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Welcome to ZaazCRM

Why this matters

ZaazCRM is your business's operations hub. Contacts, leads, sales, customer support, quotes, invoices, emails, calls, calendar, and reports — everything lives in one place and connects to itself automatically. When you open a customer's record, you see their purchase history, their support tickets, the emails you sent last week, and the next meeting on the calendar, without hunting through six different tools.

This manual is written so anyone at your company can use ZaazCRM without asking IT for help. You don't need to know programming. You don't need to install anything. You just need a browser and your account.

Who this manual is for

  • Sales representatives and account managers — most of the manual is written with you in mind. Learn the basics in Part 1, then jump to the parts that match your day-to-day work: contacts, leads, quotes, client communication.
  • Customer support staff — Part 2 covers cases (tickets) and companies; Part 3 covers communication (email, chat, calls); Part 4 covers files and documents.
  • Administrative and billing staff — Part 2 covers quotes, invoices, and products; Part 5 covers reports and dashboards.
  • Company administrators — start with Part 1 to get the interface, but Part 6 is where you'll spend most of your time: users, roles, permissions, templates, and automation.

How it's organized

The manual is split into 8 parts, going from the basics (how to sign in, what's on the screen) to the more specialized (advanced administration, integrations, extensions). Each chapter stands alone — read them in order if you're new, or skip to the one you need if you already know the basics.

Pages marked [User] are for day-to-day work. Pages marked [Admin] are for configuring the system and usually apply to only one or two people at the company.

What you'll find (and what you won't)

You will find: how to create a contact, register a lead, open a support case, generate a quote, send an email from inside the system, record a payment, automate tasks with workflows, generate reports.

You won't find here: sales advice on how to sell your product (that's your job), source-code internals (those live in the development team's internal docs), or instructions for administering the server ZaazCRM runs on (the Zaaz team handles that).

Where to next