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Zoho CRM Setup Assistant

Describe a custom view, field, rule or profile change in plain words. The Zoho CRM AI Assistant shows exactly what it will configure, and changes nothing until you approve.

Add to Chrome

Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.

the problem

Every small setup change means another trip into Setup

Sales asks for a new view, a field, a mandatory loss reason, a reminder rule. Each one is a few minutes in Zoho CRM Setup, but they pile up, and when a workflow does not fire or someone asks who can see which records, the answer is spread across several settings pages.

the solution

Describe the change, review it, approve it

The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You describe the setup change you want, such as "a public view of open deals over USD 50,000 closing this quarter". It reads the current configuration first, then shows the exact change it will make.

Configuration changes follow the permission mode. In the default mode, Approve writes, nothing is changed until you approve. Changes to profiles and other security settings always ask for a final confirmation, in every mode.

  • Creates and changes public custom views, custom fields, layout rules and validation rules, and arranges fields on a layout.
  • Creates workflow rules with follow-up tasks, assignment rules, and switches old rules off.
  • Clones and adjusts profiles, and explains who can see which records.
  • Saves your team's definitions and rules so later requests use them.
Try it on your CRM See what it does

pricing

Start with 14 days of Plus. Stay on Free after that.

Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed at signup, then monthly

  • 25x the Free usage
  • 5x the usage of Plus
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Max

For the heaviest CRM workloads.

125x the Free usage

$500/ month
Get Max

Billed at signup, then monthly

  • 125x the Free usage
  • 5x the usage of Pro
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Free

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

No card, and permanent

$0Start free

Need more than Max? Contact sales

use cases

Explore use cases

faq

Frequently Asked Questions

Can it break my CRM setup?

It shows each configuration change for approval in the default mode, and changes to profiles and other security settings always ask for a final confirmation. It cannot delete modules or layouts. Some deletes, of rules, views and fields, are permanent: those always ask for a final confirmation, even in Full access. Deleting a field also deletes its values in every record, so read that confirmation carefully.

Do I need to be an admin?

It can do only what your Zoho profile allows. Most setup changes, such as fields, rules and profiles, need a profile with administrator rights. If your profile lacks a right, Zoho refuses the change and the assistant tells you so.

What does it read before it changes something?

The current configuration: the module's fields, the layout and its sections, the existing view or rule, the profile's rights. It changes an existing rule or view only after reading it, and the approval shows what will change.

Can it be wrong?

Yes. It can misread what you meant, for example which stage counts as "lost" or which field holds the country. Read the approval before you confirm: it names the module, fields, values and users the change will use.

Will it work on my Zoho CRM edition?

It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Some setup features, such as assignment rules or the number of custom fields, depend on your edition. These use cases have not been checked edition by edition yet, so write to us if you want to check yours first.

Can I use it from Claude or ChatGPT instead?

Yes. Paid plans include a connector that gives AI clients such as Claude and ChatGPT the same Zoho CRM tools. See AI clients for how to connect one.

Want to ask something?

Write to the team at hello@zsetup.com.