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 Zoho CRM meetings with no recorded outcome
The Zoho CRM AI Assistant lists past meetings on deals with no note, call or follow-up task added after the meeting. Once you approve, it creates a task for each owner to record what happened.
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 meeting happened, and the deal shows nothing since
The calendar says the demo took place last Tuesday. The deal has no note, no logged call and no next task after that date. Maybe it went well and nobody wrote it down, maybe it never happened. A manager reading the pipeline cannot tell, and the rep has already moved on to the next week.
the solution
List the gaps. Approve the reminders.
Ask for a time window, and say what counts as a recorded outcome:
Find meetings in the last 14 days on deals where nobody added a note, call or follow-up task after the meeting. After I confirm, create a task for each owner to record the outcome.
The assistant reads Meetings that ended in that window and are linked to a deal. For each one it checks the deal’s Notes, Calls and Tasks for anything created after the meeting ended, and lists the meetings with nothing, with the deal and the meeting owner.
Nothing is written until you approve. Then it creates one task per meeting, linked to the deal and assigned to the meeting owner, asking them to record the outcome. It skips meetings that already have such a task.
- Reads meetings, and the notes, calls and tasks on the related deals.
- Writes tasks only, and only after you approve.
- Meetings not linked to a deal, or logged only on a contact, are listed separately.
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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
Create a Zoho CRM deal from a client request
“Create a deal from this request: Maria Chen at Northfield Dental wants a quote for 25 licenses, budget around USD 18,000, and wants to start before the end of November. Stage: Qualification.”
- Current use case
Find Zoho CRM meetings with no recorded outcome
“Find meetings in the last 14 days on deals where nobody added a note, call or follow-up task after the meeting. After I confirm, create a task for each owner to record the outcome.”
Update a Zoho CRM deal from your call notes
“Call with Northfield Dental just now: they want 40 seats at USD 800 each, decision by the 30th, I send pricing Friday. Update the deal.”
faq
Frequently Asked Questions
Will it change my meetings or deals?
No. It creates tasks, and only after you approve the list. Meetings, deals, notes and calls are not edited.
What counts as a recorded outcome?
A note, a logged call or a task on the related deal, created after the meeting ended. You can narrow it in your request, for example "only count notes".
What does it read?
Meetings in the window you give, the deal each one is linked to, and that deal’s notes, calls and tasks with their creation times.
Can it be wrong?
Yes. If the outcome was written somewhere else, such as on the contact instead of the deal, or in an email that was not logged, the meeting looks empty. A meeting that was cancelled but not removed from the CRM also shows up. Check the list before you approve.
Can I set the time window?
Yes. Say "last 7 days", "since Monday" or a date range. It reads only meetings whose end time has passed.
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.