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Review lost deals by reason in Zoho CRM

The Zoho CRM AI Assistant groups the deals lost in a period by loss reason, by the stage they were lost at and by owner, and lists the ones with no reason recorded. It only reads, unless you ask it to save a note of what you conclude.

Add to Chrome

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

You know deals were lost, not why or where

Last quarter’s lost deals are in the CRM, but the loss reason is filled in on some and blank on others, and the stage shows “Closed Lost” on all of them. To see whether deals die at proposal or at negotiation, and with which rep, you open each one and read its history.

the solution

Ask for the review, read the pattern

Name the period:

Review the deals we lost last quarter. Group them by loss reason, by the stage they were lost at and by owner, and list the ones with no reason recorded.

The assistant reads the deals marked Closed Lost in the period. It groups them by the loss reason your organization records (Zoho CRM’s Reason For Loss field, or a custom field you name) and by Deal Owner. For the stage each deal was lost at, it reads the deal’s change history and takes the stage it held before it was marked lost.

It then lists the lost deals with no reason recorded, so you can ask the owners. If you want to keep what you concluded, such as “price losses are mostly at Proposal”, it can save it as a note the assistant uses in later requests, after you approve.

  • Reads lost deals, their loss reason, owner and amount, and each deal’s audit timeline.
  • Writes nothing, unless you ask it to save a note and approve it.
  • If your organization does not record a loss reason, it groups by stage and owner only and says so.
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This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

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.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed 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 Max

Billed 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 permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

Need more than Max? Contact sales

questions

Frequently Asked Questions

No. It does not fill in missing loss reasons or edit lost deals. The only thing it can write here is a saved note for the assistant, and only after you approve.

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