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Tag: CRM System

  • 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

  • Item Categories

    What are Item Categories in a CRM system? Item categories are an organizational tool used to group related products or services within a CRM system. They simplify… Read more

  • Deals

    What is a Deal? In CRM, a deal is a sales opportunity — a chance to sell your product or service and earn revenue.A deal record stores… Read more

  • Bank Details

    In a CRM system, bank details refer to the financial information of customers, vendors, or partners. This information is utilized for billing, invoicing, refunds, and financial transactions… Read more

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  • From inquiry to invoice: How automation streamlines your sales cycle

    Introduction Managing a sales cycle manually can be overwhelming. From capturing leads to sending invoices, every stage requires precision, timely follow-ups, and seamless coordination. The traditional approach… Read more

  • What is Zhylar?

    At Zhylar, we believe that technology should empower businesses, not complicate them. We are a next-generation business solutions platform dedicated to transforming traditional sales and operations into… Read more

  • Zhylar CRM: Enhance Customer Relationships and Sales

    Do you own a small business facing challenges in establishing customer relationships? Is your company having trouble maintaining these relationships or improving its sales procedure? In that… Read more

  • Your CRM+CPQ Solution: Why You Should Choose Zhylar

    Who Are We?  Zhylar is your one-stop Customer Relationship Management (CRM) + Configure, Price, Quote (CPQ) solution. We are the only cutting-edge SaaS product that provides CRM… Read more