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 Marketing Assistant
Build contact lists, clean them before a send, bring event leads in without duplicates and see which lead sources turn into deals. The Zoho CRM AI Assistant does the CRM side, and changes records only 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
Every campaign starts with an export and a spreadsheet
Before each send someone filters contacts, takes out the customers, checks who opted out and fixes the event list so it does not create duplicates. Afterwards someone asks which source brought the deals, and the answer is a report nobody had time to build.
the solution
Ask for the list 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 “contacts at logistics accounts that are not customers yet”. It reads your leads, contacts, accounts, deals and campaigns, and shows you what it found and why.
It prepares the work inside Zoho CRM: it tags contacts, links them to a Campaign, creates leads from an event list or saves a custom view. Every change is shown to you first, and nothing is written until you approve it.
- Reads leads, contacts, accounts, deals, campaigns and the files you attach.
- Writes tags, campaign members, leads, tasks and custom views only after you approve.
- It works from what your CRM recorded: a blank field stays blank, and it says so.
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 email opt-outs before a send in Zoho CRM
“Check the contacts in the Spring webinar campaign for Email Opt Out and for the tag Unsubscribed. List them. After I confirm, remove them from the campaign.”
Exclude current customers from a Zoho CRM prospect list
“Build a list of contacts for the new-customer offer. Leave out anyone whose account has a Closed Won deal. Show how many you excluded and a few examples. After I confirm, tag the rest New customer offer.”
Segment contacts by industry in Zoho CRM
“Find contacts whose account industry is Logistics or Transportation. Show the account and the value that matched, and leave out accounts with no industry. After I confirm, tag the matching contacts Q4 logistics offer.”
faq
Frequently Asked Questions
What does the assistant do for a marketing team?
It builds and checks lists in Zoho CRM: contacts by industry or other fields, prospects without current customers, lists without opted-out contacts, event leads without duplicates, and counts of leads and won deals by Lead Source. Each topic above lists the requests it handles, with the words to type.
Does it send campaigns or newsletters?
No. It prepares and tags lists in Zoho CRM, and you send from the email tool you already use. It can send one email at a time from your own Zoho-approved address, logged on a record, and sending always asks you to confirm. That is for personal emails, not bulk sends: Zoho allows up to 100 a day per user.
Will it change my CRM without asking?
Not unless you choose to. The side panel starts in Approve writes mode: it shows each change and writes nothing until you approve. Chat-only mode blocks writes altogether, and Full access is opt-in. A change to more than 20 records at once asks for a final confirmation.
Can it be wrong?
Yes. It works from what your CRM recorded, so a contact whose account has no industry, or an unsubscribe recorded only in another tool, is invisible to it. It can also misread free text in notes. 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.