Monday.com CRM vs Zenefits (now TriNet)
A head-to-head comparison to help you pick the right tool
Last updated: September 14, 2026
Monday.com CRM is our recommended pick for most teams — teams that want crm and project management combined in one visual platform.
Try Monday.com CRM →Read our full Monday.com CRM review →Monday.com CRM
Monday.com CRM is a flexible customer relationship management tool built on the Monday.com work operating system. It combines CRM functionality with project management so sales teams can manage deals and collaborate on work in one place. Monday CRM is ideal for teams that want a highly visual and customizable CRM experience.
Zenefits (now TriNet)
Zenefits was a cloud-based HR platform for small and mid-size businesses. In 2022, Zenefits was acquired by TriNet, one of the largest PEO providers in the US. The Zenefits platform has been integrated into TriNet's product suite. Businesses previously using Zenefits are now served under the TriNet brand.
Pros
- ✓Highly visual and intuitive interface that teams love
- ✓Flexible and customizable to fit any sales process
- ✓Strong collaboration tools for cross-functional teams
- ✓Good automation capabilities
Cons
- ✗Not a traditional CRM — lacks some advanced sales features
- ✗Can get expensive with larger teams
- ✗Reporting is less advanced than dedicated CRM tools
Pros
- ✓Strong benefits administration with a wide carrier network
- ✓Easy employee self-service for benefits enrollment and changes
- ✓Affordable base pricing for small teams
- ✓Good compliance tools for ACA and other regulations
Cons
- ✗Payroll processing costs extra as an add-on
- ✗Customer support quality has been inconsistent historically
- ✗Less suitable for companies that need advanced HR or payroll features
Monday.com CRM vs Zenefits (now TriNet): Side by Side
| Factor | Monday.com CRM | Zenefits (now TriNet) |
|---|---|---|
| User Rating | 4.4/5 ★ | N/A |
| Category | CRM Software | HR Software |
| Pricing Model | Paid | Paid |
| Starting Price | $12/user/mo | $8/employee/mo |
| Best For | Teams that want CRM and project management combined in one visual platform | Small businesses focused on benefits administration |
| Our Pick | 🏆 Recommended | — |
Monday.com CRM Features
- ✓Contact and lead management
- ✓deal tracking
- ✓email integration
- ✓automation
- ✓dashboards
- ✓project management
- ✓collaboration tools
- ✓integrations
Zenefits (now TriNet) Features
- ✓Benefits administration
- ✓payroll
- ✓time tracking
- ✓compliance
- ✓onboarding
Pricing Comparison
Monday.com CRM
PaidStarts at $12/user/mo
Basic: $12/user/mo · Standard: $14/user/mo · Pro: $24/user/mo · Enterprise: custom
See full pricing →Best Use Cases
Monday.com CRM
- →Sales teams wanting a visual and flexible CRM
- →Companies already using Monday.com for project management
- →Teams wanting to customize their CRM without coding
Who Should NOT Use These Tools
Monday.com CRM is NOT ideal for:
- ✗Teams needing a dedicated sales-focused CRM with advanced features
- ✗Companies requiring complex deal scoring
- ✗Businesses needing built-in calling and email sequences
Integrations
Monday.com CRM
Gmail, Outlook, Slack, Zoom, Salesforce, HubSpot, Zapier, Stripe, LinkedIn
Our Take
Choose Monday.com CRM if teams that want crm and project management combined in one visual platform. Choose Zenefits (now TriNet) if small businesses focused on benefits administration.
Best For
Teams that want CRM and project management combined in one visual platform
Best For
Small businesses focused on benefits administration
Also Consider
If neither Monday.com CRM nor Zenefits (now TriNet) is the right fit, Klaviyo is worth evaluating.
Klaviyo
B2C brands wanting an AI-powered CRM that combines marketing automation, analytics, and customer service in one platform.
From $20/mo
Frequently Asked Questions
What is the difference between Monday.com CRM and Zenefits (now TriNet)?
Monday.com CRM is best for teams that want crm and project management combined in one visual platform. Zenefits (now TriNet) is best for small businesses focused on benefits administration.
Which is better, Monday.com CRM or Zenefits (now TriNet)?
Choose Monday.com CRM if teams that want crm and project management combined in one visual platform. Choose Zenefits (now TriNet) if small businesses focused on benefits administration.
How much does Monday.com CRM cost?
Monday.com CRM starts at $12/user/mo. Pricing model: Paid.
How much does Zenefits (now TriNet) cost?
Zenefits (now TriNet) starts at $8/employee/mo. Pricing model: Paid.
Who should use Monday.com CRM?
Teams that want CRM and project management combined in one visual platform
Who should use Zenefits (now TriNet)?
Small businesses focused on benefits administration