Getting Started

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

November 18, 2025

by Alok Mistry with No Comment Blog CPQ/Sales CRM Getting Started

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 common issues. As business expands, so does the chaos – this is where Zhylar steps in– a powerful sales enablement CRM that unifies your entire sales process making it easier, faster, and smarter to move from prospect to payment.

Zhylar isn’t just another CRM, it’s your team’s sales assistant:

It helps you streamline operations.
It enhances collaboration.
It allows you to close deals efficiently.

All of this is done from one centralized workspace. Whether you’re a business owner tracking business growth, a manager who is monitoring team performance, or you’re a Sales Rep chasing targets; Zhylar caters to all your needs. It is built to make every part of your sales journey smoother.

Lead management

Capture, organize, and convert

Leads often come from multiple sources — websites, webforms, campaigns, cold calls and emails. Zhylar automatically captures and organizes these leads in one place. No more juggling spreadsheets or digging through emails. Assign leads to your team, track progress, and nurture relationships until they convert into paying customers.

Also see: Learn more about how to capture Leads with webforms on Zhylar

Deal management

Stay in control of every opportunity

Once a lead becomes qualified, Zhylar helps you convert it into a Deal with complete visibility of its journey. Using the Deal Pipeline, you can track where each opportunity stands — from New to Closed Won. Add deal values, expected close dates, and related contacts, and Zhylar ensures nothing falls through the cracks. This structured view keeps your team focused and helps you close deals faster.

Activity and communication tracking

All updates on your fingertips

Zhylar takes the stress out of task management. Create, assign, and monitor follow-ups, calls, and meetings directly linked to your deals. With Email Integration, every conversation is stored within the CRM, giving you a 360° view of client communication. That means no missed follow-ups, no scattered messages — just smooth, organized workflows.

Quote and Invoice management

Handle documentation with ease

Customer needs evolve, and Zhylar evolves with them. Create and revise quotes quickly, maintaining clear version control. When deals close, generate invoices instantly in your preferred currency. Keep track of payments all in one place. From quote generation to payment collection, Zhylar ensures a hassle-free experience.

Analytics and dashboards

Turn data into decisions

With Zhylar’s interactive dashboard, you can monitor KPIs, team performance, and deal with conversions in real time. Deep reports help you identify what’s working. They show where improvements are needed enabling faster, data-driven decisions that fuel revenue growth.

Zhylar offers everything your business needs. It manages the complete sales lifecycle from the first lead to the final payment. It removes inefficiencies, improves visibility, and helps teams work smarter.

If you’re ready to transform your sales operations, take action now. Accelerate revenue growth by signing up for free on Zhylar today. Let your sales take flight.

Also Read

Zhylar CRM: Enhance Customer Relationships and Sales

Search and Filter

August 20, 2025

by Alok Mistry with No Comment Blog Getting Started

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 search, you can look up leads, deals, customers, or items in seconds. Filters allow you to narrow results by conditions like deal stage, lead source, industry, date, or owner.

This saves time, reduces errors, and ensures sales teams always focus on the most relevant records. For example, a manager can filter leads generated “this month” or leads by “owner.” Adding more than one filter helps you quickly narrow down to the exact records you need without wasting time.

Use Cases

Find hot leads – A sales rep filters leads marked “High Priority” created in the last 7 days.

Check pending invoices – The finance team searches for invoices that are still pending or overdue.
See campaign results – A marketing manager filters leads from an email campaign to check how many converted.

Log in to Zhylar
The Filter option is available in the following modules:
- Leads
- Deals
- Quotes
- Sales Orders
- Invoices
- Companies
- Items
- Tasks (Under Activities)

For each module, you can find the Filter button on the top right-hand corner of the page.

The Filters differ from module to module based on the module itself.

Leads

From the left-hand navigation panel, click on Leads.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and the entire List View will show again.

Deals

From the left-hand navigation panel, click on Deals.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and the entire List View will show again.

Quotes

From the left-hand navigation panel, click on Quotes.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and the entire List View will show again.

Sales Order

From the left-hand navigation panel, click on Sales Order.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and the entire List View will show again.

Invoices

From the left-hand navigation panel, click on Invoices.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and the entire List View will show again.

Companies

From the left-hand navigation panel, click on Companies.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and all the results will show again.

Items

From the left-hand navigation panel, click on Items.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and all the results will show again.

Activities > Tasks

From the left-hand navigation panel, click on Activities
Go to Tasks.

On the top-right hand corner, select Filters. A list of all the filters will show in a drop-down menu.

Select all required Filters.
Click Apply Filters.
Once done, or to make a new search, click Clear All to see all results.
All Filters will be cleared and all the results will show again.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

User Management

Currencies

Customer Portal

August 19, 2025

by Alok Mistry with No Comment Blog Getting Started

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 anytime without needing back-and-forth emails. This reduces manual follow-ups. It builds transparency and improves trust. This lets your team focus on closing deals instead of handling routine queries.

The Customer Portal helps Zhylar users save time by letting customers access quotes, invoices, and updates directly. It improves transparency, builds trust, and makes collaboration smoother, leading to faster deal closures.

Getting Started

Log in to Zhylar
Go to Left-hand navigation panel
Click on Companies

A list of companies will open.
Click open the company whose user(s) you want to invite to Zhylar’s customer portal.

Inviting Customers

Click open the company whose users you want to invite to the customer portal.
Click on Invite Customers

Select the users you want to invite by ticking the check box.

Click Send Invite
If the user you want to invite is not yet added, go to the contacts tab and add user first.

The user will receive an invite email.

Once the user accepts invite, they will be asked to reset their password.
With their new password and email ID, user can log into the customer portal.

Once password is reset, log in to the portal.
Here, customers can check:
- Quotes
- Sales Orders
- Invoices
- Statement of accounts

Once, a customer has been invited, you can simply share the customer portal link with them for future use.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Forgot Password?

If you have forgotten your password;

Click on “Forgot password”.

You will be redirected to a password reset option.

Self-Password Reset

To reset your password;

You will be redirected to a new page.

Enter the ID associated with your account.

Click on “Send Verification Link”.

Open the inbox of the ID you have entered.

Click on the link received.
You will be redirected to a new page.

Enter new password.
Accept the Terms & Conditions and Privacy Policy
Click Reset Password.
Your password will be reset. Login and begin using Zhylar!
Make a note on your device for future reference.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Introduction to Zhylar

Zhylar CRM is a sales enablement platform that helps businesses capture leads, manage deals, and automate their sales cycle. It offers tools like pipelines, Kanban views, document templates, and real-time dashboards to streamline operations. With role-based access and strong data security, it keeps teams focused and information organised.

Different users will be able to see different data based on the access given to them. The CEO will have access to all the data.

Getting Started

Begin by logging into your Zhylar account.
This is the dashboard.

Each user will be able to view data on the dashboard based on how much data access they have.
In this example, Mr. Harsh is the CEO of the organization who has complete access to all data.

Left-Hand Navigation Panel

The left-hand navigation pane helps user to move from module to module easily.

Click on the name of the module to navigate to that module.

Left-Hand Pane Modules

Leads- Never lose a lead once you have stored it on Zhylar
Deals- View deals in List View or Kanban View to close deals quickly and successfully
Quotes- Create, send and revise Quotes to customers with ease
Sales Orders- Draw up Sales Orders to move ahead with your deals
Invoices- Customize documents and send out invoices for quick, efficient payments
Companies- Store data for companies you work with and contacts. Get a 360-degree overview of your interaction with each company.
Items- Maintain a catalogue of the products and services you offer
Activities- Log activities for smooth inter and intra organization communication
Reporting– Get insights and information about data processed in your system
Configuration– Customize your Zhylar as per your needs

Profile + Navigation Bar

On the top-right hand corner, user can click on the initials to view profile.

Here, user can check their:
- Email ID
- Profile
- User ID
- Organization ID
You can also switch accounts by clicking on this button.

+ Shortcut Sign

On the header, there is a + sign serving as a shortcut for quick access to some major modules.

By clicking on this button, you can add new data to your system without navigating to the module.
This shortcut is available on the header for all pages, not just the dashboard.

Notification Bell

Check the bell icon for important activity notifications.

Feedback Button

Provide feedback to Zhylar. We are committed to bringing the best CRM + CPQ solutions to you, customized just for you.

More Resources

To read about each module in-depth, visit our knowledge base. To better understand how you can ace digitally with Zhylar, watch the tutorial videos.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

General Settings

Currencies

Organization Onboarding

August 6, 2025

by Alok Mistry with No Comment Blog Getting Started

What is Organization Onboarding in a CRM system?

In a CRM product, organization onboarding is the process of setting up a new company to use the system effectively. It involves configuring features, training users, importing data, and integrating workflows.

At Zhylar, onboarding tailors the CRM to an organization’s needs, including custom fields, workflows, and dashboards aligned with their processes.

Getting Started

Partner Login

Go to Zhylar
Use partner credentials to log in.
The user whose credentials are being used will be added as the Organization Admin or CEO.
Click on “Add Organization”.

The status will show as draft initially. The user must be invited via email.

To send invitation, click on the 3 dots at the of the row.
Select “Send Invitation”

The user needs to go to their email to set up the account through the confirmation email sent. This email will be sent on the email ID provided by the user.
The link will redirect user to a password reset page. Reset your password proceed.

Add Organization

The organization onboarding can be done in 3 steps. The user must add the following:
- Personal details- details of the Organization Admin himself/herself

Company details- details of your organization

Invite users- add your teammates and employees to join your organization on the Zhylar platform.

Under company details, please note the following:

Critical Setup (Immutable Fields)

Field	Importance
Base Currency	All transactions recorded in this currency
Legal Start Date	Contractual reference point
Item Discount	Line/total/none

These cannot be changed post-setup.

Add user details

Insert email ID
Click “Send Invite”

Tracking:

Status: “Invited” → “Active”
Monitor via: Configuration > User Management

Post-Setup

Admin completes company/user profiles
Configure workflows/dashboards

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Introduction

Zhylar is a user-friendly, web-based CRM and CPQ platform built to make selling easier. It helps businesses work faster, with fewer mistakes, while keeping customers happy. From finding new leads to sending invoices and getting paid — Zhylar streamlines every step.

Our solution manages your entire sales lifecycle. It covers everything from the first conversation with a customer to closing the deal. We also handle sending the invoice and tracking payment.

For CEOs: Get real-time sales insights to make strategic decisions and grow revenue.
For Managers: Monitor team performance, track deals, and keep sales operations running smoothly in one place.
For Sales Teams: Send accurate quotes instantly, personalise offers for customers, and see a complete history of every interaction.

Zhylar also reduces errors in pricing and documentation. It ensures compliance with policies. It integrates with your existing tools for a smooth transition.

What is CRM (Customer Relationship Management)?

CRM stands for Customer Relationship Management. It includes practices, strategies, and technologies. Companies use these to manage and analyze customer interactions and data throughout the customer life cycle. The goal of CRM is to improve business relationships with customers, aid in customer retention, and drive sales growth.

Understanding Basic Terminologies

Basic terminologies are the foundation for understanding and using any system effectively. For first-time users, they provide a starting point to grasp core concepts. While using Zhylar, understanding these terms is vital for customization, such as adding fields or integrating with other systems. This knowledge ensures the system aligns with business needs.

Let us understand them in more detail below.

Activities

Things you or your team do, like calls, meetings, or follow-ups.

Analytics

Dashboards and reports that show what’s working in sales and where improvements are needed.

Automation

Actions your CRM does for you automatically, like sending an email when a deal reaches a certain stage.

Workflows

Pre-set sequences that happen automatically when conditions are met, like sending a welcome email to a new lead. They also enable processes to be more efficient since they minimize work that involves non-complex manual actions.

Fields

Bits of information in a record, like Name, Email, or Company.

Custom Fields

Extra fields you add to store information unique to your business.

Dashboards

Visual snapshots of key sales numbers and performance.

Hierarchy

The way access and visibility are set based on user roles. These are often organized in levels of record visibility. Users in lower levels of the hierarchy cannot access data. This data belongs to users in the higher levels of the hierarchy.

Roles & Permissions

Who can see or edit what inside the CRM. Roles define the functions a user can perform. Permissions determine who can act and what actions can be taken on specific data or modules.

Stages

Steps a deal / Lead goes through in your sales pipeline.

Tasks

To-dos assigned to team members related to leads or companies.

Team Pipelines

Customisable pipelines that manage deals for the whole team.

Integrations

Links between your CRM and tools like email, social media, or accounting software.

Due Date

Date on which the payment for invoice issued to customer is due.

Companies

Businesses your contacts belong to.

Contacts

People you interact with in those companies.

Leads

People or businesses interested in your product.

Deals

Sales opportunities tracked from the first negotiation until closing.

Quotes

Estimates provided to clients highlighting the pricing for products & services

Sales Orders

Document generated to highlight product & services to be delivered to the customers

Invoice

Document generated to invoice product & services delivered to the customers

Receivables

Payment pending to be received from customer against the product & services delivered to them.

Reports

Synthesis and evaluations of data and information compilations with emphasis on determining effectiveness or physical achievement levels. These also help resolve critical issues within an organization.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Units of Measurement

General Settings

Currencies