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 Quotes and orders Assistant
Catch quotes with no decision, quotes about to expire, won deals with no sales order and overdue invoices. The Zoho CRM AI Assistant lists 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
Quotes and invoices sit in their own modules
A quote goes out and nobody asks about it again. A deal is won but no sales order follows. An invoice is past due and the account owner does not know. The records are all in Zoho CRM, but checking them means opening one module after another.
the solution
Ask about quotes, orders and prices 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 “quotes sent more than two weeks ago with no answer”. It reads your Quotes, Sales Orders, Invoices, Products and Price Books, together with the deals and accounts they belong to, and shows you what it found.
These modules are part of Zoho CRM’s inventory features, which are available only in some editions. If your CRM does not show them, the use cases here do not apply.
When the answer needs a change, such as a follow-up task or a new list price, 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
Compare deal amounts with quotes in Zoho CRM
“Find open deals whose Amount differs from the grand total of their latest Delivered or Confirmed quote. Show both figures and the difference.”
Find quotes about to expire in Zoho CRM
“Find open quotes whose Valid Till date is in the next 7 days. Show the account, grand total and owner. After I confirm, create a task for each owner to contact the client before the quote lapses.”
Find quotes with no decision in Zoho CRM
“Find quotes in the Delivered stage with no change or activity in the last 14 days. Show the deal, grand total, owner and Valid Till date. After I confirm, create a follow-up task for each owner.”
faq
Frequently Asked Questions
Which Zoho CRM modules does it use here?
Quotes, Sales Orders, Invoices, Products and Price Books, plus the Deals, Accounts, Contacts and Tasks they connect to. It reads only the modules and fields your Zoho profile can see.
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. Quotes, Sales Orders, Invoices and Price Books are available only in some Zoho CRM editions. These use cases have not been checked edition by edition yet, so write to us if you want to check yours first.
Does it create PDFs or send quotes?
No. It reads and updates the records in Zoho CRM; it does not produce quote or invoice PDFs. It can send one email at a time from your own Zoho-approved address, logged on a record, without attachments. Sending an email always asks you to confirm.
Will it change my quotes, invoices or prices without asking?
Not unless you choose to. The side panel starts in Approve writes mode: it shows each change, such as a new list price with the old and new figure, and writes nothing until you approve. Chat-only mode blocks writes altogether, and Full access is opt-in. Changing more than 20 records at once asks for a final confirmation.
Can it be wrong?
Yes. It works from what your CRM recorded. A payment never marked on the invoice, or a sales order not linked to its deal, makes a record look overdue or missing. Check each list before you approve.
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.