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
Spread new leads evenly across reps in Zoho CRM
The 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.
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
A batch of leads lands on one person
An import or a trade show list arrives, and every lead is owned by whoever loaded it. One rep already has a full list, another is nearly free. Splitting them fairly means counting what each rep has, then selecting and reassigning the leads in small groups.
the solution
Ask for the split, adjust it, approve
Say which leads to split and among whom:
The 24 new leads from the trade show are still owned by me. Count each rep’s open new leads and split these so everyone ends up with about the same number.
Zoho CRM gives every lead an owner, so “unassigned” usually means leads still owned by the person who imported them or by a holding user. Name that user, a Lead Source or a Lead Status in your request.
The assistant counts each rep’s open new leads, then proposes how many of the waiting leads each one gets, and which ones. You can change the split or give a different rule, such as by country or by Lead Source. It changes the Lead Owner only after you approve.
- Reads leads by owner, status and source, and your CRM users.
- Changes the owner of the leads in the split, only after you approve; more than 20 ask for a final confirmation.
- A one-off split. For leads that arrive later, a Zoho CRM assignment rule can set the owner.
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 Leads with a custom view for each rep’s open new leads and note the counts.
- Open a custom view for the leads waiting for an owner.
- Work out how many each rep should get.
- Select that many leads and change their owner, then repeat for the next rep.
The counting is quick. Selecting the right leads for each rep without moving the same lead twice is the slow part.
questions
Frequently Asked Questions
Only the Lead Owner of the leads in the split you approve. Status, source and other fields are not edited, and the reps’ existing leads stay where they are.
Leads that are not converted and have a status your team uses for new, uncontacted leads, such as Not Contacted. Name the statuses in your request if yours differ, and it counts those.
No. It is a one-off split of the leads you name. For leads that arrive later, set up an assignment rule in Zoho CRM; the assistant can help you create one as a separate request.
Yes. Give a rule, such as by country, by Lead Source or a fixed number per rep. It shows the split before you approve.
It counts leads as they are recorded. A rep with many stale leads still marked new looks busy. Its counts reflect the moment you ask; leads that arrive while you review are not included.
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 Workload and handover
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- 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.Explore
- 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.Explore