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
Customer check-ins in Zoho CRM
Find the customers nobody has spoken to in a while, and the regular buyers who stopped buying, then plan who calls them.
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
Customers hear from you when they buy, then not again
New deals get the attention, so existing customers drift. Nobody notices an account that has had no call or email for months, or a customer who used to order every quarter and has not this year, until they leave or a competitor calls first.
the solution
A check-in assistant inside your Zoho CRM
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe which customers you mean in plain words. It reads your accounts, won deals, calls, meetings, notes and logged emails, shows you the ones that went quiet with their owner and last contact, and writes to your CRM only after you approve.
- Finds quiet customers and lapsed repeat buyers from what your CRM recorded.
- Proposes a check-in task per account. Nothing is written until you approve.
- Each use case below shows the request to type and what it reads and writes.
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
Find customers with no recent contact in Zoho CRM
“Find accounts with a won deal and no logged call, meeting, note or email in the last 60 days. Show the owner and last contact. After I confirm, create a check-in task for each owner, due next Monday.”
Find repeat buyers who stopped buying in Zoho CRM
“Find accounts with at least 3 won deals whose last won deal is more than 9 months ago. Show the number of won deals, the last one and the owner.”
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 writes only after you approve.
Will it change my accounts?
No. For check-ins it proposes tasks, linked to the account, and creates them only after you approve. Accounts, contacts and deals are not edited.
How does it know who is a customer?
From what you tell it: accounts with at least one won deal, or accounts with the Account Type value you use for customers. Say which in your request.
Can it be wrong?
It works from what your CRM recorded. A call made from a mobile phone and never logged looks like no contact at all. Review the list before you approve.
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.