews and in-depth single transaction views.

Centralized Dashboard

Monday sales in centralized contacts CRM make it easier for users to see their customers by consolidating all their data in one location.

Users can import data from Excel or through Monday’s API to add information about current leads, contacts, and accounts.

Users can collect leads manually as needed, through a web form, or by linking the CRM with already-existing technologies.

By informing users of potential duplicate entries and allowing merging to update existing records, the software maintains the integrity of the contacts database.

Interaction Tracking

The CRM software has features for managing activities, allowing users to enter any lead- or contact-related movement into Monday.

Users gradually create an accurate, up-to-date picture of client data that includes all transactions and interactions, including phone calls, meetings, notes, emails, and more.

Other email programs like Outlook and Gmail can completely sync with the software. Additionally, it alerts the sender whenever a lead reads or responds to an email.

Monday sales

End-to-End Sales Cycle Management CRM is a complete system that gives users the resources they need from pre- to post-sales.

Users can get leads from many sources thanks to its lead management capability.

Users can categorize and qualify leads using custom and formula columns and automatically score each lead according to pre-defined standards.

Users may use the same solution to handle post-sales activities, speed up sales operations, and modify the deals pipeline.

Shared Workspace

Working together as a team more effectively thanks to the shared workspace on Monday.com, which enables you to create workflows without using any code.

You can communicate with every team member and invite people to participate in the project.

Additionally, it allows you to ensure that everyone is working together to complete tasks and achieve team goals.

To obtain total customer visibility, Monday Sales CRM centralizes communication and operations. It integrates email for effective contact communication.

It tracks customer interactions and automatically logs emails that have been sent.

Other features that help consumers save time include automation, integrations, and customizable email templates.

Pricing for Zoho CRM

Zoho offers a free trial for its paying services without requiring a credit card. Four price tiers are available:

• Free

• Basic

• Standard

• Professional

Monday CRM Cost

All of Monday.com’s plans, save the Enterprise package, are eligible for a free trial period without a credit card. Prices depend on how many people you choose for each project. There are 5 strategies:

• Individual

• Basic

• Standard

• Pro

• Enterprise

Monday.com Project Management software pricing

Monday.com vs Zoho CRM: The Final Decision

Overall, both platforms seem to function well, and their rates are comparable, albeit they will cost significantly more the more team members you add.

Teams can engage customers through various communication methods provided by Zoho CRM.

Customer journey orchestration, intelligent sales assistants, real-time reports, and analytics are just a few services it offers. These features help to increase customer visibility and team productivity.

Zoho combines conventional project management with analytics and cutting-edge solutions to make the job easier. Making significant and complex projects manageable, for instance, enables you to divide your project into numerous milestones with start and finish dates and assigned responsibilities.

Monday.com has more customization options and is simpler to set up and use than Zoho. Numerous industrial, marketing, and advertising clients have seen improved service quality and response times.

The robust productivity and collaboration platform Monday.com are appropriate for businesses of all sizes and sectors. Your office-based and remote teams will have more freedom and creativity to personalize the platform to your tastes.

Depending on your needs, you may select one over the other. Whatever you decide, you must pick a platform that will allow your company to expand while satisfying its immediate needs. Therefore, remember that before spending your hard-earned money.