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
Review overdue tasks by owner in Zoho CRM
The Zoho CRM AI Assistant lists open tasks past their due date, grouped by owner and by related deal, one owner at a time. It reschedules or completes only the tasks you pick, 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
Every rep has a pile of overdue tasks, and some of them matter
The task list says the team has dozens of overdue tasks. Some are calls that happened and were never closed, some belong to deals already lost, and a few are the follow-up a client is waiting for. Moving them all to next week hides the ones that matter.
the solution
Go through one owner at a time, change only what you pick
Ask for the list:
Show open tasks past their due date, grouped by owner and by related deal. Start with Sam Becker’s.
The assistant reads open Tasks with a Due Date before today, groups them by Task Owner and by the deal, account or contact they relate to, and shows how many each owner has. You go through one owner at a time and say what happens to each task: move it to a date, mark it complete, or leave it.
It shows the exact tasks and changes first, and writes nothing until you approve. It does not move every overdue task at once unless you ask for that.
- Reads tasks with their owner, due date, status and related record, and the stage of the related deal.
- Writes only the Due Date or Status of the tasks you pick, only after you approve.
- A task done but never marked complete looks overdue; check with the owner before you close it.
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 the Tasks module and create a custom view for open tasks with a Due Date before today.
- Add the Task Owner and Related To columns and sort by owner.
- Go through each owner’s tasks and open the related deal where needed.
- Change the due date or status of each task, one by one or with Mass Update for a group.
The view is quick to set up. Deciding task by task, with the deal open beside it, is the slow part.
questions
Frequently Asked Questions
Only the tasks you pick. It changes their Due Date or marks them complete, and only after you approve. It does not edit deals, delete tasks or change task owners in this request. Changing more than 20 tasks at once asks for a final confirmation.
It is built for review, not for clearing the list. You pick the tasks and the dates. If you do ask to move a whole group, it shows every task first, and changing more than 20 at once asks for a final confirmation.
Open tasks with their owner, due date, status, subject and related deal, account, contact or lead, and the stage of the related deal so you can see tasks on closed deals.
It reads what the CRM recorded. A call that happened but was never logged leaves its task open. A task linked to the wrong deal shows under that deal.
Only if your Zoho profile and role let you see them. The assistant can read and change only what your profile allows.
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.
More in Team tasks
All Team tasks use cases- Get a morning attention list for your Zoho CRM teamThe Zoho CRM AI Assistant puts together one list each morning: overdue tasks, deals closing this week with no recent activity, today’s meetings, and new leads nobody has acted on. It only reads and writes nothing.Explore
- Turn sales meeting decisions into Zoho CRM tasksThe Zoho CRM AI Assistant reads the decisions you paste from a team meeting and prepares one task per decision, with the owner and due date you named, linked to the right deal or account. It creates them once you approve.Explore