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 deals with no customer contact in Zoho CRM
The Zoho CRM AI Assistant lists open deals with no logged call, meeting, note or email in the last 14 days, with the last contact on each. Once you approve, it creates a follow-up task for each deal 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
The deal stays open and nobody calls
A client was told you would get back to them. The deal sits untouched for weeks, and by the time someone notices it may be lost. In a CRM with hundreds of deals, nobody can check each one by hand.
the solution
Ask once, review the list, approve the tasks
Open the assistant next to Zoho CRM and say what you want to find, for example:
Find open deals with no customer contact in the last 14 days. Show the last contact and any upcoming tasks.
It reads your open deals, checks the calls, meetings, notes, logged emails and tasks on each one, and shows you the quiet ones with their last contact. Deals with almost no history are listed separately, so you can check them yourself.
Nothing is written to your CRM until you approve. When you do, it creates one follow-up task per deal, assigned to the deal owner and linked to the deal, and skips deals that already have a matching task.
- Reads deals, calls, meetings, notes, logged emails and tasks.
- Writes tasks only, and only after you approve.
- Creating more than 20 tasks in one request 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: Stage is not a closed stage, and Last Activity Time is before 14 days ago.
- Add the Deal Owner column and sort by last activity.
- Open each deal. Check its notes, calls and emails to see whether the client was really contacted.
- Create a task on each deal that needs one, and assign it to the owner.
Last Activity Time also moves when a record is edited by a workflow or an import, so step 4 repeats for every deal: open it, read its history, decide, create the task. With hundreds of open deals it gets slow.
questions
Frequently Asked Questions
No. It creates tasks, and only after you approve the list. Deals, contacts, stages and amounts are not edited.
Open deals, and the calls, meetings, notes, logged emails and tasks on each one. It works from what your CRM recorded.
A logged call, meeting, note or email on the deal. You can say which kinds to count, and change the 14 days to any period.
It can miss contact that was never logged: no record of a call does not prove there was no call. Deals with thin history are listed separately so you can check them yourself. Its check for existing tasks looks at the tasks that exist when you ask; it is not a lock.
Leave it out before you approve. If you delete a task later, it stays in the Zoho CRM recycle bin for 60 days.
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.