Attio vs Zoko - Ultimate CRM Comparison
Comprehensive Analysis

Attio vs. Zoko
Comparison

The ultimate comparison between Attio and Zoko

Attio logo
vs
Zoko logo

The ultimate comparison between
Attio and Zoko

Core Features

Core features define how CRMs help you manage leads, customers, and your sales process. By understanding them, you know how well these tools centralise your data, keep your team aligned, and automate repetitive tasks.

Why Core Features matter:

  • A strong feature set ensures reduced manual work, fewer missed opportunities, and clear visibility into your pipeline.
  • Seamless team collaboration with real-time updates for everyone.
  • Actionable analytics help you make faster, data-driven decisions.

Attio is an AI-native CRM built for modern go-to-market teams, with a flexible data model, customisable workflows, and AI-powered automation and reporting

Zoko is a WhatsApp-based customer communication platform specifically designed businesseses to manage eCommerce messaging, sales, and support from one unified dashboard.

Contact Management
Centralised Database Yes Offers a dashboard but not a full-blown contact-database like traditional CRMs
Import/export Yes No
Profiles Yes Yes
Segmentation Some logic may need custom configuration For WhatsApp messaging only
Activity Tracking
Follow up tracking Yes Supports flows, automation and chat follow-ups.
Cell and Email Tracking Email tracking No
Timeline View Yes No
Instant Notifications for New Leads May need configuration No
Team Activity Updates Yes No
Content Views No No
Automation
Automatic Lead Capture/Import Yes Captures chats/orders via WhatsApp
Follow-up Reminders Yes Yes
Automatic Lead Assignment Yes Yes
AI Lead Capture No No
Drip Campaigns Yes Yes
Smart Leads No No
Reporting And Analytics
Lead Source Reports No Yes
Team Performance Yes Yes
Individual Performance Yes Yes
Pipeline Management Yes No
Custom Reports No No
Content Management
Auto-personalised Templates for messages, pages and files Yes Yes

Integration Capabilities

Integration is one of the most important CRM features to compare, especially if you generate leads from multiple sources. An ideal CRM should seamlessly connect with external tools and platforms you already use. Strong integration capabilities mean your leads, conversations, and activities flow automatically into your CRM without endless copy-pasting or switching between apps.

This comparison lets you find out if a CRM

  • Syncs with ad platforms, social media, websites, and online forms so every lead lands directly in your CRM.
  • Connects with email, WhatsApp, SMS, and messaging apps to manage all conversations in one place.
  • Works with Google Suite, Calendly, and automation tools like Zapier, Make, or Pabbly to save time and reduce repetitive tasks.

Supports integrations with property portals, IDX websites, and automotive marketplaces for niche businesses.

Attio integrates with lead sources, connector tools, productivity tools, APIs, and webhooks, allowing data sync across communication and productivity systems

Zoko integrates natively with WhatsApp Business API, Shopify, WooCommerce, payment gateways, and various marketing and automation tools.

Integration Type
Direct Integration No Mostly for eCommerce platforms
Lead Sources
Ad Platforms No Yes
Social Media No Yes
Business Websites Yes No
Online Forms Yes Yes
Property Portals No No
Email Yes Yes
Automotive Marketplaces No No
IDX Websites No No
Productivity Tools
Email Yes No
Google Suite Yes No
Calendly No No
Connector Tools
Zapier Yes Yes
Make Yes Yes
Pabbly Connect Yes Yes
Messaging
Whatsapp No Yes
iMessage No Yes
SMS No Yes
Telegram No Yes
Data Integration
META Conversions API partnership No Yes

Mobile Capabilities

A desktop-based CRM may not be completely effective If you and/or your team are always out and about. Strong mobile capabilities help you manage leads, follow-ups, and updates on the go, whether you’re meeting clients, traveling, or away from your desk.

Know if your CRM helps you:

  • Get instant alerts for new leads via app or text, so you never miss an opportunity.
  • Access full CRM features from your phone, including follow-up reminders and updates.
  • Add notes, track activities, or even integrate with other apps directly from your mobile.

Attio’s mobile app provides access to contacts, notes, pipelines, and updates for teams. However, many features only work on the desktop app.

Zoko allows teams to manage WhatsApp conversations on the go using WhatsApp Business API–compatible mobile apps, although advanced features are mainly desktop-based.

Product Features
Functionality * * Great for messaging but advanced features require desktop-based
Mobile Notifications
Instant New Lead Alerts via App No Yes
Instant New Lead Alerts via Text No No
Follow-up Reminders No Yes
Direct Third-Party Integrations
Integration from App directly No Yes

Lead Management

Lead management is how CRMs help you capture, organise, and convert leads into customers. A strong lead management feature set ensures that every lead is not only collected but also followed up on at the right time, by the right person, with the right message.

Why it matters:

  • Automatically bring leads in from websites, ads, and other lead sources without manual entry.
  • Assign and route leads to the right team members for faster response.
  • Keep prospects engaged with reminders and timely communication.
  • Manage calls, emails, and messages directly within the CRM to maintain a complete history.

Attio centralises lead capture, enrichment, and tracking with customisable pipelines and automated workflows.

Zoko captures leads directly from WhatsApp chats, automates follow-ups, tags conversations, and routes messages to the right team members.

Lead Capture
Automatic Lead Import from Sources Yes Emphasizes more on Chat flows and messaging capture
Manual Lead Upload No No
Lead Distribution And Assignment
Automatic Lead Assignment Yes Yes
Round-robin Setup Yes Yes
Custom Lead Assignment Rules Yes Yes
Third-party Lead Distribution No No
Priority Routing No Some routing rule capabilities exist
Lead Nurturing
Auto-personalised Templates Yes Yes
Follow-up Reminders Yes Yes
Follow-up Tracking Yes Yes
Drip Campaigns Yes Yes
Smart Leads No No
Custom follow ups Yes Yes
Whatsapp Auto-responder No Yes
Communication Tools
Text No Mostly WhatsApp/Instagram based
Bulk Phone Calling No No
Email Integration Yes No
Templates Yes Yes

Ease of Use

Ease of use determines how quickly you and your team can get comfortable with the system and start seeing results. From the initial onboarding to day-to-day navigation, easy-to-use CRM saves time and reduces frustration.

Why it matters:

  • Smooth onboarding: Easy setup helps teams get started without long delays.
  • Minimal learning curve: A clear, intuitive interface means less time spent figuring things out.
  • Support when needed: Access to training and help resources ensures users feel confident and supported.

Supports integrations with property portals, IDX websites, and automotive marketplaces for niche businesses.

Attio is intuitive and visually clean, making it easy for teams to set up custom CRM structures without feeling overwhelmed.

Zoko offers a clean, chat-focused interface designed for teams that rely heavily on WhatsApp messaging.

Accessibility And Onboarding
Learning Curve Yes Low to moderate (a few days to a week) Yes Minimum (a few days)
Training And Support
FAQs Yes Yes
Help Centre Yes Yes
In-person Training No No
Live Training Yes May be available for large teams
User Interface
User-friendly **** ****
Onboarding
Self Yes Yes
Guided Yes Yes

Industry-Specific Features

Attio isn’t industry-specific but provides flexible components that suit startups, agencies, venture firms, and relationship-driven businesses.

Zoko is built primarily for e-commerce and mobile-first business communications rather than general B2B sales pipelines. It supports WhatsApp storefronts, catalog messages, abandoned cart recovery on messaging channels.

Customer Support

Strong customer support ensures you get timely assistance and keeps your processes running smoothly.

Live Chat
24/7 Live Chat No Yes
Phone Call And Email Support
24/7 Phone Call Support Yes Not clearly mentioned
Designated Hours Phone Call Support Yes Yes
Email Support Available Available

Cost

Cost plays a big role in finding the right fit for your budget without compromising on value. Not just the price tag, find out what you get for it. Many CRMs offer free plans or trials, making it easier to test before committing.

Attio offers mid-range pricing with scalable plans, balancing affordability and advanced customization for growing teams.

Zoko is moderately priced, with usage-based WhatsApp API fees and add-ons that scale with message volume and automation needs.

Pricing And Plans
Free Forever Plan Available Unavailable
Price Starts at $34 per month per user Starts at $39.99 per month
Free Trial Try free for 14 days Try free for 7 days