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
Customer renewals in Zoho CRM
Put next term’s renewal into your pipeline before it comes due, as a deal with the same account and contact.
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 renewal is due and there is no deal for it
A customer signed a one-year contract last October. Nobody created a deal for the renewal, so it is not in the pipeline, the forecast or anyone’s task list. The first reminder is the customer asking for an invoice, or not asking at all.
the solution
A renewals assistant inside your Zoho CRM
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe which won deals renew and on what terms. It reads those deals with their account and contact, checks for a renewal deal that already exists, shows you the deals it would create, and writes to your CRM only after you approve.
- Creates renewal deals with the same account and contact, once you approve.
- Checks for an existing renewal deal first, and leaves those accounts out.
- Shows every new deal first. Nothing is written until you approve.
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
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.
No. It creates new deals for the next term. The won deals they come from are not edited.
Not for creating renewal deals from won deals: it uses the closing date and the term you give. A field for the contract end date helps if your terms vary, and you can name it in your request.
It copies what the won deals hold, so a wrong amount or closing date carries over. A renewal deal named differently from what you describe may not be found, and a second one gets proposed. Review the 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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