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
Quotes in Zoho CRM
Find the quotes waiting for an answer, the ones about to lapse and the deals whose amount no longer matches their quote.
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 quote went out and nobody asked again
A client asked for a price, the quote was sent, and the week moved on. Some quotes wait for weeks without a reply, others pass their Valid Till date unnoticed, and the deal amount still shows the figure from before the last revision.
the solution
Check your quotes from one request
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe which quotes you want in plain words. It reads your Quotes and the deals, accounts and activities they relate to, shows you what it found, and writes to your CRM only after you approve.
- Lists quotes by stage, age, Valid Till date or amount.
- Proposes follow-up tasks or deal amount changes. Nothing is written until you approve.
- Each use case below shows the request to type and what it reads and writes.
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 quotes
- Compare deal amounts with quotes in Zoho CRMThe Zoho CRM AI Assistant lists open deals whose Amount differs from the grand total of their latest quote in the stages you name, such as Delivered or Confirmed. It changes a deal’s Amount only for the deals you pick, after you approve.Read the use case
- Find quotes about to expire in Zoho CRMThe Zoho CRM AI Assistant lists open quotes whose Valid Till date falls in a window you choose, such as the next 7 days. Once you approve, it creates a task for each owner to contact the client before the quote lapses.Read the use case
- Find quotes with no decision in Zoho CRMThe Zoho CRM AI Assistant lists quotes in a stage you name, such as Delivered, with no change or activity for the days you choose. Once you approve, it creates a follow-up task for each owner.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.
Your Quotes, with their stage, Grand Total, Valid Till date and owner, and the deals, accounts, tasks, calls and meetings they relate to. It reads only what your Zoho profile can see.
Not in these use cases. They create follow-up tasks, or update a deal’s Amount for the deals you pick. Quote stages, line items, prices and Valid Till dates are not edited unless you ask for it.
No. It reads and updates records; it does not produce a quote PDF. It can send one email from your own Zoho-approved address, without attachments, and sending always asks you to confirm.
It works from what your CRM recorded. A quote discussed on the phone but never logged looks untouched. Review every 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. The Quotes module is available only in some Zoho CRM editions. 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.