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Create a Zoho CRM deal from a client request

The 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.

Add to Chrome

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

A client asks for a quote and the deal is not in the CRM yet

A request arrives by email or through a colleague: a name, a company, a number of licenses, a rough budget. Before anyone can work on it, someone has to search for the contact, check the account, make sure there is no open deal already, and type the deal in. Until then it lives in an inbox.

the solution

Paste the request. Check the deal. Approve.

Paste the request into the side panel, or open the email in Zoho CRM and click "Use this page", then ask:

Create a deal from this request.

The assistant searches Contacts and Accounts for the person and company in the request. If it finds them, it uses them; if not, it proposes a new contact or account for you to approve too. Before proposing a deal, it checks the account for an open deal, and shows it to you if there is one.

It then proposes the deal: Deal Name, and Amount and Closing Date only when the request states them. A field the request does not mention is left empty, not guessed. If your CRM requires a field the request does not give, such as Stage or Closing Date, it asks you for it.

Nothing is written until you approve. You can edit any value on the card first.

  • Reads the request text, Contacts, Accounts and open Deals.
  • Writes one deal, and a contact or account only if none exists, after you approve.
  • Its check for an existing deal looks at what exists when you ask; it is not a lock.
Try it on your requests More use cases

This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

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.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed 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 Max

Billed 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 permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

Need more than Max? Contact sales

questions

Frequently Asked Questions

It searches for the contact, the account and an open deal on that account before it proposes anything, and shows you what it found. Its check looks at what exists when you ask; it is not a lock, so two people creating the same deal at once can still both succeed.

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