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
Zoho CRM Setup Assistant
Describe a custom view, field, rule or profile change in plain words. The Zoho CRM AI Assistant shows exactly what it will configure, and changes nothing until 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
Every small setup change means another trip into Setup
Sales asks for a new view, a field, a mandatory loss reason, a reminder rule. Each one is a few minutes in Zoho CRM Setup, but they pile up, and when a workflow does not fire or someone asks who can see which records, the answer is spread across several settings pages.
the solution
Describe the change, review it, approve it
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You describe the setup change you want, such as "a public view of open deals over 50,000 closing this quarter". It reads the current configuration first, then shows the exact change it will make.
Configuration changes follow the permission mode. In the default mode, Approve writes, nothing is changed until you approve. Changes to profiles and other security settings always ask for a final confirmation, in every mode.
- Creates and changes public custom views, custom fields, layout rules and validation rules, and arranges fields on a layout.
- Creates workflow rules with follow-up tasks, assignment rules, and switches old rules off.
- Clones and adjusts profiles, and explains who can see which records.
- Saves your team's definitions and rules so later requests use them.
pricing
Start with 14 days of Plus. Stay on Free after that.
Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.
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
$0No card, and permanentLimited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
Need more than Max? Contact sales
what it does
What the assistant does in CRM setup
- Custom viewsDescribe the list your team needs and the Zoho CRM AI Assistant builds a public custom view with those filters, columns and sort, or changes an existing one, once you approve.2 use casesSee the use cases
- Fields and layoutsAdd custom fields, make a field show up or become mandatory when a stage is chosen, and stop records being saved with invalid values. The Zoho CRM AI Assistant shows each change and makes it once you approve.3 use casesSee the use cases
- AutomationCreate workflow rules that add follow-up tasks, set up lead assignment rules, switch off old rules, and find out why a rule did not run. The Zoho CRM AI Assistant shows each change and makes it once you approve.4 use casesSee the use cases
- Users and accessSet up a profile with fewer rights and find out who can see a module's records. The Zoho CRM AI Assistant reads profiles, roles and sharing settings, and changes a profile only after a final confirmation.2 use casesSee the use cases
- Team knowledgeWrite down what your stages mean, what counts as a hot lead and how tasks are named. The Zoho CRM AI Assistant saves it as shared knowledge and uses it in later requests, for you and colleagues on the same Zoho profile.2 use casesSee the use cases
questions
Frequently Asked Questions
It shows each configuration change for approval in the default mode, and changes to profiles and other security settings always ask for a final confirmation. It cannot delete modules or layouts. Some deletes, of rules, views and fields, are permanent: those always ask for a final confirmation, even in Full access. Deleting a field also deletes its values in every record, so read that confirmation carefully.
It can do only what your Zoho profile allows. Most setup changes, such as fields, rules and profiles, need a profile with administrator rights. If your profile lacks a right, Zoho refuses the change and the assistant tells you so.
The current configuration: the module's fields, the layout and its sections, the existing view or rule, the profile's rights. It changes an existing rule or view only after reading it, and the approval shows what will change.
Yes. It can misread what you meant, for example which stage counts as "lost" or which field holds the country. Read the approval before you confirm: it names the module, fields, values and users the change will use.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Some setup features, such as assignment rules or the number of custom fields, depend on your edition. These use cases have not been checked edition by edition yet, so write to us if you want to check yours first.
Yes. Paid plans include a connector that gives AI clients such as Claude and ChatGPT the same Zoho CRM tools. See AI clients for how to connect one.
Write to the team at hello@zsetup.com.
Other areas
All use cases- SalesFind the leads and deals that need attention, prepare the next step and record it in Zoho CRM. The Zoho CRM AI Assistant does the reading and the typing, and writes nothing until you approve.Explore
- MarketingBuild contact lists, clean them before a send, bring event leads in without duplicates and see which lead sources turn into deals. The Zoho CRM AI Assistant does the CRM side, and changes records only once you approve.Explore
- Quotes and ordersCatch quotes with no decision, quotes about to expire, won deals with no sales order and overdue invoices. The Zoho CRM AI Assistant lists what needs attention and records the next step once you approve.Explore
- CustomersKeep in touch with customers after the deal is won: kickoff, regular check-ins, renewals and open support cases. The Zoho CRM AI Assistant shows what needs attention and records the next step once you approve.Explore
- Sales managementPipeline totals, team task queues, who changed a deal and handing work over, from the records your team already keeps. The Zoho CRM AI Assistant answers in plain words and changes records only once you approve.Explore
- Data qualityFind duplicates, missing details and import mistakes in your Zoho CRM records. The Zoho CRM AI Assistant shows you each one and fixes only what you approve, and anything it deletes can be restored for 60 days.Explore