[ad_1]
Best CRM Software Provides a suite of solutions for marketing, sales, and support teams. Zoho CRM and monday CRM are popular general-purpose CRM providers that can accommodate a variety of industries and sales processes.
Zoho CRM is a leading feature-rich solution that offers journey orchestration and AI tools at a very competitive price. Monday CRM is a more flexible tool that can manage end-to-end sales operations and excels in project and deal management.
Both Collaborative CRM Softwaremeaning each software facilitates cross-departmental communication and ongoing project management and sales tracking. Determining which CRM software is best for your business depends on your budget, technical expertise, and priorities. CRM Features.
Below, I’ll directly compare key features and pricing, and identify ideal use cases for Zoho CRM and monday CRM to help guide you.
Zoho CRM vs Monday CRM: Comparison Chart
| Our star rating (out of 5) | ||
| Starting Price | ||
| Process Builder | ||
| Sales Automation | ||
| analyze | ||
| Artificial Intelligence Tools | ||
|
|
Zoho CRM vs Monday CRM: Pricing
Zoho CRM Pricing
- Free CRM: Free for up to three users and comes with lead and document management and mobile apps.
- standard: $14 per user per month when billed annually; $20 per user when billed monthly. Users have access to email insights, sales forecasts, and multiple currencies.
- Professional: $23 per user per month when billed annually; $35 per user when billed monthly. This tier includes all standard features, plus assignment rules and unlimited custom reports and dashboards.
- enterprise: $40 per user per month when billed annually; $50 per user when billed monthly. This plan introduces all the AI-powered tools, plus email segmentation, autoresponders, and more.
- Final: $52 per user per month when billed annually and $65 per user when billed monthly. The Ultimate plan allows access to all the mentioned features plus Zoho Analytics.
Monday CRM Pricing
- Free CRM: Only students and non-profit organizations can use the basic CRM product after submitting an application for approval.
- Basic CRM: $12 per user per month when billed annually, $15 per user per month when billed monthly. This tier offers unlimited pipelines, boards, and contacts, as well as templates for lead, contact, and deal management.
- Standard CRM: $17 per user per month when billed annually, $20 per user per month when billed monthly. Includes a premium account, contact and deal management, two-way email integration with Gmail and Outlook, and an AI email builder.
- Professional CRM: $28 per user per month when billed annually, $33 per user per month when billed monthly. This tier includes sales forecasts, email templates with custom parameters, bulk emails, and additional integrations.
- Enterprise CRM: Contact monday.com for a quote. This level of support offers lead scoring, team goals, and advanced analytics.
Zoho CRM vs Monday CRM: Feature Comparison
Process Builder
Winner: Monday CRM
Zoho CRM users can build scalable and repeatable sales processes. With a visually appealing design, businesses can configure actions for each stage. Zoho CRM’s Blueprint feature connects any sales actions together with drag and drop. From there, users can specify the order in which the sales team handles each type of opportunity, decide who can do what, and set the conditions that must be met for the deal to close.
Monday CRM’s process builder is more intuitive and user-friendly. Users can easily customize the CRM without any development help. Businesses can edit deal stages, add unlimited columns, manage multiple pipelines, and more. The dashboard builder includes bright colors, categories, and status updates, which you can drag and drop to move or rearrange as needed.
Sales Automation
Winner: Tie
Zoho CRM uses sales force automation to help teams manage tasks such as scheduling customer calls or appointments, initiating follow-ups, tracking contacts, and updating sales opportunities. Zoho CRM prioritizes sales force automation so that salespeople can focus more on nurturing leads and improving customer relationships. These automation tools can be applied to account and lead management, workflow rules, and even macro triggers.
Monday CRM offers code-free automation features that make it easy to customize workflows and close deals. Businesses can automatically assign leads to the right sales reps, set up notifications for upcoming events, get alerts when leads open emails, and more. This feature is especially useful when managers or administrators need to change the status of a deadline, territory, or important project to trigger next steps.
Analytics and Reporting
Winner: Zoho CRM
Zoho CRM provides in-depth CRM analytics to help individuals, teams, and entire organizations make smarter business decisions. These reporting dashboards provide multi-dimensional, easy-to-understand, and actionable insights that can be quickly shared and exported. Accessible sample analytics include custom reports, charts, anomaly detectors, quadrants, KPIs, goal meters, and more.
Compared to Zoho CRM, Monday CRM offers basic reporting capabilities. Monday CRM focuses on performance tracking for businesses. This means that users can view real-time dashboards, which improves visibility for sales teams. Available metrics include sales forecasts, tracking forecasts vs. actual sales, calls, meetings, and team quotas.
Artificial Intelligence Tools
Winner: Zoho CRM
Zoho CRM offers a powerful AI sales assistant called Zia. Zia is a conversational AI that users can chat or call with. In addition to basic support and content generation, Zia can also provide predictive insights, detect anomalies, automate workflows, and enrich data. Zoho CRM’s AI assistant can quickly access any information, take notes, and help sales representatives better understand their business.
Monday CRM offers AI-driven tools only available in beta. Monday AI includes automatic task generation, email writing and re-segmentation, content generation, and formula building. With these new AI tools from Monday, users can quickly create content for promotional campaigns or generate nurturing emails to send to prospects or customers in a fraction of the time.
Pros and Cons of Zoho CRM
Benefits of Zoho CRM
- 15-day free trial.
- Each premium plan is GDPR compliant.
- Powerful marketing capabilities.
Cons of Zoho CRM
- The AI tools are available only in the two highest-paying tiers.
- Users report that the software is complex to set up.
- Users report occasional UI glitches and lags.
Advantages and Disadvantages of Monday CRM
Monday CRM Benefits
- 14-day free trial.
- Unlimited contacts, channels and boards.
- Provides HIPAA compliance in the Enterprise plan.
Disadvantages of Monday CRM
- Lead scoring and advanced analytics are only available at the highest pay grades.
- Users report occasional automation and notification glitches.
- Users are asking for more in-depth training and onboarding resources.
Should your business use Zoho CRM or Monday CRM?
Choose Zoho CRM if:
- You are a enterprise Look for a CRM solution that offers omnichannel marketing.
- Your business is in the hospitality, education, life sciences or real estate industries.
- You want to prioritize lead generation and marketing strategies, as well as building your sales process.
For more information, visit our Zoho CRM Review.
Choose Monday CRM if:
- You are a Small Business Look for a CRM solution for managing your projects.
- Your business is in the manufacturing, consumer products, software or IT industry.
- You need a customizable tool for in-depth project management.
Read our Monday CRM Review Learn more details.
Methodology
To compare Zoho CRM and Monday CRM as providers, I used an internal scoring rubric. My scoring rubric consists of predefined criteria and sub-criteria that revolve around evaluating any general CRM software and the most important factors at the time. benefit.
High Quality: Choosing the Right CRM For your organization.
Here is a breakdown of the criteria used to rate and compare Zoho CRM and monday CRM:
- cost: 25% of the total score.
- Core Features: 25% of the total score.
- Custom: 15% of the total score.
- integrated: 15% of the total score.
- Easy to use: accounts for 10% of the total score.
- Customer Support: accounts for 10% of the total score.
[ad_2]
Source link
