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
Show the Zoho CRM pipeline by stage and owner
The Zoho CRM AI Assistant shows the number and total amount of open deals by stage and by owner for the period you name. It only reads, and saves the same deals as a public custom view 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 pipeline report shows totals but not the split you need today
Today you want open deals closing this quarter by stage and by rep. Next week it is by closing month for one team. Each split means another report or another set of filters, and the numbers rarely answer the follow-up question before the meeting starts.
the solution
Ask for the split, read the totals
Type the period and the split you want:
Show open deals closing this quarter by stage and by owner, with the deal count and total amount for each.
The assistant computes the count and the sum of Amount for the open deals that match, grouped by up to three fields, such as Stage, Deal Owner and Lead Source. It lists the rows by stage, and you can ask the next question straight away: “only Lena’s deals”, “by lead source instead”, “which deals make up Negotiation?”
If you want the team to open the same deals in Zoho CRM, ask it to save them as a public custom view. It shows the view’s name and criteria first and creates it only after you approve.
- Reads deals: Stage, Amount, Closing Date and Deal Owner, or any other field you group by.
- Writes nothing, unless you ask for a public custom view and approve it.
- Totals cover the deals your Zoho profile can see, and a breakdown into very many rows asks you to narrow the filter.
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 Reports and create a summary report on the Deals module.
- Filter it to open stages and the closing dates you want.
- Group it by Stage, then by Deal Owner, and add the sum of Amount.
- Run it, and save a copy for each other split you need.
The report is reusable once it exists. It gets slow when every meeting asks for a different split, period or team.
questions
Frequently Asked Questions
No. It reads deals and shows totals. The only thing it can create here is a public custom view of the same deals, and only if you ask and approve.
Your deals and the fields you group or filter by: usually Stage, Amount, Closing Date and Deal Owner. It works from the values your deals hold now.
Up to three fields at once from the Deals module, such as stage, owner, lead source, type or a custom picklist your organization uses.
The totals are as good as the deals behind them. A deal with an old closing date or an amount nobody updated is counted as it stands. Ask “which deals make up this row?” before you rely on a number.
A list of the matching deals with the columns you name, saved as a public view in the Deals module so colleagues can open it. A custom view lists records; it does not show totals.
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.
More in Pipeline reports
All Pipeline reports use cases- Build a weighted sales forecast in Zoho CRMThe Zoho CRM AI Assistant lists the deals set to close this month or quarter with amount, probability and expected revenue, totaled by owner, and flags the ones worth checking. It only reads; nothing in your CRM changes.Explore
- Review lost deals by reason in Zoho CRMThe 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.Explore