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 contacts without email or phone in Zoho CRM
The Zoho CRM AI Assistant lists the contacts or leads you cannot reach, with no email and no phone, grouped by owner. Once you approve, it tags them or creates tasks for the owners to find the missing details.
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
Half the list cannot be reached
A campaign goes out and many contacts are skipped because they have no email. A rep wants to call someone and there is no number. Nobody knows how many such records there are or whose they are, because finding them means a custom view per field and per owner.
the solution
List the unreachable records by owner
Say which records count as unreachable. For example:
Find contacts with no email and no phone or mobile. Group them by owner and show when each was created.
It reads the contacts or leads you name and checks Email, Phone and Mobile, or the fields you list. If your org has a field that marks an email as bounced or invalid, name it and it is counted as missing. It shows the list grouped by owner, with the account and created date of each record.
After you approve, it can:
- add a tag such as “Missing contact details” to the records;
- create one task per owner, listing their records, so they can find the details.
It does not invent or look up emails or phone numbers, and it does not delete anything in this request.
- Reads contacts or leads, and the email, phone and owner fields.
- Writes tags or tasks only after you approve.
- A record with a wrong but filled-in email looks reachable unless your org flags bounces in a field.
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 Contacts module and create a custom view.
- Set the criteria: Email is empty, Phone is empty and Mobile is empty.
- Add the Contact Owner column and sort by owner.
- Create a task for each owner, or tag the records from the list.
It gets slow when you want the same check across leads and contacts, or when each owner needs their own task with their own records.
questions
Frequently Asked Questions
Only if you choose tags: it adds the tag you name to the records you approve. If you choose tasks, it creates tasks and leaves the contacts as they are. Nothing is written until you approve, and no record is deleted.
The contacts or leads you describe, and their email, phone, mobile, owner, account and created date. If you name a bounce or invalid-email field, it reads that too.
It checks whether the fields are filled, not whether they work. An old email that bounces is counted as reachable unless your org marks bounces in a field it can read. A number typed in a custom field it was not told about is missed.
No. It works only from what is in your CRM. The tasks are for your team to find the details.
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.
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