Leads with their status, owner and dates. If you ask, it also reads the notes and open tasks on the leads in a group, for example to skip leads that already have a task.

What counts as no activity?

By default, Last Activity Time before the cut-off. You can ask it to use Modified Time or Created Time instead, and say so in the request.

It works from what was logged. A lead someone called without logging the call looks untouched. Its check for existing tasks looks at the tasks that exist when you ask; it is not a lock.

Can it hand the leads to someone else?

Yes, in a separate request. It can change the owner of up to 100 leads at a time, optionally with their open tasks, after you approve.

Will it work on my Zoho CRM edition?

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.

Want to ask something?

Write to the team at hello@zsetup.com.

Sort nurture leads by status and owner in Zoho CRM

The Zoho CRM AI Assistant lists leads in a status such as Contact in Future or Not Contacted with no activity for the number of days you set, grouped by status and owner. Once you approve, it creates tasks or sets the status you choose.

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

Hundreds of leads waiting for later

Every lead that was not ready went to Contact in Future, and the ones nobody reached stayed Not Contacted. Now the list is long, spread across owners, and some of those leads have not been touched in a year. You need to know how many there are before you decide what to do with them.

the solution

Group them first, then decide

Name the statuses and how old is too old:

Find leads with status Contact in Future or Not Contacted and no activity in 90 days. Group them by status and owner, and show three examples from each group.

The assistant reads Leads with their Lead Status, Lead Owner and Last Activity Time, or Modified Time if you prefer. It shows a count per status and owner, with examples, so you can see the size of each pile.

Then say what should happen. It can create a call task for each lead, assigned to its owner, or set a new Lead Status you choose from your org’s list. It shows the change first and writes nothing until you approve.

Reads leads, their status, owner and activity dates.
Creates tasks or updates Lead Status only after you approve.
“No activity” means nothing logged: a call that was never recorded does not count.

Try it on your leads 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

By hand

Without the assistant

Not ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.

See the steps

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 the Leads module and create a custom view.
Set the criteria: Lead Status is Contact in Future or Not Contacted, and Last Activity Time is before the date you choose.
Add the Lead Owner column and sort by it.
Count the leads per owner and status, then open each one to decide.
Create the tasks one by one, or change the status with Mass Update.

The view gives you the list, but the counts per owner and the tasks are still done by hand, one lead at a time.

Add to Chrome

questions

Frequently Asked Questions

Only what you approve. It creates tasks linked to the leads, or updates Lead Status to the value you choose. Other lead fields are not edited, and it does not convert or delete leads. Updating the status of more than 20 leads at once asks for a final confirmation.

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