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Close leftover tasks on won and lost deals in Zoho CRM

The Zoho CRM AI Assistant lists deals already closed won or lost that still have open tasks or future meetings. Once you approve, it marks those tasks completed; it does not delete them.

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

The deal is decided, and the reminders keep coming

The client signed, or said no, weeks ago. The deal still carries a "send proposal" task and a follow-up call next Tuesday. Reps get reminders for work that no longer matters, the open task list grows, and nobody knows which tasks are real.

the solution

Find the leftovers. Approve.

Ask for closed deals that still have open work:

Find deals closed won or lost that still have open tasks or future meetings. After I confirm, mark the open tasks completed.

The assistant reads deals in a closed won or closed lost stage, then their open Tasks and Meetings with a start time in the future, and lists each deal with what is left open.

Nothing is written until you approve. Then it sets Status to Completed on the open tasks you approve. Future meetings are listed for you to handle; it does not change them unless you ask. Changes to more than 20 records ask for a final confirmation.

  • Reads closed deals, their open tasks and future meetings.
  • Writes task Status only, and only after you approve.
  • Some open tasks may still matter after a win, such as handover; review the list first.
Try it on your deals More use cases

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

Deals in a closed won or closed lost stage, the open tasks linked to them, and their meetings that start in the future. It works from the stage your CRM holds.

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