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 Marketing Assistant
Build 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.
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 campaign starts with an export and a spreadsheet
Before each send someone filters contacts, takes out the customers, checks who opted out and fixes the event list so it does not create duplicates. Afterwards someone asks which source brought the deals, and the answer is a report nobody had time to build.
the solution
Ask for the list 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 “contacts at logistics accounts that are not customers yet”. It reads your leads, contacts, accounts, deals and campaigns, and shows you what it found and why.
It prepares the work inside Zoho CRM: it tags contacts, links them to a Campaign, creates leads from an event list or saves a custom view. Every change is shown to you first, and nothing is written until you approve it.
- Reads leads, contacts, accounts, deals, campaigns and the files you attach.
- Writes tags, campaign members, leads, tasks and custom views only after you approve.
- It works from what your CRM recorded: a blank field stays blank, and it says so.
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 marketing
- AudiencesBuild the contact list for an offer from what Zoho CRM already holds, leave out the people who should not get it, and tag the rest.3 use casesSee the use cases
- Re-engagementFind the leads that were parked for later or never reached, sort them by status and owner, and decide what happens to each group.1 use caseSee the use cases
- Events and campaignsBring the event list into Zoho CRM without duplicates, record who was invited and who attended in a Campaign, and follow up on the people who asked for more.3 use casesSee the use cases
- Lead sourcesSee how many leads, converted leads and won deals each Lead Source brought in a period, and where the source field is empty.1 use caseSee the use cases
questions
Frequently Asked Questions
It builds and checks lists in Zoho CRM: contacts by industry or other fields, prospects without current customers, lists without opted-out contacts, event leads without duplicates, and counts of leads and won deals by Lead Source. Each topic above lists the requests it handles, with the words to type.
No. It prepares and tags lists in Zoho CRM, and you send from the email tool you already use. It can send one email at a time from your own Zoho-approved address, logged on a record, and sending always asks you to confirm. That is for personal emails, not bulk sends: Zoho allows up to 100 a day per user.
Not unless you choose to. The side panel starts in Approve writes mode: it shows each change and writes nothing until you approve. Chat-only mode blocks writes altogether, and Full access is opt-in. A change to more than 20 records at once asks for a final confirmation.
Yes. It works from what your CRM recorded, so a contact whose account has no industry, or an unsubscribe recorded only in another tool, is invisible to it. It can also misread free text in notes. 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
- 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
- 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