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 new leads with no first response in Zoho CRM
The Zoho CRM AI Assistant lists the leads created in the last few days that have no call, meeting, logged email or task yet, with owner and age. Once you approve, it creates a first-contact task for each lead's 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 lead came in on Monday and nobody has called
A form was filled in, a lead was created, and the week moved on. The owner thought marketing would reach out, or the lead landed among twenty others. Nothing in the Leads list says which ones are still untouched.
the solution
Ask for the untouched leads, then approve the tasks
Say how far back to look and what counts as a response:
Find leads created in the last 7 days with no call, meeting, logged email or task since they came in. Show the owner and age. After I confirm, create a first-contact task for each owner, due today.
It reads the leads by Created Time, then the calls, meetings, logged emails and tasks on each one. It shows the leads with nothing logged, grouped by Lead Owner, with how many days old each one is.
When you approve, it creates one task per lead, linked to the lead and assigned to its owner. You can change the subject or due date before approving, or drop leads from the list.
- Reads leads and the calls, meetings, logged emails and tasks on them.
- Writes tasks only, and only after you approve. Leads are not edited.
- A call that was made but never logged still looks like no response.
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 Leads module and create a custom view with Created Time in the last 7 days.
- Add the Lead Owner and Last Activity Time columns.
- Open each lead that looks untouched and check its calls, meetings, emails and tasks.
- Create a task on each lead that needs one and assign it to the owner.
The view narrows the list, but each lead still has to be opened to see what was really done.
questions
Frequently Asked Questions
No. It creates tasks, and only after you approve the list. Lead fields, status and owners are not edited.
Leads created in the period you name, and the calls, meetings, logged emails and tasks related to each one. It works from what your CRM recorded.
A call, meeting, logged email or task on the lead since it was created. You can change that in your request, for example "count only calls and emails".
It can list a lead that was contacted outside the CRM: a call made from a mobile and never logged looks the same as no call. Its check for existing tasks looks at what exists when you ask; it is not a lock. Glance at the list before you approve.
Every lead in Zoho CRM has an owner, even if it is a placeholder user. If many leads sit with one placeholder owner, give them real owners first: see Assign new leads to the right 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.
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