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
Find records owned by inactive users in Zoho CRM
The Zoho CRM AI Assistant finds the open leads, deals, accounts and tasks still owned by users who are no longer active, and lists them by module.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.
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
People left, and their records stayed
When someone leaves, their user is deactivated, but the leads, deals and accounts they owned keep their name. Nobody follows up on those leads, the deals sit in the pipeline report under a person who is gone, and their open tasks are never done.
the solution
Find the leftovers, choose who takes over, approve
Ask for the list first:
Find open leads, deals, accounts and tasks still owned by users who are no longer active. List them by module.
The assistant reads your CRM users, including inactive ones, and searches each module for open records they still own. It shows a count per former user and module, and the records themselves when you ask.
Then say who takes over: all of one person’s records to one colleague, or deals to one person and leads to another. It shows the exact records and new owners, and changes the owner only after you approve. It can move each record’s open tasks, meetings and calls with it.
- Reads your CRM users and their status, and open leads, deals, accounts, contacts and tasks by owner.
- Changes owners only after you approve; more than 20 records ask for a final confirmation.
- Up to 100 records per request, so a large backlog takes several requests.
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.
- Look up which users are inactive in your Zoho CRM users list.
- In Leads, Deals, Accounts and Tasks, create a custom view filtered on each former user as owner.
- Select the open records and change their owner.
- Repeat for each former user and each module.
Each step is simple. Repeating it for every former user in every module is the slow part.
questions
Frequently Asked Questions
Only the owner of the records you approve, plus their open tasks, meetings and calls if you ask. Other fields are not edited, and nothing is deleted.
Your CRM users with their status, and the open records each inactive user still owns in the modules you name. It can only see the records your Zoho profile allows.
Leads not converted or marked junk, deals not in a closed stage, and tasks not completed. Accounts have no open or closed state, so all of a former user’s accounts are listed. Say in your request if your team defines it differently, for example by a lead status.
Yes. Give a rule, such as deals to one person and leads to another, or accounts by region if you record one. It shows each group with its new owner before you approve.
It finds records by their current owner. A record already moved to a shared user, such as an admin, does not show as belonging to the former user. Check closed deals separately if you report on them by owner.
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 Workload and handover
All Workload and handover use cases- 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
- Reassign deals in Zoho CRM while a rep is on leaveThe 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.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