Skip to content

Find gaps in a deal before the next call in Zoho CRM

The Zoho CRM AI Assistant reads a deal's fields and history, lists what is still unknown, such as decision maker, budget, timeline or competitor, and drafts questions for your next call. Once you approve, it can save them as a note.

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

You are about to call and cannot remember what you never asked

The deal has been open for weeks. You have talked to the client three times, but nobody asked who signs, whether the budget is approved or who else they are talking to. Finding the gaps means rereading every field and note on the deal.

the solution

Ask what is missing on the deal

Name the deal and the things you track:

Read the deal Warehouse renewal and its history. List what we still do not know, such as decision maker, budget, timeline and competitor. Draft questions for my next call. After I confirm, save them as a note on the deal.

It reads the deal's fields, such as Amount, Closing Date and any competitor or budget field your organization has, the contact roles on the deal, and its notes, calls and meetings. It lists each gap with the reason, for example "no contact role set" or "Amount is empty", and drafts a question for each.

The list is a draft for you. Edit or drop questions in your reply. If you ask, it saves the questions as a note on the deal, after you approve.

  • Reads the deal's fields, contact roles, notes, calls and meetings.
  • Writes one note, only if you ask and approve.
  • A field that does not exist in your org is not treated as a gap.
Try it before your call 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 reads the deal and drafts questions. The only write is a note with the questions, and only if you ask and approve. Deal fields, stage and amount are not edited.

More in Meeting prep

All Meeting prep use cases