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
Qualify leads in Zoho CRM
Find the leads missing the facts you qualify on, rate leads by rules you state, and convert the ones you agree on into a contact, account and deal.
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
Every rep qualifies leads a different way
One rep marks a lead Qualified after one call, another waits for budget and headcount. Fields stay empty, ratings mean different things to different people, and converting a lead means filling the same names in again for the deal.
the solution
An assistant that applies your rules, not its own
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You state what qualified means for your team in plain words. It reads your leads and their fields, shows you which leads meet the rules and which are missing data, and proposes the change.
Nothing is written until you approve: a task to fill a gap, a rating or tag, or a conversion. It does not guess missing values.
- Reads leads, their fields and notes.
- Creates tasks, updates fields or tags, and converts leads only after you approve.
- Rules you use often can be saved as shared knowledge for the next request.
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
Convert a qualified lead into a deal in Zoho CRM
“Convert the lead Lena Ortiz at Northfield Dental. Create a deal called Northfield Dental - 3 clinics, stage Qualification, closing date end of next month. Add my call notes as a note on the deal.”
Find leads missing qualification data in Zoho CRM
“Find leads in status Contacted that are missing Budget, No. of Employees, Phone or Industry. List what each one is missing. After I confirm, create a task for each owner to fill the gaps.”
Rate leads by your own rules in Zoho CRM
“Rate open leads by these rules. Industry is Healthcare and No. of Employees over 50 is A. Healthcare under 50 is B. Everything else is C. After I confirm, set Rating to the grade.”
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.
Does it decide which leads are good?
No. It applies the rules you give it to the values in your fields, such as industry, company size or budget, and shows its reason for each lead. If a field is empty, it says so rather than guessing.
Will it change my leads?
Only what you approve: tasks for owners, a rating or tag, or a conversion. Converting a lead cannot be undone, so it asks a question first when your request is unclear, and in the default mode shows what will be created and waits for your approval.
Can it be wrong?
It works from what your fields say. If a field is out of date or filled in inconsistently, the rule gives the wrong answer for that lead. Review each 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.