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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.