Zoom Whiteboard for Sales
Zoom Whiteboard for Sales

A whiteboard built for the way sales teams work

Use Zoom Whiteboard to capture insights, align teams, and maintain momentum — all in one collaborative workspace.

Visualize complex deals live

Visualize complex deals live

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.

Keep internal teams aligned

Keep internal teams aligned

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.

Collaborate async without losing momentum

Collaborate async without losing momentum

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 Team Chat after client meetings, ensuring deal momentum never stalls even when teams can't meet in real-time.

Zoom AI Companion
Zoom AI Companion

Built-in, AI-first productivity

Zoom Whiteboard with AI Companion* keeps your work moving — connecting ideas across Meetings, Chat, and Docs.

Built-in, AI-first productivity

Ready to try Zoom Whiteboard with your team?

* Zoom AI Companion is available with eligible paid Zoom Workplace plans. May not be available for all regions or industry verticals. Learn more