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Email client

Why this matters

The ZaazCRM email client is where you send and receive emails without leaving the system. Every email is automatically linked to the relevant contact, lead, or case, so you don't lose the conversation thread. Unlike Gmail or Outlook, the whole team can see emails related to a customer (with the right permissions) — useful so a sales rep can pick up another's deal without losing context.

Set up your account

The first time you enter the Email client (sidebar → Email), ZaazCRM asks for the incoming and outgoing server data for your email account. In most companies, your administrator already configured this during onboarding. If the configure option doesn't appear, it's already done.

If you need to change the account or add another (for example, a sales rep's personal account on top of the institutional one), ask your administrator or go to Settings → My email account.

Read incoming emails

  1. Sidebar → Email. You land on your inbox.
  2. The list shows sender, subject, date, and an indicator of whether it's linked to a ZaazCRM record.
  3. Click an email to read it in the detail pane.

ZaazCRM tries to automatically link every incoming email to a contact, lead, or case by matching the sender's email address.

Screenshot: inbox with email list and detail pane

Compose and send an email

Three paths:

  • From the inbox: New button in the upper-right corner.
  • From a record: open a contact or case → Emails tab → New email. Recipient and link are pre-filled.
  • Reply/Forward: from an open email, Reply or Forward buttons.

In the form:

  1. To — recipient(s). Autocompletes from your ZaazCRM contacts.
  2. Cc / Bcc — copy / blind copy, optional.
  3. Subject — short and clear.
  4. Body — formatted editor (bold, lists, links).
  5. Attachments — drag files or click the clip icon.
  6. Template (optional) — pick a pre-built template. More in Email templates.
  7. Send.

If ZaazCRM didn't link it automatically:

  1. Open the email.
  2. In the side pane, Contact or Case field → search and pick.
  3. The email is registered under that record.

Convert email to case

If you receive a customer email with a problem or request, you can convert it to a case in one click:

  1. Open the incoming email.
  2. Convert to case button.
  3. ZaazCRM creates a case with the email's subject, the identified contact, and the whole conversation in the activity timeline.

Useful for support desks that take tickets by email.

Email signature

Your signature is configured under Settings → My email account → Signature. It's inserted automatically at the bottom of every email you compose.

Watch out for

  • It's not Gmail. Don't expect 50 features of a dedicated email client. ZaazCRM prioritizes CRM integration, not advanced features (smart labels, complex filters, etc.).
  • Emails sent from outside ZaazCRM don't link up. If you reply from your personal Outlook, that email doesn't show up in ZaazCRM unless you forward it to the ZaazCRM account or use the "BCC to CRM" address if your administrator configured it.
  • Linked emails are visible to your team. If a colleague has permission to see cases, they see case emails. Treat every email as team information, not private.

Where to next

  • Email templates — save time with reusable templates.
  • Chat — real-time internal team communication.