{"id":162964,"date":"2024-09-05T11:38:19","date_gmt":"2024-09-05T11:38:19","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=162964"},"modified":"2025-11-26T09:21:47","modified_gmt":"2025-11-26T14:21:47","slug":"monday-crm-vs-zoho-crm-a-side-by-side-comparison-guide","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/crm-and-sales\/monday-crm-vs-zoho-crm-a-side-by-side-comparison-guide\/","title":{"rendered":"The CRM showdown: monday CRM vs. Zoho CRM"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":212,"featured_media":163545,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"monday CRM vs. Zoho CRM: Which One Comes Out On Top?","_yoast_wpseo_metadesc":"Check out our detailed breakdown of monday CRM vs. Zoho CRM to explore the differences in features, pricing, integrations, and more.","monday_item_id":10045828387,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13913],"tags":[],"class_list":["post-162964","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-and-sales"],"acf":{"sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">It\u2019s easier to sell to someone you have an existing relationship with rather than a total stranger. This isn\u2019t a new concept, but it is the driving idea behind customer relationship (CRM) platforms and what they help teams accomplish. CRMs help companies stay organized and methodical when it comes to managing relationships, but knowing which platform to choose can be a challenge in itself.<\/p>\n<p class=\"p1\">Both monday CRM and Zoho CRM are 2 great solutions when it comes to streamlining sales, but which platform is the best fit for your business? In this guide, we\u2019ll walk you through a detailed comparison of both solutions so you can see how they stack up and which one may be a better option for your business.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday CRM<\/a>\n"}]},{"main_heading":"Quick look: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p>Need facts upfront? Here\u2019s a quick overview of the main differences between monday CRM and Zoho CRM. The rest of our guide digs deeper into these details.<\/p>\n\n<table id=\"tablepress-254\" class=\"tablepress tablepress-id-254\">\n<thead>\n<tr class=\"row-1\">\n\t<td class=\"column-1\"><\/td><th class=\"column-2\"><b>monday CRM <\/th><th class=\"column-3\"><b>Zoho CRM <\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\"><b>Pricing <\/td><td class=\"column-2\">Plans starting from $12\/seat\/month<\/td><td class=\"column-3\">Plans starting from $14\/user\/month<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\"><b>Features<\/td><td class=\"column-2\">Lead management, multiple work views, marketing campaigns, customer service, real-time insights<\/td><td class=\"column-3\">Lead management, Canvas, business analytics, pipeline management, CommandCenter<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\"><b>AI and automations<\/td><td class=\"column-2\">AI email generation, predictive analytics, AI blocks, monday sidekick, AI risk management<\/td><td class=\"column-3\">Zia AI assistant, AI sales agents, generative AI, AI predictions, data enrichment<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\"><b>Integrations <\/td><td class=\"column-2\">200+ integrations <\/td><td class=\"column-3\">1,100+ integrations <\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\"><b>Ease of use <\/td><td class=\"column-2\"><a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-10691062\"target=\"_blank\">Verified User on G2<\/a>: \u201cVery user-friendly, simple but lots of features.\u201d<br \/>\n<br \/>\n<br \/>\n<br \/>\n<\/td><td class=\"column-3\"><a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11724756\"target=\"_blank\">Reegan R. on G2<\/a>: \"It simplifies the process of organizing customer information.\u201d<br \/>\n<br \/>\n<br \/>\n<br \/>\n<br \/>\n<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\"><b>Support <\/td><td class=\"column-2\">24\/7 support via chat, self-service knowledge base, forum, webinars, dedicated success manager for Enterprise plan<\/td><td class=\"column-3\">Email support, calling, chat, webinars, self-service portal, Premium support available as a paid add-on<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\"><b>Customer reviews <\/td><td class=\"column-2\">4.6\/5 (<a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\"target=\"_blank\">G2<\/a>)<\/td><td class=\"column-3\">4.1\/5 (<a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\"target=\"_blank\">G2<\/a>)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-254 from cache -->\n"}]},{"main_heading":"Main features: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">Both monday CRM and Zoho CRM are packed with features that help businesses map out customer journeys and turn data into more sales. While both platforms are built to address the same core goal, managing customer relationships, the difference in capabilities leads to very different experiences. Here\u2019s a look at some of the key features to expect in each CRM.<\/p>\n<h3 class=\"p2\">monday CRM features<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":161064,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">Offering an end-to-end solution, monday CRM enables revenue teams to improve sales, marketing, and service operations at every touchpoint. The platform is flexible enough to fit any industry and business size, with features that scale to meet every team\u2019s unique needs. Some of monday CRM\u2019s best features include:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><b>Lead management:<\/b> Collect leads from various sources and centralize them for easy qualification and assignment.<\/li>\n<li class=\"li1\"><b>Multiple work views:<\/b> With 27+ different work views, including Gantt charts, Kanban boards, Calendar view, and List view, you can visualize work your way every time.<\/li>\n<li class=\"li1\"><strong>Integrated marketing campaigns:<\/strong> With monday campaigns \u2014 an AI-powered campaign tool built into monday CRM \u2014 marketing teams can generate copy, segment audiences, and launch data-driven campaigns that stay in sync with CRM data.<\/li>\n<li class=\"li1\"><b>Customer service:<\/b> Service teams can use monday CRM to track customer cases and tickets and gather insights to improve the customer experience.<\/li>\n<li class=\"li1\"><b>Real-time insights:<\/b> Track sales progress, rep performance, and customer satisfaction with detailed real-time reports and sales dashboards at your fingertips.<\/li>\n<\/ul>\n<h3 class=\"p3\">Zoho CRM features<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":262798,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">Zoho CRM helps teams convert more, build lasting relationships, and grow their business thanks to its many features. As part of the Zoho ecosystem of products, Zoho CRM works particularly well when paired with other Zoho products, such as Zoho Books or Zoho Mail. Here are some of the CRM\u2019s core features:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><b>Lead management:<\/b> Capture, track, and nurture leads as they move through your pipeline.<\/li>\n<li class=\"li1\"><b>Canvas for Zoho CRM:<\/b> Redesign your CRM interface with custom solutions using your preferred mix of buttons, fields, lists, and colors.<\/li>\n<li class=\"li1\"><b>Business analytics:<\/b> Get insights into sales with dashboards, reports, and high-level data to understand what\u2019s working and what needs attention.<\/li>\n<li class=\"li1\"><b>Pipeline management:<\/b> Track every customer\u2019s unique journey and keep an eye on when deals get stuck so you can take immediate action.<\/li>\n<li class=\"li1\"><b>CommandCenter:<\/b> Visualize your customer journeys, understand their preferences, and personalize interactions all in one place.<\/li>\n<\/ul>\n"}]},{"main_heading":"AI and automation: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">Your CRM should be empowering your team to automate workflows and use AI to improve existing processes. Both monday CRM and Zoho CRM have AI and automations baked into the platforms, so let\u2019s take a closer look at where these features shine.<\/p>\n<h3 class=\"p2\">monday CRM AI and automation features<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":262806,"image_link":""},{"acf_fc_layout":"text","content":"<ul class=\"ul1\">\n<li class=\"li1\"><b>AI email generation:<\/b> Use AI to write personalized customer emails and email campaigns in seconds, pulling in data from the CRM to customize every message.<\/li>\n<li class=\"li1\"><b>Predictive analytics:<\/b> Get a peek into the future with <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/predictive-sales-ai\/\"><span class=\"s2\">predictive analytics and sales forecasting<\/span><\/a>, which make it easier to make informed decisions to grow your business.<\/li>\n<li class=\"li1\"><b>AI blocks:<\/b> Add AI to any workflow with AI blocks, allowing you to detect customer sentiment, auto-translate, summarize conversation history, and more.<\/li>\n<li class=\"li1\"><b>monday sidekick:<\/b> Your built-in AI assistant, monday sidekick, takes your natural language prompts to implement and handle complex workflows in an instant.<\/li>\n<li class=\"li1\"><b>AI risk management:<\/b> AI can automatically analyze data on leads, customers, and deals in your pipeline and generate a list of potential risks before they become problems.<\/li>\n<\/ul>\n<h3 class=\"p2\">Zoho CRM AI and automation features<\/h3>\n<ul class=\"ul1\">\n<li class=\"li1\"><b>Zia AI assistant:<\/b> Zia is an AI-based conversational assistant that helps teams with tasks like note-taking, creating charts, analyzing reports, and more.<\/li>\n<li class=\"li1\"><b>AI sales agents:<\/b> Deploy AI agents to handle sales tasks, such as reaching out to leads, following up, data enrichment, and even sales coaching.<\/li>\n<li class=\"li1\"><b>Generative AI:<\/b> Generate high-level content, business insights, and summaries on conversations and pipeline deals to work more efficiently.<\/li>\n<li class=\"li1\"><b>AI predictions:<\/b> Use Zia to get notifications on high-priority prospects that are likely to convert, or when clients are at risk of churn.<\/li>\n<li class=\"li1\"><b>Data enrichment:<\/b> Enrich existing customer profiles with fresh data and missing information so your database is always accurate and up to date.<\/li>\n<\/ul>\n"}]},{"main_heading":"Pricing: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">Budget is a huge part of any CRM purchasing decision. Decision-makers need to ensure they\u2019re receiving plenty of value for the money they\u2019re spending every month. monday CRM and Zoho CRM approach pricing slightly differently, with monday CRM offering a free trial and Zoho CRM offering a free forever plan. Let\u2019s take a closer look at the different plans and prices.<\/p>\n<h3 class=\"p2\">monday CRM pricing<\/h3>\n<p class=\"p1\">With a 14-day free trial and no credit card required during sign-up, monday CRM&#8217;s paid tiers include:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><b>Basic:<\/b> From $12\/seat\/month, includes 1,000 active contacts and deals, unlimited customizable pipelines, free templates, unlimited free viewers, and mobile app access<\/li>\n<li class=\"li1\"><b>Standard:<\/b> From $17\/seat\/month, includes everything from Basic plus 10,000 active contacts and deals, Gmail and Outlook integrations, activity management, 250 custom monthly CRM automations and integrations, and a 5 custom dashboard<\/li>\n<li class=\"li1\"><b>Pro:<\/b> From $28\/seat\/month, includes everything from Standard plus unlimited contacts and deals, forecasting and analytics, email tracking and mass email, 25,000 monthly automations, and 50 custom dashboards<\/li>\n<li class=\"li1\"><b>Enterprise:<\/b> Customized pricing available on request, includes everything from Pro plus access to lead scoring, team goals, advanced analytics, account management, enterprise-grade security, HIPAA compliance, multi-level permissions, and more<\/li>\n<\/ul>\n<p><strong>Learn more<\/strong> about <a href=\"https:\/\/monday.com\/crm\/pricing?cq_src=google_ads&amp;cq_cmp=9861982464&amp;cq_term=monday%20crm%20pricing&amp;cq_plac=&amp;cq_net=g&amp;cq_plt=gp&amp;utm_medium=cpc&amp;utm_source=adwordsbrand&amp;utm_campaign=eu1-en-prm-workos-work_mgmt-brand-e-search-desktop-core-aw&amp;utm_keyword=monday%20crm%20pricing&amp;utm_match_type=e&amp;cluster=&amp;subcluster=&amp;ati=&amp;utm_adgroup=monday%20CRM%20pricing&amp;utm_banner=757776917189&amp;gad_source=1&amp;gad_campaignid=9861982464&amp;gbraid=0AAAAADeiQJvDFjRET-kPWhaofZr_FgAsU&amp;gclid=CjwKCAiAz_DIBhBJEiwAVH2XwD1qe-zVRCTCPofi73sNctGnx2AJUvqZr9GnXF4xMOlgMS0tUaYIohoCUgAQAvD_BwE\" target=\"_blank\" rel=\"noopener\">monday CRM plans and pricing<\/a>.<\/p>\n<h3 class=\"p2\">Zoho CRM pricing<\/h3>\n<p class=\"p1\">Before you sign up for Zoho CRM, you can trial a premium plan for free for 15 days or opt for the free forever plan with limited features. Here\u2019s how the pricing breaks down for annual plans:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><b>Free Edition:<\/b> Free forever, limited to 3 users, and includes essential features like leads, documents, and mobile apps<\/li>\n<li class=\"li1\"><b>Standard:<\/b> From $14\/user\/month, includes mass email, custom modules, sales forecasting, Canvas, Office 365 integration, and more<\/li>\n<li class=\"li1\"><b>Professional:<\/b> From $23\/user\/month, includes everything from Standard plus calendar bookings, inventory management, email intelligence, validation rules, Google Ads integration, and more<\/li>\n<li class=\"li1\"><b>Enterprise:<\/b> From $40\/user\/month, includes everything from Professional plus comprehensive AI, custom functions, journey orchestration, Sandbox, approval process, multi-user portals, and more<\/li>\n<li class=\"li1\"><b>Ultimate:<\/b> From $52\/user\/month, includes everything from Ultimate plus enhanced feature limits, custom AI\/ML platform, advanced customization, augmented analytics, unified business insights, advanced administration, and more<\/li>\n<\/ul>\n"}]},{"main_heading":"Integrations: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">CRM vendors understand that businesses need a platform that merges perfectly with the other tools in their tech stack. Here\u2019s how monday CRM and Zoho CRM approach third-party integrations.<\/p>\n<h3 class=\"p2\">monday CRM integrations<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":262790,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">Design your tech stack any way you like with monday CRM\u2019s 200+ third-party app integrations. Teams don\u2019t need to know how to code to integrate their most used work tools, and data can flow seamlessly between the platforms so that data stays synced.<\/p>\n<p class=\"p1\">Not only that, but monday also offers teams the <a href=\"https:\/\/developer.monday.com\/api-reference\/\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">monday platform API<\/span><\/a> to develop their own integrations if they have more customization needs. It\u2019s also possible to connect additional third-party tools to monday CRM through platforms like Zapier and make.<\/p>\n<p class=\"p1\">Some of monday CRM\u2019s popular integrations include:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Communication apps like Teams, Slack, and Gmail<\/li>\n<li class=\"li1\">Collaboration apps like Zoom, Google Drive, and OneDrive<\/li>\n<li class=\"li1\">Marketing apps like Mailchimp, HubSpot, and Jotform<\/li>\n<li class=\"li1\">CRM and finance apps like DocuSign, PandaDoc, and Freshdesk<\/li>\n<li class=\"li1\">Development apps like GitLab, HTML Embedded, and Jira<\/li>\n<\/ul>\n<p class=\"p1\">Users can also integrate Zoho products with monday CRM, giving them the best of both worlds.<\/p>\n<h3 class=\"p3\">Zoho CRM integrations<\/h3>\n<p class=\"p1\">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. Zoho CRM syncs with 1,100+ tools, offering plenty of opportunities for workflow and data syncing.<\/p>\n<p class=\"p1\">Some integrations you can find with Zoho CRM include:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Marketing automation apps like Mailchimp and ActiveCampaign<\/li>\n<li class=\"li1\">Telephony tools like RingCentral, Ring.io, and Foneco<\/li>\n<li class=\"li1\">Document signer apps like DocuSign and Adobe Sign<\/li>\n<li class=\"li1\">Quote management apps like PandaDoc and Proposify<\/li>\n<li class=\"li1\">Storage apps like Dropbox and Box<\/li>\n<\/ul>\n"},{"acf_fc_layout":"colored_notification","text":"<p><strong data-start=\"110\" data-end=\"165\">Zoho Projects vs. monday work management for project management<\/strong><\/p>\n<p>Zoho Projects is a standalone project management tool that teams often pair with Zoho CRM to manage timelines, tasks, and delivery work. With monday work management, those capabilities are built into the broader monday.com Work OS. This means monday CRM and monday work management run on the same unified platform, letting teams manage sales pipelines, onboarding, and project execution in one place without switching tools.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"Ease of use: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">No one wants to invest in a platform packed with bells and whistles that are impossible to use. That\u2019s why it\u2019s wise to consider ease of use when picking new <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-software\/\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">CRM software<\/span><\/a> by playing around with free trials, consulting online reviews, and comparing how both interfaces work. Here\u2019s a closer look at how both platforms\u2019 ease of use stacks up.<\/p>\n<h3 class=\"p2\">monday CRM ease of use<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":262782,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p1\">The interface in monday CRM uses bright colors, drag-and-drop functionality, and advanced AI that make it easy to build your own custom apps. Users love how monday CRM is intuitive, easy to use, and simple to start, making it a user-friendly platform with high praise on review sites. Here\u2019s what some users on G2 had to say about monday CRM\u2019s ease of use:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\"><i>\u201cmonday CRM&#8217;s intuitive ease of use is perfect for our lean team, as we can learn while doing without needing extensive setup support.\u201d<\/i> \u2014 <a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-11748026\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Lauren B.<\/span><\/a><\/li>\n<li class=\"li1\"><i>\u201cThe interface is clean, intuitive, and makes day-to-day tasks like updating client info or tracking progress straightforward.\u201d<\/i> \u2014 <a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-11496256\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Cynthia F.<\/span><\/a><\/li>\n<li class=\"li1\"><i>\u201cmonday CRM is very user friendly, simple but lots of features that are helpful with the company I am working for!\u201d<\/i> \u2014 <a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-10691062\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Verified user<\/span><\/a><\/li>\n<\/ul>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday CRM<\/a>\n<h3 class=\"p3\">Zoho CRM ease of use<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":262774,"image_link":""},{"acf_fc_layout":"text","content":"<p class=\"p2\">Zoho CRM also has a lot of great feedback about how easy the platform is for users. Indeed, Zoho products are known for their simplicity and intuitive interfaces. Users on the platform\u2019s G2 page frequently mention how the platform\u2019s features are easy to get the hang of. Here\u2019s a selection of some user feedback on Zoho CRM\u2019s ease of use:<\/p>\n<ul class=\"ul1\">\n<li class=\"li2\"><i>\u201cThe user-friendly interface and dashboards make it easy to track leads, contacts, and deals in one place.\u201d<\/i> \u2014 <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11734367\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Moiz H.<\/span><\/a><\/li>\n<li class=\"li2\"><i>\u201cWhat I really like about Zoho CRM is how easy it is to use and how it helps keep everything in one place.\u201d<\/i> \u2014 <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11489703\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Aanaya S.<\/span><\/a><\/li>\n<li class=\"li2\"><i>\u201cIt simplifies the process of organizing customer information, making it both straightforward and effective.\u201d<\/i> \u2014 <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11724756\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Reegan R.<\/span><\/a><\/li>\n<\/ul>\n"}]},{"main_heading":"Support: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">Customer support usually falls into 2 buckets:<\/p>\n<ol>\n<li class=\"p1\"><strong>Onboarding support<\/strong> you need as you set up your CRM to match your particular processes<\/li>\n<li class=\"p1\"><strong> Ongoing support<\/strong> to tackle any issues or bugs that crop up<\/li>\n<\/ol>\n<p>Ideally, you want a solution that\u2019s going to offer a mix of both so you can get started quickly and get immediate responses if any issues come up. Here\u2019s a look at the support offerings from both monday CRM and Zoho CRM.<\/p>\n<h3 class=\"p2\">monday CRM support<\/h3>\n<p class=\"p1\">Based on the plan you\u2019re using, there are a few different options for reaching out to support:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">24\/7 support for all plans via chat<\/li>\n<li class=\"li1\">Community forum<\/li>\n<li class=\"li1\">Self-service knowledge base<\/li>\n<li class=\"li1\">Instructional videos<\/li>\n<li class=\"li1\">Daily live webinars<\/li>\n<li class=\"li1\">Enterprise plan users get a dedicated customer success manager and a 99.99% uptime SLA<\/li>\n<\/ul>\n<p class=\"p1\">Business analyst, <a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-9864382\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Sharath K.<\/span><\/a>, has high praise for monday CRM\u2019s support team:<\/p>\n"},{"acf_fc_layout":"colored_notification","text":"<p><i>\u201cI found the Customer Support to be easy to deal with &#8230; [and] their support articles are pretty handy to fix simple issues. Our team was able to use it frequently, and we rely on it for smooth operations and planning workflows.\u201d<\/i><\/p>\n","quote":false,"author":"","position":"","avatar":false},{"acf_fc_layout":"text","content":"<h3 class=\"p2\">Zoho CRM support<\/h3>\n<p class=\"p1\">Zoho CRM also tiers support offerings based on the plan you choose. All paid plans come with customer support options, but Premium Support is available to any plan users as a paid add-on, costing an additional 20% of your overall subscription fee. Here are the support options users can expect from Zoho CRM:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Email, call, or chat support for paid plans<\/li>\n<li class=\"li1\">Premium Support and personalized onboarding as an add-on<\/li>\n<li class=\"li1\">Enterprise support with a dedicated technical account manager<\/li>\n<li class=\"li1\">In-depth knowledge documentation<\/li>\n<li class=\"li1\">Webinars and free ebooks on using Zoho CRM<\/li>\n<li class=\"li1\">Self-service portal to submit tickets<\/li>\n<\/ul>\n<p class=\"p1\">One user, <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11186155\" target=\"_blank\" rel=\"noopener\"><span class=\"s2\">Iniyan B.<\/span><\/a>, had this to say about his experience with Zoho customer support:<\/p>\n"},{"acf_fc_layout":"colored_notification","text":"<p><i>\u201cWhile Zoho CRM is feature-rich, the initial onboarding and customization can be complex without adequate technical support. The UI, though functional, feels slightly dated in certain modules, and occasional syncing lags with third-party integrations like Google Ads or Facebook Ads Manager can disrupt workflow continuity.\u201d<\/i><\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"Customer reviews: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">While comparing features, pricing, and ease of use is important, one thing that can really give one product the edge over another is what real users are saying about their experience. Below, we\u2019ll take a look at overall ratings and general reviews of both platforms from the popular software review site, G2.<\/p>\n<h3 class=\"p2\">monday CRM customer reviews<\/h3>\n<p class=\"p1\"><b>G2 rating:<\/b> <a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">4.6\/5<\/span><\/a><\/p>\n<p class=\"p1\">Many monday CRM users share glowing reports on G2, with wide and varied praise about their experience of our customer relationship management platform. A lot of reviews cover similar topics on the platform\u2019s ease of use, customizability, seamless integrations, and intuitive interface. Here\u2019s what one user, <a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-11916152\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">Sandy E.<\/span><\/a>, wrote about her experience with monday CRM:<\/p>\n"},{"acf_fc_layout":"colored_notification","text":"<p class=\"p1\"><i>\u201cI really appreciate the automation features in monday CRM, as they significantly streamline our processes by automating a lot of tasks. The email sequences are especially helpful because they allow me to set up automated communications easily, which will save our team a considerable amount of time on tasks that are less critical. I\u2019m also looking forward to the upcoming AI agents, which I believe will be amazing in further simplifying our workflow by preventing important details from slipping through the cracks.\u201d<\/i><\/p>\n","quote":false,"author":"","position":"","avatar":false},{"acf_fc_layout":"text","content":"<p>Overall, reviews for monday CRM are positive, but there are still some areas where users would like to see improvement. For example, a few users <span class=\"s1\">\u201c<\/span><a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-11925325\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">find the mobile app less smooth than the desktop version.<\/span><\/a>\u201d Additionally, small businesses that want access to advanced features note that \u201c<a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-11761165\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">some features are only in higher plans,<\/span><\/a>\u201d which can feel limiting for teams who don\u2019t upgrade.<\/p>\n"},{"acf_fc_layout":"testimonials_carousel","testimonial_collection_select":14083,"tc_slide_to_show":"2"},{"acf_fc_layout":"text","content":"<h3 class=\"p2\">Zoho CRM customer reviews<\/h3>\n<p class=\"p1\"><b>G2 rating:<\/b> <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">4.1\/5<\/span><\/a><\/p>\n<p class=\"p1\">While it scores lower overall on G2 compared to many <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/zoho-crm-alternatives\/\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">Zoho CRM alternatives<\/span><\/a>, the software still has a lot of positive reviews from its users. Zoho CRM teams appreciate the solution\u2019s easy integrations, features, and the platform\u2019s ease of use. One of the reviewers, <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11804981\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">Anshu Y.<\/span><\/a>, had this to share about using Zoho CRM:<\/p>\n"},{"acf_fc_layout":"colored_notification","text":"<p class=\"p1\"><i>\u201cZoho CRM stands out for its robust sales automation capabilities, flexible customization options, and intuitive user interface. It has helped us increase sales by efficiently identifying and nurturing high-quality leads, streamlining both sales and marketing workflows, and supporting informed decision-making with its advanced analytics. Additionally, it has improved our customer satisfaction by providing comprehensive customer histories, which allows us for quicker issue resolution and, as a result, it has contributed to higher retention rates and increased revenue.\u201d<\/i><\/p>\n","quote":false,"author":"","position":"","avatar":false},{"acf_fc_layout":"text","content":"<p>While customers seem happy with many aspects of Zoho CRM, there still seems to be frustration with specific elements. For example, users note that the learning curve can be steep, saying that <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11734367\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">\u201cthe initial setup and customization can be a bit overwhelming for new users.\u201d<\/span><\/a> Additionally, users point out other areas for improvement, noting that \u201c<a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11258240\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">integration with third-party apps can sometimes be unreliable\u201d<\/span><\/a> and that the reporting <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11386362\" target=\"_blank\" rel=\"noopener\"><span class=\"s1\">\u201cneeds more customizations and features.\u201d<\/span><\/a><\/p>\n"}]},{"main_heading":"Overall strengths and considerations: monday CRM vs. Zoho CRM","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">When looking at 2 platforms side-by-side, it can sometimes be hard to get a real sense of their benefits and drawbacks when there are so many details to contend with. Below, we\u2019ve summarized each platform\u2019s main strengths and some points you may want to consider so that you can make a more informed decision.<\/p>\n<h3 class=\"p2\">monday CRM strengths and considerations<\/h3>\n<p class=\"p1\"><b>Strengths<\/b><\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">AI and automations to streamline workflows and help teams work more efficiently are built into every tier<\/li>\n<li class=\"li1\">Tons of customization options to build a platform that truly reflects your exact business needs and unique workflows<\/li>\n<li class=\"li1\">Intuitive interface that doesn\u2019t require a significant onboarding or training period<\/li>\n<\/ul>\n<p class=\"p1\"><b>Considerations<\/b><\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Small teams that may want more automation and AI capabilities than are available on lower-tiered plans<\/li>\n<li class=\"li1\">Not as many integrations compared to Zoho CRM, even though the most popular work apps are still available to integrate<\/li>\n<li class=\"li1\">Certain security and administrative features are only available on higher-tiered plans<\/li>\n<\/ul>\n<h3 class=\"p2\">Zoho CRM strengths and considerations<\/h3>\n<p class=\"p1\"><b>Strengths<\/b><\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Extensive integration ecosystem with 1,100+ available tools and apps<\/li>\n<li class=\"li1\">Free forever plan available for small teams of up to 3 users to get started without any cost<\/li>\n<li class=\"li1\">Advanced customization options, including Canvas, to redesign the CRM interface<\/li>\n<\/ul>\n<p class=\"p1\"><b>Considerations<\/b><\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">Steeper learning curve with initial setup and customization that may feel overwhelming<\/li>\n<li class=\"li1\">Users report dissatisfaction with support, with Premium Support available as a paid add-on<\/li>\n<li class=\"li1\">Some users report occasional syncing lags with third-party integrations and reliability issues with certain app connections<\/li>\n<\/ul>\n"}]},{"main_heading":"Zoho CRM vs. monday CRM: Which is right for you?","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">By this point, you may have formed an opinion on the right CRM platform for your business. If not, and you\u2019re still stuck between 2 great options, let\u2019s break down how each platform fits best with different teams and use cases.<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">With <b>monday CRM<\/b>, teams get an AI-powered platform that acts as a single source of truth for a variety of teams, including sales, marketing, and service. The solution offers endless customization options, an interface that\u2019s simple to use and scale, and flexible pricing, making it suitable for small teams all the way up to large enterprises. On top of that, monday CRM is highly rated on review sites like G2, with strong feedback on ease of use and flexibility.<\/li>\n<li class=\"li1\"><b>Zoho CRM<\/b> is a great choice for teams who are either already part of the Zoho ecosystem or looking to join it. The platform is intuitive and straightforward, but it may not offer as many advanced AI features as monday CRM. Still, for small teams who want a simpler option, Zoho CRM will get the job done.<\/li>\n<\/ul>\n<p class=\"p1\">Both platforms offer free trials, so to get a feel for how each one performs with your real workflows, spend some time exploring each one before making a decision.<\/p>\n"}]},{"main_heading":"Choosing the right CRM is the first step to success\u00a0","content_block":[{"acf_fc_layout":"text","content":"<p class=\"p1\">Ultimately, the CRM you go for will determine how your team works. Whichever platform you choose, your main consideration should be selecting a CRM that your employees will actually adopt. Without adoption, all the bells and whistles in the world mean nothing. With a solution like monday CRM that\u2019s easy to use, entirely customizable, and packed with AI features that do the work for you, adoption is a much simpler affair.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new#soft_signup_from_step\" target=\"_self\">Try monday CRM<\/a>\n<div class=\"accordion faq\" id=\"faq-1\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is monday CRM easier to use than Zoho CRM for new teams?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Yes, monday CRM is generally easier for new teams. On popular software review site, G2, monday CRM scores higher and has better reviews when it comes to usability and ease of onboarding. Users praise monday CRM's intuitive interface, drag-and-drop functionality, and ability to learn the platform without needing to reach out to support, while Zoho users note that sometimes, the initial setup and onboarding can feel overwhelming, particularly for users without a lot of technical knowledge.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Which platform offers better reporting and analytics for sales forecasting?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>With monday CRM, teams get advanced reporting and analytics capabilities designed to give clear, real-time visibility into pipeline health and performance. The platform provides real-time insights, detailed sales dashboards, predictive analytics, and advanced forecasting features. While Zoho CRM does offer business analytics, reports, and dashboards, some users report feeling like there could be more customization options when it comes to gathering insights, making monday CRM a compelling option for teams that prioritize comprehensive sales forecasting.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Which CRM is better for a business that needs deep integration with finance and HR software?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>For businesses needing finance and HR integration, monday CRM offers a lot of deep integrations to seamlessly sync essential data. While Zoho CRM offers more total integrations, monday CRM provides seamless connections with essential finance tools like GetSign, DocuSign, QuickBooks, and other popular platforms. Additionally, monday CRM can integrate Zoho products directly, giving teams access to Zoho's finance suite while benefiting from monday's ease of use and intuitive interface.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-4\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Which CRM is more suitable for a small business that prioritizes project management alongside sales tracking?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>When it comes to project management, monday CRM is a strong choice for small businesses. The platform can handle both sales tracking and project management by connecting seamlessly with monday work management. Users can choose from over 27 different work views for custom project visualization. The software\u2019s flexible, intuitive interface handles both functions seamlessly, making it a great choice for small businesses that want to manage projects alongside customer relationships.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-5\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Which CRM platform offers more customization for unique sales processes?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-5\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Both platforms offer strong customization, but monday CRM excels with its highly flexible interface and AI-powered personalization. Users praise its ability to build custom apps, unlimited customizable pipelines, and AI blocks for workflow customization. While Zoho offers Canvas and custom modules, monday CRM's intuitive drag-and-drop customization requires less technical expertise, making it more accessible for unique sales processes.<\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Is monday CRM easier to use than Zoho CRM for new teams?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Yes, monday CRM is generally easier for new teams. On popular software review site, G2, monday CRM scores higher and has better reviews when it comes to usability and ease of onboarding. Users praise monday CRM's intuitive interface, drag-and-drop functionality, and ability to learn the platform without needing to reach out to support, while Zoho users note that sometimes, the initial setup and onboarding can feel overwhelming, particularly for users without a lot of technical knowledge.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Which platform offers better reporting and analytics for sales forecasting?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>With monday CRM, teams get advanced reporting and analytics capabilities designed to give clear, real-time visibility into pipeline health and performance. The platform provides real-time insights, detailed sales dashboards, predictive analytics, and advanced forecasting features. 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The software\\u2019s flexible, intuitive interface handles both functions seamlessly, making it a great choice for small businesses that want to manage projects alongside customer relationships.<\\\/p>\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Which CRM platform offers more customization for unique sales processes?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Both platforms offer strong customization, but monday CRM excels with its highly flexible interface and AI-powered personalization. Users praise its ability to build custom apps, unlimited customizable pipelines, and AI blocks for workflow customization. While Zoho offers Canvas and custom modules, monday CRM's intuitive drag-and-drop customization requires less technical expertise, making it more accessible for unique sales processes.<\\\/p>\\n\"\n            }\n        }\n    ]\n}<\/script><\/div>\n\n"}]}]}],"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":true,"landing_page_layout":false,"hide_time_to_read":false,"sidebar_color_banner":"","custom_tags":false,"disclaimer":[{"ID":145596,"post_author":"246","post_date":"2023-12-06 07:48:09","post_date_gmt":"2023-12-06 07:48:09","post_content":"<i>The content in this article is provided for informational purposes only and, to the best of monday.com\u2019s knowledge, the information provided in this article\u00a0 is accurate and up-to-date at the time of publication. That said, monday.com encourages readers to verify all information directly.<\/i>","post_title":"Competitor disclaimer","post_excerpt":"","post_status":"publish","comment_status":"closed","ping_status":"closed","post_password":"","post_name":"competitor-disclaimer","to_ping":"","pinged":"","post_modified":"2024-10-15 07:24:02","post_modified_gmt":"2024-10-15 07:24:02","post_content_filtered":"","post_parent":0,"guid":"https:\/\/monday.com\/blog\/?post_type=disclaimer&#038;p=145596","menu_order":0,"post_type":"disclaimer","post_mime_type":"","comment_count":"0","filter":"raw"}],"cornerstone_hero_cta_override":{"label":"","url":""},"cluster":"","display_dates":"updated","featured_image_link":"","faqs":[{"faq_title":"FAQs","faq_shortcode":"1","faq":[{"question":"Is monday CRM easier to use than Zoho CRM for new teams?","answer":"<p>Yes, monday CRM is generally easier for new teams. On popular software review site, G2, monday CRM scores higher and has better reviews when it comes to usability and ease of onboarding. Users praise monday CRM's intuitive interface, drag-and-drop functionality, and ability to learn the platform without needing to reach out to support, while Zoho users note that sometimes, the initial setup and onboarding can feel overwhelming, particularly for users without a lot of technical knowledge.<\/p>\n"},{"question":"Which platform offers better reporting and analytics for sales forecasting?","answer":"<p>With monday CRM, teams get advanced reporting and analytics capabilities designed to give clear, real-time visibility into pipeline health and performance. The platform provides real-time insights, detailed sales dashboards, predictive analytics, and advanced forecasting features. While Zoho CRM does offer business analytics, reports, and dashboards, some users report feeling like there could be more customization options when it comes to gathering insights, making monday CRM a compelling option for teams that prioritize comprehensive sales forecasting.<\/p>\n"},{"question":"Which CRM is better for a business that needs deep integration with finance and HR software?","answer":"<p>For businesses needing finance and HR integration, monday CRM offers a lot of deep integrations to seamlessly sync essential data. While Zoho CRM offers more total integrations, monday CRM provides seamless connections with essential finance tools like GetSign, DocuSign, QuickBooks, and other popular platforms. Additionally, monday CRM can integrate Zoho products directly, giving teams access to Zoho's finance suite while benefiting from monday's ease of use and intuitive interface.<\/p>\n"},{"question":"Which CRM is more suitable for a small business that prioritizes project management alongside sales tracking?","answer":"<p>When it comes to project management, monday CRM is a strong choice for small businesses. The platform can handle both sales tracking and project management by connecting seamlessly with monday work management. Users can choose from over 27 different work views for custom project visualization. The software\u2019s flexible, intuitive interface handles both functions seamlessly, making it a great choice for small businesses that want to manage projects alongside customer relationships.<\/p>\n"},{"question":"Which CRM platform offers more customization for unique sales processes?","answer":"<p>Both platforms offer strong customization, but monday CRM excels with its highly flexible interface and AI-powered personalization. Users praise its ability to build custom apps, unlimited customizable pipelines, and AI blocks for workflow customization. While Zoho offers Canvas and custom modules, monday CRM's intuitive drag-and-drop customization requires less technical expertise, making it more accessible for unique sales processes.<\/p>\n"}]}],"activate_cta_banner":false,"banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"custom_schema_code":"","show_contact_sales_button":"1","parse_from_google_doc":false,"show_sidebar_sticky_banner":false,"custom_header_banner":false,"post_date":"20251118"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>monday CRM vs. Zoho CRM: Which One Comes Out On Top?<\/title>\n<meta name=\"description\" content=\"Check out our detailed breakdown of monday CRM vs. Zoho CRM to explore the differences in features, pricing, integrations, and more.\" \/>\n<meta name=\"robots\" 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