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 Sales management Assistant
Pipeline 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.
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
You manage the team from reports that never answer the next question
The pipeline report shows totals by stage, but not which deals behind them have a passed closing date. Before a one-on-one you open a rep’s deals one by one. When someone goes on leave, their deals, tasks and calls need a new owner before Monday, and every question means another filter or another report.
the solution
Ask the manager’s question in plain words
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You type the question, such as “open pipeline by stage and owner closing this quarter”. It reads your deals, tasks, meetings, calls, leads and each record’s change history, and shows you the answer.
When the answer calls for a change, such as moving a rep’s deals to a colleague or rescheduling overdue tasks, it shows the exact records and the change first, and writes nothing until you approve.
- Reads any module your Zoho profile can see, totals grouped by up to three fields, and a record’s audit timeline.
- Writes owners, tasks, notes, tags and public custom views, only after you approve.
- Works from what the CRM recorded: a deal nobody updated looks the same as a deal nothing happened on.
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 sales management
- Pipeline reportsThe Zoho CRM AI Assistant answers pipeline questions from your deals: totals by stage and owner, the forecast for the month or quarter, and the deals lost and why.3 use casesSee the use cases
- Team tasksThe Zoho CRM AI Assistant shows your team’s overdue tasks, a morning list of what needs attention, and turns meeting decisions into tasks.3 use casesSee the use cases
- Deal historyThe Zoho CRM AI Assistant shows who changed a deal and when, and prepares a rep’s deals, recent changes and overdue tasks for a one-on-one.2 use casesSee the use cases
- Workload and handoverThe Zoho CRM AI Assistant moves deals, accounts and leads between reps for leave, handovers and departures, with their open tasks, meetings and calls, and spreads new leads across the team. It changes owners only once you approve.4 use casesSee the use cases
questions
Frequently Asked Questions
No. It answers one question at a time in the side panel, from the records in your CRM: a breakdown, a list, a change history. It does not build dashboards or charts, and it does not schedule reports. If you want to keep a list for the team, it can save it as a public custom view in Zoho CRM after you approve.
Your requests are not written into Zoho CRM; only the changes you approve are. If you save knowledge for the organization, such as your stage definitions or team rules, it is shared with colleagues on the same Zoho profile and used in their requests too.
Not unless you choose to. The side panel starts in Approve writes mode: it shows each change and writes nothing until you approve. Changing more than 20 records at once asks for a final confirmation. Chat-only mode blocks writes altogether, and Full access is opt-in.
No. It can only read and change what your Zoho profile allows. If your role cannot see another team’s deals, the totals it shows leave them out.
Yes. It works from what your CRM recorded, so a deal with an old closing date, a task nobody marked complete or a call nobody logged shows up as it is in the CRM. Review every list before you act on it or 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. 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.
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
- MarketingBuild 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.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
- 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