Plus
For reps who use the assistant every day.
5x the Free usage
$23/ month
Try Plus14-day free trial, then billed monthly
- 5x the Free usage
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Custom views in Zoho CRM
Describe the list your team needs and the Zoho CRM AI Assistant builds a public custom view with those filters, columns and sort, or changes an existing one, once you approve.
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
Everyone builds the same list by hand
Someone asks for "open deals over USD 50,000 closing this quarter" every Monday. Each person filters the list their own way, the columns differ, and the admin who could make one shared view has a queue of other requests.
the solution
Describe the list, approve the view
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe the list in plain words: which records, which columns, what order. It reads the module's fields, shows the filter, columns and sort it will save, and creates or changes the view only after you approve.
- Creates public custom views, visible to everyone who can open the module.
- Changes the name, columns, filter or sort of an existing public view.
- Does not create personal views. Make those in Zoho CRM yourself.
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.
Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
Get ProBilled 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 MaxBilled 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
Need more than Max? Contact sales
use cases
Explore use cases
Create a shared custom view in Zoho CRM
“Create a public Deals view called "Big deals this quarter". Open deals over USD 50,000 closing this quarter, with deal name, account, amount, stage, closing date and owner. Sort by amount, largest first.”
Update a custom view in Zoho CRM
“In the Deals view "Team pipeline", add the Next Step column after Stage, drop Lead Source, and sort by closing date, soonest first. Keep the filter as it is.”
faq
Frequently Asked Questions
What is the Zoho CRM AI Assistant?
A Chrome extension that opens an AI assistant in a side panel next to Zoho CRM. You describe what you want in plain words, it reads your CRM and shows you the result, and it changes your configuration only after you approve in the default mode.
Will it change my records?
No. A custom view is a saved filter. Creating or changing one does not change any lead, deal or contact.
Why only public views?
The assistant creates and edits only views that everyone can see. A request for a personal or private view is refused before anything is saved, so it never publishes a private list to the whole team by mistake.
Can it delete a view?
It can delete a custom view it is allowed to, but that is permanent and always asks for a final confirmation. Records in the view are not touched.
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. These use cases have not been checked edition by edition yet, so write to us if you want to check yours first.
Want to ask something?
Write to the team at hello@zsetup.com.