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 repeat buyers who stopped buying in Zoho CRM
The Zoho CRM AI Assistant lists accounts with several won deals but none for longer than the gap you set, with the count of past deals and the date of the last one. You review the list, and it creates follow-up tasks only if you ask and approve.
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 customer who ordered every quarter has gone quiet
Some customers come back on their own: a new order every few months, no chasing needed. That is exactly why nobody notices when one stops. The last order was most of a year ago, the account looks fine in the list, and the first sign of trouble is a lost renewal.
the solution
Ask for the buyers who stopped
Say what “regular” and “too long” mean for your business:
Find accounts with at least 3 won deals whose last won deal is more than 9 months ago. Show the number of won deals, the last one and the owner.
The assistant groups your won deals by account, counting them and finding the latest closing date for each, then keeps the accounts that match your rule. It lists them with the number of won deals, the date of the last one and the account owner.
The list is read-only: nothing is written. If you then ask for a follow-up task per account, it shows the tasks first and creates them, linked to the account, only after you approve. To check when anyone last spoke to these customers, see Find customers with no recent contact.
- Reads won deals, their closing dates and accounts, and the account owners.
- Writes nothing, unless you ask for tasks and approve them.
- It sees only deals in Zoho CRM: orders recorded in another system are not counted.
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.
Need more than Max? Contact sales
questions
Frequently Asked Questions
Not for the list: it only reads. If you ask for follow-up tasks, it creates them, linked to the account, only after you approve. Accounts and deals are not edited.
Deals in your won stage, with their account and closing date, and the owner of each account. It totals and counts them by account rather than opening each deal.
Yes. Ask for accounts whose time since the last won deal is longer than their usual gap between won deals. It then reads the closing dates of each account’s won deals to work out the gap. A customer with only two or three won deals gives a rough gap, so check those accounts yourself.
It counts what was recorded as won deals. A customer who still buys through invoices or orders that are not deals in Zoho CRM looks lapsed, and a deal closed with the wrong date shifts the result. Check the accounts before anyone calls them.
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.