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
Turn sales meeting decisions into Zoho CRM tasks
The Zoho CRM AI Assistant reads the decisions you paste from a team meeting and prepares one task per decision, with the owner and due date you named, linked to the right deal or account. It creates them 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
Decisions from the meeting never become tasks
Everyone agreed who would send the quote, who would book the demo and who would call about budget. The decisions sit in your meeting notes. By the time you type them into Zoho CRM as tasks, it is Thursday and half of them are late.
the solution
Paste the decisions, check the tasks, approve
Paste what was decided, in your own words:
From today’s pipeline meeting: Lena sends the revised quote to Northfield Dental by Thursday. Sam books a demo for the Pilot extension next week. Ravi calls the Clinic rollout contact about budget.
The assistant finds each person among your Zoho CRM users and each deal or account you mention. It prepares one task per decision with a subject, the Task Owner you named, a Due Date, and a link to the deal or account.
When a decision leaves something open, such as no date, two users called Sam, or a deal name that matches two deals, it asks rather than guessing. You see every task before anything is written, and it creates them only after you approve.
- Reads the text you paste, your CRM users, and deals and accounts by name.
- Writes Tasks only, after you approve.
- It works from your words: a decision you did not write down does not become a task.
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
No. It creates tasks linked to them, and only after you approve. Deal stages, amounts and account fields are not edited.
It asks before it creates that task, rather than picking a date or making you the owner. A decision with no clear deal or account is listed for you to point it to the right record.
Yes, if your Zoho profile allows you to assign records to them. Each task gets the owner you named.
It reads plain text, so it can misread a decision, for example “by next week” or a name shared by two people. Check each task’s owner, date and linked record on the list before you approve.
Yes, but a list of decisions works best. From long notes it may treat a discussion point as a decision; remove those from 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. 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.
More in Team tasks
All Team tasks use cases- Get a morning attention list for your Zoho CRM teamThe Zoho CRM AI Assistant puts together one list each morning: overdue tasks, deals closing this week with no recent activity, today’s meetings, and new leads nobody has acted on. It only reads and writes nothing.Explore
- Review overdue tasks by owner in Zoho CRMThe Zoho CRM AI Assistant lists open tasks past their due date, grouped by owner and by related deal, one owner at a time. It reschedules or completes only the tasks you pick, once you approve.Explore