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Update a Zoho CRM deal from your call notes

The Zoho CRM AI Assistant turns a few lines you type after a call into field changes, a summary note and a follow-up task on the deal. The approval card shows every change, old value next to new, before anything is written.

Add to Chrome

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 call is over and the deal still shows last month

You just heard 40 seats, a decision by the 30th and a promise to send pricing on Friday. Updating the deal means opening it, editing two fields, writing a note and adding a task, and the next call starts in five minutes. So it waits until the evening, or until nobody remembers the details.

the solution

Type what happened. Check each change. Approve.

Write or dictate the call the way you would tell a colleague, and name the deal or open it and click "Use this page":

Call with Northfield Dental: they want 40 seats at 800 each, decision by the 30th, I send pricing Friday. Update the deal.

The assistant reads the deal’s current fields, finds what your words change, and proposes:

  • Field changes you actually stated, such as Amount and Closing Date, each shown with its current value. It changes Stage only if you say the stage.
  • A note on the deal with a short summary of the call.
  • A follow-up task for the promised next step, with the due date you gave.

Nothing is written until you approve. You can drop or correct any line first. Fields you did not mention stay as they are.

  • Reads the deal, its fields and its open tasks.
  • Writes the fields you named, one note and one task, only after you approve.
  • It can misread short notes, so check each value on the card before you approve.
Try it on your deals More use cases

This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

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.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed 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 Max

Billed 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 permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

Need more than Max? Contact sales

questions

Frequently Asked Questions

No. It proposes changes only for what your notes state. If you do not mention the stage, the stage stays. It does not work out an amount from a seat count unless you give the price.

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