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Find deals with no customer contact in Zoho CRM
The Zoho CRM AI Assistant lists open deals with no logged call, meeting, note or email in the last 14 days, with the last contact on each. Once you approve, it creates a follow-up task for each deal owner.
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 stays open and nobody calls
A client was told you would get back to them. The deal sits untouched for weeks, and by the time someone notices it may be lost. In a CRM with hundreds of deals, nobody can check each one by hand.
the solution
Ask once, review the list, approve the tasks
Open the assistant next to Zoho CRM and say what you want to find, for example:
Find open deals with no customer contact in the last 14 days. Show the last contact and any upcoming tasks.
It reads your open deals, checks the calls, meetings, notes, logged emails and tasks on each one, and shows you the quiet ones with their last contact. Deals with almost no history are listed separately, so you can check them yourself.
Nothing is written to your CRM until you approve. When you do, it creates one follow-up task per deal, assigned to the deal owner and linked to the deal, and skips deals that already have a matching task.
- Reads deals, calls, meetings, notes, logged emails and tasks.
- Writes tasks only, and only after you approve.
- Creating more than 20 tasks in one request asks for a final confirmation.
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pricing
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Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
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- Includes the MCP connector
Max
For the heaviest CRM workloads.
125x the Free usage
$500/ month
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- 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.
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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
- Current use case
Find deals with no customer contact in Zoho CRM
“Find open deals with no confirmed customer contact in the last 14 days. Show the last contact and any upcoming tasks. After I confirm, create a task for each owner to contact the client tomorrow.”
Find Zoho CRM deals with no next step
“Find open deals with no open task and no future meeting. Show the last contact on each. After I confirm, create a next-step task for each owner, due tomorrow.”
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.
- Set the criteria: Stage is not a closed stage, and Last Activity Time is before 14 days ago.
- Add the Deal Owner column and sort by last activity.
- Open each deal. Check its notes, calls and emails to see whether the client was really contacted.
- Create a task on each deal that needs one, and assign it to the owner.
Last Activity Time also moves when a record is edited by a workflow or an import, so step 4 repeats for every deal: open it, read its history, decide, create the task. With hundreds of open deals it gets slow.
faq
Frequently Asked Questions
Will it change my deals?
No. It creates tasks, and only after you approve the list. Deals, contacts, stages and amounts are not edited.
What does it read in my CRM?
Open deals, and the calls, meetings, notes, logged emails and tasks on each one. It works from what your CRM recorded.
What counts as contact?
A logged call, meeting, note or email on the deal. You can say which kinds to count, and change the 14 days to any period.
Can it be wrong?
It can miss contact that was never logged: no record of a call does not prove there was no call. Deals with thin history are listed separately so you can check them yourself. Its check for existing tasks looks at the tasks that exist when you ask; it is not a lock.
What if I do not want a task it proposes?
Leave it out before you approve. If you delete a task later, it stays in the Zoho CRM recycle bin for 60 days.
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.