⚡ 快速结论：
- 定价： 周一 客户关系管理 starts at $9 per user per month. Zoho CRM offers a free version, then $10/month.
- 最适合： Monday CRM for teams blending sales with project management. Zoho CRM for pure sales pipeline work.
- 主要区别： Monday CRM adds Gantt charts, Kanban board and time tracking. Zoho CRM adds Zia artificial intelligence and deep sales forecasting.
- 我们的选择： Monday CRM for most users. It handles customer relationship management and project management in one system.
The cheaper option is not always the obvious loser here.
Zoho CRM has a free plan. Monday CRM does not.
But price is the smallest difference between these two management tools.
One is a work management platform that grew a CRM system.
The other is a sales tool wrapped in a huge suite of Zoho tools.
That single fact decides which one fits your 商业.
概述
This Monday CRM vs Zoho CRM comparison covers pricing, key features, and ease of use.
我们还会分析每款 CRM 软件最适合哪些用户。
我们的信息来源包括已发布的规格说明、供应商文档和 G2 评测。
Monday is an online collaboration app serving over 152,000 customers in more than 200 countries.
It sits among the better-known work management tools on the market.
Zoho CRM is used by over 300,000 businesses worldwide.
By the end, you will know which platform fits your sales team.
什么是Monday CRM？
Monday CRM is a sales platform built on top of Monday’s work management engine.
It looks like a set of highly customized spreadsheets you can shape yourself.
You track deals, contact details, and project progress on the same boards.
The platform is known for a clean, tidy interface that new users pick up fast.
Teams use it for managing tasks, sales processes, human resources, and event planning.
Task management, deals, and delivery work all share one workspace.
Here is a walkthrough of the platform before you sign up.
🏆 优胜者：Monday CRM
Our top pick for teams that run sales and delivery together. You get customer relationship management plus real project management tools on one board.
周一 CRM 定价
Here is what Monday CRM costs in 2026. Prices are quoted per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 9 美元 | Smaller teams tracking contacts and deals |
| 标准 | 每用户每月 12 美元 | Growing sales teams needing automation features |
| 专业版 | 每用户每月 19 美元 | Teams needing time tracking and advanced 报道 |
Pricing verified August 2026.
免费试用： Yes. Monday CRM offers a 14-day trial with no credit card required.
退款保证： Monday offers a 30-day refund window on annual plans.
📌 笔记： Monday’s pricing structure is tied to seat count, and plans are sold in user blocks. Billing is cheaper when billed annually. Storage space also scales with the plan, so check file storage limits before you commit.
⚠️ 警告： Monday’s pricing structure is widely described as confusing. If your team grows past a plan’s user cap, you jump to the next tier. Monday also lists an Enterprise plan with custom pricing that is not shown above.
Monday CRM 的主要优势
Here is what makes Monday CRM worth a look:
- 多个项目视图： Switch between Kanban, Gantt, timeline, and calendar views on the same board. Sales teams and delivery teams stay on the same page without exporting data.
- 深度定制： You define columns, custom fields, and customizable templates for each board. Creating boards from scratch takes minutes.
- Straightforward automation builder: The no-code builder lets you create custom workflow automation without a developer. This is one of Monday’s standout features.
- 内置时间跟踪功能： Monday’s Pro plan and above include time tracking on any item. That matters for agencies billing clients by the hour.
- 实时协作： Every item has a conversation panel where team members discuss work, share files, and post updates. The activity log records who changed what.
- 自定义仪表盘： Pull data from several boards into custom dashboards to see project progress and pipeline health at a glance.
- Strong learning resources: The knowledge base holds hundreds of video tutorials, and live chat support runs 24/7.
我们的团队注意到了什么
Note: We have not had extensive hands-on time with Monday CRM yet. The observations above come from published documentation, the vendor’s own feature pages, and G2 reviews.
星期一 CRM 的优缺点
✅ 优点
- Clean, tidy interface that new users learn quickly
- Kanban, Gantt, timeline, and calendar views on every board
- No-code automation builder for custom workflow rules
- Built-in time tracking from the Pro plan upward
- 24/7 live chat support and hundreds of video tutorials
❌缺点
- Confusing pricing structure tied to user blocks
- No free plan for teams beyond the trial period
- Extensive customization can overwhelm new users
- Prices have risen sharply over the last few years
什么是 Zoho CRM？
Zoho CRM is a cloud sales platform built for growing businesses.
It works as a central repository for customer data across your 商业 运营。
The platform offers omnichannel contact across email, phone, live chat, and 社交媒体.
Zia, its built-in virtual assistant, scores leads and predicts the best time to call.
It also plugs into other Zoho tools like Zoho Social, Zoho Campaigns, and Zoho Inventory.
Zoho ships many features here, and new features land on higher tiers first.
You will not get all the features on the free tier, since advanced features are gated.
Zoho CRM
The budget pick for sales-first teams. A free version covers up to three users, and Zia AI handles lead scoring on higher tier plans.
Zoho CRM 定价
Here is what Zoho CRM costs in 2026. A free version is included.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Solo sellers and micro teams |
| 标准 | 每月10美元 | 小型企业 销售团队 |
| 专业的 | 每月 30 美元 | Teams needing workflow rules and multiple pipelines |
| 优质的 | 每月 40 美元 | Large businesses needing AI features |
Pricing verified August 2026.
免费试用： Yes. Zoho CRM offers a 15-day trial on paid plans with no card required.
退款保证： Zoho offers a 45-day refund window on annual subscriptions.
📌 笔记： The free plan supports up to three users with basic lead and contact management. Annual subscribers can save up to 34 percent compared to monthly billing.
⚠️ Pricing conflict flagged: Our verified figures are the four tiers above. Zoho’s own site currently advertises a different ladder — Standard at $14 per user, Professional at $23, plus Enterprise and Ultimate plans reaching $52 when billed annually. Some tiers also carry custom pricing for large deployments. Confirm your tier on the checkout page before you pay.
Zoho CRM 的主要优势
Here is why over 300,000 companies run their sales on Zoho CRM:
- 慷慨的免费版本： The free tier covers up to three users with lead and deal management. Most competitors charge from day one.
- Zia artificial intelligence: Zia AI agents score leads, flag anomalies, and suggest the best contact times based on client behaviour.
- Automated lead generation: Website forms and email capture feed leads straight into the system, so sales reps skip manual entry.
- Workflow rules and macros: Workflow rules run on simple if-this-then-that logic. Macros automate tasks in batches across many records at once.
- 100+ third party integrations: Zoom, Slack, Microsoft Teams, Google Chat, and Google Analytics all connect. Paid plans allow unlimited third party apps.
- Omnichannel customer interactions: Reach buyers over email, telephony, live chat, and 社交媒体 with real time notifications.
- Mobile card scanning: The mobile app scans business cards into your contact list, capturing the contact number in seconds.
我们的团队注意到了什么
Note: We have not had extensive hands-on time with Zoho CRM yet. The points above come from Zoho’s documentation, published pricing pages, and G2 reviews.
Zoho CRM 的优点和缺点
✅ 优点
- Free plan for up to three users with core CRM features
- Zia AI handles lead scoring and sales forecasting
- Connects with over 100 third party applications
- Deep customization to match your own sales processes
- Ties into other Zoho tools for a unified platform
❌缺点
- Steep learning curve once you start configuring modules
- Free plan support arrives within 1-2 business days only
- Zia AI features sit behind the higher tier plans
- No native Gantt chart or Kanban board for project work
功能对比
Ready for a detailed look at Monday CRM vs Zoho CRM?
We compare ten key features so you can see where each platform’s feature set pulls ahead.
| 特征 | 星期一客户关系管理 | Zoho CRM |
|---|---|---|
| 起价 | 每用户每月 9 美元 | 0 美元（免费方案） |
| 免费计划 | ❌ | ✅ Up to three users |
| 看板和甘特图 | ✅ | ❌ |
| 时间跟踪 | ✅ 专业版 | ❌ |
| 内置人工智能助手 | ✅ Monday AI | ✅ Zia AI |
| 销售预测 | ✅ 基本款 | ✅ 高级 |
| 第三方集成 | ✅ 50+ 个应用 | ✅ 100+ apps |
| Task Dependencies | ✅ | ❌ |
| 库存管理 | ❌ | ✅ Via Zoho Inventory |
| 最适合 | Managing projects and sales together | Sales-first teams on a budget |
1. 联系人和潜在客户管理
星期一客户关系管理： Contacts live as items on a board, so every record carries columns you define yourself. Each contact carries emails, files, and a full activity log. Adding a team member takes just a few clicks.
Zoho CRM： Lead generation is automated through website forms and inbound email capture. Lead scoring ranks prospects so sales reps chase the right ones first. All the data sits in one record with contact details, notes, and past customer interactions.
2. Sales Pipeline and Deal Management
星期一客户关系管理： Deals move through stages on a drag-and-drop board. Because pipelines are just boards, you can add columns for anything, including delivery dates and project timelines.
Zoho CRM： Deal management supports multiple pipelines for different sales processes. Each pipeline gets its own stages and probability weighting. Sales forecasting then rolls those deals into annual goals your sales team can track weekly.
3. 工作流自动化
星期一客户关系管理： The automation builder uses plain-English recipes. Pick a trigger, pick an action, done. Automation features cover stage changes, reminders, and assignment rules without code.
Zoho CRM： Workflow rules fire on record changes and can send mass emails, update fields, or create a task list entry. Macros bundle several actions into one click. Marketing campaigns run through Zoho Campaigns.
4. Project and Work Management
星期一客户关系管理： This is the clearest gap between the two. Monday work management runs on the same boards as your CRM, so closing a deal spawns a delivery project 即刻. Task dependencies, file sharing, and guest access come standard.
Zoho CRM： Zoho CRM is not a project management tool on its own. You can integrate project management tools such as Zoho Projects, but that is a separate product and bill. Internal teams outside sales get less value here.
⚠️ 警告： If you only need a CRM system, Monday’s project management software layer adds complexity you may never touch.
5. Kanban Board and Gantt Chart View
星期一客户关系管理： Every board flips between Kanban board, table, timeline, calendar, and Gantt chart view. Gantt charts show task dependencies and slack, which helps a research team or an agency map project timelines against deal close dates.
Zoho CRM： Zoho CRM has a Kanban-style deal view but no true Gantt chart. Project management platforms are simply not what this tool was designed to replace.
6. Custom Dashboards and Advanced Reporting
星期一客户关系管理： Custom dashboards pull widgets from many boards at once. You get charts, workload views, and battery widgets for project progress. Advanced reporting unlocks on higher plans.
Zoho CRM： Standard reports ship out of the box, covering pipeline health and sales activities. Custom reports add pie charts and funnels. AI-powered analytics give real time insights that Monday does not match on the sales side.
7. Lead Generation and Marketing Campaigns
星期一客户关系管理： Lead capture forms feed straight into a board. Email sync works with your existing email client, and mass emails are possible but basic. Marketing sits outside Monday’s core strength.
Zoho CRM： A landing page builder, web forms, and a Zoho Campaign link cover the full funnel. Zoho Social adds social media publishing and listening. This is a much stronger marketing stack for a 小型企业.
8. 第三方集成
星期一客户关系管理： The integrations center connects over 50 apps, including Slack, Google Calendar, Google Sheets, and Microsoft Teams. Software teams also use the API for custom software development work.
Zoho CRM： Over 100 third party integrations are available, spanning telephony, email marketing, and documentation. Zoom, Slack, Google Chat, and Google Analytics connect natively. Paid plans allow unlimited connections.
9. Team Collaboration and Communication
星期一客户关系管理： Collaboration tools are built into every item. Team members comment in the conversation panel, tag colleagues, and keep files attached to the record. This keeps everyone on the same page without a separate chat tool.
Zoho CRM： The Feeds feature acts as instant messaging for remote colleagues. Team collaboration is solid, though collaboration features are thinner than Monday’s. Community Spaces adds a customer-facing forum.
10. Customer Support Options
星期一客户关系管理： Live chat support runs 24/7 on all paid plans. The knowledge base holds hundreds of video tutorials, and a community forum covers edge cases.
Zoho CRM： Support reaches you across multiple channels, and in-app feedback prompts help Zoho route tickets. The Classic tier offers email and live chat. Premium support extends to 24-hour assistance five days a week, and enterprise support promises one-hour response times around the clock. Free plan users wait 1-2 business days for support teams to reply.
11. 定价与成本
Here is how the paid plans line up side by side.
| 层级 | 星期一客户关系管理 | Zoho CRM |
|---|---|---|
| 自由的 | ❌ 无免费套餐 | $0（最多三位用户） |
| 入口 | Basic: $9/user/month | 标准版：每月 10 美元 |
| 中 | Standard: $12/user/month | 专业版：每月 30 美元 |
| 顶部 | Pro: $19/user/month | 高级版：每月 40 美元 |
星期一客户关系管理： The basic plan at $9 per user is the cheapest entry point here, but there is no free version to fall back on. Monday’s Pro plan at $19 adds time tracking and advanced reporting. Costs climb fast as you add seats.
Zoho CRM： Zoho CRM’s Standard plan is the better deal once you count the free tier below it. The Premium plan at $40 unlocks the AI features. Zoho also stretches further into business operations through inventory management and 会计 附加组件。
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 免费方案 | Zoho CRM | Covers up to three users |
| Managing projects and sales | 星期一客户关系管理 | Work management built in |
| Gantt charts and dependencies | 星期一客户关系管理 | Native project views |
| 高级销售预测 | Zoho CRM | Zia AI predicts outcomes |
| Marketing campaigns in-house | Zoho CRM | Campaigns and Social included |
| 最快入职流程 | 星期一客户关系管理 | Incredibly intuitive board layout |
💰 您的预算
Zoho CRM wins if $0 matters, since the free version never expires. Monday CRM is cheaper per user at entry, but you pay from day one.
🔌 您的技术栈
Already running other Zoho tools? Zoho CRM keeps all the data in one place. If your team lives in Google Calendar, Google Sheets, and Slack, Monday’s integrations center fits better.
📋 您的工作流程
If closing a deal kicks off a delivery project, Monday CRM saves you a second tool. If your work ends at the signature, Zoho CRM is the leaner choice.
🎓您的经验水平
Zoho CRM has a steep learning curve once you configure modules. Monday is easier on day one, though its customization options can overwhelm new users too.
🆓 免费试用和演示
Monday offers 14 days, Zoho offers 15 days on paid tiers. Load real contacts into both before deciding, not sample data.
🛟 支持选项
Monday runs 24/7 live chat on every paid tier. Zoho’s premium support covers business hours five days a week, with 24/7 reserved for enterprise contracts.
切换指南
Already using one of these? Here is what changes if you move.
🔄 Switching from Monday CRM to Zoho CRM?
✅ 你将获得：
- A permanent free plan for up to three users
- Zia AI lead scoring, anomaly alerts, and sales forecasting
- Native marketing campaigns through Zoho Campaigns and Zoho Social
❌ 你会失去什么：
- Gantt chart, timeline, and calendar project views
- Built-in time tracking and task dependencies
- The board-based work management layer your delivery team uses
📋 如何切换：
- Export each Monday board to CSV from the board menu
- Create your Zoho CRM account and open the Data Import wizard
- Map columns to Zoho modules, then rebuild your workflow rules
🔄 Switching from Zoho CRM to Monday CRM?
✅ 你将获得：
- Kanban board, Gantt charts, and calendar views on one platform
- Time tracking plus task dependencies for delivery work
- A far gentler onboarding curve for non-technical staff
❌ 你会失去什么：
- The free plan and its up to three users allowance
- Zia AI predictions and advanced standard reports
- Tight links to other Zoho tools like Zoho Books and Zoho Inventory
📋 如何切换：
- Export leads, contacts, and deals from Zoho under Setup then Data Export
- Start a Monday CRM trial and import each file as a new board
- Rebuild pipeline stages, custom fields, and automation recipes
我们的评测没有涵盖的内容
This comparison focused on small businesses and mid-sized sales teams. We did not cover enterprise plan rollouts, custom pricing negotiations, or regulated setups where health 保险 portability rules apply. If you are onboarding hundreds of accounts, your experience will differ.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | Zoho CRM |
| 🚀 核心 CRM 功能 | Zoho CRM |
| 📊 Project & Work Management | 星期一客户关系管理 |
| 🤖 AI 功能 | Zoho CRM |
| 👶 易用性 | 星期一客户关系管理 |
| 🔌第三方集成 | Zoho CRM |
| 🛟 客户支持 | 星期一客户关系管理 |
| 📈 Custom Dashboards | 星期一客户关系管理 |
| 🏆 总冠军 | 星期一客户关系管理 |
🏆 优胜者：MONDAY CRM
Monday CRM takes 4 of 8 categories and edges ahead on our overall rating.
最适合： agencies, software teams, and any company where sales hands work to a delivery team
These two products solve different problems. Monday CRM is a work management platform that grew a sales layer. Zoho CRM is a sales tool that grew an entire suite around it.
Zoho CRM is the stronger pure CRM. It has better forecasting, deeper artificial intelligence, more third party apps, and a free version that costs nothing to try.
But Monday CRM wins on what most teams underestimate: what happens after the deal closes. Managing projects and project timelines in the same system removes a whole tool from your stack.
If you sell and then deliver, Monday CRM is the better buy. If you only sell, Zoho CRM is a great tool and the cheaper path.
周一CRM对比更多
Here is how Monday CRM measures up against other management tools:
周一 CRM 胜出： board-level customization, native Gantt and timeline views, cheaper entry seat price
HubSpot 在以下方面胜出： a genuinely free CRM tier, stronger inbound marketing, richer email sequencing
周一 CRM 胜出： work management beyond the pipeline, time tracking, multi-board custom dashboards
管道驱动 获胜方式： a tighter sales-only interface, faster setup for sales reps, lower training overhead
周一 CRM 胜出： setup speed without an admin, lower total cost for smaller teams, visual project views
Salesforce 获胜方式： enterprise reporting depth, a far larger app marketplace, governance for regulated industries
Zoho CRM 的更多对比
Here is how Zoho CRM stacks up against its closest rivals:
Zoho CRM 的优势在于： a fraction of the seat cost, hours instead of days to launch, a free tier for testing
Salesforce 的优势在于： multi-cloud breadth, thousands of marketplace apps, scale for very large deployments
Zoho CRM 的优势在于： included marketing and support modules, Zia AI scoring, a no-cost starting tier
Pipedrive 获胜： a simpler pipeline view, less configuration up front, clearer per-seat pricing
Zoho CRM 与 Freshsales 的对比
Zoho CRM 的优势在于： the wider Zoho suite behind it, more custom fields per module, stronger reporting library
Freshsales 在以下方面胜出： built-in phone and email out of the box, a friendlier interface, faster first-week setup
常见问题解答
Monday 是 CRM 工具吗？
Yes. Monday CRM is a dedicated customer relationship management product built on Monday’s work management engine. It handles contacts, deals, and pipelines alongside project management features.
Zoho CRM真的免费吗？
Yes, for up to three users. The free plan covers basic lead and contact management plus standard reports. Automation, AI features, and advanced reporting need a paid plan.
Zoho CRM每月费用是多少？
Paid plans run from $10/month on Standard to $40/month on Premium, with Professional at $30/month in between. A free tier sits below all three.
Monday.com 可以用于项目管理吗？
Yes. Monday is a full project management platform with Kanban board, Gantt chart, timeline, and calendar views. Task dependencies and time tracking are included on higher plans.
那就是 最佳客户关系管理 for a small business?
Zoho CRM suits sales-only teams on a tight budget. Monday CRM suits teams that also deliver projects. Try both trials before you commit.
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