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
Find contacts under the wrong account in Zoho CRM
The Zoho CRM AI Assistant lists contacts whose email domain does not match their account’s website, and suggests the account that does match. Once you approve, it relinks only the contacts you choose.
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
Contacts sit under the wrong company
A rep picked the wrong account from the lookup, or an import matched by a similar name. Now a contact from one company shows under another, reports count them under the wrong company, and the account owner calls someone who is not their customer. Nothing in the Contacts list shows it.
the solution
Compare each contact’s email with its account
Describe the check. For example:
Find contacts whose email domain does not match their account’s website. Skip personal email domains, and suggest the account that matches, if there is one.
It reads the contacts you describe and their accounts, and compares the domain of each contact’s Email with the domain of the account’s Website. Personal domains such as gmail.com are skipped, because they say nothing about the company. For each mismatch it looks for an account whose website has the contact’s domain.
It shows every mismatch with the current account and the suggested one. Contacts with no matching account, or with more than one, are left for you. After you approve, it changes Account Name on the contacts you choose. More than 20 at once asks for a final confirmation.
- Reads contacts, their email, and the website of their account and of other accounts.
- Writes Account Name on the contacts you approve, nothing else.
- Accounts with no website cannot be compared and are listed separately.
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
questions
Frequently Asked Questions
Only the Account Name of the contacts you approve. Deals, the accounts themselves and other contact fields are not changed. Nothing is written until you approve.
They stay as they are. A deal has its own account field, so a deal under the wrong account is listed only if you ask it to check deals too.
The contacts you describe, their email, their account, and the website of each account it compares against.
Yes. A contact can rightly use another company’s domain, for example a consultant or a parent company, and an account’s website can be out of date. Accounts with no website are not compared. Check each suggestion 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. 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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