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
Zoho CRM Sales Assistant
Find the leads and deals that need attention, prepare the next step and record it in Zoho CRM. The Zoho CRM AI Assistant does the reading and the typing, and writes nothing until 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
Sales work gets lost between calls
Notes stay in someone’s head, follow-ups slip, and nobody has time to open every deal. Zoho CRM holds the history, but reading it record by record is work nobody gets to.
the solution
Ask for the sales work in plain words
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You type what you need, such as “which deals went quiet this month”. It reads your leads, deals, calls, meetings, notes, logged emails and tasks, and shows you what it found.
When the answer needs a change in the CRM, such as a new task or an updated field, it shows you the change first and writes nothing until you approve it.
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
what it does
What the assistant does in sales
- New leadsFind the new leads nobody has contacted, give each one an owner, spot leads from existing customers and add leads from the page you are viewing.4 use casesSee the use cases
- QualificationFind the leads missing the facts you qualify on, rate leads by rules you state, and convert the ones you agree on into a contact, account and deal.3 use casesSee the use cases
- Meeting prepGet a one-screen brief on a client before a call, see today's meetings with their open deals and tasks, and list what you still need to learn on a deal.3 use casesSee the use cases
- After the callTurn a few lines from a call into deal updates, a note and the next task, find meetings nobody recorded, and create a deal from a client request. Every change is shown to you before anything is written.3 use casesSee the use cases
- Follow-upsFind the deals nobody followed up on and set the next step.2 use casesSee the use cases
- Deal progressFind deals stuck in one stage, closing dates that have already passed, and new people joining the decision. The assistant lists what it found and creates tasks or updates deals once you approve.3 use casesSee the use cases
- ClosingCheck a deal before you mark it won, record why one was lost, clear out old pipeline and close the tasks left behind. The assistant shows every change and writes it only once you approve.4 use casesSee the use cases
questions
Frequently Asked Questions
It finds the records that need attention and prepares the work around them: lists of quiet deals, briefs before a meeting, follow-up tasks, updates after a call. Each topic above lists the requests it handles, with the exact words to type.
Not unless you choose to. The side panel starts in Approve writes mode: it shows each change and writes nothing until you approve. Chat-only mode blocks writes altogether, and Full access is opt-in. Sending an email always asks you to confirm. Records it deletes go to the Zoho CRM recycle bin, where they stay for 60 days.
Yes. It works from what your CRM recorded, so it can miss contact that was never logged: no record of a call does not prove there was no call. Review every list before you approve a change.
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 use cases have not been checked edition by edition yet, so write to us if you want to check yours first.
Add the extension from the Chrome Web Store and connect your Zoho CRM account. Plus is free for 14 days with no card. After that you stay on the Free plan.
Yes. Paid plans include a connector that gives AI clients such as Claude and ChatGPT the same Zoho CRM tools. See AI clients for how to connect one.
Write to the team at hello@zsetup.com.
Other areas
All use cases- MarketingBuild contact lists, clean them before a send, bring event leads in without duplicates and see which lead sources turn into deals. The Zoho CRM AI Assistant does the CRM side, and changes records only once you approve.Explore
- Quotes and ordersCatch quotes with no decision, quotes about to expire, won deals with no sales order and overdue invoices. The Zoho CRM AI Assistant lists what needs attention and records the next step once you approve.Explore
- CustomersKeep in touch with customers after the deal is won: kickoff, regular check-ins, renewals and open support cases. The Zoho CRM AI Assistant shows what needs attention and records the next step once you approve.Explore
- Sales managementPipeline totals, team task queues, who changed a deal and handing work over, from the records your team already keeps. The Zoho CRM AI Assistant answers in plain words and changes records only once you approve.Explore
- Data qualityFind duplicates, missing details and import mistakes in your Zoho CRM records. The Zoho CRM AI Assistant shows you each one and fixes only what you approve, and anything it deletes can be restored for 60 days.Explore
- CRM setupDescribe a custom view, field, rule or profile change in plain words. The Zoho CRM AI Assistant shows exactly what it will configure, and changes nothing until you approve.Explore