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
What you can ask the Zoho CRM AI Assistant
Requests for sales, marketing, customer and admin work in Zoho CRM, grouped by area. Each use case shows what to type, what the assistant reads, and what it changes 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
The information is there, but the work is spread out
A question about a customer can mean opening a deal, checking its contacts, reading notes and looking through tasks. The records are in Zoho CRM, but you still have to bring the details together and work out the next action.
the solution
Describe the CRM work in plain language
The Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language. It reads the relevant CRM records and shows you the result.
When a request needs a CRM change, Approve writes mode shows the proposed change for your review before it runs. Chat-only mode blocks writes, and Full access is opt-in.
Choose an area below, then a topic and a use case. Each page explains the request, the records involved and any proposed changes.
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
Explore by area
Sales
Find the leads and deals that need attention, prepare the next step and record it in Zoho CRM. The Zoho CRM AI Assistant does the reading and the typing, and writes nothing until you approve.
- New leads4 4 use cases
- Qualification3 3 use cases
- Meeting prep3 3 use cases
- After the call3 3 use cases
- Follow-ups2 2 use cases
- Deal progress3 3 use cases
- Closing4 4 use cases
22 use cases
Marketing
Build contact lists, clean them before a send, bring event leads in without duplicates and see which lead sources turn into deals. The Zoho CRM AI Assistant does the CRM side, and changes records only once you approve.
- Audiences3 3 use cases
- Re-engagement1 1 use case
- Events and campaigns3 3 use cases
- Lead sources1 1 use case
8 use cases
Quotes and orders
Catch quotes with no decision, quotes about to expire, won deals with no sales order and overdue invoices. The Zoho CRM AI Assistant lists what needs attention and records the next step once you approve.
7 use cases
Customers
Keep in touch with customers after the deal is won: kickoff, regular check-ins, renewals and open support cases. The Zoho CRM AI Assistant shows what needs attention and records the next step once you approve.
8 use cases
Sales management
Pipeline totals, team task queues, who changed a deal and handing work over, from the records your team already keeps. The Zoho CRM AI Assistant answers in plain words and changes records only once you approve.
- Pipeline reports3 3 use cases
- Team tasks3 3 use cases
- Deal history2 2 use cases
- Workload and handover4 4 use cases
12 use cases
Data quality
Find duplicates, missing details and import mistakes in your Zoho CRM records. The Zoho CRM AI Assistant shows you each one and fixes only what you approve, and anything it deletes can be restored for 60 days.
13 use cases
CRM setup
Describe a custom view, field, rule or profile change in plain words. The Zoho CRM AI Assistant shows exactly what it will configure, and changes nothing until you approve.
- Custom views2 2 use cases
- Fields and layouts3 3 use cases
- Automation4 4 use cases
- Users and access2 2 use cases
- Team knowledge2 2 use cases
13 use cases
questions
Frequently Asked Questions
Each use case describes one request, what the assistant reads in Zoho CRM and what it would change. The pages are grouped by business area and topic so you can find the work you want to do.
The side panel starts in Approve writes mode, which shows proposed CRM changes for your review. Chat-only mode blocks writes. Full access is an optional mode with different approval rules.
Availability depends on your Zoho CRM edition, API access, permissions and the records your team keeps. The use cases have not been checked edition by edition. Review the details on the individual page before trying a request.
Yes. Missing or incomplete CRM records can affect its answer, and it can interpret a request incorrectly. Review the result and any proposed changes before proceeding.
Add the Chrome extension, sign in and connect your Zoho CRM account. Choose a use case and try its request in the side panel. The pricing section explains the available plans.
Write to the team at hello@zsetup.com.