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 deals with no next step
The Zoho CRM AI Assistant lists open deals that have no open task and no future meeting, with the last contact on each. Once you approve, it creates a next-step 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
Contact happened, but nobody wrote down what is next
A call went well and the deal stays open. Nobody scheduled a task or a meeting, so nothing reminds anyone to come back. A week later the deal has quietly stopped moving, and it looks fine in the list because it was touched recently.
the solution
Find the gaps, then fill them
Open the assistant next to Zoho CRM and ask, for example:
Find open deals with no open task and no future meeting. Show the last contact on each.
It reads each open deal with its tasks and meetings and shows you the ones with nothing scheduled, together with the last call, meeting, note or email on each. A deal touched yesterday still appears if nothing comes next.
Nothing is written to your CRM until you approve. When you do, it creates one next-step task per deal, assigned to the deal owner and linked to the deal, and skips deals that already have an open task.
- Reads open deals, their tasks, meetings, calls, notes and logged emails.
- 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
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
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.”
- Current use case
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 of open deals, sorted by Last Activity Time.
- Open a deal and look at its open activities for a future task or meeting.
- If there is none, create a task on the deal and assign it to the owner.
- Go back to the list and repeat for the next deal.
The list shows deal fields, not what is scheduled on each deal, so the check is repeated deal by deal. 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 counts as a next step?
An open task, or a meeting with a date in the future, on the deal. You can say in your request which of the two to count.
What does it read in my CRM?
Open deals, and the tasks, meetings, calls, notes and logged emails on each one.
What if a next step was agreed outside the CRM?
It works from what your CRM recorded, so a phone agreement that was never logged is not visible to it. Review the list before you approve and leave out the deals you know are in hand.
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.