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
See today's meetings with their deals in Zoho CRM
The Zoho CRM AI Assistant lists your meetings for today or tomorrow, each with its related deal or account, the last contact before it and any open tasks. It is read-only and changes nothing in your CRM.
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 day is full of meetings and you prepare each one from scratch
The calendar says who, but not what is at stake. For each meeting you open the record it is linked to, look for the deal, check when you last spoke and whether you owe them anything. With four meetings in a day, that happens four times.
the solution
Ask for your day
List my meetings for today with the related deal or account, the last contact before the meeting and any open tasks.
It reads your Meetings in Zoho CRM that start today, and the record each one is related to: a deal, an account, a contact or a lead. For each it shows the last call, meeting or logged email before today and the open tasks on that record.
Ask for tomorrow, this week or a colleague's meetings in the same way, if your profile can see them. For one meeting in depth, ask for a full client brief.
- Reads your meetings and their related deals, accounts, contacts and leads.
- Reads calls, logged emails and open tasks on those records.
- Writes nothing. Meetings that are only in your calendar app and not in Zoho CRM are not listed.
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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.”
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.”
- Current use case
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 meetings or records?
No. This request only reads. It does not move, accept or cancel meetings, and it does not create tasks unless you ask in a separate request and approve it.
What does it read?
Your Meetings in Zoho CRM for the day you name, the records they are related to, and the calls, meetings, logged emails and open tasks on those records.
Does it see the calendar app on my phone or computer?
Only what is in Zoho CRM. If your calendar is synced with Zoho CRM, the synced meetings are there. A meeting that exists only in your calendar app is not listed.
Can it be wrong?
A meeting not linked to a deal or account shows without context, and a last contact that was never logged is missing. Check the meetings it lists without a related record yourself.
Can I get a deeper brief on one meeting?
Yes: see Get a client brief before a meeting.
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.