Zoho vs Monday CRM

Choosing the right CRM system can make or break the way you manage customer relationships and drive business growth. Zoho and Monday CRM are two popular options that both cater to sales teams. In this blog post we'll compare their key features, pricing, and benefits to help you determine which CRM aligns best with your organization's goals. Additionally, we'll explore folk which is a firm favourite for many looking another alternative.

What is Zoho?

Zoho is a CRM system with a strong sales focus. It has journey orchestration, sales process management, and workflow automation features. There's also something for marketing teams, including event management and customer segmentation.

Key features of Zoho

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions.
• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns.
• Workflow automation: Automates routine tasks and processes to improve efficiency and reduce manual effort.
• AI-powered sales assistant (Zia): Provides predictive analytics, task automation, and intelligent suggestions to enhance sales performance.
  

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.

Zoho vs. Monday CRM: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Zoho CRM's pipeline management feature provides a visual overview of the sales process, allowing users to track deals at various stages and manage the flow of opportunities effectively. It offers a drag-and-drop interface, making it easy to move deals through the pipeline. The system is highly customizable, enabling businesses to tailor stages according to their unique sales processes. Additionally, Zoho CRM integrates AI to provide predictive sales insights, helping teams prioritize leads and close deals faster.

Monday CRM’s pipeline feature allows users to track the progress of deals and opportunities through customizable stages. The pipeline can be configured to match specific sales processes, with stages representing different phases of a deal. Users can easily visualize where each deal stands and what actions are required to move it forward. The platform's flexibility allows teams to adapt the pipeline structure to fit their workflows, ensuring alignment with business goals.

2. Ease of use

Zoho CRM offers a user-friendly interface with customizable dashboards, making it easy for teams to navigate and manage customer relationships efficiently. Monday CRM also provides an intuitive platform with sales-focussed features and dashbords.

3. Contact enrichment

Zoho CRM's contact enrichment feature, powered by its AI assistant Zia, automatically updates and enriches records using data from various online sources. The feature can fill in missing details, such as email addresses, phone numbers, company information, and social media profiles. Monday CRM currently has a data enrichment app in beta mode.

4. Outreach

Zoho CRM supports multichannel outreach, enabling businesses to connect with leads through email, social media, and other platforms. The platform automates workflows such as lead assignment and follow-up reminders, while AI-driven sentiment analysis helps prioritize customer responses for timely engagement. Monday CRM also allows you to do outreach campaigns, and has a template library and AI assisted support.

5. Automation

Zoho CRM provides comprehensive automation features that streamline tasks like sending emails, updating fields, and triggering alerts through workflow automation. It includes Blueprint for standardizing sales processes, Macros for automating repetitive tasks in bulk, and Zia AI for predictive automation. Monday CRM offers basic automations for tasks like updating deal statuses and sending notifications, but they are limited compared to Zoho's advanced capabilities.

6. Integration

Zoho integrates with a wide range of third-party applications to expand its functionality, including popular tools like Google Workspace and Microsoft Office. It also connects with accounting software such as QuickBooks and more.

7. Artificial Intelligence

Zoho CRM integrates AI through its assistant, Zia, which enhances productivity by automating tasks like data entry, lead prediction, and workflow recommendations. Zia provides predictive analytics for sales forecasting and suggests the best times for customer engagement. Monday CRM has an AI based email generator that helps you compose sales emails.

Price and plans comparison

Let's take a closer look at the price and plans of both Zoho and Monday CRM.

Zoho prices

Zoho offers a free plan limited to three users. For more features and seats, an annual subscription plan is as follows.

• Standard: $14 per user, per month.
• Professional: $23 per user, per month
• Enterprise: $40 per user, per month

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

Introducing folk CRM: the best alternative to Zoho and Monday CRM

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

Key features

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Zoho vs. Monday CRM: What's the Verdict?

Both Zoho and Monday CRM offer robust solutions for managing customer relationships, with unique strengths tailored to different business needs. Zoho excels with its comprehensive features and strong sales automation, making it ideal for businesses seeking extensive customization and integration capabilities. On the other hand, Monday CRM provides a more streamlined, user-friendly interface that is perfect for teams focused on collaboration and task management. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free.