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 Customer Assistant
Keep 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.
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
After the deal is won, the account goes quiet
The deal closes, everyone moves on to the next one, and the customer waits for a kickoff call. Months later nobody has checked in, the renewal is close, and an open case has no owner. Zoho CRM holds the accounts, won deals and Cases, but nobody reads them account by account.
the solution
Ask for the customer work in plain words
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You type what you need, such as “customers we have not spoken to in 60 days”. It reads your accounts, contacts, won deals, tasks, calls, meetings, notes, logged emails and Cases, and shows you what it found.
When the answer needs a change in the CRM, such as a kickoff task, a renewal deal or a new case owner, it shows you the change first and writes nothing until you approve it.
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 customers
- OnboardingStart every new customer the same way: a kickoff for each won deal and your standard onboarding tasks with due dates.2 use casesSee the use cases
- Check-insFind the customers nobody has spoken to in a while, and the regular buyers who stopped buying, then plan who calls them.2 use casesSee the use cases
- RenewalsPut next term’s renewal into your pipeline before it comes due, as a deal with the same account and contact.1 use caseSee the use cases
- Support casesKeep open Cases moving: give unassigned ones an owner, follow up the ones nobody has touched, and link each case to the right customer.3 use casesSee the use cases
questions
Frequently Asked Questions
It finds the accounts and cases that need attention and prepares the work around them: kickoff tasks for new customers, check-in tasks for quiet accounts, next term’s renewal deals, and owners or follow-ups for open Cases. Each topic above lists the requests it handles, with the words to type.
No. The support use cases here work on the Cases module in Zoho CRM. The assistant does not read Zoho Desk tickets, so if your team handles support in Zoho Desk, those tickets are not part of these lists.
Only what you approve. It proposes tasks, renewal deals, case owners or the contact and account on a case, and writes nothing until you approve. Updating more than 20 records at once asks for a final confirmation. Existing deals, amounts and accounts are not edited unless you ask for it.
Yes. It works from what your CRM recorded, so a customer call that was never logged looks like no contact at all. Review every list before you approve a change.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. The 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
- 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
- CRM setupDescribe 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.Explore