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
Clean up messy records in Zoho CRM
Find the records with gaps, inconsistent values or the wrong links, see the fix proposed for each one, and apply only the fixes 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
Nobody trusts the reports because the data is messy
Contacts with no email or phone, a country typed four ways, deals with an amount of zero, contacts under the wrong company, tasks floating with no record. Each problem is small, but together they make every view and report wrong, and fixing them means building filters and opening records one at a time.
the solution
Find the problem, see each fix, approve
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe what looks wrong, such as “contacts with no email and no phone”. It reads the records, lists every one it found with the change it proposes, and writes nothing until you approve.
- Lists first, so you see the size of the problem before anything changes.
- Writes only the fields, tags, links or tasks you approve. Changing more than 20 records at once asks for a final confirmation.
- Leaves alone anything it cannot match clearly, and lists it for you.
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 data cleanup
- Check deal amounts after an import in Zoho CRMThe Zoho CRM AI Assistant lists the deals whose amounts look wrong after an import: zero, negative, missing, far above the rest, or missing a currency. The check only reads; it corrects only the amounts you give it, once you approve.Read the use case
- Find contacts under the wrong account in Zoho CRMThe Zoho CRM AI Assistant lists contacts whose email domain does not match their account’s website, and suggests the account that does match. Once you approve, it relinks only the contacts you choose.Read the use case
- Find contacts without email or phone in Zoho CRMThe Zoho CRM AI Assistant lists the contacts or leads you cannot reach, with no email and no phone, grouped by owner. Once you approve, it tags them or creates tasks for the owners to find the missing details.Read the use case
- Link open tasks to deals, contacts and accounts in Zoho CRMThe Zoho CRM AI Assistant finds open tasks that are not linked to any deal, contact or account, and proposes a link only where one record clearly matches. Once you approve, it links those tasks and leaves the rest for you.Read the use case
- Standardize field values in Zoho CRMThe Zoho CRM AI Assistant finds the different spellings of the same value in a field, such as USA, U.S. and United States, and shows the change for each record. Once you approve, it updates the records to the values in your table.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 writes only after you approve.
Only the changes you approve, record by record. Each use case below says exactly which fields it writes. Updating more than 20 records in one go asks for a final confirmation, and it can change up to 200 records per request.
Mass Update writes one value to every record you select. The assistant can write a different value to each record, such as mapping several spellings to one, and shows you the list before it writes.
Yes. It works from the values in your CRM and the rules you give it. A rule that is too broad catches records you did not mean, so read 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.
More in Data quality
Everything in Data quality- DuplicatesFind contacts, leads and accounts that are in Zoho CRM more than once, decide which record to keep, and remove the extras once you approve.Explore
- ImportsAttach a CSV or XLSX file, see how each row will land in Zoho CRM, and approve the plan before anything is created or updated.Explore
- Deleted recordsSee what was deleted from Zoho CRM, by whom and when, put back the records you need, and remove test or junk records safely.Explore