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 management Assistant
Pipeline totals, team task queues, who changed a deal and handing work over, from the records your team already keeps. The Zoho CRM AI Assistant answers in plain words 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
You manage the team from reports that never answer the next question
The pipeline report shows totals by stage, but not which deals behind them have a passed closing date. Before a one-on-one you open a rep’s deals one by one. When someone goes on leave, their deals, tasks and calls need a new owner before Monday, and every question means another filter or another report.
the solution
Ask the manager’s question in plain words
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You type the question, such as “open pipeline by stage and owner closing this quarter”. It reads your deals, tasks, meetings, calls, leads and each record’s change history, and shows you the answer.
When the answer calls for a change, such as moving a rep’s deals to a colleague or rescheduling overdue tasks, it shows the exact records and the change first, and writes nothing until you approve.
- Reads any module your Zoho profile can see, totals grouped by up to three fields, and a record’s audit timeline.
- Writes owners, tasks, notes, tags and public custom views, only after you approve.
- Works from what the CRM recorded: a deal nobody updated looks the same as a deal nothing happened on.
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
Build a weighted sales forecast in Zoho CRM
“Which deals are set to close this quarter? Show amount, probability and expected revenue, totals by owner, and flag deals whose closing date has passed or whose probability does not match the stage.”
Review lost deals by reason in Zoho CRM
“Review the deals we lost last quarter. Group them by loss reason, by the stage they were lost at and by owner, and list the ones with no reason recorded.”
Show the Zoho CRM pipeline by stage and owner
“Show open deals closing this quarter by stage and by owner, with the deal count and total amount for each.”
faq
Frequently Asked Questions
Does it replace Zoho CRM reports or Zoho Analytics?
No. It answers one question at a time in the side panel, from the records in your CRM: a breakdown, a list, a change history. It does not build dashboards or charts, and it does not schedule reports. If you want to keep a list for the team, it can save it as a public custom view in Zoho CRM after you approve.
Can my reps see my questions?
Your requests are not written into Zoho CRM; only the changes you approve are. If you save knowledge for the organization, such as your stage definitions or team rules, it is shared with colleagues on the same Zoho profile and used in their requests too.
Will it change my team’s records 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. Changing more than 20 records at once asks for a final confirmation. Chat-only mode blocks writes altogether, and Full access is opt-in.
Can I see records my profile cannot see?
No. It can only read and change what your Zoho profile allows. If your role cannot see another team’s deals, the totals it shows leave them out.
Can it be wrong?
Yes. It works from what your CRM recorded, so a deal with an old closing date, a task nobody marked complete or a call nobody logged shows up as it is in the CRM. Review every list before you act on it or 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. 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.