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Customer onboarding in Zoho CRM

Start every new customer the same way: a kickoff for each won deal and your standard onboarding tasks with due dates.

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

The deal is won and the customer waits for a kickoff

The contract is signed and the salesperson is on to the next deal. Nobody created the kickoff task, the onboarding steps live in someone’s head, and each new customer gets a slightly different start. In Zoho CRM nothing says which won deals are still waiting.

the solution

An onboarding assistant inside your Zoho CRM

The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe what you want in plain words. It reads your won deals, accounts, tasks and meetings, shows you which customers have no kickoff or onboarding tasks yet, and writes to your CRM only after you approve.

  • Finds won deals whose account has no kickoff task or meeting.
  • Creates kickoff and checklist tasks, linked to the deal, once you approve.
  • Checks for an existing task with the same subject first, and skips it.
Try it on your accounts See use cases

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

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 deals?

No. For onboarding it creates tasks, linked to the won deal, and only after you approve. Deals, accounts, stages and amounts are not edited.

What does it read in my CRM?

Deals in your won stage and their closing dates, the account and contacts on each deal, and the tasks and meetings already linked to the deal or the account.

Do I need an onboarding module or custom fields?

No. These use cases work with standard Zoho CRM records: won deals, accounts and tasks. Your checklist is plain text you give the assistant, and it can save it among its own saved notes for later requests.

Can it be wrong?

It works from what your CRM recorded. A kickoff arranged by phone and never logged looks missing, and a task named differently from the subject you give is not recognised. 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.