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Software · head to head

Tana vs Zoho CRM

Tana logo

Tana

Software

The everything app for your personal workspace

From
Free
Rated
-
Full reviewWebsite
Zoho CRM logo

Zoho CRM

Software

The world's favorite CRM

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Tana the free plan hosts only 5 meetings a month with AI transcripts and summaries; Zoho CRM free tier limited to 3 users only
  • They diverge on capability: Tana covers Outliner interface, Zoho CRM covers Lead management.

Where they differ

Only the attributes on which Tana and Zoho CRM actually diverge.

Attributes where Tana and Zoho CRM differ
AttributeTanaZoho CRM
Pricing modelfreemiumsubscription
PlatformsWeb, DesktopWeb, Ios, Android, Api
Founded20201996

Identical on both: starting price (Free), free tier (Yes), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Tana

  • Outliner interface
  • Supertags
  • Live queries
  • AI integration
  • Graph views
  • Email capture
  • API
  • SSO

Only in Zoho CRM

  • Lead management
  • Deal tracking
  • Contact management
  • Sales automation
  • Analytics
  • Mobile CRM
  • Email marketing
  • AI assistant (Zia)

Both cover

  • Zapier

What people use each for

The jobs each tool is most often brought in to do.

Tana

  • Structured note taking with a graph based supertag data modelnot Zoho CRM
  • Automatic meeting capture with AI transcripts and summariesnot Zoho CRM
  • Turning notes into queryable structured databasesnot Zoho CRM

Zoho CRM

  • Sales automationnot Tana
  • Lead managementnot Tana
  • Customer supportnot Tana
  • Marketing automationnot Tana
  • Analytics & reportingnot Tana

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Tana

  • The free plan hosts only 5 meetings a month with AI transcripts and summaries
  • The free plan connects only 1 calendar and allows 50 AI queries
  • Pro is $30 per user per month at standard price, with $20 shown as an early bird rate
  • Max is $120 per user per month at standard price, with $80 shown as an early bird rate
  • Integrations and full MCP require the Pro plan
  • Dedicated support and onboarding, and unlimited agents, skills and types, require the Max plan
  • The Business plan is custom priced, billed yearly and has no published rate
  • The free trial runs 30 days

Zoho CRM

  • Free tier limited to 3 users only
  • Steep pricing when scaling beyond 10 users
  • Limited offline capabilities compared to some competitors
  • Setup and configuration can require significant customization

Pricing, plan by plan

Tana

Free
  • FreeFree
    • Core features
    • Supertags
    • Searches
  • Pro$10/month
    • Advanced AI
    • Priority support
    • Extended history

Zoho CRM

Free
  • FreeFree
    • Up to 3 users
    • Basic modules
    • Standard dashboards
  • Standard$14/month
    • Sales forecasting
    • Custom dashboards
    • Workflow automation
  • Professional$23/month
    • Inventory management
    • AI predictions
    • Advanced customization
  • Enterprise$40/month
    • Zia AI assistant
    • Multi-currency
    • Advanced analytics

Which should you pick?

Choose Tana if

  • You need outliner interface.
  • You want to start without paying.
  • You work on Web, Desktop.
  • You also want supertags.
Tana review

Choose Zoho CRM if

  • You need lead management.
  • You want to start without paying.
  • You work on Web, Ios, Android, Api.
  • You also want deal tracking.
Zoho CRM review

Questions people ask

Is Tana or Zoho CRM better?
Neither clearly leads. Tana starts at Free and Zoho CRM at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Tana or Zoho CRM?
Tana starts at Free and Zoho CRM at Free.
Does Tana or Zoho CRM run on more platforms?
Tana runs on Web, Desktop. Zoho CRM runs on Web, Ios, Android, Api.
Can I use Tana for free?
Both have a free tier, so you can try either at no cost before committing.
What is Tana best used for?
Tana is most often used for structured note taking with a graph based supertag data model, automatic meeting capture with ai transcripts and summaries, turning notes into queryable structured databases. Of those, structured note taking with a graph based supertag data model and automatic meeting capture with ai transcripts and summaries are not what Zoho CRM is typically brought in for.
What can Tana do that Zoho CRM cannot?
Tana covers Outliner interface, Supertags, Live queries, AI integration. Zoho CRM covers Lead management, Deal tracking, Contact management, Sales automation. Both handle Zapier.

Answered from the vendors’ own pages

Zoho CRM: Does Zoho CRM have a free tier?

Yes. Zoho CRM offers a free plan for up to 3 users that includes core CRM functionality like lead, contact, and account management, basic workflow automation, and customizable dashboards.

Source
Zoho CRM: What does Zoho CRM cost for a paid plan?

Zoho CRM pricing ranges from $14 per user per month for the Standard plan up to $52 per user per month for the Ultimate plan when billed annually. Most sales teams use the Professional plan around $23/user/month or Enterprise at $40/user/month.

Source
Zoho CRM: Is Zoho CRM independent or owned by another company?

Zoho CRM is part of Zoho Corporation, which is independent and bootstrapped. The parent company was founded in 1996 as AdventNet, rebranded to Zoho in 2009, and has never accepted external venture funding.

Source
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