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
Build marketing audiences in Zoho CRM
Build the contact list for an offer from what Zoho CRM already holds, leave out the people who should not get it, and tag the rest.
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 right list is spread across three modules
The industry is on the account, the won deals are on the deals, and the opt-out box is on the contact. Getting one clean list for an offer means exporting each module, matching them in a spreadsheet and deciding what to do with the blank cells, every time.
the solution
Describe the audience, check it, tag it
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe who should get the offer in plain words. It reads your contacts with their accounts and deals, shows you who matches and why, and lists the records it left out.
When the list looks right, you approve and it tags the contacts, or saves the list as a custom view. Nothing is written until you approve.
- Reads contacts, accounts, deals and the Email Opt Out field.
- Adds or removes tags, or saves a public custom view, only after you approve.
- Leaves out records with blank fields instead of guessing, and shows you how many.
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 audiences
- Check email opt-outs before a send in Zoho CRMThe Zoho CRM AI Assistant checks a campaign or list for contacts marked Email Opt Out, or with the unsubscribe tag your team uses, before you export it. Once you approve, it removes them from the campaign, or removes the tag from them.Read the use case
- Exclude current customers from a Zoho CRM prospect listThe Zoho CRM AI Assistant builds a prospect list that leaves out contacts at accounts with a Closed Won deal, or another rule you give, and shows how many it excluded. Once you approve, it tags the list or saves it as a custom view.Read the use case
- Segment contacts by industry in Zoho CRMThe Zoho CRM AI Assistant finds contacts whose account industry, or other fields you name, matches your offer and shows why each one matches. Once you approve, it tags the contacts you keep.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 what you approve. For audiences it adds or removes tags, or creates a public custom view. Contact, account and deal fields are not edited unless you ask for it.
A tag keeps the list inside Zoho CRM, where you can filter on it, export it or hand it to your email tool. The assistant reuses the tag names your org already has, so you do not end up with near-duplicates.
It matches on the values your CRM holds. If one account says Logistics and another says Freight, it treats them as different unless you name both. Check the matched values it shows 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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