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
See who changed a deal in Zoho CRM
The Zoho CRM AI Assistant shows who changed a deal’s stage, amount, owner or closing date and when, from the record’s audit timeline, with the source of each change. It only reads; nothing in your CRM changes.
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 deal is not what you saw last week
Last week the deal was at proposal and closing this month. Today it is at negotiation, the amount is lower, the closing date has moved, and the owner is someone else. You want to know who did it, when, and whether a person, a workflow or an integration made the change.
the solution
Ask about the deal, read the changes in order
Name the deal and the fields you care about:
Who changed the stage, amount, owner or closing date on the Warehouse renewal deal, and when?
The assistant finds the deal and reads its audit timeline: the history Zoho CRM keeps of who changed which field, from what to what, and when. It keeps the fields you named and lists each change with the user and the source, such as a person in Zoho CRM, the API or a workflow rule.
It works the same on any record: a lead, contact, account, quote or a custom module. Ask “who changed the email on this contact?” with the record open and click “Use this page”.
- Reads the record and its audit timeline, up to 200 entries per request.
- Writes nothing.
- When one action changed many fields at once, it shows the first ones and says how many more there were.
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.
By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open the deal in Deals.
- Open its Timeline and scroll through the entries.
- Note each change to Stage, Amount, Deal Owner and Closing Date, with who made it and when.
For one deal this is quick. It gets slow on a deal with a long history, where the four fields you care about are buried among every other edit.
questions
Frequently Asked Questions
No. It reads the deal and its history. If you want to put a value back, ask for it separately; it shows the change and writes only after you approve.
The record you name and its audit timeline: each entry’s date, the user, the action, the source and the fields changed with old and new values.
Yes. Leads, contacts, accounts, quotes, tasks and custom modules all have an audit timeline. Name the record or open it and click “Use this page”.
How the change was made: by a person in Zoho CRM, through the API (an integration or import tool), or by a workflow rule. Each change also shows the user Zoho recorded for it.
It reports what Zoho recorded. It reads up to 200 timeline entries per request, so on a deal with a very long history the oldest changes may not be included: check the date of the oldest entry it shows. A deal with two similar names may match twice; it asks which one.
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.