Zoho CRM lets you shape records and follow-ups around your team. Attunr helps agencies start a sale with local website research and a pitch.
Free plan. No card needed. No expiry.
Zoho’s free team plan covers shared records. Check conditions for paid follow-ups, calling and signing alongside your local research needs. Similar feature names can mean different workflows.
| Feature | Attunr | Zoho CRM |
|---|---|---|
| Price to start | Free; Starter $69/month; $48/month billed yearly | Free; Standard $20/person/month or $14 yearly |
| Agency plan | Agency Pro: US$349/month; 10 people, 30 clients | Check with them |
| How you pay | Account: Starter/Team/Scale include 3/10/30 people | Per person on paid editions |
| Free plan | 1 person, no card | 3 users |
| Finding new local leads | Market scan; paid lead lists | Check with them |
| Website check before the call | Check with them | |
| A page made for one prospect | Pitch pages | Personalised Zoho Sign contracts |
| Calling | Own phone/app; built-in calling coming soon | Native telephony; separate usage costs |
| Call notes | Chrome microphone, with permission | Professional and above; supported telephony |
| Follow-up emails that stop on reply | Paid plans; detected replies | Paid Cadences; supported email setup |
| Booking pages | Calendar Booking | |
| Proposals signed online | Zoho Sign paid access or Zoho One | |
| Pipeline | ||
| Leaderboard | Team and Scale | Motivator games and targets |
| Client portal | On Agency Pro | Professional and above |
| White label | On Agency Pro | Custom domains; ask about full resale |
Checked October 2026. Prices are in US dollars before tax. Check each vendor’s own page before you decide.
Zoho Free covers three people without expiry, including contact and deal tracking, activities and basic workflows. Attunr Free covers one. Count today’s users first.
Paid Cadences can stop follow-up on replies meeting supported rules. Reply detection doesn’t track public sender domains such as Gmail. Test your address and email setup.
Motivator offers individual and team games, targets, badges and leaderboards. Compare its measures with the goals your team reviews.
Standard is $20 per person monthly or $14 a month billed yearly. Professional is $35 monthly or $23 a month billed yearly. Signing needs qualifying paid Zoho Sign and CRM access, or Zoho One.
Before moving over admin complexity, list needed fields and actions. Check whether simplifying the current setup would solve it.
A market scan finds a Brave sample for a service and town. Inspect visible problems matching your services before choosing prospects.
The before-you-call card combines public pages, phone view and PageSpeed results. Findings may include crowded buttons, buried contacts or hidden services. Review evidence and uncertainty before describing fixes.
Pitch pages show findings, suggested fixes and screenshots when capture works. Add work examples. Prospects can ask for contact or book a meeting.
Calls use your phone or app; Chrome microphone notes need browser support and permission. Paid sequences use connected mailboxes and stop on detected replies. Signed proposals move linked opportunities to won.
Starter covers three people for $69 monthly or $48 a month billed yearly. Team includes ten and Scale thirty, both with leaderboards. Check usage limits.
For client delivery, Agency Pro includes white label and client hubs. One account covers up to 10 people and 30 clients. It costs US$349 monthly or US$244 a month billed yearly.
An eleven-person business on r/Zoho describes disconnected workflows. Commenters suggest settings and integrations. Use those ideas as checks before switching.
An owner on r/CRMSoftware likes Zoho but describes unneeded fields and forgotten automations. The setup contributes to the problem. Moving still requires decisions about records and actions.
Ask reps which fields guide next actions and which just add work. Simplify where possible. Test local research and pitches before rebuilding other workflows.
Keep useful steps without copying every old field. Decide whether you need new sales records or added prospect research.
Export companies, websites, contacts and owners, keeping the original. Mark extra fields needed for next actions. Check column support instead of assuming everything transfers.
Match columns, owners and duplicates in Attunr. Compare initial leads against the original. Map opportunities separately and inspect stages and owners before sharing with teammates.
Connect IMAP and SMTP; providers may need app passwords or admin changes. Test paid follow-up and reply detection. Assign each prospect’s sending to one tool.
Keep useful Zoho records and follow-ups while adding Attunr research and pitches. Assign handoffs and updates. Test the extra work before keeping both.
Start free with no card. Find a website, check what the card found and make a pitch page. Then decide which records your team needs to move.
Checked 2026-10-23. Prices and plans change, so check the vendor's own page before you decide.
Zoho Standard is $20 per person monthly or $14 per person per month billed yearly. Attunr Starter is $69 monthly or $48 a month billed yearly per account for up to three people. Include the access needed for signing and follow-ups in your comparison.
Attunr imports supported spreadsheets with column matching, duplicate handling and owner matching. Start with a small lead file and check the fields you need. Review opportunity records through their own import before moving more.
Yes, keep the work you’ve set up in Zoho and use Attunr for local website research and pitches. Decide who hands over the details and where to keep each next action.
Attunr starts with finding local businesses, checking their sites before a call and sending pitches. Zoho’s strengths include free team records, paid Cadences and Motivator sales contests.
Zoho CRM’s free edition supports three people. Attunr Free is for one person, without a card or expiry. It includes limited scans, site checks and pitch pages so you can try selling to local businesses.
The free plan needs no card. Import a spreadsheet of leads and see the difference on your own prospects.
Free plan. No card needed. No expiry.