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
Customer check-ins in Zoho CRM
Find the customers nobody has spoken to in a while, and the regular buyers who stopped buying, then plan who calls them.
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
Customers hear from you when they buy, then not again
New deals get the attention, so existing customers drift. Nobody notices an account that has had no call or email for months, or a customer who used to order every quarter and has not this year, until they leave or a competitor calls first.
the solution
A check-in assistant inside your Zoho CRM
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe which customers you mean in plain words. It reads your accounts, won deals, calls, meetings, notes and logged emails, shows you the ones that went quiet with their owner and last contact, and writes to your CRM only after you approve.
- Finds quiet customers and lapsed repeat buyers from what your CRM recorded.
- Proposes a check-in task per account. Nothing is written until you approve.
- Each use case below shows the request to type and what it reads and writes.
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
use cases
What to ask about check-ins
- Find customers with no recent contact in Zoho CRMThe Zoho CRM AI Assistant lists customer accounts with no logged call, meeting, note or email in the number of days you choose, with the owner and the last contact. Once you approve, it creates a check-in task for each owner.Read the use case
- Find repeat buyers who stopped buying in Zoho CRMThe Zoho CRM AI Assistant lists accounts with several won deals but none for longer than the gap you set, with the count of past deals and the date of the last one. You review the list, and it creates follow-up tasks only if you ask and approve.Read the use case
questions
Frequently Asked Questions
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.
No. For check-ins it proposes tasks, linked to the account, and creates them only after you approve. Accounts, contacts and deals are not edited.
From what you tell it: accounts with at least one won deal, or accounts with the Account Type value you use for customers. Say which in your request.
It works from what your CRM recorded. A call made from a mobile phone and never logged looks like no contact at all. Review the list before you approve.
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.
Write to the team at hello@zsetup.com.
More in Customers
Everything in Customers- OnboardingStart every new customer the same way: a kickoff for each won deal and your standard onboarding tasks with due dates.Explore
- RenewalsPut next term’s renewal into your pipeline before it comes due, as a deal with the same account and contact.Explore
- 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.Explore