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
Hand over accounts to another rep in Zoho CRM
The Zoho CRM AI Assistant moves a set of accounts to a new owner with their open deals and tasks, and drafts a handover note on each account summarizing open deals and recent activity. It writes everything once you approve.
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 accounts move, the context does not
A rep changes territory and their accounts go to a colleague. Changing the owner field is the easy part. What the new owner needs, which deals are open, who was called last and what was promised, stays in the old rep’s head or spread across each account’s history.
the solution
Say which accounts and who takes them, read the notes, approve
Name the accounts and the new owner:
Hand over Ravi Menon’s accounts in the North region to Lena Ortiz, with their open deals and tasks. Add a handover note on each account with the open deals and recent activity.
The assistant finds the accounts, by owner and any field you name such as region or industry, and reads each account’s open Deals, open Tasks, and recent calls, meetings and notes. It drafts a short handover note per account: the open deals with their stage and closing date, the last contact, and what is planned next.
You see the accounts, the deals and the full text of every note before anything is written. When you approve, it changes the owner of the accounts and their open deals, moves the open tasks, meetings and calls with them, and adds each note to its account.
- Reads accounts, their open deals, tasks, calls, meetings and notes.
- Changes owners and adds one Note per account, only after you approve; more than 20 records ask for a final confirmation.
- The note summarizes what was recorded. Promises nobody logged are not in it; ask the old owner to add them.
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
Need more than Max? Contact sales
use cases
Explore use cases
Find records owned by inactive users in Zoho CRM
“Find open leads, deals, accounts and tasks still owned by users who are no longer active. List them by module. Then move Tom Hale's open deals to Lena Ortiz and his leads to Sam Becker.”
- Current use case
Hand over accounts to another rep in Zoho CRM
“Hand over Ravi Menon's accounts in the North region to Lena Ortiz, with their open deals and tasks. Add a handover note on each account with the open deals and recent activity.”
Reassign deals in Zoho CRM while a rep is on leave
“Lena Ortiz is on leave for two weeks. Move her open deals to Sam Becker with their open tasks, meetings and calls, and tag them "Lena cover" so I can move them back.”
Spread new leads evenly across reps in Zoho CRM
“The 24 new leads from the trade show are still owned by me. Count each rep's open new leads and split these so everyone ends up with about the same number.”
faq
Frequently Asked Questions
What does it change?
The Account Owner of the accounts you approve, the Deal Owner of their open deals, the owner of their open tasks, meetings and calls, and a new note on each account. Contacts, closed deals and other fields are not edited unless you ask.
What goes into the handover note?
The account’s open deals with stage, amount and closing date, the last logged call, meeting or email, open tasks, and anything planned next. You read and can change the text before you approve.
Can it move contacts too?
Yes, if you ask. Contacts are a separate module, so it lists them separately and shows them for approval with the rest.
Can it be wrong?
The note is a summary of recorded activity. It can miss a promise made on a call that was never logged, or misread a vague note. Read each note before you approve, and ask the old owner to add what is missing.
How many accounts can I hand over at once?
Up to 100 records of one module per request, so 100 accounts and up to 100 of their deals. For a larger territory, split it, for example by region or industry.
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. 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.