It’s easier to sell to someone you have an existing relationship with rather than a total stranger. This concept has been around as long as humans have been making trades and is aided by customer relationship management (CRM). CRM software digitalizes these relationships, which sounds soulless, but it’s actually the opposite. When companies are organized and methodical about storing and managing their relationship data, they can treat every potential or existing customer as the individual they are.
But which CRM should you choose? monday CRM and Zoho CRM are two popular platforms you should consider. Our guide explores their features, pricing, usability, support, and customer reviews to kickstart your research.
Try monday CRMmonday CRM vs Zoho CRM: At a glance
Need facts upfront? Here’s a quick overview of the main differences between monday CRM and Zoho CRM. The rest of our guide digs deeper into these details.
monday CRM | Zoho CRM | |
---|---|---|
Pricing | Free trial available Premium plans start from $12 | Free trial available Premium plans start from $14 |
Features | - Lead management - Account and contact management - Deal management - Sales forecasting and analytics - Post-sales | - Lead, deal, contact management - Zia, AI assistant - Canvas Design Studio - Blueprints - CommandCenter - Mobile CRM |
Integrations | 72+ integrations | 800+ integrations |
Ease of use | 9.0/10 on G2 | 8.2/10 on G2 |
Customer support | - 8.7/10 on G2 - 24/7 support for all users | - 7.6/10 on G2 - 24/7 support only available for Enterprise Support Plan customers |
Customer reviews | 4.6/5 on G2 | 4.1/5 on G2 |
monday CRM offers value-packed features at every customer journey stage
monday CRM and Zoho CRM are laden with features that help you map out customer journeys and store crucial data to convert leads into sales. Both platforms have also incorporated artificial intelligence to shave hours off manual processes and make predictions about where to invest your sales efforts. monday CRM’s advanced features come out top due to the extended value they bring to every platform user and how well they integrate with your post-sales processes.
monday CRM features
monday CRM offers an end-to-end solution that enables revenue teams to improve efficiencies at all stages of the customer lifecycle. You’ll gain visibility into each aspect of your sales processes, all the while using a platform that works beautifully and saves you time and money. monday CRM’s core features allow you to:
- Collect leads from various sources, automatically enrich lead data with Crunchbase, and centralize them for easy qualification and assignment.

- Gain an expanded view of your connecting deals, accounts, contacts, and projects from a single location. Log and track every interaction, including emails and meetings, in a clear timeline, then send communications directly from within the CRM. You can also create mass personalized emails using our advanced AI assistant, track open rates, and automate repetitive tasks including those all-important follow-up messages.

- Track deal progress from a visual pipeline with customizable stages using our simple drag-and-drop functionality. Automate actions based on custom conditions, collaborate seamlessly with legal and finance teams and log every interaction in a clear timeline for comprehensive deal tracking.

- View accurate projections and real-time insights into your sales pipeline. Use no-code, customizable dashboards to track forecast vs. actual sales, drill down by various criteria, and manage sales team quotas. Reporting features and sales-specific widgets, like leaderboards and funnels, will help you identify strengths and weaknesses in your pipeline, making data-driven decisions easy.

- Keep in touch 24/7 with other team members, leads, and customers using our mobile CRM capabilities.

- Extend the life of your CRM post-sales by tracking client onboarding and managing renewals. It’s easy to oversee client projects by calculating billable hours, sending quotes, and monitoring collection status to receive timely payments and identify any roadblocks needing attention.
Zoho CRM features
Zoho CRM promises to help you “convert more, build lasting relationships, and grow your business resiliently, with the magic of contextual AI and thoughtful UI.” Here are some of its core features:
- Lead, deal, and contact management to store and sync your essential data. Log calls and emails, track deals, and score leads from a central location.
- Zia is an AI-based conversational assistant that performs useful tasks like taking notes, creating charts, and analyzing reports. Unfortunately, this is only available on the Enterprise and Ultimate plans.
- Canvas Design Studio allows you to design your entire CRM using your preferred mix of buttons, fields, lists, and colors.
- Blueprints allow you to build scalable repeatable processes using a drag-and-drop editor to mimic your specific workflows. Blueprints are available from the Professional plan onward.
- CommandCenter is your space for creating contextual customer journeys to understand each customer’s current position and next move.
monday CRM offers seamless integrations with your favorite tools
CRM vendors understand that businesses need a platform that merges perfectly with the other tools in their tech stack. Here’s how monday CRM and Zoho CRM approach third-party integrations:
monday CRM integrations
monday CRM allows you to design your tech stack your way. We integrate with 72+ apps and tools for every type of work, including:
- Communication apps like Teams, Slack, and Gmail
- Collaboration apps like Zoom, Google Drive, and One Drive
- Marketing apps like Mailchimp, HubSpot, and Jotform
- CRM and finance apps like DocuSign, Panda, and Freshdesk
- Development apps like GitLab, HTML Embedded, and Jira
And if you want to set up an automation between one or more tools, that’s easy, too. Our automations don’t require any coding knowledge. Users choose their sequence of triggers, conditions, and actions, then set the automations to run.
For example, you could trigger an email to send to a team member when a board item is updated before a specific deadline.
Zoho CRM integrations
Zoho CRM also offers a host of integrations with its own Zoho business suite, along with other popular platforms related to marketing, collaboration, messaging, and more. While Zoho CRM syncs with 800+ tools, some users express frustration with the availability of some preferred integrations. For example, Kishore C., Demand Manager, says,
“Zoho CRM should provide integrations with some popular marketing automation tools and sales automation tools so that users can track all activities in Zoho CRM itself. There is no need to switch from one tool to another tool for automation and activity tracking.”
monday CRM scores higher across all Ease of Use categories
No one wants to invest in a platform packed with bells and whistles that are impossible to use. That’s why it’s wise to consult third-party review sites like G2 to understand how companies and users just like you have experienced a particular platform.
Based on hundreds of user reviews, monday CRM is considered easier to use, set up and administer than Zoho CRM. Here are the stats for each platform:
monday CRM ease of use
monday CRM achieves the following scores:
- Ease of Use = 9.0 out of 10 (0.8 higher than Zoho CRM)
- Ease of Setup = 8.5 out of 10 (0.7 higher than Zoho CRM)
- Ease of Admin = 8.9 out of 10 (1.0 higher than Zoho CRM)
Users love monday CRM’s clean, slick, intuitive interface that gives them all the information they need at a glance and then allows them to turn the data into actionable workflows. They describe the platform as being “a must-have product” and a “user-friendly, no-nonsense solution.” Business Manager Sharath K. shares their positive experience:
“The platform is very visually appealing and also intuitive. After using Salesforce for quite some time, this was a breath of fresh air.”
Similarly, another marketing and advertising user shared,
“It was easy to configure the user interface and upload my work. monday CRM is a solution that does not require any previous experience to start; any user feels comfortable within the application.”
Zoho CRM ease of use
In contrast, Zoho CRM scores as follows:
- Ease of Use = 8.2 out of 10
- Ease of Setup = 7.8 out of 10
- Ease of Admin = 7.9 out of 10
Zoho’s customization options may be a selling point to some, but others find them overwhelming rather than intuitive. Business Development Manager Shakil K. sums up his frustration with using Zoho CRM:
“There are so many buttons and options that it can be confusing to figure out what to do next. It’s also a bit slow sometimes, which makes me feel impatient, like waiting for a slow computer game to load. Plus, it needs the internet to work, so if my internet is slow or not working, I can’t use it at all.”
monday CRM customer support is available 24/7 at no extra charge
Customer support usually falls into two buckets: the onboarding support you need as you set up your CRM to match your particular processes, followed by ongoing support if any issues or bugs crop up.
monday CRM is fully invested in both, supporting our entire customer base with a fantastic array of communication options for users on any premium plan. Zoho CRM doesn’t provide the same access, and unfortunately this impacts its G2 scores in the customer support category.
monday CRM customer support
monday CRM achieves 8.7 out of 10 for Quality of Support from G2’s user community. We offer the following support options for every customer, while a dedicated customer success manager is available on Enterprise plans.
- 24/7/365 phone support
- A community forum
- Web contact form
- Knowledge base
- Instructional videos
- Daily live webinars
Business analyst, Sharath K. has high praise for monday CRM’s support team:
“I found Customer Support to be easy to deal with and fairly resourceful. Their support articles are also pretty handy to fix simple issues. Our team was able to use them frequently, and we rely on [them] for smooth operations and planning workflow.”
Zoho CRM customer support
Zoho CRM achieves only 7.6 out of 10 for Quality of Support as judged by the G2 community. This is 1.1 lower than monday CRM. The vendor uses a different approach to monday CRM by offering support plans that are somewhat separate from its CRM pricing plans. Here’s how they work:
- Classic support: This is available by default with paid editions of Zoho CRM. It includes a knowledge base, community forums, a self-service portal, limited onboarding sessions for 45 days, and multichannel support for 40 hours of the week, with a response time of 8 hours.
- Premium support: This is charged at 20% of your subscription fee. It includes 24/5 multichannel support and a 3-hours response time. Users may also access a dedicated onboarding specialist who can help with CRM setup and configuration.
- Enterprise support: This is charged at 25% of your subscription fee. It includes 24/7 multichannel support with a 1-hour response time, access to a technical account manager, early access to new features, and a quarterly report.
CRM users love monday CRM’s product direction
We’ve examined features and integrations, customer support, and usability. Each is an important component of the user experience and ultimately determines whether one of these products is worth your investment.
But real users also rate monday CRM significantly higher than Zoho CRM in terms of its product direction. monday CRM scores 9.4 out of 10, compared to Zoho CRM’s 7.9. Here’s why:
monday CRM customer reviews
monday CRM users share glowing reports on G2, with wide and varied praise about their experience of our customer relationship management platform.
Many CRMs can be difficult to get to grips with, but monday CRM really is as clean and simple as it sounds. Paulette A., an account development executive, promises,
“It is very user-friendly and easy to manage for a seller or user who has no previous experience with CRM or is at a beginner level. The design is visually pleasing and extremely intuitive. In addition, it has many customization opportunities to adapt to the user’s needs, whether very basic or advanced.”
Beyond usability, real-life users also report how they use monday CRM to enhance their sales cycles. For example, sales manager Justin. N reports the value our platform has provided his mid-market business:
“What I like best about monday CRM is how easy it makes tracking and managing leads. The automation saves us a ton of time, and everything we need is in one place. It’s helped us stay organized and fill units faster.”
Zoho CRM customer reviews
For users willing to spend time customizing the product to their needs, Zoho’s versatility is a good fit. Daisy V., a small business user, says,
“Zoho One’s comprehensive suite, seamless integration, and user-friendly interface empower businesses. Customization options and reliable support enhance its appeal, making it a strong choice for diverse organizational needs. We use it for daily sales operations.”
However, many other customers struggle to get off the ground and navigate this CRM compared to more user-friendly models, such as monday CRM. Financial Analyst Somdeb K. explains,
“Gearing up with Zoho CRM felt like climbing a steep cliff. There’s a ton of functionality, which is great, but the interface can be overwhelming at first. It took me longer than expected to get comfortable navigating and using all the features. Zoho CRM’s workflow setup feels clunky. It’s not as intuitive as some other CRMs I’ve used, and building complex automations can be a frustrating exercise in clicking and hoping.”
monday CRM offers tailored pricing for enterprise customers
Budget is a huge part of any CRM purchasing decision. Decision-makers need to ensure they’re receiving plenty of value for the money they’re spending every month.
monday CRM and Zoho CRM approach pricing slightly differently. monday CRM offers a free trial with full functionality of its premium plans, while Zoho CRM offers a free stripped-back version of the platform for up to three users. Each vendor offers four premium tiers, with monday CRM’s starting at a more affordable price point than Zoho CRM. Moving up the tiers, Zoho CRM provides set pricing for its Enterprise and Ultimate plan customers, while monday CRM takes a customized approach, providing tailored quotes depending on the needs and headcount of the organization.
Here are some further pricing details for both CRMs:
monday CRM pricing
monday CRM provides a 14-day free trial, with no credit card required during sign-up. The premium tiers are priced as follows:
- Basic CRM: From $12 per seat/mo, billed annually. The price includes unlimited customizable pipelines, free templates, unlimited free viewers, contacts and boards.
- Standard CRM: From $17 per seat/mo, billed annually for advanced contact and account management, Gmail and Outlook integrations, activity management, 250 custom monthly CRM automations and integrations, and a dashboard incorporating five boards.
- Pro CRM: From $28 per seat/mo for sales forecasting and analytics, email tracking and mass email, 25,000 monthly automations and integrations, and dashboard incorporating up to 10 boards.
- Enterprise CRM: Contact us for an accurate quote based on your specific needs. This price plan includes access to lead scoring, team goals, advanced analytics, account management, enterprise-grade security, automations and integrations, HIPAA compliance, multi-level permissions, sales documents, and more.
Here’s why product manager Heather S. believes monday CRM represents excellent value for money:
“monday CRM allows for customizable workflows and automations to seamlessly move you through the lead generation process. It has a pre-built workflow that takes the “think work” out of it so you can plug and play. It is a great alternative to the more expensive options available!”
Try monday CRMZoho CRM pricing
Zoho CRM pricing works as follows: Before you sign up, you can try the premium plans for free for 15 days or choose a basic free forever plan for three users.
- Standard: From $14 per user/mo
- Professional: From $23 per user/mo
- Enterprise: From $40 per user/mo
- Ultimate: From $52 per user/mo
monday CRM vs Zoho CRM: Which is the best platform for you?
By this point, you likely have a strong idea about the right CRM platform for your needs. Will it be monday CRM which scores an impressive 4.6 out of 5 with the G2 community, or Zoho CRM with an overall score of 4.1?
Choose monday CRM if:
- You want a platform that G2 users consider superior to Zoho CRM across every review-scoring category
- You’re attracted to a visually appealing platform that’s a cinch to use, with colorful dashboards and drag-and-drop pipelines
- You need a cost-effective CRM with tailored enterprise pricing to suit your needs
- You’d love to extend your CRM to incorporate your post-sales operations
- You plan to lean on monday CRM’s assortment of templates to create your dashboard and replicate your processes in just a few clicks
- You want reassurance that customer support is available 24/7
Choose Zoho CRM if:
- You already use the rest of the Zoho business suite and are looking for a CRM that integrates with your existing apps
- You’re prepared to pay for an Enterprise plan to access Zia, the handy AI sales assistant tool
- You only need a handful of limited features and have three (or less) users who could make use of the free plan
monday CRM: the versatile choice for your business
monday CRM is a platform that our users love working on. It’s vibrant and efficient and strengthens customer relationships for everyone who uses it.
Here at monday.com, we know that no two companies use monday CRM in the exact same way, so we love hearing from customers like SaaS Technical Architect David C., who describes how his enterprise company uses the platform.
“I love the way the interface facilitates the customization of elements. This helps a lot whenever we have to adjust timelines, resources, or switch the priority between projects. Also, the Kanban board feature is amazing, we use it combined with Scrum for our monthly sprints.”
How will you use monday CRM to manage your customer relationships? Take a free trial today to find out.
Try monday CRMFAQs
Can I integrate Zoho with monday?
Yes, you can set up an integration between Zoho CRM and monday CRM using a third-party platform like Zapier. This might be useful if you're an existing Zoho customer wishing to try monday CRM before making the switch. For example, you could update your new monday CRM columns when new data is added to Zoho CRM.
What is the difference between CRM and ERP?
CRM (Customer Relationship Management) is focused on managing relationships with customers, while ERP (Enterprise Resource Planning) focuses on managing all aspects of a business's operations such as finance, accounting, procurement, etc. Both are important systems for businesses but serve different purposes.
Can monday be used as a CRM?
Yes, monday CRM is a dedicated customer relationship management platform that offers an all-in-one solution for all your RevOps processes.