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
Segment contacts by industry in Zoho CRM
The 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.
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 offer fits one industry, but the list has everyone
You have a message for logistics companies. The industry sits on the account, not on the contact, and some accounts have it empty. Building the list means exporting both modules, matching them in a spreadsheet and deciding what to do with the blanks.
the solution
Filter through the account, then tag the contacts
Describe the audience in plain words, with the values that count:
Find contacts whose account industry is Logistics or Transportation and whose mailing country is Germany. Show why each one matches. After I confirm, tag them Q4 logistics offer.
The assistant searches Contacts and filters through the Account Name lookup, so it can use the account’s Industry together with the contact’s own fields. It shows each contact with the account and the value that matched.
Contacts whose account has no industry are listed separately and left out. It does not guess an industry from a website or a company name.
When you approve, it adds the tag to the contacts on the list. If a similar tag already exists, it shows it, so you can reuse it.
- Reads contacts and the fields of their accounts.
- Adds a tag to contacts only after you approve.
- Matches the values as written in your CRM: “Freight” and “Logistics” count as different unless you name both.
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
It adds one tag to the contacts you approve. Contact and account fields, including Industry, are not edited. It tags up to 100 contacts per approval, so a longer list goes in batches, and tagging more than 20 at once asks for a final confirmation.
Contacts, and the fields of the account each contact is linked to. It uses the values your CRM holds and shows you the ones it matched.
Yes. Name any field on the contact or its account, such as Mailing Country, Account Type or a custom field, and the values to match. It checks the field exists before searching.
It can miss contacts when the same industry is written in different ways, or when the account field is empty. It shows the values it matched and the count it left out, so you can add a value or fill the blanks first.
They have no account industry to match, so they are left out and counted separately.
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.
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