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.
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!
