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
Products and price books in Zoho CRM
Find the products with missing prices or fields, and set the list prices in a price book from the figures you give.
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
Quotes are only as good as the product list
A rep adds a product to a quote and the price is zero. Another has no product code, so the order cannot be matched downstream. The new price list arrived as a spreadsheet, and someone has to enter it into a price book one product at a time.
the solution
Check and update the product list from one request
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe what you want to check or change in plain words, or attach the price list as a spreadsheet. It reads your Products and Price Books, shows you what it found or what it would change, and writes to your CRM only after you approve.
- Lists products with empty or zero prices and missing fields.
- Updates only the values you provide. 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 products and price books
- Find products with missing prices in Zoho CRMThe Zoho CRM AI Assistant lists active products with an empty or zero Unit Price, or missing the fields your quotes need, such as Product Code or Tax. It fills in only the values you provide, after you approve.Read the use case
- Update list prices in a Zoho CRM price bookThe Zoho CRM AI Assistant sets the list prices you give for products in one price book, and adds the products that are not in it yet. It writes the prices only after you 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.
Only the prices you name, and only after you approve. It shows each product with the old and new value first. It does not invent prices or work out new ones on its own.
Yes. You can attach an XLSX or CSV file in the side panel. It reads the rows, matches them to your products by the name or product code you say, and shows the matches before anything is written. Rows it cannot match are listed for you to check.
Yes, when a row in your list matches the wrong product, for example two products with similar names. Match by product code where you have one, and check 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. Products and Price Books may not be available in every Zoho CRM edition. 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.