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Zoho CRM vs monday.com comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Oct 8, 2024
 

Categories and Ranking

monday.com
Ranking in CRM
3rd
Ranking in Opportunity Management
1st
Average Rating
9.4
Reviews Sentiment
7.4
Number of Reviews
224
Ranking in other categories
Project Portfolio Management (2nd), Project Management Software (1st), Marketing Management (3rd)
Zoho CRM
Ranking in CRM
5th
Ranking in Opportunity Management
3rd
Average Rating
8.0
Reviews Sentiment
6.9
Number of Reviews
51
Ranking in other categories
Sales Force Automation (3rd)
 

Mindshare comparison

As of December 2024, in the CRM category, the mindshare of monday.com is 4.6%, down from 4.9% compared to the previous year. The mindshare of Zoho CRM is 3.6%, down from 5.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM
 

Featured Reviews

SolèneVerhaeghe - PeerSpot reviewer
Helps you avoid delays because you can visualize your deadlines and track your progress
I like the automation you can do with monday.com. You can automate priorities, status changes, notifications, etc. You may need another solution to create this automation in other tools, but monday.com includes everything. The Gantt view for project planning is also pretty good. The interface is another area where monday.com shines. It is colorful and visually appealing. You can paint with colors, and there are multiple views. If you are the type of person who wants all of your information displayed linearly, you can set it up in lines. It's the best tool for evaluating timelines and projects. The most challenging part is deciding how you want to display your information, but as soon as you know what you're doing, it's effortless to view where you are in the project and who's involved. You can set up a simple project in under five minutes, but a super complex one might take a few days. I think it's straightforward if you know how you want to organize your information. monday.com is accessible to non-technical users but takes a lot of time. They have many tutorials, and you can easily use monday.com if you can take the time to go through them and learn. When you initially create a project, it's only a board with lines on which you enter the tasks. You have some columns with the task owner, status, deadlines, etc. It is not that easy to understand all the features and how you can use them for your case, which is why people contact me. When you implement the tool, you decide which layout to use and what information you want to disclose. I've seen clients who have been using this for three years, and they still only know how to do things one way because they haven't taken the time to understand all the features. It's crucial to spend time at the start and learn the tool. I don't think the learning curve is that huge.
Yogesh Kumar Mali - PeerSpot reviewer
A highly stable solution that allows customization and data sharing
We can customize the solution the way we want to. We built a ChatGPT extension. It has some capabilities of building its own widgets with respect to CRM. We can integrate it with any web application. We also created SalesInbox, which is a mailing feature. We can set up our mailbox with Zoho CRM. We get updates from Zoho CRM whenever we send out an email. It tells us whether the person viewed the email or clicked on any links. One of the best features of the solution is data sharing. We can create our own rules even if we have configured the standard rules. We can have a different rule setup where we can assign rules based on value and give data-sharing permissions.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"The analytics view is very powerful with Gantt charts and multiple chart visualizations."
"Monday.com is the best platform for working with project organizations."
"Being able to customize the boards to our needs as a dance studio with a smaller staff team has been very helpful."
"We love how we can create boards specifically focused on one topic and have all tasks and projects pertaining to that in one place."
"The ability to export to Excel has been huge for us."
"Monday is great in that everything is in one spot and you can connect boards as well as create your own automation."
"The solution provides a one-stop place for notes, progress, and sharing the status of projects."
"I like monday.com's automation capabilities the most, but the reporting is also excellent. Jira and our other tools provide decent reporting, but monday.com adds another layer. We can drill further down into processes, problems, and issues. These reports have helped us to control our sales funnel."
"The initial setup is pretty fast."
"Zoho CRM's best feature is its reporting."
"I am impressed with the product's information on customers."
"The most valuable features are the lead, opportunity and task management as well as dashboard creation, reporting, contact management and campaigns."
"For the most part, the solution is stable."
"I like Zoho CRM's automatic lead assignment and automated workflows."
"The best thing about Zoho CRM is that it is integrated with other Zoho applications."
"Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes."
 

Cons

"Better integration with Outlook would be awesome."
"One item we feel we is missing is more board templates that would allow us to work within the agile methodology."
"Once timers are cleared, there is no way to recover this data."
"We'd love the ability to be able to build and export reports based on multiple boards."
"It would be good if we could have the option to choose custom colors for the status fields and groups so we can make some boards more branded."
"One thing that would be cool is if Monday had a chat feature."
"It could have a few more features when it comes to managing projects."
"It would be ideal if Monday.com had this feature within itself, for example, if an input PDF or image was within it, then with one click the person can review it within Monday.com without going to different software."
"The MCR capabilities have some limitations."
"The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes.""
"The process of creating reports is not very user-friendly - it takes time, and it's confusing."
"Certain functions have occasional performance issues."
"The integration should be more user-friendly."
"Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform."
"In Creator, you can do calculations and change another field immediately after you enter any value. If you add the quantity or price in any field, you can immediately change the total in Creator. The same functionality is not directly available in CRM because it is prebuilt."
"There was a challenge while deploying Zoho when we brought an API code. Because integrations "aren't perfect" for every organization."
 

Pricing and Cost Advice

"The enterprise plan looks expensive because we don't understand the value as monday.com users. The pro level and other packages seem reasonable."
"monday.com is pretty affordable. It's cheaper than Asana. There are four tiers, including a free version. The free version is fine if you don't have any complex projects. One of the most advanced plans is around $16 per month per user."
"The project manager would be responsible for any licensing fees. As an end-user, we just follow suit."
"The pricing of monday.com is worth it."
"It was fairly reasonable. For everything we were using it for, it was fairly reasonable."
"I wasn't involved with the licensing, but I believe it's negotiable."
"The pricing is totally fair. I don't have any issues with it."
"There are features that they're putting in the Enterprise plan that you have to pay for the Enterprise plan to use those features. The Enterprise plan is probably double or triple the Pro plan price, or it may be two and a half times. From a business standpoint, I don't like the fact that I have to pay two and a half times more to use a particular feature."
"There is an annual license."
"Its price is lower than the other software."
"This solution is less expensive than Salesforce."
"The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range."
"On a scale of one to ten, where one is a high price and ten is a low price, I rate the pricing a five. However, the pricing is fine because we chose the enterprise plan as a private limited company."
"The price of Zoho CRM is already competitive, but we would always like to have a better discount. Most of the features are included in the price but if we want the extra features then we have to purchase them."
"Professional plans cost $35 per user in the USA and EUR 35 in Europe."
"Compared to other CRMs, it is very cheap."
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Top Industries

By visitors reading reviews
Educational Organization
65%
Computer Software Company
5%
Financial Services Firm
4%
Manufacturing Company
4%
Educational Organization
82%
Computer Software Company
3%
Financial Services Firm
2%
Government
1%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

Do you recommend Monday.com?
Monday.com is one of the best project management softwares available on the market. It lets you create and customize the tools you need to run every aspect of your work. I particularly favor it bec...
What do you like most about monday.com?
The product's initial setup phase was straightforward.
What needs improvement with monday.com?
I believe the reporting functionality could be improved on monday.com. While some reports are accessible, this area has room for enhancement. For example, including a Gantt chart in project plannin...
What do you like most about Zoho CRM?
Zoho CRM integrates easily with customer service workflows.
What is your experience regarding pricing and costs for Zoho CRM?
The tool started out quite cheap. It's had some changes with small and medium business subscriptions, but it's still worth the price. I'd say it's priced a bit below the medium range.
What needs improvement with Zoho CRM?
The main area for improvement is how the solution handles leads. Leads are separated and always tied to a contact, which makes it difficult to maintain leads within a company. This could be handled...
 

Comparisons

 

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Sample Customers

Raw Digital, Wix, Discovery, Frost & Sullivan, Adidas, Asos, Uber
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult
Find out what your peers are saying about Zoho CRM vs. monday.com and other solutions. Updated: November 2024.
823,875 professionals have used our research since 2012.