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, like Salesforce or Microsoft Dynamics 365, to Zoom Chat to get deal updates in real time, record chat messages in account notes, and quickly find customer information.
Help close deals fast with a single chat thread for you and your potential client. In it, you can answer questions, send follow-ups, and share AI-generated meeting recaps — no more waiting days for an email.
Looking for info about your client? Easy — AI can pull context from across your chats, emails, meeting and call summaries, and more, giving you the information you need to close the deal quickly, identify action items, and create follow-up messages.
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.
