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
Close leftover tasks on won and lost deals in Zoho CRM
The Zoho CRM AI Assistant lists deals already closed won or lost that still have open tasks or future meetings. Once you approve, it marks those tasks completed; it does not delete them.
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 deal is decided, and the reminders keep coming
The client signed, or said no, weeks ago. The deal still carries a "send proposal" task and a follow-up call next Tuesday. Reps get reminders for work that no longer matters, the open task list grows, and nobody knows which tasks are real.
the solution
Find the leftovers. Approve.
Ask for closed deals that still have open work:
Find deals closed won or lost that still have open tasks or future meetings. After I confirm, mark the open tasks completed.
The assistant reads deals in a closed won or closed lost stage, then their open Tasks and Meetings with a start time in the future, and lists each deal with what is left open.
Nothing is written until you approve. Then it sets Status to Completed on the open tasks you approve. Future meetings are listed for you to handle; it does not change them unless you ask. Changes to more than 20 records ask for a final confirmation.
- Reads closed deals, their open tasks and future meetings.
- Writes task Status only, and only after you approve.
- Some open tasks may still matter after a win, such as handover; review the list first.
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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
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.”
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.”
- Current use case
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.”
faq
Frequently Asked Questions
What does it read?
Deals in a closed won or closed lost stage, the open tasks linked to them, and their meetings that start in the future. It works from the stage your CRM holds.
What about the meetings?
It lists future meetings on closed deals so you can cancel or keep them in Zoho CRM. It does not change them unless you ask in a separate request.
What does it write to my CRM?
The Status of the open tasks you approve, set to Completed, so they stay in the deal’s history. Nothing is deleted. Deals, meetings and notes are not changed.
Can I keep some tasks open?
Yes. Review the list and tell it which tasks to leave, such as onboarding or handover tasks on won deals. It completes only the ones you approve.
Can it be wrong?
It reads the stage your CRM holds. A deal marked won by mistake, or a task linked to the wrong deal, ends up on the list. Check it before you approve.
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.