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
Team tasks in Zoho CRM
The Zoho CRM AI Assistant shows your team’s overdue tasks, a morning list of what needs attention, and turns meeting decisions into tasks.
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 team’s task list is longer than anyone reads
Overdue tasks pile up under each rep, some still open on deals that closed weeks ago. After the team meeting, the decisions live in someone’s notes until they become tasks, if they ever do. Checking it all means going through each rep’s tasks in turn.
the solution
A manager’s view of the team’s tasks, in plain words
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You ask in plain words. It reads tasks, meetings, deals and leads, groups them by owner and related record, and shows you what it found.
When you want a change, such as rescheduling a task, completing it or creating new ones, it shows each change first and writes nothing until you approve.
- Reads tasks, meetings, calls, deals and leads, and who owns them.
- Creates, reschedules or completes the tasks you pick, only after you approve.
- Works from what the CRM recorded: a task nobody closed still looks open.
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
use cases
What to ask about team tasks
- Get a morning attention list for your Zoho CRM teamThe Zoho CRM AI Assistant puts together one list each morning: overdue tasks, deals closing this week with no recent activity, today’s meetings, and new leads nobody has acted on. It only reads and writes nothing.Read the use case
- Review overdue tasks by owner in Zoho CRMThe Zoho CRM AI Assistant lists open tasks past their due date, grouped by owner and by related deal, one owner at a time. It reschedules or completes only the tasks you pick, once you approve.Read the use case
- Turn sales meeting decisions into Zoho CRM tasksThe Zoho CRM AI Assistant reads the decisions you paste from a team meeting and prepares one task per decision, with the owner and due date you named, linked to the right deal or account. It creates them once you approve.Read the use case
questions
Frequently Asked Questions
Only the ones you pick and approve. It does not reschedule or close tasks in bulk on its own. Changing more than 20 records at once asks for a final confirmation.
Yes, if your Zoho profile allows you to. It creates the task with the owner you name, after you approve. It can do only what your profile is allowed to do.
Tasks with their owner, due date, status and related deal, account or contact; meetings; and the deals and leads the tasks belong to.
It works from what the CRM recorded. A task done but never marked complete looks overdue. Ask the owner before you close it.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. These use cases have 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 Sales management
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- Deal historyThe Zoho CRM AI Assistant shows who changed a deal and when, and prepares a rep’s deals, recent changes and overdue tasks for a one-on-one.Explore
- Workload and handoverThe Zoho CRM AI Assistant moves deals, accounts and leads between reps for leave, handovers and departures, with their open tasks, meetings and calls, and spreads new leads across the team. It changes owners only once you approve.Explore