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
Require a loss reason on lost deals in Zoho CRM
The Zoho CRM AI Assistant creates a layout rule that shows a loss reason field and makes it mandatory when a deal's Stage is set to Closed Lost. It shows the rule first and creates it 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
Deals are lost and nobody says why
At the end of the quarter someone asks why deals were lost, and most closed lost deals have the reason blank. Reps skip the field because nothing asks for it. Making it mandatory for every deal would be wrong too, because it only matters once a deal is lost.
the solution
Say when the field matters, approve the rule
Name the module, the field, and the stage that should require it:
On Deals, when Stage is Closed Lost, show the Reason For Loss field and make it mandatory.
It reads the layout and the module's fields to find the exact field and stage value, and checks for an existing layout rule on Stage so it does not duplicate one. It shows the condition and the two actions: show the field, make it mandatory. When you approve, it creates the rule on the layout. Zoho makes the rule active once it is created.
From then on, a user who sets Stage to Closed Lost in the Zoho CRM form for that layout sees the field and cannot save the deal without filling it in.
- Reads the layout, the module's fields and its existing layout rules.
- Writes one layout rule, only after you approve.
- Uses the module's standard layout unless you name another one.
- Existing closed lost deals are not changed, so deals lost before the rule keep a blank reason.
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.
By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open Zoho CRM Setup and go to the layout rules for Deals.
- Create a rule on the layout with Stage as the primary field.
- Set the condition to Closed Lost.
- Add the actions: show the Reason For Loss field and make it mandatory.
- Save the rule.
Done once, this is quick. It gets slow when each new stage or field needs its own rule and you first have to check which rules already exist.
questions
Frequently Asked Questions
No. A layout rule changes the form, not the data. Existing deals keep their values, including deals already closed lost with no reason.
The Deals layout, the module's fields and Stage values, and the existing layout rules on Stage. If your loss reason is a custom field, name it in the request. If no such field exists yet, add it first, see Add custom fields to a Zoho CRM module.
No. A layout rule belongs to one layout. It uses the standard layout unless you name another, and you can ask for the same rule on each layout your team uses.
It can pick a different stage value or field than you meant when names are close, such as two loss reason fields. The approval names the exact field and the stage value, so check them before you approve.
Yes. It can switch a layout rule off or on, rename it, or add conditions to it, each after approval. It cannot edit or remove a condition already in the rule.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. This use case has 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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