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 Sales Assistant
Find the leads and deals that need attention, prepare the next step and record it in Zoho CRM. The Zoho CRM AI Assistant does the reading and the typing, and writes nothing until 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
Sales work gets lost between calls
Notes stay in someone’s head, follow-ups slip, and nobody has time to open every deal. Zoho CRM holds the history, but reading it record by record is work nobody gets to.
the solution
Ask for the sales work 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 “which deals went quiet this month”. It reads your leads, deals, calls, meetings, notes, logged emails and tasks, and shows you what it found.
When the answer needs a change in the CRM, such as a new task or an updated field, 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
Add a lead to Zoho CRM from a web page or business card
“Create a lead from this page. Check first that no lead or contact has the same email.”
Assign new leads to the right owner in Zoho CRM
“Find leads owned by the Web Inbox user. Propose owners by country - Germany and Austria to Lena Ortiz, everything else to Sam Patel. After I confirm, change the owners and move their open tasks too.”
Find leads that are already customers in Zoho CRM
“Check leads created this week against existing contacts and accounts by email and company name. List the matches with the account owner. After I confirm, give each matched lead to the account owner and tag it Existing customer.”
Find new leads with no first response in Zoho CRM
“Find leads created in the last 7 days with no call, meeting, logged email or task since they came in. Show the owner and age. After I confirm, create a first-contact task for each owner, due today.”
faq
Frequently Asked Questions
What does the assistant do for a sales team?
It finds the records that need attention and prepares the work around them: lists of quiet deals, briefs before a meeting, follow-up tasks, updates after a call. Each topic above lists the requests it handles, with the exact words to type.
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. Sending an email always asks you to confirm. Records it deletes go to the Zoho CRM recycle bin, where they stay for 60 days.
Can it be wrong?
Yes. It works from what your CRM recorded, so it can miss contact that was never logged: no record of a call does not prove there was no call. 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.
How do I start?
Add the extension from the Chrome Web Store and connect your Zoho CRM account. Plus is free for 14 days with no card. After that you stay on the Free plan.
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.