CRM · replacement recipe

Go from Zoho CRM to Attio

The job: Sales CRM (Leads, contacts and accounts, Deals and pipelines, Tasks, meetings and calls, Reports and dashboards). Pick where you are today and where you want to land; the move below follows your pick.

From · what you pay for now
Zoho CRM
Zoho CRM Standard · $20/mo
Year one+$190modeled
To · your pickBest fit
Attio
Free plan · $0 a month
Change where you land

The money

$20/mo today , then $0/mo

Zoho CRM Standard

Year one, net+$190
Pays back in2.5 months

Modeled from public list prices, with your time at $50 an hour. Show the math

Does it do the job? 4 of 4 covered

  • Covered: Leads, contacts and accounts
  • Covered: Deals and pipelines
  • Covered: Tasks, meetings and calls
  • Covered: Reports and dashboards

The work

Setup
About 1 h
Upkeep
None
Watch out
Check first: You only rely on: Leads, contacts and accounts, Deals and pipelines, Tasks, meetings and calls, Reports and dashboards

Make the move in four steps

  1. Export from Zoho CRM

    Your CRM data, including File Upload and Image Upload field data. Format: .CSV files in a single .ZIP archive

    Export steps
  2. Set up Attio

    Suits teams of up to 3 who want email sync and more records (50,000) than Zoho's free edition allows.

    Details
  3. Switch links and integrations

    Point links, embeds and integrations at Attio, then send a test through every one.

  4. Cancel Zoho CRM

    Turn off renewal before your renewal date, once the new setup works.

    How to cancel Zoho CRM
Open AttioHow to cancel Zoho CRM
Modeled, not measured. Savings use public prices and planning assumptions: the bill you stop paying, minus the new tool, your upkeep time and your setup time at $50/hour, over the first 12 months. Paths marked Tested by Stackcut were run end to end by us on our own products. They're our tests, not customer results. Check the must-haves in each recipe before you switch.

The whole recipe: 5 ways out, best first

What you use

  • Leads, contacts and accounts
  • Deals and pipelines
  • Tasks, meetings and calls
  • Reports and dashboards

Not covered

  • Workflow rules
  • Email integration and mass email (Standard and up)
  • Custom modules and fields
  • APIs and integrations

Check before switching

  • You only rely on: Leads, contacts and accounts, Deals and pipelines, Tasks, meetings and calls, Reports and dashboards
  • Export your data from Zoho CRM before canceling

Agents: get_recipe("replace-zoho-crm") on the Stackcut MCP server.

5 ways out, best first

Switch vendorAttio (free tier)Saves $190 in year one
$20/mo today → $0/mo · setup 1 h · then $240/yr · payback 2.5 mo
If your use fits the free tier (Up to 3 seats, 3 objects, 50,000 records, 3 reports, 200 emails a month, 1 synced email account per user; automatic enrichment; 100 credits per user a month).
Covers 100% of the core features
Suits teams of up to 3 who want email sync and more records (50,000) than Zoho's free edition allows.
How we got this
You pay now: Zoho CRM Standard$20/user/mo × 1 user$20/mo
New cost: Attio (free tier)free plan$0/mo
Difference each month$20 − $0+$20/mo
Over 12 months+$20 × 12+$240
Setup, once1 h × $50/h−$50
Year one+$240 − $50+$190
  • Not counting your time (1 h in year one): saves $240 in year one.

Year one = 12 × (what you pay now − the new cost − upkeep) − setup, with your time at $50/hour. Prices are public list prices; hours are Stackcut’s planning estimates. Price it for your team

Switch vendorBiginSaves $82 in year one
$20/mo today → $9/mo · setup 1 h · then $132/yr · payback 4.5 mo
Covers 100% of the core features
Suits small teams that only need pipelines, email and automations: Zoho's lighter CRM at $9 a user monthly ($7 yearly).
How we got this
You pay now: Zoho CRM Standard$20/user/mo × 1 user$20/mo
New cost: Bigin$9/user/mo × 1 user$9/mo
Difference each month$20 − $9+$11/mo
Over 12 months+$11 × 12+$132
Setup, once1 h × $50/h−$50
Year one+$132 − $50+$82
  • Not counting your time (1 h in year one): saves $132 in year one.

Year one = 12 × (what you pay now − the new cost − upkeep) − setup, with your time at $50/hour. Prices are public list prices; hours are Stackcut’s planning estimates. Price it for your team

Switch vendorTwentySaves $46 in year one
$20/mo today → $12/mo · setup 1 h · then $96/yr · payback 6.2 mo
Covers 100% of the core features
Suits teams that want custom objects and workflows at $12 a user monthly ($9 yearly).
How we got this
You pay now: Zoho CRM Standard$20/user/mo × 1 user$20/mo
New cost: Twenty$12/user/mo × 1 user$12/mo
Difference each month$20 − $12+$8/mo
Over 12 months+$8 × 12+$96
Setup, once1 h × $50/h−$50
Year one+$96 − $50+$46
  • Not counting your time (1 h in year one): saves $96 in year one.

Year one = 12 × (what you pay now − the new cost − upkeep) − setup, with your time at $50/hour. Prices are public list prices; hours are Stackcut’s planning estimates. Price it for your team

Open sourceTwentyCosts $1,220 more in year one
$20/mo today → $5/mo + 2 h upkeep · setup 4 h
Covers 100% of the core features
Suits a team with someone to run a small server (2 GB RAM): free with custom objects and workflows.
License: open_source
How we got this
You pay now: Zoho CRM Standard$20/user/mo × 1 user$20/mo
New cost: Twentya small server (modeled)$5/mo
Your upkeep time2 h/mo × $50/h$100/mo
Difference each month$20 − $5 − $100−$85/mo
Over 12 months−$85 × 12−$1,020
Setup, once4 h × $50/h−$200
Year one−$1,020 − $200−$1,220
  • Not counting your time (28 h in year one): saves $180 in year one.

Year one = 12 × (what you pay now − the new cost − upkeep) − setup, with your time at $50/hour. Prices are public list prices; hours are Stackcut’s planning estimates. Price it for your team

Open sourceEspoCRMCosts $1,220 more in year one
$20/mo today → $5/mo + 2 h upkeep · setup 4 h
Covers 100% of the core features
Suits teams that want a mature self-hosted CRM with custom entities; workflows need the $395-a-year Advanced Pack.
License: open_source
How we got this
You pay now: Zoho CRM Standard$20/user/mo × 1 user$20/mo
New cost: EspoCRMa small server (modeled)$5/mo
Your upkeep time2 h/mo × $50/h$100/mo
Difference each month$20 − $5 − $100−$85/mo
Over 12 months−$85 × 12−$1,020
Setup, once4 h × $50/h−$200
Year one−$1,020 − $200−$1,220
  • Not counting your time (28 h in year one): saves $180 in year one.

Year one = 12 × (what you pay now − the new cost − upkeep) − setup, with your time at $50/hour. Prices are public list prices; hours are Stackcut’s planning estimates. Price it for your team

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