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
Exclude current customers from a Zoho CRM prospect list
The Zoho CRM AI Assistant builds a prospect list that leaves out contacts at accounts with a Closed Won deal, or another rule you give, and shows how many it excluded. Once you approve, it tags the list or saves it as a custom view.
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 prospect offer reaches people who already pay you
A launch offer for new customers goes to the whole contact list, including the account you closed last month. Taking customers out means checking each contact’s account for a won deal, and the contact export does not have that column.
the solution
Say who counts as a customer, see who is excluded
Describe the list and the rule for leaving people out:
Contacts in the UK for the new-customer offer. Leave out anyone whose account has a Closed Won deal in the last two years. Show how many you excluded and a few examples.
The assistant reads the contacts, their accounts and the Deals on those accounts. It shows how many contacts it kept and how many it excluded, with examples of each and the reason: the account, and the won deal it found.
You can use another rule instead, such as Account Type is Customer. When you approve, it adds a tag to the kept contacts, or saves them as a public custom view if the rule fits a view’s filters. It says when the rule does not fit one.
- Reads contacts, accounts and deals.
- Adds a tag or creates a custom view only after you approve.
- A customer whose won deal sits on a different account, or was never recorded as a deal, stays on the list.
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
It adds one tag to the kept contacts, or creates one public custom view, after you approve. Deals, accounts and contact fields are not edited. It tags up to 100 contacts per approval, so a longer list goes in batches, and tagging more than 20 at once asks for a final confirmation.
Contacts, the account each one is linked to, and the deals on those accounts with their stage and closing date. It reads only what your CRM holds.
By default, a contact whose account has a deal in a Closed Won stage. You can narrow it, for example to deals won in the last two years, or use a field you keep, such as Account Type.
A tag is a label on each record and suits a one-off send. A custom view keeps the filter, so it stays current as deals close, but the assistant only creates public views, which everyone in your org can see.
It works from the deals your CRM recorded. A customer billed outside Zoho CRM, or a contact linked to the wrong account, is not excluded. Look through the examples it shows before you approve.
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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