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
Close deals cleanly in Zoho CRM
Check 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.
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
A deal is won or lost, and the CRM tells half the story
The deal is marked Closed Won with no amount and no contact role. Another was lost months ago and the reason lives in someone’s memory. Old deals with closing dates from last year still sit in the pipeline, and reps keep getting reminders for tasks on deals that are already decided.
the solution
Close it properly. Approve each step.
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You ask in plain words, such as "check the Warehouse renewal deal before I mark it won". It reads the deal, its contact roles, quotes, sales orders, tasks and meetings, and shows you what is missing or left open.
It moves a stage, records a reason or completes a task only when you ask, and writes nothing until you approve. Changes to more than 20 records at once ask for a final confirmation.
- Checks the fields your team requires before a deal is marked won.
- Records a loss reason you give, and closes leftover tasks.
- Shows old pipeline for you to review; it does not mass-close deals on its own.
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 closing
- Check a Zoho CRM deal before you mark it Closed WonThe Zoho CRM AI Assistant checks a deal against the fields your team requires before it is won: amount, closing date, contact role, a quote or sales order, no overdue tasks. It lists what is missing and changes the stage only when you ask and approve.Read the use case
- Clean up old deals in your Zoho CRM pipelineThe Zoho CRM AI Assistant lists open deals with no activity for a long time or closing dates far in the past, grouped by owner. You choose which to close, keep or reassign, and it writes your choices once you approve.Read the use case
- Close leftover tasks on won and lost deals in Zoho CRMThe Zoho CRM AI Assistant lists deals already closed won or lost that still have open tasks or future meetings. Once you approve, it marks those tasks completed; it does not delete them.Read the use case
- Record why a deal was lost in Zoho CRMThe Zoho CRM AI Assistant sets a deal to Closed Lost with the reason you give, in the loss reason field if your org has one, adds a note with the detail and completes its open tasks if you ask. It writes all of it once you approve.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.
No. It changes a deal’s stage only when you ask and approve the change. For old pipeline it shows a review list, and you choose which deals to close, keep or reassign.
No. Leftover tasks are marked completed, not deleted. If you ever ask it to delete records, they go to the Zoho CRM recycle bin, where they stay for 60 days and can be restored.
No. You give the reason; it records it. It can show you the deal’s recent notes and activities to help you remember, but the reason is yours.
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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