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Tag: CRM for small business

  • 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

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  • 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

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  • Payment Terms

    What are Payment Terms? Payment terms are the agreed-upon conditions between a buyer and a seller. These terms specify how and when payment should be made. They… Read more

  • Terms & Conditions

    What are Terms & Conditions? Terms and Conditions in Zhylar govern’s terms of business transactions between customers and the business. These terms are applied to key sales… Read more

  • Currencies

    What is Currency in a CRM system? Currency defines the monetary unit used for transactions within the CRM. Zhylar supports multi-currency operations, enabling businesses to handle global… Read more

  • Taxes

    What is Tax in a CRM system? Taxes represent financial obligations on sales transactions. They are calculated automatically based on customer location, product type, and applicable tax… Read more