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Create renewal deals from won deals in Zoho CRM

The Zoho CRM AI Assistant creates next term’s renewal deals from deals won in a period you choose, with the same account and contact and a closing date a year later. It checks for an existing renewal deal first and creates the new ones once you approve.

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

Renewals are not in the pipeline until someone types them in

Last year’s won deals renew this year, but only if someone creates the renewal deal. Done by hand, it means copying the account, contact, amount and dates deal by deal, and checking that a colleague did not already add it. So it gets done late, or for some customers and not others.

the solution

Ask for the renewals from a period of won deals

Name the period, the term and the amount:

For deals won in October last year, create next year’s renewal deals with the same account and contact, the same amount, closing a year after the original. Skip any that already have a renewal deal.

The assistant reads the deals won in that period with their account, contact, owner and amount. It looks for an open deal on the same account named as a renewal, or matching the fields you name, and leaves those out. It lists the new deals with name, account, amount, closing date and stage before anything is created.

Nothing is written until you approve. Then it creates the deals in the stage and pipeline you choose, named the way you ask (for example, the original name plus “renewal”). The won deals are not changed.

  • Reads won deals, their accounts, contacts, owners and amounts, and existing open deals.
  • Writes new deals only, and only after you approve.
  • Creating more than 20 deals in one request asks for a final confirmation.
  • Its check for an existing renewal matches names and fields you give; a renewal named differently may not be found.
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 creates new deals for the next term. The won deals, their accounts and contacts are not edited.

More in Customers

All Renewals use cases