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 quotes about to expire in Zoho CRM
The Zoho CRM AI Assistant lists open quotes whose Valid Till date falls in a window you choose, such as the next 7 days. Once you approve, it creates a task for each owner to contact the client before the quote lapses.
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 quote lapses before anyone calls
The quote was valid for 30 days. The client is still deciding, the date passes, and now the price has to be confirmed again or the quote reissued. Nobody saw the date coming, because nobody looks at Valid Till until it has passed.
the solution
See what lapses next. Approve the reminders.
Name the window and what counts as open:
Find open quotes whose Valid Till date is in the next 7 days. Show the account, grand total and owner. After I confirm, create a task for each owner to contact the client before the quote lapses.
It reads quotes that are not in a closed stage, checks their Valid Till date, and lists the ones in your window with the account, Grand Total, Quote Owner and the date. Quotes that already have an open task are marked.
Nothing is written until you approve. When you do, it creates one task per quote, assigned to the owner and linked to the quote, due on the day you choose.
- Reads quotes, their accounts and deals, and the open tasks on them.
- Writes tasks only, and only after you approve.
- It does not extend Valid Till dates unless you ask; that is a separate change you approve.
Loading demo…
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.
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
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
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
use cases
Explore use cases
Compare deal amounts with quotes in Zoho CRM
“Find open deals whose Amount differs from the grand total of their latest Delivered or Confirmed quote. Show both figures and the difference.”
- Current use case
Find quotes about to expire in Zoho CRM
“Find open quotes whose Valid Till date is in the next 7 days. Show the account, grand total and owner. After I confirm, create a task for each owner to contact the client before the quote lapses.”
Find quotes with no decision in Zoho CRM
“Find quotes in the Delivered stage with no change or activity in the last 14 days. Show the deal, grand total, owner and Valid Till date. After I confirm, create a follow-up task for each owner.”
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 Quotes module and create a custom view.
- Set the criteria: Quote Stage is not a closed stage, and Valid Till is between today and 7 days from now.
- Add the Account Name, Grand Total and Quote Owner columns.
- Create a task on each quote and assign it to the owner.
The view is quick to set up; creating and assigning a task for every quote in it is still done one quote at a time.
faq
Frequently Asked Questions
Will it change my quotes?
No. It creates tasks, and only after you approve. Valid Till dates, stages and totals are not edited.
What does it read?
Open quotes with their Valid Till date, Grand Total and Quote Owner, the account and deal on each one, and the open tasks linked to it.
Can it extend the Valid Till date?
Yes, if you ask. It shows each quote with the old and new date, and updates the Valid Till field only after you approve. Changing more than 20 records at once asks for a final confirmation.
What counts as an open quote?
A quote whose stage is not one of your closed stages. Say which stages count as closed, such as Closed Won and Closed Lost, if yours differ.
Can it be wrong?
It relies on the Valid Till field and on the stages you call closed. Quotes with an empty Valid Till date cannot be placed in the window; ask it to list those separately so you can check them. Its check for existing tasks looks at what exists when you ask; it is not a lock.
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. The Quotes module is available only in some Zoho CRM editions. This use case has 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.