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
Update Zoho CRM after a sales call
Turn a few lines from a call into deal updates, a note and the next task, find meetings nobody recorded, and create a deal from a client request. Every change is shown to you before anything is written.
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 call went well, and the CRM still says nothing
The client gave you a seat count, a date and a next step. Then the next call started. The deal still shows last month’s amount, nobody wrote a note, and the follow-up lives in your head. A week later a colleague opens the deal and has no idea what was agreed.
the solution
Say what happened. Check the changes. Approve.
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You paste or type what happened in plain words. It reads the deal, its contacts, meetings, calls, notes and tasks, and proposes the exact changes: which fields, which note, which task.
Nothing is written until you approve. It changes only what you mentioned, and it does not guess a stage, an amount or a date you did not give.
- Updates deal fields, adds notes and creates tasks from what you say.
- Finds past meetings with no recorded outcome.
- Creates a new deal from a client request, after checking for an open one.
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 after the call
- Create a Zoho CRM deal from a client requestThe Zoho CRM AI Assistant reads a client request you paste or the email you have open, finds the contact and account, and checks for an open deal. Once you approve, it creates the deal with only what the request says.Read the use case
- Find Zoho CRM meetings with no recorded outcomeThe Zoho CRM AI Assistant lists past meetings on deals with no note, call or follow-up task added after the meeting. Once you approve, it creates a task for each owner to record what happened.Read the use case
- Update a Zoho CRM deal from your call notesThe Zoho CRM AI Assistant turns a few lines you type after a call into field changes, a summary note and a follow-up task on the deal. The approval card shows every change, old value next to new, before anything is written.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 what you approve. Depending on the request it updates the deal fields you mention, adds a note, creates a task, or creates a new deal, contact or account. The approval card lists every change before anything is written.
It can. Short call notes are easy to read the wrong way, a date like "Friday" can be ambiguous, and a number may be a seat count or a price. That is why it shows each proposed field value next to the current one, so you can correct it before you approve.
No. It does not listen to calls or read call recordings. It works from what you type or paste, and from what your CRM already holds.
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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