Zoom Chat gives you the clearest path from first call to close, with every conversation, file, and follow-up in one channel.
Connect a CRM to get real-time deal updates, record chats in account notes, and quickly find customer info.
Answer questions, follow up, share AI-generated meeting recaps, and land the client, all in one chat thread.
Need quick info on a client? AI can find it for you instantly in chats, emails, meeting summaries, and more.
Bring multiple teams into one channel for approvals, deal desk reviews, account collaboration, and more.
Create a custom “deal agent” to generate follow-ups, update Salesforce, and recommend next steps after every interaction.
Build a “deal desk agent” to share the latest pricing sheets and decks from Salesforce and shared drives in a channel so reps always have them on hand.
The Spotlight feature surfaces customer questions, stalled approvals, and key deal risks — so you know exactly where to focus to keep pipeline moving. (Coming soon)
CRM Lead, Viewrail
Find out how to automate common workflows in Zoom Workplace with ZoomMate and Workflow Automation.
Master your schedule with smart task prioritization.
Learn how to unify your internal collaboration strategy by finding the right mix of communication channels.
*ZoomMate is available with eligible paid Zoom Workplace plans. May not be available for all regions or industry verticals. Learn more.
