Our Verdict
Which is better: Monday.Com CRM vs. Zendesk Sell?
Choosing a CRM (Customer Relationship Management) platform feels like picking a weapon for your sales team’s arsenal. You want something powerful, yet comfortable to use. So, should you go with the customizable champion, Monday.com CRM, or the sales-focused powerhouse, Zendesk Sell?
Crowning a single winner between Monday.com CRM and Zendesk Sell is impossible because they cater to different needs. It all boils down to your priorities.
Do you crave a CRM that bends to your will, allowing you to craft unique workflows and data visualizations? Monday.com CRM is your champion.
But if streamlining your sales process and automating tasks to close more deals is your ultimate goal, then Zendesk Sell steps into the ring.
The good news? You can’t lose. Both platforms are fantastic options, but understanding your team’s needs helps you pick the perfect champion to win more deals and build stronger customer relationships.
>>> MORE: Monday Sales CRM by Monday.com Review
Why Choose Monday.Com CRM
Who Monday.Com CRM Is Best For
Monday.com CRM is best for you if:
- You Have Unique Sales Processes: If your sales funnel looks more like a jungle gym than a straight path, Monday.com can adapt to your unique workflow.
- You support Collaboration: If your team thrives on open communication, Monday.com fosters a collaborative sales environment perfect for you.
- You’re in a Creative Team: Need a CRM that can handle a wide range of workflows, from marketing campaigns to customer support? Monday.com is a brilliant choice for your team.
- You Manage Complex Projects: If you’re a project manager dealing with complex projects, you’ll appreciate the visual boards and integration capabilities.
- You’re Part of a Small to Mid-Sized Business: If you need a CRM that offers flexibility and ease of use without a steep learning curve, Monday.com is ideal for you.
Who Monday.Com CRM Is Not Right For
Monday.com CRM might not be the best for you if:
- You Seek Simplicity: If you want a simple, out-of-the-box solution, the sheer customizability of Monday.com can feel overwhelming.
- You Have a Limited Budget: If you’re concerned about costs, be aware that Monday.com pricing scales with features, and highly customized plans can get expensive.
- You Lead a Large Sales Team: If your primary need is a powerful, sales-focused CRM, Monday.com might lack some advanced sales features you require.
- You Work in a Highly Structured Organization: If your processes are rigid and standardized, the high level of customization might be unnecessary and overwhelming for your team.
Why Choose Zendesk Sell
Who Zendesk Sell Is Best For
Zendesk Sell is best for you if:
- You’re a Sales Team on the Go: If you need to stay connected and productive no matter where you are, Zendesk Sell’s mobile app is perfect for you.
- You Love Automation: If you want to let Zendesk Sell handle repetitive tasks so you can focus on high-value activities, this CRM is ideal for you.
- You’re Already a Zendesk User: If you’ve already invested in the Zendesk ecosystem, Sell integrates seamlessly, creating a unified platform for you.
- You’re Part of a Sales-Driven Organization: If your business revolves around sales and lead management, Zendesk Sell provides the tools you need to succeed.
- You Work in a Mid to Large-Sized Business: If you need a CRM robust enough to handle the needs of larger sales teams, Zendesk Sell is the right choice for you.
Who Zendesk Sell Is Not Right For
Zendesk Sell might not be the best for you if:
- You Crave Customization: If you need deep customization options, Zendesk Sell’s streamlined experience might not meet your needs.
- You’re a Visual Learner: If you rely on visual insights to understand your data, you might find Zendesk Sell lacking compared to Monday.com.
- You’re in a Creative or Project-Based Team: If your work involves projects and requires extensive customization, Zendesk Sell may feel too rigid for you, especially if you are in a creative or project-based team.
- You Run a Small Business: If you’re part of a smaller team, you might find Zendesk Sell overly complex and expensive for your needs.
Monday.Com CRM vs. Zendesk Sell: Main Differences
| Monday.Com CRM | Zendesk Sell |
Ideal For | Teams with unique workflows Teams needing a platform beyond sales Visually driven teams Collaboration-focused teams | Sales-focused teams Teams prioritizing automation Existing Zendesk users Teams on the go
|
Pricing | Explore core features for free. Basic ($12/seat/month) offers unlimited essentials for small teams. Automate tasks with the Standard plan ($17/seat/month). Gain sales insights with Pro ($28/seat/month). Enterprise plans (contact sales) cater to complex needs.5 | Sell Team has essentials for $19/month. Sell Growth offers more features for $55/month. Sell Professional unlocks automation at $115/month.
|
Integrations | Integrates with various tools like Google Drive, Slack, etc. | Integrates seamlessly with Zendesk ecosystem |
Standout Features | Drag-and-drop customization Real-time collaboration Data visualizations | Built-in pipeline management Sales automation Mobile app |
Monday.Com CRM vs. Zendesk Sell: Standout Features
Monday.com:
Zoho CRM
- Automate Repetitive Tasks: Free up your time with automations for data entry, emails, and more.
- Centralize Customer Communication: Keep all interactions – emails, calls, notes – organized in one hub.
- Organize Your Data Like a Pro: Import leads, eliminate duplicates, and capture new leads effortlessly.
- Effortless Email Management: Stay on top of every interaction with email sync & tracking, sending, logging, and getting notified of lead actions.
- Mass Emails Made Easy: Reach out to many with personalized bulk emails, saving hours and maximizing outreach.
- Track Every Interaction: Log calls, meetings, and notes for each lead, keeping you in the know.
- Visualize Success with Dashboards: Gain instant insights with customizable dashboards showing pipeline, metrics, and team performance.
- Master the Art of Predicting: Estimate deal values and probabilities of closing, then use reports to monitor forecasts and analyze them.
- Motivate Your Team with Goals: Set clear goals, track progress, and celebrate wins to keep everyone reaching for success.
- Import Existing Data: Boost functionality by bringing your leads and contacts directly into Monday.com.
- Eliminate Duplicates: Focus on real leads with alerts and easy merging of duplicates.
- Capture Leads Anywhere: Expand your reach with multiple lead capture methods.
- Effortless Call Logging: Log calls seamlessly with summaries and quick responses.
- Activity Tracking On-the-Go: Access past emails and track activity on your phone, anywhere, anytime.
- Manage Contacts from Anywhere: Access and manage contacts, send emails, and close deals faster with mobile CRM.
Zendesk Sell:
- Boost Productivity: Automate tasks, manage contacts, and track activity – all in one simplified platform.
- Deliver Exceptional Customer Experiences: See the full customer journey across sales and service – empower reps with personalized interactions.
- Gain Real-Time Pipeline Visibility: Forecast accurately, avoid surprises, and manage your pipeline with ease.
- Effortless Email Management: Sync your existing email for alerts, templates, and automatic tracking.
- Targeted Lead Nurturing: Build targeted prospect lists and create email sequences for automated follow-up.
- Streamline Your Day: Focus on outreach and follow-up with the Task Player, minimizing distractions.
- Effortless Communication: Log, record, and reference calls directly from leads, contacts, or deals.
- Smart Organization: Segment and filter leads/deals, save frequently used data views for quick access.
- Centralized Platform: Manage all customer information in one place for complete context before interactions.
- Unified Sales & Support: Integrate Sell and Support for seamless data exchange across teams.
- Connect Your Favorite Apps: Effortlessly connect to essential tools via the Zendesk Marketplace.
- Accurate Forecasting: Predict deal volume and forecast revenue for better sales strategy and planning.
- Identify Bottlenecks: Analyze lead/deal progression to pinpoint roadblocks in your pipeline.
- Data-Driven Decisions: Gain insights with customizable dashboards and pre-built reports
Pros and Cons of Monday.Com CRM
Zoho CRM
Pros
- Facilitates strong collaboration
- Provides great data visualization tools
- Allows high levels of customization
- Features an intuitive, visual interface
- Adapts to various use cases
Cons
- Overwhelms beginners
- Scales pricing with features
- Lacks some advanced sales automation features
Pros and Cons of Zendesk Sell
Pros
- Streamlines usage for ease of use
- Provides powerful sales automation tools
- Integrates seamlessly with Zendesk
- Offers robust sales tools
- Delivers strong reporting and analytics
Cons
- Limits customization options
- Provides basic data visualization
- Doesn’t suit complex sales processes
- Offers less flexibility in customization
- Complexifies usage for small teams
Monday.Com CRM vs. Zendesk Sell: Customer Reviews
Picking the perfect CRM can feel like finding your business’s superhero suit – it needs the right powers to excel. While user reviews seem to favor Monday.com CRM, with a 3.0-star rating on Trustpilot and praise for its efficiency and overall experience, Zendesk Sell shouldn’t be discounted entirely.
According to PCMag, Zendesk Sell excels for businesses already using Zendesk’s help desk software, offering seamless integration and a unified customer experience. Users also appreciate its valuable reporting options, while Software Advice highlights its ease of use, push notifications, and suitability for small teams.
However, Zendesk Sell can get pricey beyond the basic tier, and some users on both platforms find its pipelines limited in customization. So, Zendesk Sell shines for businesses within the Zendesk ecosystem seeking a user-friendly CRM with strong reporting, but pricing and pipeline limitations might be a concern.
Remember, the best platform depends on your specific needs and budget. Consider taking advantage of free trials offered by both Monday.com CRM and Zendesk Sell before making your final decision.
Monday.Com CRM and Zendesk Sell Competitors
HubSpot CRM
Looking for a free CRM with muscle? HubSpot offers a free plan packed with essential features for managing contacts, deals, and even marketing. As your business scales, you might find limitations in advanced features, but for getting started, HubSpot CRM is a compelling option.
Salesforce Essentials
Leverage the power of Salesforce in a scaled-down package for small businesses. Organize and track customer interactions, streamline sales processes with automation tools, and access basic customer support features. While it offers the benefits of the Salesforce ecosystem, Salesforce Essentials comes with a lighter feature set compared to the full-blown Salesforce editions.
Pipedrive
Simplicity is key with Pipedrive. This CRM is ideal for small and medium-sized businesses, offering a user-friendly interface and a focus on efficient sales pipeline management. Visualize and manage sales stages with ease, track deals effectively, and tailor fields and workflows to fit your specific needs. While it excels in simplicity, Pipedrive might lack the advanced features needed for complex sales processes.
Pro Tips
- Identify your team’s needs: What are your sales processes like? How important is customization to you? Do you value collaboration or automation more?
- Take advantage of free trials: Both Monday.com and Zendesk Sell offer free trials. Use them to see which one feels more comfortable for you and your team.
- Consider scalability: If you’re a growing company, think about how the platform will adapt to your future needs.
- Evaluate your needs: Clearly define what you need from a CRM to choose the best fit for you.
- Take advantage of trials: Both platforms offer trials—use them to get hands-on experience and see which one suits you best.
- Consider integrations: Think about other tools you use and how well they integrate with each CRM.
Recap
Choosing between Monday.com CRM and Zendesk Sell depends on your specific needs and priorities. Monday.com CRM offers extensive customization, visual interfaces, and collaboration tools, making it ideal for teams with unique workflows and creative projects.
On the flip side, Zendesk Sell excels in automation, mobile access, and seamless integration with the Zendesk ecosystem, making it perfect for sales-driven organizations. Both platforms have their pros and cons, with Monday.com potentially overwhelming beginners and scaling costs, while Zendesk Sell might limit customization and become costly.
By identifying your team’s requirements, taking advantage of free trials, and considering future scalability and integrations, you can determine which CRM best suits your business needs.
