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  • Configure Leads Generation

    Let’s understand how to connect Google Lead Forms with Zhyalr CRM, configure webhooks, and verify data flow. Getting Started- Connect Google to Zhylar CRM What access does… Read more

  • Why You Need Zhylar — Your Sales Assistant from Prospect to Payment 

    Why You Need Zhylar — Your Sales Assistant from Prospect to Payment 

    In every growing business, sales teams often face the same challenges. They deal with scattered leads and disconnected systems. Missed follow-ups and endless manual work are also… Read more

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  • Data Sharing

    What is Data Sharing? In Zhylar CRM, data sharing means sharing records you own with another user. This allows users who cannot access those records to collaborate.… Read more

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  • Search and Filter

    The Search and Filter feature in Zhylar helps users quickly find the exact information they need. It eliminates the need to scroll through endless records. With global… Read more

  • Reporting

    Reporting in Zhylar gives users clear insights into sales, leads, and team performance. It helps track progress, identify gaps, and make better decisions, ensuring smarter strategies and… Read more

  • Customer Portal

    The Zhylar Customer Portal gives your clients a secure space to track their interactions with your business. Customers can view quotes, invoices, orders, and other shared records… Read more

  • Document Templates

    What are document templates? Document Templates in Zhylar offer pre-designed formats ensuring consistency, saving time, reducing errors, and creating professional documents. Three default templates are provided for… Read more

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  • Invoice

    Invoices are official documents generated after a sale is completed, detailing the products or services delivered along with payment terms. They help businesses track receivables, manage cash… Read more

  • Sales Order

    Sales orders are records created when a customer commits to a purchase. They outline product details, quantities, prices, and delivery timelines, helping teams track and manage fulfillment.… Read more

  • Quote Revision

    Quote revision lets you update or modify an existing quote when customer requirements change. You don’t need to start from scratch. You can duplicate the original quote… Read more