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
Zoho CRM Customer Assistant
Keep in touch with customers after the deal is won: kickoff, regular check-ins, renewals and open support cases. The Zoho CRM AI Assistant shows what needs attention and records the next step 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
After the deal is won, the account goes quiet
The deal closes, everyone moves on to the next one, and the customer waits for a kickoff call. Months later nobody has checked in, the renewal is close, and an open case has no owner. Zoho CRM holds the accounts, won deals and Cases, but nobody reads them account by account.
the solution
Ask for the customer work in plain words
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You type what you need, such as “customers we have not spoken to in 60 days”. It reads your accounts, contacts, won deals, tasks, calls, meetings, notes, logged emails and Cases, and shows you what it found.
When the answer needs a change in the CRM, such as a kickoff task, a renewal deal or a new case owner, it shows you the change first and writes nothing until you approve it.
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 onboarding tasks for a won deal in Zoho CRM
“Create our onboarding checklist for the Warehouse rollout deal, for the deal owner, due from today. Kickoff call in 2 days, account setup in 5, training in 10, first review in 30.”
Find won deals with no kickoff in Zoho CRM
“Find deals won in the last 14 days whose account has no kickoff task or meeting yet. After I confirm, create a kickoff task for the deal owner, due in two days.”
faq
Frequently Asked Questions
What does the assistant do for existing customers?
It finds the accounts and cases that need attention and prepares the work around them: kickoff tasks for new customers, check-in tasks for quiet accounts, next term’s renewal deals, and owners or follow-ups for open Cases. Each topic above lists the requests it handles, with the words to type.
Do I need Zoho Desk?
No. The support use cases here work on the Cases module in Zoho CRM. The assistant does not read Zoho Desk tickets, so if your team handles support in Zoho Desk, those tickets are not part of these lists.
Will it change my records?
Only what you approve. It proposes tasks, renewal deals, case owners or the contact and account on a case, and writes nothing until you approve. Updating more than 20 records at once asks for a final confirmation. Existing deals, amounts and accounts are not edited unless you ask for it.
Can it be wrong?
Yes. It works from what your CRM recorded, so a customer call that was never logged looks like no contact at all. Review every list before you approve a change.
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. The 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.