Attio vs Zoho CRM

Attio

• Startups and small sales teams that want a CRM they can reshape as they grow
• Teams that want records filled in from email and calendar activity rather than typed by hand
• VC-backed startups that qualify for the startup program discount

Zoho CRM

• Small teams that want a free CRM for up to 3 users
• Businesses that want detailed customization and process automation
• Companies already using other Zoho apps

Attio

• There is no desktop app: on a computer Attio runs in the browser, with a Chrome extension for Gmail and mobile apps for iOS and Android.
• Free is capped at 3 seats and Plus at 10; only Pro and Enterprise have no seat limit.
• Sequences and call recording need Pro or Enterprise, and SAML single sign-on is Enterprise only.
• AI features and workflows consume monthly credits, so heavy use can mean adding extra workspace credits.

Zoho CRM

• The Free edition is limited to 3 users, 5,000 records and 5 workflow automations.
• Monthly billing costs more: Standard is $20 instead of $14 per user, and Professional $35 instead of $23.
• CPQ and inventory management start at Professional; territory management, custom functions and customer portals need Enterprise.
• Prices exclude local taxes, and the CRM Plus and Zoho One bundles are priced separately from Zoho CRM.

Attio

Customizable data model

Records sit in objects that you can add to as the business changes. The number of objects is capped by plan: 3 on Free, 5 on Plus, 12 on Pro and unlimited on Enterprise.

Email and calendar sync with enrichment

Connecting a mailbox and calendar keeps contacts up to date, and company and people records are enriched automatically. Free and Plus sync 1 email account per user; Pro syncs 2.

Workflows and AI agents

Workflows automate steps such as lead scoring and routing, and agents can research accounts on the web. Both draw on monthly workspace credits, and more credits can be added.

Ask Attio

An AI assistant that analyzes CRM data and creates records from a prompt. Each seat gets its own monthly credits for it: 100 on Free, 500 on Plus and 1,000 on Pro.

Call Intelligence and sequences

Pro and Enterprise workspaces can record calls with AI transcripts and insights, and send multi-step email sequences. Neither is available on Free or Plus.

Reporting

Insight and funnel reports on pipeline and revenue. Free is limited to 3 reports and Pro allows up to 100.

Zoho CRM

Lead, contact and deal management

Leads, accounts, contacts and deals are tracked through the sales cycle. Paid editions add multiple pipelines and sales forecasting, and Enterprise adds territory management.

Workflow and process automation

Workflow and assignment rules handle routine updates, cadences run sequences of follow-ups, and Blueprint holds a team to a structured sales process.

Zia AI

Zia gives predictions and recommendations, rewrites emails and flags anomalies. The pricing page lists AI agents from Standard and an AI sales assistant from Enterprise.

Analytics and forecasting

Reports, dashboards and forecasts track sales performance, with anomaly detection on top. The Free edition is limited to standard reports.

Canvas and customization

Layouts and fields can be customized, and Canvas redesigns record pages without code. Enterprise adds custom functions, wizards and customer portals.

Mobile apps with offline mode

iPhone, iPad and Android apps can add, edit and delete records offline and sync when back online. They also include a business card scanner.

Attio

• Free$0

  Up to 3 seats, 3 objects and 50,000 records, with contact syncing, data enrichment and 200 email sends per user a month.

• Plus$35

  per user / month, billed annually ($44 billed monthly)

  Up to 10 seats, 5 objects and 250,000 records, private lists, 1,000 email sends per user a month and 500 seat credits a month.

• Pro$79

  per user / month, billed annually ($99 billed monthly)

  Unlimited seats, up to 12 objects and 1 million records, Call Intelligence, sequences, permission controls and unlimited email sends.

• EnterpriseCustom

  Billed annually. Unlimited objects and teams, SAML single sign-on, admin controls and 2,500 seat credits a month.

Zoho CRM

• Free$0

  Up to 3 users and 5,000 records, with lead, contact and deal management, standard reports and the mobile apps.

• Standard$14

  per user / month, billed annually ($20 billed monthly)

  Workflows and assignment rules, cadences, reports and dashboards, sales forecasting, AI agents and self-service kiosks.

• Professional$23

  per user / month, billed annually ($35 billed monthly)

  Adds CPQ, email intelligence, process automation, widgets, inventory management and Google Ads integration.

• Enterprise$40

  per user / month, billed annually ($50 billed monthly)

  Adds the AI sales assistant, journey orchestration, territory management, custom functions, wizards and customer portals.

• Ultimate$52

  per user / month, billed annually ($65 billed monthly)

  Higher feature limits, custom AI and ML models, data preparation, and consulting and migration assistance.

Attio

• Annual discount

  Save 20% with annual billing

  Attio's pricing page gives a 20% discount on Plus and Pro when billed annually: Plus is $35 instead of $44 per user a month, and Pro is $79 instead of $99.

• Startups

  Startup program: 80% off Pro in year one

  VC-backed startups incorporated less than 10 years ago, with up to 10 seats, can apply within 90 days of creating a workspace for 80% off annual Pro in the first year and 30% off the second.

Zoho CRM

• Annual discount

  Save up to 34% with yearly billing

  Zoho's pricing page says yearly plans save up to 34%. Standard is $14 per user a month billed annually versus $20 monthly, and Professional is $23 versus $35.