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
Custom views in Zoho CRM
Describe the list your team needs and the Zoho CRM AI Assistant builds a public custom view with those filters, columns and sort, or changes an existing one, 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
Everyone builds the same list by hand
Someone asks for "open deals over 50,000 closing this quarter" every Monday. Each person filters the list their own way, the columns differ, and the admin who could make one shared view has a queue of other requests.
the solution
Describe the list, approve the view
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe the list in plain words: which records, which columns, what order. It reads the module's fields, shows the filter, columns and sort it will save, and creates or changes the view only after you approve.
- Creates public custom views, visible to everyone who can open the module.
- Changes the name, columns, filter or sort of an existing public view.
- Does not create personal views. Make those in Zoho CRM yourself.
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 custom views
- Create a shared custom view in Zoho CRMThe Zoho CRM AI Assistant turns a list you describe in plain words into a public custom view with those filters, columns and sort. It shows the view it will save, and creates it once you approve.Read the use case
- Update a custom view in Zoho CRMThe Zoho CRM AI Assistant changes an existing public view's columns, filter or sort from a request in plain words. It reads the view first, shows what changes and what stays, and saves the change once you approve.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 changes your configuration only after you approve in the default mode.
No. A custom view is a saved filter. Creating or changing one does not change any lead, deal or contact.
The assistant creates and edits only views that everyone can see. A request for a personal or private view is refused before anything is saved, so it never publishes a private list to the whole team by mistake.
It can delete a custom view it is allowed to, but that is permanent and always asks for a final confirmation. Records in the view are not touched.
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.
More in CRM setup
Everything in CRM setup- Fields and layoutsAdd custom fields, make a field show up or become mandatory when a stage is chosen, and stop records being saved with invalid values. The Zoho CRM AI Assistant shows each change and makes it once you approve.Explore
- AutomationCreate workflow rules that add follow-up tasks, set up lead assignment rules, switch off old rules, and find out why a rule did not run. The Zoho CRM AI Assistant shows each change and makes it once you approve.Explore
- Users and accessSet up a profile with fewer rights and find out who can see a module's records. The Zoho CRM AI Assistant reads profiles, roles and sharing settings, and changes a profile only after a final confirmation.Explore
- Team knowledgeWrite down what your stages mean, what counts as a hot lead and how tasks are named. The Zoho CRM AI Assistant saves it as shared knowledge and uses it in later requests, for you and colleagues on the same Zoho profile.Explore