Use Zoom Whiteboard to capture insights, align teams, and maintain momentum — all in one collaborative workspace.
Sales teams manage complex deals with multiple stakeholders and moving parts. Zoom Whiteboard lets you visually map decision-makers, buying stages, and pain points during discovery calls. After meetings, AI automatically structures and summarizes the whiteboard content, allowing reps to quickly follow up with prospects while the conversation is still fresh.
Deal handoffs are full of critical details that can easily get lost. With Zoom Whiteboard, reps can visually capture stakeholder maps and objections during calls, then transform them into shareable Docs summaries using AI Companion. This ensures smooth transitions between account executives, sales engineers, and account managers — keeping everyone aligned without more meetings.
Sales teams struggle to maintain deal momentum and collaboration when they can't meet in real-time with prospects or internal stakeholders. Zoom Whiteboard lets reps continue mapping decision-makers and addressing objections asynchronously on the same board in Zoom Chat after client meetings, ensuring deal momentum never stalls even when teams can't meet in real-time.
Zoom Whiteboard with AI Companion* keeps your work moving — connecting ideas across Meetings, Chat, and Docs.
* Zoom AI Companion is available with eligible paid Zoom Workplace plans. May not be available for all regions or industry verticals. Learn more
