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
Rate leads by your own rules in Zoho CRM
You state the rules, such as "Healthcare with over 50 employees is A", and the Zoho CRM AI Assistant applies them to your leads' field values and proposes a rating or tag for each. Once you approve, it writes the rating or adds the tag.
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
Every rep rates leads by gut feeling
The Rating field is there, but one rep sets it for anyone who answered the phone and another never touches it. You know which leads matter: the right industry, the right size, the right country. Nobody has the time to go through the list and apply that the same way to every lead.
the solution
State the rules once, review the grades, approve
Write the rules the way you would explain them to a new rep:
Rate open leads by these rules. Industry is Healthcare and No. of Employees over 50 is A. Healthcare under 50 is B. Everything else is C. After I confirm, set Rating to the grade.
It reads the fields your rules name, applies the rules to each lead and shows the result with the reason, such as "Healthcare, 80 staff". Leads where a field the rule needs is empty are listed apart, not graded.
When you approve, it writes the grade to the field you name, such as Rating or a custom picklist, or adds a tag such as "Grade A". The field must already offer the grades as values: if your Rating picklist has no A, B and C, add them in Zoho first, or use a tag. It uses only field values. It does not read emails or notes for this, and it does not invent a score of its own.
To use the same rules next time, ask it to save them as knowledge.
- Reads leads and the fields your rules use.
- Updates the rating field or adds tags only after you approve.
- A lead with an empty field the rules need is left for you, not graded.
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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
Convert a qualified lead into a deal in Zoho CRM
“Convert the lead Lena Ortiz at Northfield Dental. Create a deal called Northfield Dental - 3 clinics, stage Qualification, closing date end of next month. Add my call notes as a note on the deal.”
Find leads missing qualification data in Zoho CRM
“Find leads in status Contacted that are missing Budget, No. of Employees, Phone or Industry. List what each one is missing. After I confirm, create a task for each owner to fill the gaps.”
- Current use case
Rate leads by your own rules in Zoho CRM
“Rate open leads by these rules. Industry is Healthcare and No. of Employees over 50 is A. Healthcare under 50 is B. Everything else is C. After I confirm, set Rating to the grade.”
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 Leads module and create a custom view for one rule: Industry is Healthcare and No. of Employees is greater than 50.
- Select the leads and use Mass Update to set Rating.
- Repeat with a new view for each rule.
For two or three rules this works. With more rules, overlapping conditions and empty fields, keeping the views right is where it gets slow.
faq
Frequently Asked Questions
Will it change my leads?
Only the field or tags you name, on the leads you approve. More than 20 leads at once asks for a final confirmation. Status, owner and other fields are not edited.
Is this lead scoring?
It is your rules applied once to field values. It does not learn or predict, and it does not rescore leads by itself later. Ask again when you want the grades refreshed, or use Zoho CRM's own scoring rules if your edition has them.
Can I save my rules?
Yes. Ask it to save them as knowledge, such as "save these as our lead grading rules". Later you can ask "rate new leads by our grading rules". Notes saved for the organization are shared with colleagues on the same Zoho profile.
Can it be wrong?
It can apply a rule you wrote loosely in a way you did not mean. "Large company" means nothing until you say a number. Read the reason shown next to each lead before approving, and give exact values in your rules.
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.