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
Deal history in Zoho CRM
The 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.
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 deal changed, and nobody remembers who changed it
The amount dropped, the closing date moved a month, the owner is someone else. Zoho CRM records each change, but reading a deal’s history entry by entry, or a rep’s twenty deals before a one-on-one, is the work that gets skipped.
the solution
Ask what happened, read it in order
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You ask about a deal or a rep in plain words. It reads each record’s audit timeline (Zoho CRM’s record of who changed which field, when, and from where) along with the deal’s tasks and activity, and shows you what it found.
These requests only read. Nothing in your CRM changes.
- Reads deals, their audit timeline, tasks, calls, meetings and notes.
- Writes nothing.
- It shows what the CRM recorded: a change made outside Zoho CRM and never entered is not there.
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 deal history
- Prepare a sales one-on-one from Zoho CRMThe Zoho CRM AI Assistant lists a rep’s open deals, what changed on them in the last two weeks, their overdue tasks and the deals with no next step, as talking points for your one-on-one. It only reads and writes nothing.Read the use case
- See who changed a deal in Zoho CRMThe Zoho CRM AI Assistant shows who changed a deal’s stage, amount, owner or closing date and when, from the record’s audit timeline, with the source of each change. It only reads; nothing in your CRM changes.Read the use case
questions
Frequently Asked Questions
No. Deal history requests only read. If you want to change something you found, ask for it separately; it shows the change and writes only after you approve.
The history Zoho CRM keeps on each record: who changed which field, from what value to what, when, and through which source, such as a person in Zoho CRM, the API or a workflow rule.
Yes, as far as Zoho CRM records them. Each change shows its source, so a stage moved by a workflow rule or an integration is marked as such.
It reports the history as Zoho recorded it, and reads up to the 200 most recent entries on a record. When one action changed many fields at once, it shows the first 20 and says how many more there were. A change made outside Zoho CRM and never entered is not there.
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.
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- 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.Explore
- 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.Explore