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
Keep Zoho CRM deals moving
Find deals stuck in one stage, closing dates that have already passed, and new people joining the decision. The assistant lists what it found and creates tasks or updates deals 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
The pipeline looks full, and half of it is not moving
A deal has sat in Negotiation since the summer. Another shows a closing date three weeks ago. A CFO joined the last call, but the deal still lists only the first contact. Each one looks fine on its own, and nobody has time to open every deal to see which are really moving.
the solution
Ask about the pipeline. Approve the fix.
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You ask in plain words, such as "deals in the same stage for more than 30 days". It reads your deals, their change history, activities and contacts, and lists what it found with the owner of each deal.
When something needs a change, such as a review task, a new closing date you give or a new contact role, it shows the change first and writes nothing until you approve.
- Reads open deals, their audit timeline, activities and contact roles.
- Creates tasks, updates the fields you name and links contacts, only after you approve.
- Never invents a new closing date or stage for you.
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 progress
- Add a new decision maker to a Zoho CRM dealThe Zoho CRM AI Assistant finds or creates the contact for a new person in the decision, such as a CFO or procurement, and links them to the deal with the contact role you name. It adds a note and writes it all once you approve.Read the use case
- Find stuck deals by stage in Zoho CRMThe Zoho CRM AI Assistant lists open deals that have stayed in their current stage longer than the number of days you set, with owner and days in stage. Once you approve, it creates a review task for each owner.Read the use case
- Find Zoho CRM deals with a past closing dateThe Zoho CRM AI Assistant lists open deals whose Closing Date has already passed, with owner and last activity. Once you approve, it creates a task for each owner to confirm a new date, or sets the dates you give it.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. Most requests here create review tasks for deal owners. It updates a deal field, such as Closing Date, only when you give the new value, and links a contact to a deal only with the role you name.
It reads each deal’s audit timeline, the history of who changed which field and when, and finds the last change to Stage. If your CRM has no recorded stage change for a deal, it says so instead of guessing.
It works from what your CRM recorded. A deal that is moving in real life but was never updated looks stuck, and activity that was never logged is invisible to it. Review each 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. 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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