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 won deals with no sales order in Zoho CRM
The Zoho CRM AI Assistant lists deals marked Closed Won in a period you choose that have no related sales order. Once you approve, it creates a task for each owner to raise the order.
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
Closed Won, but the order never followed
The client signed, the deal moved to Closed Won and the rep went on to the next one. Nobody created the sales order, so delivery and billing do not know the deal exists. The gap only shows up when the client asks where their order is.
the solution
Compare won deals with sales orders. Approve the tasks.
Name the period, and the stage if yours is not called Closed Won:
Find deals marked Closed Won this month that have no related sales order. After I confirm, create a task for each owner to raise the sales order.
It reads deals in the Closed Won stage with a Closing Date in that period, checks the Sales Orders module for an order linked to each deal, and lists the deals with none, with the owner, account and amount. Deals that already have an open task are marked.
Nothing is written until you approve. When you do, it creates one task per deal, assigned to the deal owner and linked to the deal. It does not create the sales order itself.
- Reads deals, sales orders and the open tasks on each deal.
- Writes tasks only, and only after you approve.
- A sales order not linked to its deal through Deal Name is not found, so the deal shows as missing one.
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
No. This request creates a task for each deal owner. Sales orders are left for the owner to create, so prices, quantities and terms are set by someone who knows the deal.
No. It creates tasks, and only after you approve the list. Deal stages, amounts and owners are not edited.
It looks for a sales order whose Deal Name points to the deal. Orders linked only to the account are not counted; ask it to check by account as well if your team works that way.
Yes, when the order exists but is not linked to the deal, or is kept in another system. Its check for existing tasks looks at what exists when you ask; it is not a lock. Review the list 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. The Sales Orders module is available only in some Zoho CRM editions. 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.