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
Pipeline reports in Zoho CRM
The Zoho CRM AI Assistant answers pipeline questions from your deals: totals by stage and owner, the forecast for the month or quarter, and the deals lost and why.
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
Every pipeline question needs another report
The weekly meeting asks how much is open by stage, what is likely to close this quarter and why last month’s deals were lost. The answer is in Zoho CRM, but each question means building or editing a report, and the totals never show which deals behind them need a closer look.
the solution
Ask the pipeline question, get the numbers and the deals behind them
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You ask in plain words. It computes counts and totals over your deals, grouped by up to three fields such as stage, owner and lead source, and lists the deals that need a look.
These requests only read. If you want to keep a list for the team, it can save it as a public custom view in Zoho CRM, and only after you approve.
- Reads deals, their stages, amounts, probabilities, closing dates, owners and change history.
- Writes nothing unless you ask for a custom view or a saved note, and approve it.
- Totals cover only the deals your Zoho profile can see.
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 pipeline reports
- Build a weighted sales forecast in Zoho CRMThe Zoho CRM AI Assistant lists the deals set to close this month or quarter with amount, probability and expected revenue, totaled by owner, and flags the ones worth checking. It only reads; nothing in your CRM changes.Read the use case
- Review lost deals by reason in Zoho CRMThe Zoho CRM AI Assistant groups the deals lost in a period by loss reason, by the stage they were lost at and by owner, and lists the ones with no reason recorded. It only reads, unless you ask it to save a note of what you conclude.Read the use case
- Show the Zoho CRM pipeline by stage and ownerThe Zoho CRM AI Assistant shows the number and total amount of open deals by stage and by owner for the period you name. It only reads, and saves the same deals as a public custom view if you ask and approve.Read the use case
questions
Frequently Asked Questions
No. It answers one question at a time in the side panel. It does not draw charts, build dashboards or send scheduled reports. Use it for the question a report does not answer yet, then keep the report you use every week.
No. Pipeline requests read your deals and show totals and lists. The only things it can write here are a public custom view or a saved note, and only when you ask and approve.
From the fields your deals hold: Amount, Stage, Probability, Expected Revenue, Closing Date and Deal Owner. It does not predict anything beyond what those fields say.
The totals are as good as the deals behind them. A deal with an old closing date or an amount nobody updated is counted as it stands. That is why each request also lists the deals worth checking.
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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