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
Save your deal stage definitions for Zoho CRM
Write 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.
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 reads the stages differently
One rep moves a deal to Proposal when the pricing is sent, another when the scope is agreed. The pipeline report mixes both, and every new colleague learns the difference by asking. Zoho CRM holds the stage names, but not what your team means by them.
the solution
Write the definitions once, and later requests use them
Tell it what each stage means and ask it to save the definitions for the team:
Save our deal stage definitions for the team. Qualification = budget and need confirmed. Proposal = pricing sent. Negotiation = legal or procurement involved. Check the names against our Stage field first.
It can read the Stage values on Deals to match your short names to the exact stages, and saves the definitions as a note shared with your team. In later requests, such as "which deals are in Proposal without pricing sent", it reads the note and uses those meanings.
Saving the note is not a change to your CRM, so it does not wait for approval. The stages in Zoho stay as they are.
- Reads the Stage values on Deals, when you ask it to check the names.
- Writes a note with the assistant, not in Zoho CRM. Nothing in your CRM changes.
- Shared with colleagues on the same Zoho profile. Colleagues on another profile do not see it.
- The note records meanings, not stages: if a stage is renamed in Zoho, update the note too.
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
questions
Frequently Asked Questions
No. It saves a note with the assistant. Stage values, pipelines and deals in Zoho CRM stay exactly as they are.
Colleagues in the same Zoho organization who use the same Zoho profile. Colleagues on another profile do not see the note. To keep a definition just for yourself, ask it to save it as a personal note.
Yes. Ask it to change or remove the definition. Each change is kept with who made it and when, so an earlier version can be brought back. Because the note is shared, a colleague's change applies for everyone on the profile, so agree on the definitions as a team first.
It can apply a definition loosely, for example treating any logged email as "pricing sent". It works from what your CRM recorded, so a definition that depends on something nobody logs cannot be checked. Write definitions in terms of fields and activities the CRM holds.
The Stage values on Deals, when you ask it to check the names. In later requests it reads the saved note together with the records that request needs.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. This use case has 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.