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
Deal history in Zoho CRM
The Zoho CRM AI Assistant shows who changed a deal and when, and prepares a rep’s deals, recent changes and overdue tasks for a one-on-one.
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
The deal changed, and nobody remembers who changed it
The amount dropped, the closing date moved a month, the owner is someone else. Zoho CRM records each change, but reading a deal’s history entry by entry, or a rep’s twenty deals before a one-on-one, is the work that gets skipped.
the solution
Ask what happened, read it in order
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You ask about a deal or a rep in plain words. It reads each record’s audit timeline (Zoho CRM’s record of who changed which field, when, and from where) along with the deal’s tasks and activity, and shows you what it found.
These requests only read. Nothing in your CRM changes.
- Reads deals, their audit timeline, tasks, calls, meetings and notes.
- Writes nothing.
- It shows what the CRM recorded: a change made outside Zoho CRM and never entered is not there.
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
Prepare a sales one-on-one from Zoho CRM
“Prepare my one-on-one with Sam Becker. Show his open deals, what changed on them in the last two weeks, his overdue tasks, and deals with no next step.”
See who changed a deal in Zoho CRM
“Who changed the stage, amount, owner or closing date on the Warehouse renewal deal, and when?”
faq
Frequently Asked Questions
Will it change my deals?
No. Deal history requests only read. If you want to change something you found, ask for it separately; it shows the change and writes only after you approve.
What is the audit timeline?
The history Zoho CRM keeps on each record: who changed which field, from what value to what, when, and through which source, such as a person in Zoho CRM, the API or a workflow rule.
Can it see changes made by integrations and workflows?
Yes, as far as Zoho CRM records them. Each change shows its source, so a stage moved by a workflow rule or an integration is marked as such.
Can it be wrong?
It reports the history as Zoho recorded it, and reads up to the 200 most recent entries on a record. When one action changed many fields at once, it shows the first 20 and says how many more there were. A change made outside Zoho CRM and never entered is not there.
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.