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
What you can ask the Zoho CRM AI Assistant
Requests for sales, marketing, customer and admin work in Zoho CRM, grouped by area. Each use case shows what to type, what the assistant reads, and what it changes once you approve.
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 information is there, but the work is spread out
A question about a customer can mean opening a deal, checking its contacts, reading notes and looking through tasks. The records are in Zoho CRM, but you still have to bring the details together and work out the next action.
the solution
Describe the CRM work in plain language
The Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language. It reads the relevant CRM records and shows you the result.
When a request needs a CRM change, Approve writes mode shows the proposed change for your review before it runs. Chat-only mode blocks writes, and Full access is opt-in.
Choose an area below, then a topic and a use case. Each page explains the request, the records involved and any proposed changes.
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
Add a lead to Zoho CRM from a web page or business card
“Create a lead from this page. Check first that no lead or contact has the same email.”
Assign new leads to the right owner in Zoho CRM
“Find leads owned by the Web Inbox user. Propose owners by country - Germany and Austria to Lena Ortiz, everything else to Sam Patel. After I confirm, change the owners and move their open tasks too.”
Find leads that are already customers in Zoho CRM
“Check leads created this week against existing contacts and accounts by email and company name. List the matches with the account owner. After I confirm, give each matched lead to the account owner and tag it Existing customer.”
Find new leads with no first response in Zoho CRM
“Find leads created in the last 7 days with no call, meeting, logged email or task since they came in. Show the owner and age. After I confirm, create a first-contact task for each owner, due today.”
faq
Frequently Asked Questions
What will I find in these use cases?
Each use case describes one request, what the assistant reads in Zoho CRM and what it would change. The pages are grouped by business area and topic so you can find the work you want to do.
Will the assistant change my CRM without asking?
The side panel starts in Approve writes mode, which shows proposed CRM changes for your review. Chat-only mode blocks writes. Full access is an optional mode with different approval rules.
Will every use case work in my Zoho CRM account?
Availability depends on your Zoho CRM edition, API access, permissions and the records your team keeps. The use cases have not been checked edition by edition. Review the details on the individual page before trying a request.
Can the assistant be wrong?
Yes. Missing or incomplete CRM records can affect its answer, and it can interpret a request incorrectly. Review the result and any proposed changes before proceeding.
How do I get started?
Add the Chrome extension, sign in and connect your Zoho CRM account. Choose a use case and try its request in the side panel. The pricing section explains the available plans.
Want to ask something?
Write to the team at hello@zsetup.com.