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Side-by-side record

Fathom vs. Zoho CRM

A side-by-side view of the product records we have today. Use it to narrow the question, then confirm current pricing, limits, and security details with each vendor.

The short version

Zoho CRM starts at Free per seat, versus Fathom at $15. Fathom carries the higher aggregate rating (5.0/5 vs 4.3/5).

Full comparison

Fathomfrom $15 per user/month, billed annually (Team plan, 2+ users)
Zoho CRMfrom Free
Audyense Score76AS*Strong70AS*Strong
PositioningFree AI notetaker for Zoom, Teams, and Google MeetThe easiest AI CRM for growth.
Free tierYesYes
DeploymentCloud / SaaSCloud / SaaS
Best fitStartup, SMB, Mid-marketStartup, SMB, Mid-market, Enterprise
Pricing plans
  • Team$15
  • FreeFree
  • Standard$14
  • Professional$23
  • Enterprise$40
  • Ultimate$52
Sales forecasting—YesSales forecasting included starting on the Standard plan.
Custom objects—YesCustom modules, fields, and layouts are supported, expanding with higher tiers.
Workflow automation—YesWorkflow rules and blueprint/process automation available from Standard/Professional up.
AI features—YesZia AI assistant provides predictions, scoring, and generative features, deeper on higher tiers.
Native calling—YesBuilt-in calling included starting on the Standard plan.
Public API—YesREST API included; free tier capped at 5,000 calls/day.
Email & calendar sync—YesNative Google Workspace and Microsoft 365/Outlook email and calendar sync.
Reporting & dashboards—YesStandard reports on Free tier; unlimited custom reports from Professional up.
Mobile app—YesiOS and Android apps with broad feature parity to desktop, per reviewers.
Lead scoring—YesRule-based and Zia AI-based lead scoring available.
Integrations verified——
Aggregate rating5.0 · 6.9k reviews4.3 · 7.0k reviews
Integrations
ZoomMicrosoft TeamsGoogle MeetSlack
Google WorkspaceGmailGoogle CalendarMicrosoft OutlookMicrosoft TeamsOneDrive+12 more
Security & compliance
SOC 2 Type IIGDPRHIPAA
SOC 2 Type IISOC 1 (SSAE 18/ISAE 3402)ISO/IEC 27001ISO/IEC 27018+5 more
Pros
  • Free plan is fully featured for unlimited recordings/transcripts
  • Very high user satisfaction and ease-of-use scores on G2
  • Deep CRM and calendar integrations, plus MCP/API access
  • Strong value for money relative to competitors, especially for budget-conscious small and mid-sized businesses
  • Deep customization of modules, fields, layouts, and workflows
  • Native integration across the broader Zoho app ecosystem (Books, Campaigns, Desk, Analytics)
  • Capable mobile apps that retain most of the desktop functionality
Cons
  • Managing multiple notetaker bots in one meeting can be clunky per reviews
  • Steep learning curve and significant admin time required to configure customization and automation properly
  • Customer support response times are inconsistent, and faster/better support requires a paid add-on
  • Interface can feel cluttered, with navigation between modules described as unintuitive at times
  • Some users report the system feels slow or clunky, particularly before automation is properly set up
Visit Fathom ↗Visit Zoho CRM ↗

Editorial read of this comparison

The table summarizes structured facts; this section explains what the differences mean for a real buying decision.

Where each tool fits, and where it may not

Fathom

Fathom is an AI meeting notetaker that records, transcribes, and summarizes calls across Zoom, Google Meet, and Microsoft Teams, with searchable call history, AI-generated action items, and coaching scorecards on higher tiers.

A particularly good fit for: Individuals and teams wanting a strong free-forever meeting notetaker

May be a poor fit if: Teams needing deep sales conversation analytics beyond notetaking

Zoho CRM

Zoho CRM is a cloud-based sales CRM from Zoho Corporation that combines contact and pipeline management with built-in calling, workflow automation, and Zia AI features. It is part of the broader Zoho productivity suite and is positioned as a highly customizable, lower-cost alternative to enterprise CRMs like Salesforce.

A particularly good fit for: Budget-conscious small and mid-sized sales teams that want a highly customizable CRM without enterprise per-seat pricing Teams already using other Zoho apps (Books, Desk, Campaigns, Analytics) who want one connected suite Sales organizations with (or able to dedicate) an admin to configure workflows, pipelines, and automation

May be a poor fit if: Teams wanting an out-of-the-box CRM with minimal configuration and a shallow learning curve Teams that need best-in-class, fast-response customer support included by default

Pricing and plan structure

Fathom: Published starting price $15 per user/month, billed annually (Team plan, 2+ users)

  • Team$15 per user/month

Zoho CRM: Published starting price Free

  • FreeFree
  • Standard$14 per user/month, billed annually
  • Professional$23 per user/month, billed annually
  • Enterprise$40 per user/month, billed annually
  • Ultimate$52 per user/month, billed annually

Capabilities worth validating

  • Fathom: the record has no feature-level evidence yet; verify the workflow directly. Integrations include Zoom, Microsoft Teams, Google Meet, Slack.
  • Zoho CRM: Sales forecasting, Custom objects, Workflow automation, AI features, Native calling Integrations include Google Workspace, Gmail, Google Calendar, Microsoft Outlook.

Questions to answer before switching

  • Does Fathom's selected plan include the features and limits we need?
  • Does Zoho CRM's selected plan include the features and limits we need?
  • Does the exact integration path for Zoom, Microsoft Teams, Google Meet support the sync direction, permissions, and volume we need?
  • Is a hosted-only deployment acceptable for the team and customers who will use this system?

How to evaluate this shortlist

A useful comparison turns the differences between Sales & CRM tools into a concrete test. Use these steps to avoid choosing from a feature table or the lowest headline price alone.

  1. Start with a representative Sales & CRM workflow, not a feature checklist. Define who will use it, what data goes in, and what outcome the team needs.
  2. Test the complete path through Zoom, Microsoft Teams, Google Meet: permissions, sync direction, failure handling, and volume limits often matter more than the integration name.
  3. Compare the cost of the real scenario, including users, usage, storage, support, and contract requirements. The entry price alone does not measure adoption cost.
  4. Before switching, list the evidence gaps, request a demo of the critical workflow, and confirm security, data residency, export, and support with each vendor.

Some signals in these records are still incomplete. Treat that as a prompt to validate the workflow directly, not as a claim that a feature does not exist.

Research basis

Last checked: 2026-08-05. Pricing, integrations, feature support, and review signals can change, so treat this as a research snapshot and verify the final decision with the vendor.

Sources consulted: Fathom product site, G2, Capterra; Zoho CRM product site, G2, Capterra