8+ Best CRM Software: monday vs Hubspot vs Zoho + Top Alternatives For Remote Companies [Full 2024 Guide]

With so many CRM tools available for remote workers and companies, we know that it can easily get overwhelming to pick the right CRM software because we’ve been there ourselves. But don’t worry – we’ve narrowed it down to a short list of CRM solutions, including free CRM software for small businesses that are just starting out. 

We’ve thoroughly researched and tested the top offerings within the CRM space to determine which is best for positively impacting small business operations fast. 

Our picks for the best CRM systems are monday Sales CRM, Hubspot, and Zoho, all of which offer a free trial in the form of a forever-free plan for a limited user-per-month count (typically up to two users in a free plan). 

Still, choosing between these three powerful CRM solutions can be difficult – all of these offer sought-after CRM capabilities that’ll make it easier to handle client interactions and build lasting customer relationships.

Soooo: which one of these comprehensive CRM solutions is right for you? 

In this guide, we’ll compare monday.com vs Hubspot vs Zoho in serious detail so you can decide on the best CRM software for your specific business needs. We’ll also cover 6 more CRM tools, including Salesforce, Zendesk Sell, and Pipedrive, as well as answer FAQs about CRMs and who they are suitable for.

Ready to get started with a reliable and powerful CRM tool? Let’s freakin’ do this.

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What is the best CRM platform?

As mentioned, we’ve narrowed down our top picks of the best CRMs to monday Sales CRM, Hubpost, and Zoho.

Our first top CRM pick, monday.com, offers its Sales CRM as an all-in-one business management platform packed with features and highly customizable to fit any need. 

We’re fans of its visually appealing interface that makes it more pleasant to use, plus it’s easy to navigate and manage customer information, multiple sales pipelines, projects, tasks, and more. 

With monday Sales CRM, you can create custom workflows for your team members, track interactions with customers, and even integrate with other apps you may already use.

Hubspot is a powerful CRM software designed to help businesses create leads, nurture relationships, close deals, and measure success. 

It offers an easy-to-use dashboard that helps you keep track of all customer information in one place. 

You can automate emails and other marketing processes, track website visits, and even integrate with popular tools like Salesforce and MailChimp.

Finally, Zoho is an enterprise-level CRM solution built to help companies manage their customer relationships. 

It offers powerful analytics and reporting capabilities that can be used to visualize your sales funnel, segment customers into segments, analyze sales trends, and measure performance. 

Zoho also allows you to integrate with other tools for remote companies like Slack and Outlook.

These three platforms are all great options for businesses looking for the most effective CRM tools. Of course, if you want the most comprehensive set of features, then monday.com is likely the best option for you. 

With its unique and customizable interface, comprehensive analytics capabilities, and ability to integrate with other tools, it’s no wonder why many companies choose monday.com as their go-to CRM software.

If you’re still not sure which platform is right for you after detailing monday vs. Hubspot vs. Zoho, we’ll cover six additional CRM software solutions we recommend looking into: 

• Freshsales
• Pipedrive
• Zendesk Sell
• Salesforce Sales Cloud
• Copper
• Insightly

Each one has its own unique set of features and benefits, so be sure to visit each company’s website to get a feel for their vibe (and CRM services) and read up on their policies before you ultimately decide which one is best for your biz.

Now, let’s get to the details of each of these top CRM software, including their top features, pros and cons, and pricing so that you can decide for yourself which of these CRM solutions makes the most sense for you.

1. monday Sales CRM

Our top pick, monday Sales CRM offers a fantastic customer relationship management (CRM) platform designed to help small and medium-sized businesses streamline their sales, marketing, and customer service processes. 

Whether it’s for a sales team, customer service teams, or customer support teams, monday Sales CRM system is ideal for teams of 1 to 200+. 

With comprehensive CRM features that allow you to customize the way you use it based on your needs, from lead management, contact management, and pipeline management to email marketing automation, project management, and 

Between the top-notch UX thanks to its visually appealing and straightforward user interface and easy-to-use platform, along with features like contact and lead management, pipeline tracking, automated workflows, reporting and analytics, task automation, email integration, mobile access, and more, monday Sales CRM is definitely worth testing out.

Here are the top monday Sales CRM features:

• Email sync, tracking, and templates – Sync to Gmail or Outlook, track opens and replies, and save time with personalized templates that autofill based on your contact’s information.
• Lead and opportunity tracking – monday Sales CRM provides a comprehensive solution for tracking leads and opportunities, allowing you to manage and prioritize your sales pipeline, assign tasks to team members, and track the status of each deal.
• Pipeline management – The platform offers a visual representation of your sales pipeline, giving you a clear overview of where each lead or opportunity is in the process, and enabling you to move deals through the stages of your sales process with ease.
• Sales forecasting – monday Sales CRM provides you with the ability to forecast your future sales, helping you to make informed decisions about future goals and strategies, and stay ahead of your competition.
• Customizable dashboards and reports – The platform offers customizable dashboards and reports that can be tailored to your specific needs, allowing you to quickly and easily access the information you need to make informed decisions.
• Collaboration and communication tools – monday Sales CRM provides a range of collaboration and communication tools, enabling you to easily communicate with your team and keep everyone up to date on the progress of your sales process.
• Workflow automation – The platform’s workflow automation features help to streamline your sales process and save time, by automating repetitive tasks and freeing up your team to focus on more strategic activities.
• Real-time analytics and reporting – With monday Sales CRM, you can access real-time analytics and reporting, providing you with valuable insights into your sales performance and helping you to make informed decisions about your sales strategy.
• Third-party Integrations with tools and apps – monday Sales CRM integrates with a range of third-party tools and apps, allowing you to extend the functionality of the platform and increase your productivity while working from home.

Pros of monday.com CRM

One of the biggest advantages of using monday’s CRM is its user-friendly interface which makes it easy to navigate even for those who are not tech-savvy or have limited experience with software solutions like this one. 

Additionally, monday Sales CRM offers an array of powerful features, such as customizable workflows that allow users to automate repetitive tasks in order to save time and effort; real-time notifications so you can stay on top of important updates; advanced analytics which enable you to gain insights into your business performance; and integration with other popular apps like Gmail or Salesforce for added convenience when managing contacts or leads from multiple sources at once.

• Visual and user-friendly platform – monday Sales CRM provides a visual and user-friendly platform that makes it easy to manage your sales process and track your progress, without requiring extensive training or technical skills.
• Customizable to fit team’s needs – The platform is highly customizable, allowing you to tailor it to the specific needs of your team, ensuring that you are able to work in the way that suits you best.
• Effective communication and collaboration features – monday Sales CRM provides a range of collaboration and communication tools, allowing you to easily communicate with your team and keep everyone up to date on the progress of your sales process.
• Automated workflow saves time and improves efficiency – With its workflow automation features, monday Sales CRM helps to streamline your sales process and save time, enabling you to focus on more strategic activities.
• Real-time reporting and analytics for informed decision-making – monday Sales CRM provides real-time reporting and analytics, allowing you to quickly and easily access valuable insights into your sales performance, and make informed decisions about your sales strategy.
• Integrations with other tools increase overall productivity – The platform’s integrations with third-party tools and apps allow you to extend its functionality and increase your overall productivity, streamlining your workflows and improving your results.

Cons of monday Sales CRM

The main downside associated with monday’s CRM is that some users have reported experiencing occasional glitches or bugs within the system which can cause disruption in workflow if left unresolved. Still, this is uncommon and didn’t affect our experience with monday Sales CRM in any way.

monday Sales CRM Pricing Plans:

• Individual CRM – Free forever plan for up to 2 seats
• Basic CRM – $10-$12.50 per user per month (first price is billed annually, second price is billed monthly)
• Standard CRM – $14-$17/per user per month (first price is billed annually, second price is billed monthly)
• Professional Plan – $24-$30/per user per month (first price is billed annually, second price is billed monthly)
• Enterprise Plan – Custom pricing depending on the number of users

Now let’s take a look at Hubspot CRM, another popular choice among small business owners.

2. Hubspot CRM

HubSpot is a customer relationship management platform that helps businesses manage their contacts, leads, and customers. 

It provides features such as contact management, lead tracking, email marketing automation, sales pipeline management, and reporting and analytics tools to help businesses better understand their customers’ needs and behaviors. 

With its powerful suite of tools and third-party integration with popular apps like Salesforce and Microsoft Dynamics 365, HubSpot makes it easy for small business owners to get up and running quickly without having to invest in expensive software or hire IT professionals.

Hubspot’s Top CRM Features:

• Lead and Contact Management – HubSpot Sales CRM enables you to organize and manage all of your leads and contacts in one central place. You can easily add and update information, view all interactions and activities, and prioritize leads based on their level of engagement.
• Email Tracking – The email tracking feature in HubSpot Sales CRM allows you to track the open and click-through rates of your emails, so you can see how engaged your leads are with your content. This information can help you determine which leads to follow up with and how to approach each lead more effectively.
• Deal Tracking – The deal tracking feature in HubSpot Sales CRM makes it easy to track the status of your deals and see where each one stands in the sales process. You can also set up custom deal stages and move deals through the pipeline as needed.
• Sales Forecasting – HubSpot Sales CRM provides sales forecasting tools to help you see how your deals are progressing and make informed decisions about your sales strategy. You can forecast revenue, close rates, and more based on historical data and other key metrics.
• Integrations – HubSpot Sales CRM integrates with a wide range of other tools, including other HubSpot tools and third-party apps. This makes it easy to connect your sales data with your other business systems and workflows.
• Automation Tools – Hubspot CRM provides automation tools that allow you to automate tasks such as lead scoring and follow-up emails. This helps save time by automating mundane tasks so you can focus on more important things.
• Reporting & Analytics – With the reporting feature in Hubspot CRM, you can easily track your progress over time by creating custom reports based on key metrics like conversion rates or average deal size. You can also use analytics to gain insights into how well your campaigns are performing and what areas need improvement.

Pros of Hubspot’s CRM:

• User-friendly interface – HubSpot Sales CRM is designed with a user-friendly interface that makes it easy for sales teams to manage leads, contacts, and deals. The platform is intuitive and easy to use, which makes it accessible to sales teams of all skill levels.
• Affordable pricing – HubSpot Sales CRM is known for its affordable pricing, which makes it accessible to small and medium-sized businesses. The platform offers a range of pricing options to meet the needs of different businesses and budget levels, including a free trial in the form of a free plan.
• Integrations with other HubSpot tools – HubSpot Sales CRM integrates with other HubSpot tools, including marketing, sales, and customer service tools. This makes it easy for businesses to use a single platform to manage all of their customer interactions and data.
• Customizable deal stages – The deal tracking feature in HubSpot Sales CRM allows you to set up custom deal stages, which can be tailored to fit your unique sales process. This makes it easier to track the progress of your deals and see where each one stands in the pipeline.

Cons of Hubspot’s CRM:

• Limited reporting and analytics capabilities – While HubSpot Sales CRM provides some reporting and analytics tools, some users have reported that these capabilities are limited compared to other CRM platforms. This may impact a business’s ability to track and analyze important sales data and metrics.
• Limited third-party integrations – While HubSpot Sales CRM integrates with a wide range of third-party apps, some users have reported that these integrations are limited compared to other CRM platforms. This may impact a business’s ability to connect their sales data with other systems and workflows.
• Limited customization options – While HubSpot Sales CRM offers some customization options, some users have reported that these options are limited compared to other CRM platforms. This may impact a business’s ability to tailor the platform to fit their specific needs and requirements.

Hubspot CRM pricing:

• Individual CRM – Free forever plan for up to 2 seats
• Basic CRM – $10-$12.50 per user per month (first price is billed annually, second price is billed monthly)
• Standard CRM – $14-$17 per user per month (first price is billed annually, second price is billed monthly)
• Professional Plan – $24-$30 per user per month (first price is billed annually, second price is billed monthly)
• Enterprise Plan – Custom pricing depending on the number of users

Key Takeaway: The main advantages of using HubSpot are its user-friendly interface, powerful analytics capabilities, seamless integration with other popular platforms, and cloud-based structure. However, the platform does come with some drawbacks such as a lack of customization options and limited scalability for larger businesses.

3. Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) solution designed to help small and medium-sized businesses manage their sales, marketing, customer service, and other business processes. It offers features such as lead scoring, automated workflows, contact segmentation, email integration, mobile access for remote teams, and more.

With its easy-to-use interface and comprehensive feature set, Zoho CRM can be used by businesses of all sizes to streamline their operations and increase efficiency.

One of the main advantages of using Zoho CRM is its affordability; it’s one of the most cost-effective solutions on the market today. Additionally, it’s very user-friendly with an intuitive drag & drop interface that makes setting up campaigns or automating tasks a breeze.

On top of that, it integrates with many popular third-party apps like Gmail or Outlook which makes managing contacts even easier.

Finally, its powerful reporting capabilities allow users to track key performance indicators in real-time so they can make informed decisions quickly and easily without having to spend hours analyzing customer data manually.

The biggest downside to using Zoho is that some features are limited compared to other options on the market such as Salesforce or Hubspot; still, this may not be an issue depending on your needs since most basic functions are available at no extra cost with this platform.

Beyond that, there have been reports from customers about occasional bugs or glitches when using certain features but these seem to be rare occurrences overall so should not affect most users too much, if at all.

Zoho CRM is a powerful and easy-to-use customer relationship management platform that offers a variety of features to help businesses manage their customers. For those looking for more options, the next heading will discuss additional suggestions for small and medium-sized businesses.

Zoho CRM Top Features:

• Lead and Contact Management – Zoho CRM provides a centralized platform for managing all of your leads and contacts. You can easily add, update, and view information about each lead and contact, as well as track their interactions and activities.
• Deal Management – Zoho CRM makes it easy to track your deals and see where each one stands in the sales process. You can set up custom deal stages, move deals through the pipeline, and view reports and analytics to help you make informed decisions about your sales strategy.
• Marketing Automation – Zoho CRM includes marketing automation tools that allow you to automate and streamline your marketing campaigns. You can create and send email campaigns, track the performance of your campaigns, and view reports and analytics to help you make data-driven decisions about your marketing strategy.
• Customer Service and Support – Zoho CRM includes tools for managing customer service and support, such as a help desk, a ticketing system, and a knowledge base. These tools make it easier to manage customer inquiries, resolve issues, and provide support to customers.
• Mobile App – Zoho CRM provides a mobile app that allows you to access your CRM data and tools on the go. You can view your contacts, deals, and other information, as well as add new data and make updates while you’re away from your desk.

Pros of Zoho CRM:

• Affordable pricing – Zoho CRM offers a range of pricing plans that are designed to be affordable for businesses of all sizes. The platform is known for its cost-effective pricing, which makes it accessible to businesses with limited budgets.
• Customizable – Zoho CRM offers a range of customization options, allowing you to tailor the platform to fit your specific needs and requirements. You can add custom fields, create custom reports, and make other customizations to help you get the most out of the platform.
• Integrations – Zoho CRM integrates with a wide range of other tools and platforms, including Zoho’s suite of business apps, as well as third-party apps and services. This makes it easy for you to connect your CRM data with your other systems and workflows.
• User-friendly interface – Zoho CRM is designed with a user-friendly interface that makes it easy for sales teams to manage leads, contacts, and deals. The platform is intuitive and easy to use, which makes it accessible to sales teams of all skill levels.

Cons of Zoho CRM:

• Limited reporting and analytics capabilities – While Zoho CRM provides some reporting and analytics tools, some users have reported that these capabilities are limited compared to other CRM platforms. This may impact a business’s ability to track and analyze important sales data and metrics.
• Limited mobile app functionality – While Zoho CRM provides a mobile app, some users have reported that the app has limited functionality compared to other CRM mobile apps. This may impact a business’s ability to access and manage its CRM data while on the go.
• The user interface can be cluttered – Some users have reported that the user interface in Zoho CRM can be cluttered and difficult to navigate, especially for users who are new to the platform. This may impact a business’s ability to efficiently use the platform and access the tools and features they need.

Pricing Plans for Zoho CRM:

• Free Plan – The Free Plan is a basic plan that includes limited features, such as lead and contact management, email integration, and basic reporting and analytics. This plan is ideal for small businesses and startups that are just getting started with CRM software.
• Standard Plan – $14-$20 per user per month (first price is billed annually, second price is billed monthly)
• Professional Plan – $23-$35 per user per month (first price is billed annually, second price is billed monthly)
• Enterprise Plan – $40-$50 per user per month (first price is billed annually, second price is billed monthly)

Alternative CRM tools for Small and Medium-Sized Businesses

If you’re still on the fence after comparing monday vs Hubspot vs Zoho CRMs, no worries. There are plenty of other options on the market that might be a better fit for your specific small business needs.

Check out these five alternative CRM solutions that can help with project management, marketing campaigns, lead management, customer support, and other small business processes.

4. Freshsales

Freshsales is a comprehensive and award-winning suite of tools aimed at helping small businesses manage their entire sales process from initial contact through closing deals successfully. 

Freshsales comes packed with features including lead scoring, automated follow-ups, call recording and logging, and live chat support among others – all accessible via one unified dashboard that helps streamline your workflow significantly. 

Freshsales Top Features:

• Lead and Deal Management – Freshsales allows you to manage leads and deals in a customizable pipeline view, enabling you to track and move them through different stages of the sales process.
• Contact Management – You can organize all your customer information in one place, including contact details, social profiles, and communication history, to help you better engage with your prospects and customers.
• Built-in Phone and Email – Freshsales includes a built-in phone and email system, allowing you to make and receive calls and emails from within the CRM, while automatically tracking all interactions.
• Reporting and Analytics – Freshsales provides detailed reporting and analytics features, including real-time dashboards, custom reports, and lead scoring, so you can gain insights into your sales performance and identify areas for improvement.
• Third-Party Integrations – Freshsales integrates with a variety of third-party tools and platforms, such as marketing automation and customer support software, allowing you to streamline your sales and marketing operations.

Freshsales Pros:

• Easy-to-Use Interface – Freshsales has a user-friendly interface that is easy to navigate, making it simple for new users to get started.
• Affordable Pricing – Freshsales offers affordable pricing plans that start at just $12 per user per month, making it a cost-effective solution for small and medium-sized businesses.
• Built-in Phone and Email – The built-in phone and email features make it easy to stay in touch with prospects and customers, while also tracking all interactions in one place.
• Robust Analytics – Freshsales offers powerful analytics and reporting features that allow you to monitor your sales performance and identify areas for improvement.
• Active Community and Support – Freshsales has an active community and support resources, including a knowledge base, webinars, and user forums.

Freshsales Cons:

• Limited Customization – Freshsales does not offer as much customization as some other CRM solutions, which may limit its flexibility for businesses with unique needs.
• Limited Third-Party Integrations – While Freshsales does offer integrations with some popular third-party tools, it may not have as many integration options as other CRM solutions.
• Limited Features in Lower Tier Plans – Some of the more advanced features, such as lead scoring and automation, are only available in higher tier pricing plans.

Pricing for Freshsales

• Free Plan – Freshsales offers a free CRM that includes features like lead and contact management, email integration, Chatbot integration, and basic reporting and analytics. This plan is ideal for a small business or startup that is just getting started with CRM software.
• Growth Plan – $15-$18 per user per month (first price is billed annually, second price is billed monthly)
• Professional Plan – $39-$47 per user per month (first price is billed annually, second price is billed monthly)
• Enterprise Plan – $69-$83 per user per month (first price is billed annually, second price is billed monthly)

5. Pipedrive

Pipedrive is a powerful sales CRM tool that is designed to help businesses of all sizes manage their sales pipelines and improve their sales performance. With Pipedrive, you can easily track your leads, deals, and activities, and get valuable insights into your sales process. Pipedrive is easy to use and highly customizable, making it a great choice for sales teams and small businesses looking to streamline their sales processes and increase their efficiency.

The software includes features like a visual pipeline view, email tracking, task automation, custom reporting and analytics, and more, making it easier than ever before for sales reps, managers, and small business owners alike. 

Pipedrive also offers a free Sales Pipeline Course eBook with company co-founder, Timo Rein, who teaches how to boost sales through actionable steps, mindset shifts, time-management techniques, and sales strategies to help you get started.

Pipedrive’s Top Features:

1. Pipeline Management: Pipedrive’s intuitive drag-and-drop interface makes it easy to manage your sales pipeline and track the progress of your deals.
2. Contact Management: Keep all of your customer data in one place and organize your contacts using custom fields and tags.
3. Deal Tracking: Track all of your deals and get real-time updates on their progress, including deal value, expected close date, and more.
4. Sales Reporting: Pipedrive’s advanced reporting and analytics tools help you understand your sales performance and identify areas for improvement.
5. Email Integration: Seamlessly integrate your email with Pipedrive and keep all of your sales communications in one place.
6. Mobile CRM App: Pipedrive’s mobile app allows you to access your sales data on the go and stay connected with your team.
7. Lead Management: Easily capture and manage new leads using Pipedrive’s customizable web forms and lead capture tools.
8. Customizable Sales Process: Pipedrive allows you to customize your sales process to match your unique needs and preferences.
9. Sales Forecasting: Get a clear picture of your sales pipeline and forecast future sales revenue with Pipedrive’s sales forecasting tools.
10. Integrations: Pipedrive integrates with a wide range of popular tools and services, including Google Workspace, Zapier, and more.

Pros of Pipedrive CRM

• Intuitive and user-friendly interface
• Customizable to match your unique sales process
• Advanced reporting and analytics tools
• Robust mobile app for on-the-go sales management
• Excellent email integration
• Integrates with a wide range of third-party tools and services
• Provides valuable insights into sales performance

Cons of Pipedrive CRM

• Limited customization options for certain features
• Some users may find the pricing to be a bit high

Pricing for Pipedrive CRM

Monthly pricing:

Annual pricing:

• Free CRM: Pipedrive’s Free CRM plan includes basic features such as contact and deal management, custom fields, and email integration, and is suitable for small businesses and solopreneurs.
• Essential Plan: Priced at $14.90 – $19.90 per user per month, the Essential plan includes additional features such as lead, deal, and pipeline management and 24/7 support.
• Advanced Plan: Priced at $24.90 – $34.90 per user per month, the Advanced plan includes even more advanced features, such as smart contact data, email insights, and a workflow builder with triggered automations.
• Professional Plan: Priced at $49.90 – $59.90 per user per month, the Professional plan includes all of the features of the Advanced plan, plus additional tools such as document eSign capabilities, revenue projections, and enhanced custom reports.
• Enterprise Plan: Priced at $99.90 – $119.90 per user per month, Pipedrive’s Enterprise plan offers additional features such as advanced security, unlimited user permissions, and custom onboarding and support.

6. Zendesk Sell

Zendesk Sell is another popular CRM solution designed specifically for small businesses. It allows users to quickly set up contact profiles with notes on each interaction as well as keep track of deals in progress or closed deals in one place. 

Its drag-and-drop interface makes it easy for users to customize their workflow while providing detailed reports on performance metrics like lead conversion rate or average deal size over time. 

Pros include its affordability compared to other solutions and the fact that it integrates seamlessly with Zendesk’s ticketing system so customers can get help quickly when needed. 

Cons include limited customization options compared to some of the more advanced CRMs available today such as Salesforce or Hubspot CRM.

Pricing for Zendesk Sell CRM:

Annual pricing:

Monthly pricing:

7. Salesforce Sales Cloud

Salesforce is a cloud-based customer relationship management (CRM) platform that offers a wide range of features to help businesses manage their customer relationships. 

It has an intuitive user interface, customizable dashboards, and automated workflows for sales teams. 

Salesforce also provides powerful analytics tools to track key performance indicators and gain insights into customer behavior. 

Pros include its scalability, flexibility, integration capabilities with other systems such as marketing automation platforms, and its ability to easily customize the system according to business needs. 

Cons include its complexity which can be difficult for new users to understand and navigate without proper training or support.

Pricing for Salesforce Sales Cloud:

8. Copper

Copper offers an end-to-end solution built around automating processes related directly to improving customer experience throughout the lifecycle – from initial outreach right through post-sale follow-up activities too. 

With Copper’s AI-powered smart assistant called ‘Gus’ assisting by suggesting the best actions depending upon context – this makes life much simpler when dealing with large volumes of customers concurrently. 

Other pros are excellent mobile app integration plus a fast implementation timescale meaning you’re up and running quicker than usual.

One downside would be a slightly higher cost associated with using the service, especially in larger organizations where costs add up quickly.

Pricing for Copper CRM

Annual pricing is in red, and monthly pricing is in gray.

9. Insightly

Insightly is another popular choice amongst small businesses and medium-sized enterprises looking to automate parts of their operations while maintaining control over customer data security at the same time. 

Benefits include a low learning curve due to its easy navigation combined with a host of integrations for external services ranging from accounting applications, calendars, and even Google Drive documents storage, etc. 

Downsides would be the lack of certain advanced functionalities present within rival products such as complex forecasting abilities and deeper analysis and reporting capabilities required by larger companies to handle huge amounts of data efficiently.

Pricing for Insightly CRM

FAQs on the best CRM software, monday.com vs Hubspot vs Zoho, and more

Here are some frequently asked questions about the best CRM software, monday.com vs Hubspot vs Zoho, and other customer relationship management system.

What is the definition of a CRM?

CRM systems are software that help businesses manage their relationships with customers and potential customers. 

A CRM system stores information about customers, such as contact details, purchase history, and preferences; tracks interactions with those customers; and provides insights into customer behavior to help inform marketing decisions.

Who Uses CRM software?

Small business owners, salespeople at medium and large enterprises, remote workers, freelancers, marketers, entrepreneurs—anyone who needs to keep track of customer data can benefit from using a CRM system. It’s especially useful for sales teams that need to stay organized while managing multiple accounts or campaigns at once.

A CRM is a powerful tool for companies of all sizes, helping to streamline business processes like sales pipeline management and improve customer relationships.

What Makes a Great CRM Software?

When it comes to choosing the right CRM software for your business, there are several features that make one stand out from the rest. Here are some of the key features you should look for when selecting a CRM:

• Customization – A good CRM will allow you to customize it according to your specific needs and preferences. This includes being able to create custom fields, forms, and reports as well as setting up automated workflows and tasks.
• Automation – Automating certain processes within your business can save time and money while also improving efficiency. Look for a CRM that offers automation capabilities such as automatic lead scoring or email campaigns triggered by customer behavior.
• Integration – The ability to integrate with other systems is essential in order for all of your data to be connected across different platforms. Make sure the CRM you choose has open APIs so that it can easily connect with other applications like accounting software or marketing tools.
• Analytics & Reporting – Being able to track performance metrics over time is important in order to measure success and identify areas where improvements need to be made. A good CRM should offer analytics tools such as dashboards, charts, graphs, etc. so that you can get an overview of how things are going at any given moment without having to manually compile customer data yourself every day/week/month/year.
• Security & Reliability – Data security is paramount when dealing with sensitive customer information; therefore, make sure the provider you choose has robust security measures in place including encryption protocols and multi-factor authentication options if necessary. Additionally, reliability is key; ensure they have reliable servers located around the world so that customers don’t experience downtime due to unexpected server issues or maintenance periods.

Is monday Sales CRM better than Zoho?

monday Sales CRM is a project management platform designed to help teams collaborate and manage their projects more efficiently.

Zoho is an all-in-one suite of business applications, including CRM, invoicing, accounting, and project management tools.

Both platforms offer features that can be beneficial for small businesses or remote workers. Ultimately, which one you choose depends on your specific needs and preferences.

monday offers a great visual way to track progress while Zoho provides comprehensive solutions for multiple aspects of running a business. It’s best to compare the two side by side before making a decision about which one will work best for you.

What is the difference between Zoho and monday?

Zoho and monday are both project management tools that help teams collaborate, organize tasks, track progress, and communicate effectively. The main difference between the two is in their approach to task management.

Zoho focuses on a more traditional approach with its Kanban boards and Gantt charts, while monday offers an intuitive visual interface for creating projects with timelines, dependencies, resources and more.

Additionally, Zoho has a wide range of integrations with other services such as Salesforce or QuickBooks while monday’s integration options are limited to Slack and Google Calendar. Ultimately it comes down to personal preference when deciding which one best suits your needs.

Is Zoho better than HubSpot?

Zoho may offer a more comprehensive suite of tools than HubSpot for small business owners, remote workers, freelancers, marketers, and entrepreneurs.

Zoho’s all-in-one platform allows users to manage their entire online presence from one place – including customer relationship management (CRM), marketing automation, website hosting, and analytics.

Zoho and HubSpot both offer a free trial, so why not try out both for free before committing so that you can decide which one is best for you?

Is monday Sales CRM basically the same as HubSpot?

monday Sales CRM and HubSpot offer similar features and are both powerful CRMs.

monday.com offers numerous other tools, as well, all of which help teams collaborate and manage their workflows, while HubSpot is an all-in-one marketing software platform designed to help businesses grow better by managing leads, contacts, website content, and more. Both platforms offer powerful tools for helping users achieve their goals but are used in different ways depending on the user’s needs.

The best CRM software: monday vs Hubspot vs Zoho – Wrapping it up

When it comes to choosing the best CRM software for your business, monday.com, Hubspot, and Zoho are all excellent options. 

Each of these solutions offers unique features that can help streamline customer relationship management processes and make managing your business easier. 

Of course, there are also many other great CRMs out there such as Salesforce and Zendesk Sell that may be better suited to your specific needs. 

Ultimately, the best CRM software for you will depend on what features you need most in order to manage your customers effectively.

Because with powerful features like automated workflows, task management tools, reporting capabilities, and customer relationship insights, the right CRM solution can help streamline your processes so that you can focus on what truly matters most: Growing your MF business! 

Whichever CRM provider you choose, it should open up new opportunities and possibilities for elevating your customer experience and making your brand better as you scale into the future.