Request a demo

Tag: Best CRM systems

  • Web Forms

    Webforms in CRM are online forms that capture customer information directly into the CRM system. They accelerate lead generation by automating data entry. This reduces manual errors… Read more

  • Email Templates

    Email templates in Zhylar offer pre-designed formats for quick communication, consistency and ensuring accuracy. These templates can be customized for brand alignment. Getting Started Add New Template… Read more

    ,

  • Leads

    What is a Lead in a CRM system? A lead is a potential customer who has expressed interest but isn’t yet qualified as a sales opportunity. Leads… Read more

  • Items

    What are Items in a CRM system? Items are the products or services your company offers, serving as the core components for quotes and sale. In Zhylar… Read more

  • Getting Started with Zhylar

    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,… Read more

  • Organization Details

    What is an Organization in a CRM system? The organization refers to the company or business that is using the Zhylar portal itself. This serves as the… Read more

    ,

  • Recent Transactions

    What are recent transactions? Recent transactions in Zhylar provide a quick view of an item’s latest activity. They show when, how, and at what price it was… Read more

  • Organization Onboarding

    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… Read more

  • Units of Measurement (UOM)

    What is UOM in a CRM system UOM or Units of Measurement refers to standardized units like kilograms, liters, or hours used to quantify products or services.… Read more

  • General Settings 

    View Recent Selling Price When turned on, recent selling price is reflected under “Item Details” wherever an item is added in the following modules: Under the added… Read more

    ,