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Lead sources in Zoho CRM

See how many leads, converted leads and won deals each Lead Source brought in a period, and where the source field is empty.

Add to Chrome

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

Nobody can say which channel brought the deals

The budget meeting asks which events and channels are worth keeping. The answer is in Zoho CRM, in the Lead Source field on leads and deals, but building the report takes a while. And when it is done, a large share of the leads say nothing about where they came from.

the solution

Ask for the numbers by source

The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You ask for the numbers in plain words. It counts and totals your leads and deals grouped by Lead Source, and up to two more fields such as the owner, and shows the rows where the source is empty.

A report like this reads only. When a use case would fill in or change a field, it shows the change first and writes nothing until you approve.

  • Reads leads, deals and their Lead Source, stage, amount and dates.
  • Writes nothing for a report.
  • Reports the source as recorded. It does not work out which touch caused a deal.
Try it on your leads See use cases

pricing

Start with 14 days of Plus. Stay on Free after that.

Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed 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 Max

Billed at signup, then monthly

  • 125x the Free usage
  • 5x the usage of Pro
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Free

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

No card, and permanent

$0Start free

Need more than Max? Contact sales

use cases

Explore use cases

faq

Frequently Asked Questions

What is the Zoho CRM AI Assistant?

A Chrome extension that opens an AI assistant in a side panel next to Zoho CRM. You describe what you want in plain words, it reads your CRM and shows you the result, and it writes only after you approve.

Will it change my leads or deals?

Not for a report. Counting and totaling by source only reads. Fields are changed only in a separate request that you approve.

Is this marketing attribution?

No. It groups records by the Lead Source value your CRM holds. It does not combine campaigns, emails and visits into a model of which touch led to a deal.

Can it be wrong?

The numbers are only as good as the field. If reps leave Lead Source empty or pick “Other” by habit, the report shows that rather than hiding it. Check the empty and “Other” rows before you draw conclusions.

Will it work on my Zoho CRM edition?

It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. These use cases have not been checked edition by edition yet, so write to us if you want to check yours first.

Want to ask something?

Write to the team at hello@zsetup.com.