ZaazCRM Manual

The complete reference for using ZaazCRM day-to-day at your business. Written for sales reps, support agents, business owners, and operations managers.

If you're new, start with Welcome to ZaazCRM and read Part 1 in order. If you already know your way around, jump straight to the chapter you need.

Browse by part

• Part 1 — Getting Started

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  Signing in, the interface, your profile, how modules are organized.

  Read Part 1

• Part 2 — Day-to-day work

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  Contacts, companies, leads, cases, quotes, invoices, products, taxes.

  Read Part 2

• Part 3 — Communication

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  Email client, templates, chat, webphone, video calls, SMS.

  Read Part 3

• Part 4 — Files & Documents

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  File manager, OnlyOffice, PDF editor, WebDAV, eForms.

  Read Part 4

• Part 5 — Productivity

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  Calendar, dashboards, reports, find duplicates, web forms.

  Read Part 5

• Part 6 — Administration

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  Users, roles, modules, fields, workflows, templates.

  Read Part 6

• Part 7 — Extensions

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  Per-tenant add-ons and integrations.

  Read Part 7

• Part 8 — Appendix

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  Glossary, keyboard shortcuts, FAQ, troubleshooting, support.

  Read Part 8

What this manual doesn't cover

• Sales advice for your industry — that's your team's expertise.
• Source-code internals — those live in the development team's internal docs.
• Server administration — the Zaaz team handles the infrastructure ZaazCRM runs on.