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
Clean up messy records in Zoho CRM
Find the records with gaps, inconsistent values or the wrong links, see the fix proposed for each one, and apply only the fixes 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
Nobody trusts the reports because the data is messy
Contacts with no email or phone, a country typed four ways, deals with an amount of zero, contacts under the wrong company, tasks floating with no record. Each problem is small, but together they make every view and report wrong, and fixing them means building filters and opening records one at a time.
the solution
Find the problem, see each fix, approve
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe what looks wrong, such as “contacts with no email and no phone”. It reads the records, lists every one it found with the change it proposes, and writes nothing until you approve.
- Lists first, so you see the size of the problem before anything changes.
- Writes only the fields, tags, links or tasks you approve. Changing more than 20 records at once asks for a final confirmation.
- Leaves alone anything it cannot match clearly, and lists it for you.
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
Check deal amounts after an import in Zoho CRM
“Check deals created this week for amounts that look wrong after our import - zero, negative, missing, or far above the rest. List them with the stage and owner.”
Find contacts under the wrong account in Zoho CRM
“Find contacts whose email domain does not match their account’s website. Skip personal email domains. Suggest the account that matches the domain, if there is one.”
Find contacts without email or phone in Zoho CRM
“Find contacts with no email and no phone or mobile. Group them by owner. After I approve, create a task for each owner to find the missing details, due Friday.”
Link open tasks to deals, contacts and accounts in Zoho CRM
“Find open tasks not linked to any deal, contact or account. Suggest a link only where the subject names one record clearly. Leave the rest for me.”
Standardize field values in Zoho CRM
“In Contacts, Mailing Country: change USA, U.S. and US to United States, and UK and Great Britain to United Kingdom. Show me each change first.”
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 records?
Only the changes you approve, record by record. Each use case below says exactly which fields it writes. Updating more than 20 records in one go asks for a final confirmation, and it can change up to 200 records per request.
How is this different from Mass Update?
Mass Update writes one value to every record you select. The assistant can write a different value to each record, such as mapping several spellings to one, and shows you the list before it writes.
Can it be wrong?
Yes. It works from the values in your CRM and the rules you give it. A rule that is too broad catches records you did not mean, so read 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.