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
Clean up old deals in your Zoho CRM pipeline
The Zoho CRM AI Assistant lists open deals with no activity for a long time or closing dates far in the past, grouped by owner. You choose which to close, keep or reassign, and it writes your choices 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 pipeline is full of deals nobody believes in
Every quarter the pipeline looks bigger than it is. Deals from last year still sit in Proposal, their closing dates long gone and no activity since. Nobody wants to close them blindly in case one is still alive, so they stay and the forecast keeps counting them.
the solution
See the old deals. Choose. Approve.
Set what counts as old:
Show open deals with no activity in 90 days or a closing date more than 60 days ago, grouped by owner.
The assistant reads your open Deals, their Last Activity Time and Closing Date, and shows a review list grouped by owner, with the reason each deal is on it.
You choose what happens to each deal or group: close it as lost, keep it, or reassign it to another owner. Nothing is written until you approve, and changes to more than 20 records ask for a final confirmation. It does not close anything you did not choose.
- Reads open deals, their owners, last activity and closing dates.
- Writes only the stage or owner changes you choose, after you approve.
- It lists deals that look old; whether a deal is dead is your call.
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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
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
Check a Zoho CRM deal before you mark it Closed Won
“Check Warehouse renewal before I mark it won. We need amount, closing date, a contact with a role, a sales order and no overdue tasks.”
- Current use case
Clean up old deals in your Zoho CRM pipeline
“Show open deals with no activity in 90 days or a closing date more than 60 days ago, grouped by owner. I will choose which to close, keep or reassign.”
Close leftover tasks on won and lost deals in Zoho CRM
“Find deals closed won or lost that still have open tasks or future meetings. After I confirm, mark the open tasks completed.”
Record why a deal was lost in Zoho CRM
“Mark Pilot extension as Closed Lost. Reason is price, they went with a cheaper tool. Add a note and complete its open tasks.”
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 Deals module and create a custom view of open deals.
- Add criteria on Last Activity Time or Closing Date, and the Deal Owner column.
- Send the list to each owner and wait for answers.
- Select the deals to close and use Mass Update to set the stage, or change the owner.
The view is quick. The slow part is collecting each owner’s answer and applying different changes to different deals.
faq
Frequently Asked Questions
Will it close deals on its own?
No. It shows a review list and closes, keeps or reassigns only the deals you choose. Changes to more than 20 records ask for a final confirmation before anything is written.
What does it write to my CRM?
Stage on the deals you choose to close, and Deal Owner on the deals you choose to reassign. Optionally a loss reason or a note, if you give one. Nothing until you approve.
What does it read, and what counts as old?
It reads open deals, their owner, Last Activity Time and Closing Date. Old is what you say in the request: no activity in a number of days, a closing date more than a number of days ago, or both. You can also limit it to one stage, owner or pipeline.
Can I move the open tasks when I reassign a deal?
Yes. When it changes the owner, it can also move the deal’s open tasks, meetings and calls to the new owner, if you ask.
Can it be wrong?
It works from what your CRM recorded. A deal the owner is still working on, but never logs activity for, looks abandoned. That is why it only lists and waits for your choice.
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.