Zoho CRM vs. Monday Sales CRM: Which one will actually save your team time and money?

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Zoho CRM vs. Monday Sales CRM: Unpacking the Differences

We've compared Zoho CRM's Standard, Professional, Enterprise, and Ultimate editions against Monday Sales CRM's Basic, Standard, Pro, and Enterprise plans, using publicly available data to help you determine which platform is the best fit for your business. Explore each key feature and plan to find the CRM solution that aligns with your needs.

Lead and Deal Management

Sales force automation software for enhanced sales productivity

From the first contact to the final sale, your prospect engages with different teams across your business. A CRM system organizes these interactions, providing relevant context for each touchpoint, while linking the outcomes together in shorter cycles. This helps your business not only close deals faster but also build stronger, long-term relationships with your customers.

FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
Leads and Contacts✔✔✔✔✔✔✔✔
Accounts and Deals✔✔✔✔✔✔✔✔
Deal Stages✔✔✔✔✔✔✔✔
Tasks, events call log, notes✔✔✔✔✔✔✔
Multiple Pipeline Management✔✔✔✔
Multiple Currencies✔✔✔✔
CRM Views✔✔✔✔✔✔✔✔
Advanced filters✔✔✔✔✔✔✔✔
Reminders✔✔✔✔✔✔✔✔
Contextual Custom related lists✔✔
SalesSignals✔✔✔
Custom Signals✔✔✔
Sales Forecasting✔✔✔✔✔✔
Web-to-lead form✔$✔$✔$✔$
Web-to-contact form✔$✔$✔$✔$
Web-to-case form✔✔✔✔
Cases✔✔✔✔✔✔
Solutions✔✔✔
Webform AB testing✔✔✔

To sum it up, the table clearly shows that:

  • Zoho CRM offers more advanced lead and deal management features starting from its Standard plan, including multiple pipeline management, advanced filters, and sales forecasting.

  • In contrast, Monday Sales CRM provides basic lead and deal features in its Basic plan, but more advanced tools like sales signals and forecasting are locked behind higher-tier plans (Pro and Enterprise).

In short, Zoho CRM is a better fit for teams needing a comprehensive CRM right from the start, while Monday Sales CRM may suit those with simpler needs.

Omnichannel Communication

Multiple channels, one platform for communication

To create meaningful interactions, it’s essential to reach customers where they are. CRMs that support omnichannel communication are no longer optional, they’re a must for delivering a great customer experience and centralizing all your customer data. In this comparison, we’ll explore how Monday Sales CRM and Zoho CRM manage omnichannel communication through email, telephony, live chat, and social media.

FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
SalesInbox✔✔
BCC Dropbox for mails✔✔✔✔
Email Insights✔✔✔✔
Email Parser✔✔
Email association with deals✔✔✔✔✔✔✔
Email templates✔✔✔✔✔✔✔✔
Schedule mails✔✔✔✔✔✔✔
Mass emails✔✔✔✔✔✔
Telephony and PBX✔✔Limited✔Limited✔Limited
Enrich data from Twitter✔✔✔✔
Enrich data from Facebook✔✔✔✔
Social module✔✔✔✔
Automated social lead generation✔✔✔✔
Live chat✔✔✔✔
Live chat reports✔✔✔✔
Online meetings✔✔✔✔
WhatsApp integration✔✔✔✔✔✔

To summarize, the table reveals that:

  • Monday Sales CRM’s Basic plan covers basic email functionality, such as email templates and tracking email associations with deals. However, it lacks advanced omnichannel features like telephony, live chat, and social media integrations.

  • Zoho CRM, starting from its Standard plan, offers a broader range of omnichannel communication tools, including telephony, social media lead generation, live chat, and even WhatsApp integration.

  • To access comparable omnichannel capabilities on Monday Sales CRM, users must upgrade to at least the Pro or Enterprise plans, which unlock telephony, WhatsApp, and other advanced communication features.

In essence, Zoho CRM provides a more robust omnichannel suite starting from its lower-tier plans, while Monday Sales CRM’s Basic plan is more limited and requires an upgrade to match Zoho’s functionality.

Automation

Automate and be productive

At the core of every Sales Force Automation (SFA) tool is the ability to automate everything from updating fields and creating tasks to fully streamlining large-scale processes across your sales operations. Automation reduces the manual work and data entry burden on sales reps, allowing them to spend more time on prospecting, engaging with buyers, and closing deals.

FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
Workflow rules✔✔✔✔✔✔
Assignment rules✔✔✔✔✔✔✔
Approval process✔✔
Schedules✔✔
Review process✔✔
Escalation rules✔✔
Validation rules✔✔✔✔✔✔
Macros✔✔✔
Email parser✔✔
Lead scoring✔✔✔✔✔
Webhooks✔✔✔✔✔✔✔

From the comparison, it's clear that:

  • Monday Sales CRM Basic offers basic automation like webhooks and assignment rules.

  • Zoho CRM Standard includes more automation features from the start, such as workflow rules and lead scoring.

  • To match Zoho CRM's higher-tier automation (like approval processes and escalation rules), Monday Sales CRM users need to upgrade to at least the Pro or Enterprise plans.

Both platforms provide foundational automation, but Zoho CRM includes more advanced automation capabilities even at lower tiers.

Process and Journey Management

Build your sales team's roadmap to success

A successful business is built on a strong mix of dedicated employees and well-designed processes. But even the best processes are ineffective if they can't be replicated and automated within your business tools. Your CRM should enable you to design, automate, and optimize all of your sales processes whether they're straightforward or complex ranging from standard procedures to full end-to-end customer journeys.

FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
Blueprints✔✔✔
Active Processes✔✔✔
Journey Builder✔✔
Pathfinder✔✔
Sales Process Analytics✔✔

  • The table highlights that:

    • Zoho CRM offers advanced process and journey management features, such as Blueprints and Journey Builder, starting from the Professional plan.

    • Monday Sales CRM does not include these advanced process tools in its Basic or Standard plans. To access comparable features like Sales Process Analytics, users would need to upgrade to the Pro or Enterprise plans.

    • Zoho CRM stands out with more robust process automation and journey mapping features across a wider range of tiers.

    Both platforms provide the ability to manage and optimize sales processes, but Zoho CRM offers a broader suite of tools, even at lower tiers, compared to Monday Sales CRM.

    Customization

    Make your CRM truly yours

    A CRM truly benefits a business only when it can be shaped to fit the way that business operates. It shouldn’t be the other way around. With a highly adaptable CRM, you can tweak and adjust it as your organization grows, ensuring it always supports your unique workflows and processes.

    FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
    Page customization✔✔✔✔✔✔✔✔
    Rename modules✔✔✔✔✔✔✔✔
    Tab groups✔✔
    Page layouts✔✔
    Layout rules✔✔
    Validation rules✔✔
    Web tabs✔✔
    Sub forms✔✔
    Translations✔✔
    Custom fields✔✔✔✔✔✔✔✔
    Custom modules✔✔✔✔✔✔
    Custom buttons✔✔
    Custom list views✔✔✔✔
    No-code Design PlatformCanvasCanvasCanvasCanvas
    Picklist history tracking✔✔
    Business hours✔✔✔✔✔✔✔✔
    Sandbox✔✔
    User portals✔✔

  • Looking at the table, we can see that:

    • Zoho CRM offers extensive customization options across all tiers, including features like custom modules, custom buttons, and validation rules, which are available at both the Standard and Professional plans.

    • Monday Sales CRM also provides basic customization features like page customization and custom fields starting from its Basic plan.

    • However, more advanced customizations such as tab groups, page layouts, web tabs, and the Sandbox environment are only available at the Enterprise tier in Zoho CRM and the Pro or Enterprise tiers in Monday Sales CRM.

    Both platforms provide flexibility for adapting CRM features to business needs, but Zoho CRM offers a broader set of tools and customization options, especially at higher tiers.

    Analytics and Reporting

    Make data-driven decisions

    A CRM holds a lot of valuable information, but without powerful analytics, that data can quickly become overwhelming and difficult to analyze. This makes it hard to identify the key business trends that really matter. When choosing a CRM, opt for one that allows you to track all the essential metrics. This way, you'll be able to make well-informed decisions and uncover actionable insights that give you an edge over the competition.

    FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
    Standard reports✔Limited✔Limited✔Limited✔Limited
    Custom reports✔Limited✔Limited✔Limited✔Limited
    Schedule reports✔✔✔✔
    Charts✔✔✔✔✔✔✔✔
    KPIs✔✔✔✔✔✔✔✔
    Funnels✔✔✔✔✔✔✔✔
    Target meters✔✔✔✔✔✔
    Comparators✔✔✔✔✔
    Cohorts✔✔
    Quadrants✔✔
    Zones✔
    Anomaly detectors (Powered by Zia)✔✔
    Standard dashboards✔✔✔✔✔✔✔✔
    Custom dashboards✔✔✔✔✔✔✔✔
    Webform analytics✔✔
    Webform A/B Testing✔✔
    Analytics mobile app✔✔✔✔
    Workflow reports✔✔✔

    Overall, it's apparent from the table that:

    • Zoho CRM offers comprehensive analytics and reporting features across all tiers, including custom reports, dashboards, KPIs, and more. Advanced features like webform analytics, A/B testing, and anomaly detection are included in its Enterprise and Ultimate plans.

    • Monday Sales CRM, while offering basic standard reports and charts in its lower tiers, limits access to custom reports, funnels, and advanced analytics such as webform analytics and A/B testing to its Pro and Enterprise plans.

    Both platforms provide foundational reporting tools, but Zoho CRM offers a much broader set of analytics capabilities, especially in higher-tier plans.

    Integrations and Add-ons

    Connect your CRM seamlessly with the rest of your tech stack

    Your CRM should easily integrate with the tools you already use, streamlining your operations while offering valuable insights into your customers at every stage. Choosing a platform like Zoho, which offers over 50 integrated products, allows you to manage all your business needs in one place. This minimizes compatibility issues, ensures smooth data syncing, and improves the overall performance of your system.

    FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
    Zoom✔✔✔✔✔✔✔
    GoToMeeting✔✔✔✔
    Zoho Meeting✔✔✔✔
    Ring Central✔✔✔✔
    Amazon Connect✔✔✔✔
    Zoho PhoneBridge✔✔✔✔
    Slack ✔✔✔✔✔✔✔
    Microsoft Teams✔✔✔✔✔✔✔
    Zoho Cliq✔✔✔✔
    Zapier✔✔✔✔✔✔✔
    Trello✔✔✔✔✔✔✔
    Zoho Flow✔✔✔✔
    Google Drive✔✔✔✔✔✔✔
    Dropbox✔✔✔✔✔✔✔
    Zoho Workdrive✔✔✔✔
    Google Analytics✔✔✔✔
    DotConnect✔✔✔✔
    Zoho Analytics✔✔✔✔
    Mailchimp✔✔✔✔✔✔✔
    Active Campaign✔✔✔✔
    Zoho Campaign✔✔✔✔
    Zendesk Support✔✔✔✔✔✔✔
    Salesforce Service Cloud✔✔✔✔
    Zoho Desk✔✔✔✔
    PayPal, Stripe, Quickbooks✔✔✔✔✔✔✔
    Razorpay, Pau✔✔✔✔
    Zoho Books, Finance Suite✔✔✔✔
    Amazon Seller Central✔✔✔✔
    Microsoft Exchange✔✔✔✔
    Plug-in for Outlook✔✔✔✔✔✔✔
    365 integration✔✔✔✔✔✔✔
    Contextual Gadget for Gmail✔✔✔✔
    Export to Google Calendar✔✔✔✔✔✔✔
    Export to Google Tasks✔✔✔✔
    CRM Webforms for Google Sites✔✔✔✔
    Sync Google Calendar✔✔✔✔✔✔
    Sync Google Contacts✔✔✔✔

  • In summary, the comparison highlights that:

    • Zoho CRM is the clear winner when it comes to integration breadth, offering seamless connectivity to a wide array of business tools even on its most basic plan.

    • Monday Sales CRM can be a good choice for smaller teams with simpler needs, but its integration options become more limited and are mainly available on higher-tier plans.

    Security and Privacy

    Earn your customer's trust by taking a security-first approach

    A business' success depends largely on the trust customers place in it. Now more than ever, people are paying close attention to how companies manage and protect the vast amount of data they collect. Because of this, prioritizing data security and respecting privacy is just as important as providing a great customer experience when it comes to building long-lasting customer relationships.

    FeaturesZoho CRM StandardMonday Sales CRM BasicZoho CRM ProfessionalMonday Sales CRM StandardZoho CRM EnterpriseMonday Sales CRM ProZoho CRM UltimateMonday Sales CRM Enterprise
    Profiles✔✔✔✔✔✔✔✔
    Org Roles✔✔✔✔✔
    Reporting hierarchy✔✔✔
    Field-level security✔✔✔✔
    Data sharing rules✔✔✔
    Groups✔✔✔✔✔✔✔✔
    Record-level sharing✔✔✔
    Data encryption✔✔✔✔✔✔
    Territory management✔✔
    Audit logs✔✔✔✔✔
    Allowed IPs✔✔✔✔✔
    GDPR compliance✔✔✔✔✔✔✔✔

  • To sum it up, the table illustrates that:

    • Zoho CRM provides robust security features across all tiers, including field-level security, record-level sharing, data encryption, GDPR compliance, and audit logs. The Enterprise and Ultimate plans also offer territory management and advanced sharing rules to further customize security and access levels.

    • Monday Sales CRM offers basic security measures such as data encryption and GDPR compliance across all plans. However, advanced features like field-level security, record-level sharing, and audit logs are available only in the higher-tier plans, with some features like territory management and IP restrictions reserved for the Enterprise plan.

    Both platforms prioritize security and privacy, but Zoho CRM offers a more comprehensive set of security features across its tiers, making it a stronger choice for businesses with advanced security needs.

    Why Zoho CRM Stands Out for Growing Businesses

    01

    Deep customization — no extra vendors.

    Zoho’s modules and studio allow tailored objects & layouts without expensive middleware — ideal if you need custom fields, multi-pipelines, or bespoke approvals.

    02

    A single ecosystem that scales.

    CRM, Finance, Projects, Desk — 60+ apps that play together so you don’t buy point solutions later.

    03

    Certified partner implementation.

    We’re a Zoho Authorized Partner (14 years). We deliver configuration, migration and user adoption so your ROI starts in month one.

    04

    ROI-first approach.

    Our standard engagement includes a savings estimate so you can see hard-dollar ROI before committing.

    Ready to experience Zoho CRM for yourself?

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    About FWRD CRM

    We Help You Choose the Right CRM and Make It Work for You

    As a Zoho Authorized Partner for 14 years, we do more than recommend the right CRM — we help you implement it, customize it, and grow with it. Our mission is to make Zoho work for your business, not the other way around.

    Client Testimonials — Smooth Loop Fix

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    "FWRD has been a game-changer for our business. Frances and her team bring exceptional expertise in Zoho and business processes."

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    "Thanks to FWRD's Zoho expertise, we've reduced the staff needed for order and invoice processing and achieved ROI in less than 18 months."

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    "The result is a bespoke solution that meets our needs and budget expectations. We've been really impressed with their team."

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    "Frances understood our business model from the start and designed a bespoke solution packed with automation. The process was ‘mind-blowing.’"

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    Frequently Asked Questions

    Is Zoho CRM better than Monday CRM?

    Zoho CRM offers deeper automation, multi-pipeline support, and more customization at earlier tiers. Monday CRM is simpler to use but often requires upgrading to higher plans to match Zoho’s automation and workflow capabilities.

    Which CRM is more cost-effective: Zoho CRM or Monday CRM?

    Zoho CRM generally provides more features at lower tiers, making it more cost-efficient for businesses that need automation, custom modules, and multi-pipeline management. Monday CRM’s advanced features typically require higher-tier plans.

    Does Monday CRM offer the same level of automation as Zoho CRM?

    Monday CRM includes basic automation in its Standard plan, but more advanced workflows require the Pro or Enterprise tiers. Zoho CRM provides advanced workflow automation earlier, even in its mid-tier plans.

    Which CRM is better for growing businesses?

    Zoho CRM is often preferred by scaling businesses because of its customization options, integrated ecosystem (60+ apps), and automation depth. Monday CRM is ideal for teams that want simple pipelines and visual task management.

    Is Zoho CRM easier to customize than Monday CRM?

    Yes. Zoho CRM offers deeper customization, including custom modules, layouts, fields, scoring rules, automation rules, validation rules, and multi-pipeline support. Monday CRM is customizable but is more limited in CRM-specific structures.

    Which platform integrates better with other business apps?

    Zoho CRM integrates natively with Zoho’s 60+ ecosystem apps for finance, marketing, operations, and HR. Monday CRM offers strong integrations with productivity and collaboration tools but lacks a full native business suite.

    Is Monday CRM good for small businesses?

    Yes. Monday CRM is easy to set up and works well for small teams that want simple pipelines and visual task tracking. However, teams needing deeper CRM features may outgrow the lower-tier plans quickly.

    Does Zoho CRM offer better reporting and analytics than Monday CRM?

    Zoho CRM offers more advanced reporting out of the box, with deeper analytics, forecasting, dashboards, and AI insights available at mid to upper tiers. Monday CRM has reporting tools but they are more limited without higher plans.

    Which CRM has better mobile app support?

    Both Zoho CRM and Monday CRM provide mobile apps, but Zoho CRM’s mobile functionality is more CRM-focused with built-in sales signals, location tracking, check-ins, and AI insights.

    Can I migrate from Monday CRM to Zoho CRM easily?

    Yes. Zoho CRM allows smooth data import via CSV or migration tools, and Zoho Partners (like FWRD CRM) can assist with structured migration, data cleanup, workflows, dashboards, and automation setup.

    Still Deciding Between Zoho and Monday?

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