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See today's meetings with their deals in Zoho CRM

The Zoho CRM AI Assistant lists your meetings for today or tomorrow, each with its related deal or account, the last contact before it and any open tasks. It is read-only and changes nothing in your CRM.

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

The day is full of meetings and you prepare each one from scratch

The calendar says who, but not what is at stake. For each meeting you open the record it is linked to, look for the deal, check when you last spoke and whether you owe them anything. With four meetings in a day, that happens four times.

the solution

Ask for your day

List my meetings for today with the related deal or account, the last contact before the meeting and any open tasks.

It reads your Meetings in Zoho CRM that start today, and the record each one is related to: a deal, an account, a contact or a lead. For each it shows the last call, meeting or logged email before today and the open tasks on that record.

Ask for tomorrow, this week or a colleague's meetings in the same way, if your profile can see them. For one meeting in depth, ask for a full client brief.

  • Reads your meetings and their related deals, accounts, contacts and leads.
  • Reads calls, logged emails and open tasks on those records.
  • Writes nothing. Meetings that are only in your calendar app and not in Zoho CRM are not listed.
Try it before your call 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

No. This request only reads. It does not move, accept or cancel meetings, and it does not create tasks unless you ask in a separate request and approve it.

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