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Video calls

Why this matters

Video calls in ZaazCRM are for customer meetings: sales demos, project reviews, support sessions, training. They use Jitsi technology (open standard, compatible with any modern browser), so your customer doesn't need to install anything — they just open the link you send them.

Every video call is associated with a customer or case, and the link is generated automatically from ZaazCRM. It's more professional than sending a personal Zoom and easier than coordinating Google Meet with customers who don't have a Google account.

Create a video call

Three paths:

  • From a customer or case: open the record → Video calls tab → Schedule new.
  • From the calendar: create an event → check Add video call.
  • From the Video calls module: sidebar → Video calls → Schedule.

Fill in:

  • Title — what meeting it is.
  • Customer and Case (if applicable).
  • Date and time, Duration.
  • Participants — who from the team will attend.
  • Optional pre-notes.

ZaazCRM generates a unique link for the meeting and a customer link (no account needed).

Screenshot: schedule video call form with fields and generated link

Invite the customer

Send invitation button → ZaazCRM opens a new pre-filled email with recipient, subject, link, and meeting details.

Join the video call

  1. Open the video call (from the calendar, the customer, or the module).
  2. Join button.
  3. Accept camera and microphone permissions.
  4. You enter the room.

During the meeting

  • Mute microphone.
  • Turn off camera.
  • Share screen — useful for product demos, presentations.
  • Side chat — for sending links.
  • Raise hand.

Some configurations allow recording the video call — ask your administrator. If you record, tell the customer verbally at the start.

End the meeting

Red Leave button.

ZaazCRM automatically logs: start and end time, duration, who attended, recording. Optionally add a summary — what was discussed, decisions, next steps.

Watch out for

  • Test audio before starting. Run a test 2 minutes before.
  • Don't share screen carelessly. Share only the specific tab you want the customer to see. Accidentally showing another customer's data doesn't look good.
  • The customer's connection may be unstable. Have a fallback (phone call backup).

Where to next

  • SMS — text messages to the customer.
  • Calendar — schedule meetings and deadlines.