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
Teach the assistant how your team uses Zoho CRM
Write 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.
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 CRM has the fields, not what they mean to you
"Proposal" means pricing sent in one team and a signed scope in another. A hot lead is whatever the person asking thinks it is. Each new colleague learns these rules by asking around, and each request to an assistant would have to spell them out again.
the solution
Say it once, and later requests use it
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. Tell it your definitions and rules in plain words and ask it to save them. It keeps them as notes outside your CRM and reads the relevant ones when a later request needs them, such as "show the hot leads" or "which deals are past Proposal".
- Saves stage definitions, team rules and naming conventions as shared notes.
- Notes for the organization are shared with colleagues on the same Zoho profile.
- Saving a note does not change your CRM, so it needs no approval. You can change or remove it later.
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 team knowledge
- Save your deal stage definitions for Zoho CRMWrite down what each deal stage means for your team, such as "Proposal = pricing sent", and the Zoho CRM AI Assistant saves it as shared knowledge. Later requests use those meanings, and you can change or remove them at any time.Read the use case
- Save your team's rules for working in Zoho CRMTell the Zoho CRM AI Assistant what counts as a hot lead, how tasks are named or which fields must be filled before a stage, and it saves them as shared knowledge. Later requests use those rules, and you can change or remove them.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 CRM only after you approve in the default mode.
With the assistant, not in Zoho CRM. Nothing in your CRM changes when a note is saved. Zoho stays the source for your data and configuration; the notes hold what things mean and how your team works.
Notes saved for the organization are shared with colleagues in the same Zoho organization who use the same Zoho profile. Colleagues on another profile do not see them. Personal notes, such as your own preferences, stay with your account.
Yes. Ask the assistant to change or remove it. Each change is kept as a revision with who made it and when, so an earlier version can be brought back.
Passwords, keys and other secrets are refused. Notes are for meaning and rules, so it keeps customer records, contact details and day-to-day counts out of them; those stay in the CRM.
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- Custom viewsDescribe 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.Explore
- 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