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 stuck deals by stage in Zoho CRM
The 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.
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
Deals sit in Negotiation for months and nobody asks why
The pipeline report shows plenty of deals in late stages. Some of them got there in spring and have not moved since. Zoho CRM shows the stage a deal is in now, but not at a glance how long it has been there, so the stuck ones look the same as the ones that moved in last week.
the solution
Set a limit. See who is stuck. Approve the review.
Say how many days in one stage is too long:
Find open deals that have been in their current stage for more than 30 days. Show stage, days in stage and owner. After I confirm, create a review task for each owner.
The assistant reads your open Deals, then reads each deal’s audit timeline (the record of who changed which field and when) to find when Stage last changed. It works through the deals in batches and lists the ones over your limit with deal, stage, days in stage and owner.
Nothing is written until you approve. Then it creates one review task per owner, listing that owner’s stuck deals. Deals and stages are not changed.
- Reads open deals and each deal’s audit timeline.
- Writes review tasks only, and only after you approve.
- Deals with no recorded stage change are listed separately for you to check.
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.
Need more than Max? Contact sales
questions
Frequently Asked Questions
No. It creates review tasks for deal owners, and only after you approve. Stages, amounts and closing dates are not edited.
From each deal’s audit timeline: it finds the most recent change to Stage and counts the days since.
It depends on stage changes being recorded in the timeline. If a deal never changed stage, was imported, or its history does not reach back to the last stage change, it is listed as "no stage change found" rather than given a guessed number.
It reads one deal’s timeline at a time and works through them in batches, so a very large pipeline takes a while. You can narrow the request to one stage, one owner or one pipeline.
A deal that is moving in real life but whose stage was never updated looks stuck. Check the list, and talk to the owner before you change anything on the deal.
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 Zoho CRM deals with a past closing dateThe 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.Explore