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
Follow-ups in Zoho CRM
Find the deals nobody followed up on and set the next step.
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
Deals go quiet and nobody notices
A client asks for a quote, someone promises a call, and then the week fills up. The deal stays open, no task is created, and by the time anyone looks it may be lost. In a CRM with hundreds of deals, nobody can check each one by hand.
the solution
An assistant that checks every deal for you to review
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You describe what you want to find in plain words. It reads your deals, calls, meetings, notes, logged emails and tasks, shows you what it found, and writes to your CRM only after you approve.
- Finds the deals that need attention, from what your CRM recorded.
- Proposes follow-up tasks. Nothing is written until you approve.
- Each use case below shows the request to type and what it reads and writes.
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
Find deals with no customer contact in Zoho CRM
“Find open deals with no confirmed customer contact in the last 14 days. Show the last contact and any upcoming tasks. After I confirm, create a task for each owner to contact the client tomorrow.”
Find Zoho CRM deals with no next step
“Find open deals with no open task and no future meeting. Show the last contact on each. After I confirm, create a next-step task for each owner, due tomorrow.”
faq
Frequently Asked Questions
What is the Zoho CRM AI Assistant?
A Chrome extension that opens an AI assistant in a side panel next to Zoho CRM. You describe what you want in plain words, it reads your CRM and shows you the result, and it writes only after you approve.
Will it change my deals?
Only what you approve. For follow-ups it proposes tasks. Deals, contacts, stages and amounts are not edited unless you ask for it.
What does it read in my CRM?
Open deals, and the calls, meetings, notes, logged emails and tasks on each one. It works from what your CRM recorded.
Can it be wrong?
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.
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.