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
Check deal amounts after an import in Zoho CRM
The Zoho CRM AI Assistant lists the deals whose amounts look wrong after an import: zero, negative, missing, far above the rest, or missing a currency. The check only reads; it corrects only the amounts you give it, 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 import worked, but the pipeline total looks wrong
A spreadsheet of deals went in, and now the pipeline is suddenly much larger or full of zeros. A column was mapped wrong, a thousands separator was read as a decimal, or a currency was left out. Somewhere in hundreds of new deals are the bad ones, and the deals list does not show which.
the solution
List the suspicious amounts first
Say which deals came from the import and what looks wrong. For example:
Check deals created this week for amounts that look wrong: zero, negative, missing, or far above the rest. List them with the stage and owner.
It reads the deals you describe, compares their amounts with the rest of your deals, and lists each suspicious one with its amount, stage, owner and the reason it was listed. If your org uses more than one currency, it also lists deals with no currency set.
This first request only reads. It does not decide what the right amount is. When you know the correct values, give them deal by deal in the chat, or attach the corrected spreadsheet, and it shows each change and updates the Amount after you approve. More than 20 deals at once asks for a final confirmation.
- Reads deals, their amount, currency, stage, owner and created date.
- Writes nothing for the list. Writes only the amounts you give, after you approve.
- “Far above the rest” is a comparison with your other deals, not proof the amount is wrong.
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.
By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open the Deals module and create a custom view for deals created on the import date.
- Add the Amount column and sort by it, high to low and then low to high.
- Open each deal that looks wrong and compare it with the source file.
- Correct the amounts one by one.
It gets slow because sorting shows the extremes but not the deals that are only a little wrong, and each correction is a separate edit.
questions
Frequently Asked Questions
Not for the check: it only reads and lists. If you then give it the correct amounts, it updates the Amount field on those deals after you approve. Stages, owners and other fields are not touched.
Zero, negative and empty amounts are listed as they are. “Far above the rest” compares each amount with the totals and averages of your other deals. You can give your own rule instead, such as “over 500,000”.
The deals you describe, with their amount, currency, stage, owner and created date, and the totals and averages of your other deals for the comparison. It reads nothing outside Deals.
No. It does not guess the right value. It writes only the amounts you give it, typed in the chat or from a spreadsheet you attach.
A real large deal can be listed as far above the rest, and a wrong amount that looks normal is not caught. Check the list against your source file.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. This use case has 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.
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