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 customers with no recent contact in Zoho CRM
The Zoho CRM AI Assistant lists customer accounts with no logged call, meeting, note or email in the number of days you choose, with the owner and the last contact. Once you approve, it creates a check-in task for each 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
Nobody has spoken to the customer since they signed
The customer bought last spring. The account owner meant to call after a few weeks, then the quarter got busy. Now nobody can say when anyone last spoke to them, and the only way to find out is to open each account and read its history.
the solution
Ask for the quiet customers
Say who counts as a customer and how long is too long:
Find accounts with a won deal and no logged call, meeting, note or email in the last 60 days. Show the owner and last contact. After I confirm, create a check-in task for each owner, due next Monday.
Instead of “a won deal”, you can name the Account Type your team uses for customers. The assistant reads those accounts, checks the calls, meetings, notes and logged emails on each one, and lists the quiet ones with the owner and the date and kind of the last contact. Accounts with no history at all are marked, so you can check them yourself.
Nothing is written until you approve. Then it creates one check-in task per account, linked to the account, assigned to the account owner or to the person you name, and skips accounts that already have an open check-in task.
To find customers who used to buy regularly and stopped, see Find repeat buyers who stopped buying.
- Reads accounts, won deals, calls, meetings, notes, logged emails and tasks.
- Writes tasks only, and only after you approve.
- Contact that was never logged in Zoho CRM is not seen, so a busy account can look quiet.
pricing
Start with 14 days of Plus. Stay on Free after that.
Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.
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
$0No card, and permanentLimited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
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
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 Accounts module and create a custom view of your customers, for example by Account Type.
- Add the Last Activity Time column and sort by it, oldest first.
- Open each account near the top. Check its calls, meetings, notes and emails to see when someone really spoke to the customer.
- Create a task on each account that needs a check-in and assign it to the owner.
The view sorts by the last change, which is not the same as the last conversation, so each account still has to be opened and read.
questions
Frequently Asked Questions
No. It creates tasks, and only after you approve the list. Accounts, contacts and deals are not edited.
Accounts, the deals on each account (to tell customers from prospects), and the calls, meetings, notes, logged emails and open tasks linked to each account.
A logged call, meeting, note or email on the account. You can leave out notes, or count only calls and meetings, by saying so in your request.
It can miss contact that was never logged: no record of a call does not prove there was no call. Contact logged only on a contact or a deal, and not on the account, may be missed unless you ask it to check those too. Its check for existing tasks looks at what exists when you ask; it is not a lock.
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.
Write to the team at hello@zsetup.com.