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
Workload and handover in Zoho CRM
The 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.
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
Someone leaves, and their records stay behind
A rep goes on holiday with deals closing that week. Another moves to a new territory and their accounts need a new owner, with the context. Someone left months ago and still owns open leads. Each of these is a search, a selection and a transfer, done carefully so nothing is moved by mistake.
the solution
Say who takes over, check the records, approve
The Zoho CRM AI Assistant is a Chrome extension that opens in a side panel next to Zoho CRM. You say whose records move, which ones and to whom. It finds the records, shows the exact list and the new owner, and changes nothing until you approve.
It can move a record’s open tasks, meetings and calls with it, tag the records so you can move them back later, and add a handover note on each account.
- Reads leads, deals, accounts, contacts, tasks, meetings, calls and your CRM users.
- Changes owners, adds tags and notes, only after you approve; more than 20 records at once ask for a final confirmation.
- Up to 100 records per request. It does not replace Zoho’s assignment rules for leads that arrive later.
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 workload and handover
- Find records owned by inactive users in Zoho CRMThe Zoho CRM AI Assistant finds the open leads, deals, accounts and tasks still owned by users who are no longer active, and lists them by module. It moves them to the people you choose once you approve.Read the use case
- Hand over accounts to another rep in Zoho CRMThe Zoho CRM AI Assistant moves a set of accounts to a new owner with their open deals and tasks, and drafts a handover note on each account summarizing open deals and recent activity. It writes everything once you approve.Read the use case
- Reassign deals in Zoho CRM while a rep is on leaveThe Zoho CRM AI Assistant moves a rep’s open deals to a colleague for a holiday or leave, with their open tasks, meetings and calls, and can tag them to move back later. It changes owners only once you approve.Read the use case
- Spread new leads evenly across reps in Zoho CRMThe Zoho CRM AI Assistant counts each rep’s open new leads and proposes an even split of the ones still waiting for an owner, or a split by the rule you give. It changes lead owners only once you approve.Read the use case
questions
Frequently Asked Questions
No. In the default Approve writes mode it shows the records and the new owner first. Changing more than 20 records at once also asks for a final confirmation.
Yes. When it changes the owner of a deal, account or lead, it can move that record’s open tasks, meetings and calls to the same new owner. Say so in your request.
Up to 100 records of one module per request. For more, split the request, for example by module or by closing month.
Zoho CRM can notify the new owner of a reassignment. Your organization’s default applies unless you say in your request whether to notify them.
It moves the records that match your request at the time you ask. A record you meant to keep with the rep, or one a colleague already picked up, can be on the list. Check 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. 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.
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