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 Zoho CRM deals with a past closing date
The Zoho CRM AI Assistant lists open deals whose Closing Date has already passed, with owner and last activity. Once you approve, it creates a task for each owner to confirm a new date, or sets the dates you give it.
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
The forecast counts deals that should have closed last month
A deal’s closing date was set months ago and passed without anyone touching it. It still counts in this month’s forecast as if it were on track. The owner may know it slipped, but the CRM does not, and the forecast is only as good as those dates.
the solution
List the overdue dates. Ask the owners. Approve.
Ask for open deals whose closing date has passed:
Find open deals whose closing date has passed. Show the owner and last activity. After I confirm, create a task for each owner to confirm a new date.
The assistant reads open Deals with a Closing Date before today, and shows each with its owner and Last Activity Time, so you can see which are quiet and which are simply out of date.
Nothing is written until you approve. You choose one of two things:
- Ask the owners: it creates one task per owner, listing their deals, to confirm a new date.
- Set the dates yourself: you give the new date for each deal, and it updates Closing Date on those deals only.
It never picks a new closing date on its own.
- Reads open deals, their closing dates, owners and last activity.
- Writes tasks, or the closing dates you specify, only after you approve.
- Changing more than 20 deals at once asks for a final confirmation.
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 Deals module and create a custom view.
- Set the criteria: Closing Date is before today, and Stage is not a closed stage.
- Add the Deal Owner and Last Activity Time columns.
- Ask each owner for a new date, then edit each deal or use Mass Update for deals that share one date.
The view is quick to build. Getting a real date for each deal means chasing every owner, and Mass Update only helps when many deals move to the same date.
questions
Frequently Asked Questions
Only the ones you give it. If you ask for tasks, it creates tasks and leaves every date as it is. If you give new dates, it updates Closing Date on those deals only, after you approve.
No. A new closing date is the owner’s call, so it does not invent one. It can create a task asking the owner to confirm the date.
Open deals, their Closing Date, Stage, owner and Last Activity Time.
A deal whose stage is not a closed won or closed lost stage. If your org uses custom closed stages, name them in your request.
It reads the dates your CRM holds. If an owner agreed a new date with the client but never updated the deal, it still shows as overdue. That is usually the point of the task.
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 Deal progress
All Deal progress use cases- Add a new decision maker to a Zoho CRM dealThe Zoho CRM AI Assistant finds or creates the contact for a new person in the decision, such as a CFO or procurement, and links them to the deal with the contact role you name. It adds a note and writes it all once you approve.Explore
- Find stuck deals by stage in Zoho CRMThe Zoho CRM AI Assistant lists open deals that have stayed in their current stage longer than the number of days you set, with owner and days in stage. Once you approve, it creates a review task for each owner.Explore