Zoho CRM > Deals & Pipeline Management
Zoho CRM's Deals module helps businesses manage opportunities through every stage of the sales cycle, from initial interest to closed-won.
Key Features:
Custom Sales Pipelines
Set up multiple pipelines with defined stages for different products, teams, or regions.Deal Stages & Forecasting
Track each deal’s progress across defined stages (e.g., Qualification → Proposal → Negotiation → Closed).
Predict revenue with real-time sales forecasts.Automated Workflows
Trigger emails, tasks, or updates automatically when a deal moves from one stage to another.Kanban View
Visualize the entire pipeline using a drag-and-drop Kanban board — easy status updates and bottleneck spotting.Deal Scoring
Prioritize deals based on scoring rules like deal size, last interaction, or source.Activities & Collaboration
Log calls, notes, meetings, and emails. Tag teammates or assign tasks right inside the deal.