Download The Ultimate Comparison Guide
Zoho vs Monday.com CRM
Debating whether Zoho vs Monday.com is the better fit for your organization? Looking for a clear breakdown of how they stack up across key evaluation factors? Interested in understanding their capabilities, limitations, and future direction? You’re in the right place.
This independent research brief offers concise, actionable insights across just over ten pages, with no influence from CRM vendors. It directly compares Zoho and Monday.com CRM, highlighting their strengths, trade-offs. It also outlines the types of businesses each platform serves most effectively.
As you read, you’ll explore a detailed analysis of both platforms—their key advantages, limitations, ideal market segments, and how they fit into the broader CRM landscape.
To develop this guide, we continuously monitor the CRM ecosystem, gathering insights from user feedback, expert interviews, industry events, proprietary data, vendor briefings, and online communities. Whether you’re leading a digital transformation initiative, evaluating CRM investments, or building your expertise in the space, this guide equips you with the clarity and context needed to make confident, well-informed decisions.
Questions this report will answer:
What is the primary appeal of Monday.com CRM for companies with non-traditional workflows?
How does Monday.com CRM compare to traditional CRMs in terms of ease of setup versus structured workflow replication?
How do the customer bases of Zoho vs Monday.com CRM compare in size?
What limitations does Zoho CRM face with third-party integrations?
Why might Monday.com’s vibrant app ecosystem still fall short in CRM-specific use cases?
How do the platform architectures of Zoho vs Monday.com CRM differ in terms of integration between business objects?
Which platform delivers a more complete, natively integrated CRM suite?
What additional effort might be required to match the marketing automation capabilities of Zoho vs Monday.com CRM?
In what scenarios is Monday.com used alongside other CRMs like Zoho?
Why is Monday.com considered a non-traditional CRM platform, and how does that affect its suitability for core CRM tasks?
This is Our
Case Study
A brief walkthrough of a recent customer who went through the process of developing the strategy to transform their current eCommerce operations to include a buy-online-and-pick-up-in-store and buy-in-store-ship-to-home business model.
Problem
A leading fashion retailer with more than 30 stores throughout the United States was struggling with the customer experience and accommodation of business models such as buy-online-pick-up-in-store due to disconnected eCommerce and fulfillment systems. They needed omnichannel experience that could transform their experience and help them compete with their larger peers.
Solution
They hired ElevatIQ to assess their as-is and to-be state and come up with the strategy to enable the needed experience. Through the series of workshops and secondary research of their data, ElevatIQ formulated a strategy with the changes in business processes, information architecture, and systems.
Outcome
The strategy resulted in a clear alignment of their executive teams with a refined understanding of their business processes and operations. The strategy also resulted in a clear understanding of the investments and solutions required to implement the strategy.
