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
Reassign deals in Zoho CRM while a rep is on leave
The Zoho CRM AI Assistant moves a rep’s open deals to a colleague for a holiday or leave, with their open tasks, meetings and calls, and can tag them to move back later. It changes owners only 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
A rep is away and their deals still close this week
A rep goes on leave, and some of their deals close while they are away. Someone has to own them, take the calls and keep the meetings. Moving the deals by hand is easy to start and easy to get wrong: the tasks stay with the absent rep, and when they return nobody remembers which deals to give back.
the solution
Say who covers, check the list, approve
Name the rep, the colleague and what moves:
Lena Ortiz is on leave for two weeks. Move her open deals to Sam Becker with their open tasks, meetings and calls, and tag them “Lena cover” so I can move them back.
The assistant finds the open Deals owned by the rep and the colleague among your CRM users. It shows the list with each deal’s closing date and how many open tasks, meetings and calls move with it. You can leave deals out before you approve.
When you approve, it changes the Deal Owner to the colleague, moves the open tasks, meetings and calls on those deals to the same person, and adds the tag. When the rep is back, ask it to move the deals tagged “Lena cover” back to her.
- Reads open deals by owner, their open tasks, meetings and calls, and your CRM users.
- Changes owners and adds a tag, only after you approve; more than 20 records ask for a final confirmation.
- Up to 100 deals per request. Closed deals stay with the rep unless you ask.
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 Deals with a custom view for the rep’s open deals.
- Select the deals in the list and change their owner.
- Open Tasks, Meetings and Calls, filter for the rep’s open ones on those deals, and change their owner too.
- Add a tag or write down the list so you can move the deals back.
The deals are the easy part. Finding the open activities on exactly those deals, and remembering what to give back, is where it gets slow.
questions
Frequently Asked Questions
No. It changes the Deal Owner, the owner of the open tasks, meetings and calls you chose, and adds the tag. Stage, amount, closing date and the rep’s closed deals are not touched.
Yes. If you tagged them, ask it to move the deals with that tag back to the rep, with their open activities. It shows the list again first. Deals the colleague closed in the meantime are listed so you can decide.
Yes. Name them, give a rule such as “only deals closing in the next two weeks”, or remove deals from the list before you approve.
Zoho CRM can notify the new owner of a reassignment. Your organization’s default applies unless you say in your request whether to notify them.
It moves the deals the rep owns at the time you ask. A deal the rep works on but someone else owns is not on the list. Check the list, and the activity counts, before you approve.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Tags are not available on every edition; it says so if yours has none. 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 Workload and handover
All Workload and handover use cases- Find records owned by inactive users in Zoho CRMThe Zoho CRM AI Assistant finds the open leads, deals, accounts and tasks still owned by users who are no longer active, and lists them by module. It moves them to the people you choose once you approve.Explore
- Hand over accounts to another rep in Zoho CRMThe Zoho CRM AI Assistant moves a set of accounts to a new owner with their open deals and tasks, and drafts a handover note on each account summarizing open deals and recent activity. It writes everything once you approve.Explore
- Spread new leads evenly across reps in Zoho CRMThe Zoho CRM AI Assistant counts each rep’s open new leads and proposes an even split of the ones still waiting for an owner, or a split by the rule you give. It changes lead owners only once you approve.Explore