HubSpot Smart Transfer vs Zoho CRM
HubSpot Smart Transfer
knowledge.hubspot.com
Zoho CRM
zoho.comSide by side
| Figure | HubSpot Smart Transfer | Zoho CRM |
|---|---|---|
| Price from | $720/mo | $14/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 4 | 15 |
| Spec score · CRM Data Migration Software | 7.7 (#23) | 8.5 (#12) |
| Purpose | HubSpot Smart Transfer helps move data from other apps into HubSpot through structured mapping steps, with an optional guided conversational interface using Breeze Assistant. | Zoho CRM provides tools to increase leads, accelerate sales, and measure sales performance. |
| Support | HubSpot directs customers needing assistance to its customer support contact page. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Plans
HubSpot Smart Transfer
- FreeFree
- Starter$720 a month
- Professional$800 a month
- Enterprise$2,000 a month
Zoho CRM
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- Ultimate$52 a month
- FreeFree
- Standard$14 a month
- Professional$23 a month
- Enterprise$40 a month
- Ultimate$52 a month
In their own words
HubSpot Smart Transfer
HubSpot Smart Transfer is a web-based tool for moving records and related data from supported applications into HubSpot. Its guided workflow audits the source, prepares the HubSpot portal, synchronizes records, optionally transfers additional data, and removes empty properties. The audit matches source objects with HubSpot objects and reports record counts, configuration information, supported fields, data types, users, currencies, and other settings. Supported sources include Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Mailchimp, Keap, Salesforce, Account Engagement/Pardot, Marketo, Zendesk, Freshdesk, and Monday.com. Transfers run only toward HubSpot. Users can pause, resume, or cancel transfers and tasks, then download error logs. Attachments and segments can be transferred once but do not continue updating through ongoing synchronization. Only HubSpot Super Admins can use the tool, and custom field mappings require a Data Hub subscription. Breeze Assistant can provide an optional conversational guide. Smart Transfer has a free plan and 14-day trial; paid plans are listed separately.
Zoho CRM
Zoho CRM gives sales teams tools to manage leads, track contacts, automate follow-ups, and measure sales performance. It includes a visual sales pipeline, email sync, lead scoring, forecasting, marketing automation, and workflow tools. Its AI features can recommend actions, flag anomalies, predict outcomes, automate follow-ups, and help interpret emails. Teams can customize layouts and portals, and connect more than 1,100 applications, including Slack, Teams, Google Drive, Dropbox, Mailchimp, and Zendesk. The free edition supports up to three users and includes leads, documents, and mobile apps. Starter is $14 a month per user with annual billing; Starter Monthly is $20 a month per user. Local taxes are additional, and a 15-day trial is listed. The mobile app can work offline and synchronize later. Developer access includes REST, Bulk, Notification, and Query APIs. Security controls include audit logs, IP restrictions, multi-factor authentication, and encryption; data encryption at rest is available in Enterprise and Ultimate editions.