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
Get a client brief before a meeting in Zoho CRM
The Zoho CRM AI Assistant shows a one-screen brief on an account or deal before your call: open deals, last activities, open tasks, recent notes, email subjects and contacts. It is read-only and writes nothing unless you ask to save the brief.
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 call starts in five minutes and you have not looked at the account
You open the account, then the deal, then the notes, then scroll the activity list to remember what was promised last time. The contacts sit in another related list. By the time it is all open, the call has started.
the solution
Ask for the brief by name
Name the account or the deal, and what you want to see:
Give me a one-screen brief on the account Northfield Dental before my call. Open deals and stages, last activities, open tasks, recent notes and email subjects, and who the contacts are.
It reads the account or deal and its related lists: open Deals with Stage and Closing Date, recent Calls and Meetings, open Tasks, recent Notes, the subjects of logged emails, and the Contacts with their titles. It shows them as one short brief, newest first.
Nothing is written. If you want to keep the brief, ask it to save it as a note on the account or deal, and it does so after you approve.
- Reads the account or deal and its related deals, activities, tasks, notes, logged emails and contacts.
- Writes nothing, unless you ask it to save the brief as a note and approve it.
- The brief is as current as the records: an unlogged call is not in it.
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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 gaps in a deal before the next call in Zoho CRM
“Read the deal Warehouse renewal and its history. List what we still do not know, such as decision maker, budget, timeline and competitor. Draft questions for my next call. After I confirm, save them as a note on the deal.”
- Current use case
Get a client brief before a meeting in Zoho CRM
“Give me a one-screen brief on the account Northfield Dental before my call. Open deals and stages, last activities, open tasks, recent notes and email subjects, and who the contacts are.”
See today's meetings with their deals in Zoho CRM
“List my meetings for today with the related deal or account, the last contact before the meeting and any open tasks.”
faq
Frequently Asked Questions
Will it change my records?
No. A brief only reads. The one thing it can write here is a note with the brief, and only if you ask and approve it.
What does it read?
The account or deal you name and its related lists: deals, calls, meetings, tasks, notes, logged email subjects and contacts. It reads the text of an email only when you ask, one at a time. It does not read anything outside your CRM.
Can it brief me on a contact instead?
Yes. Name the contact, and it reads that contact's account, deals, activities and notes the same way.
Can it be wrong?
It shows what was recorded. A deal stage nobody updated or a call that was never logged makes the brief out of date in the same way. When the summary says a client asked for something, check the note it came from before you quote it.
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. This use case has 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.