Taxes represent financial obligations on sales transactions. They are calculated automatically based on customer location, product type, and applicable tax laws like VAT or GST. Taxes are seamlessly integrated into quotes and invoices. This ensures accurate billing. It also ensures compliance with regional tax regulations across all sales documents.
Key Features
Automatic Calculation: Applies correct rates during quoting
Seamless Integration: Syncs with invoicing/billing
Some default taxes are pre-loaded as listed below:
Add New Tax:
Click “+ New Tax”
Enter details
Name- Assign name to tax
Description- Explain the terms and policies of the tax.
Percentage- % of tax levied on certain item.
Status- If this tax is being used in the system at present or not.
Click Save
Add Tax to Item
A tax can be assigned to an item directly for direct use.
It will be auto applied when relevant item is added to any document.
Thus, different taxes can be used for different or specific items.
Read more about this feature in the items module.
Update Tax
Click ⋮ 3 dots > Update → Make changes → Save
Note: Tax Percentage and Tax Type cannot be updated.
Toggle between active/inactive status depending on whether tax is in use or not.
If tax is associated with items, you will receive an error message.
Make required changes to proceed.
Delete Tax
Click ⋮ 3 dots > select Delete’
Type “DELETE” to provide confirmation.
The tax will be deleted from the system.
If the Tax is associated with some other modules, then it cannot be deleted.
Delete relevant items to proceed, in order to delete the tax.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
Item categories are an organizational tool used to group related products or services within a CRM system. They simplify catalog management, improve navigation, and are essential for efficient Configure, Price, Quote (CPQ) setups. Categorizing items logically enhances the sales process and ensures a better user experience for both teams and customers.
Sub-Category: If it is a category within a bigger category. If yes, a parent category must be tagged. (Refer section below).
Description: A brief description of the category
Status: Whether category is in use or not
Click “Save”
Sub-Category
A sub-category is a category within a bigger category.
To check a category as a sub-category, a parent category must be marked.
E.g., Parent Category: Laptops -> Sub-category: HP
Update Existing
Click ⋮ 3 dots >Update→ Make changes
Click Save
Status
Toggle active/inactive status
To mark inactive, category must not be associated with any item. Or you will receive an error message.
Make required changes to proceed.
Delete Category
Click ⋮ 3 dots > Select Delete
Type “DELETE” to provide confirmation.
The Category will be deleted.
If category is associated with some Items, you will receive an error message.
Make requisite changes to proceed.
Please note: If a parent category is deleted before deleting sub-categories, the sub-categories will be automatically updated. They will be updated to become parent categories themselves.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
In CRM, a deal is a sales opportunity — a chance to sell your product or service and earn revenue. A deal record stores key details like:
Deal value (how much it’s worth)
Expected close date (when you aim to win it)
Linked contacts (people you’re selling to)
Products or services offered
Tracking deals in the CRM helps sales teams stay organized. It ensures they follow up on time. It also moves opportunities forward until they’re won or lost.
What is a Deal Pipeline?
In Zhylar, a deal pipeline is a visual framework. It maps each stage of your sales process, from opportunity creation to closure. Pipeline management empowers you to track progress, identify stalled deals, and forecast revenue accurately.
Deals View
When viewing the deals added to the system, the list will show deals in one particular pipeline at a time.
Switch between pipelines to check deals.
Click on Filters
Select Pipeline
Select the required pipeline
Kanban View
Visual Pipeline Tracking – See deal stages at a glance with color-coded cards
Drag-and-Drop Simplicity – Move deals between stages instantly
Quick Status Checks – Identify bottlenecks or stalled deals visually
List View
Switch to list view if required.
Detailed Data Overview – View all deal info (value, dates, contacts) in one table
Sorting & Filtering – Organize by amount, close date, or custom fields
Add New Deal
There are three ways to add a new deal to Zhylar.
Shortcut
Click + New Deal (top-right)
Fill details
Click Add Deal
Deals Module
Go to Dashboard
From the left-hand panel, go to Deals
Click + New Deal
Fill details.
Save.
From Companies
From the left-hand panel, go to Companies
Go to Company Details
Click on the Deals tab
Select + New Deal
Deal Details
Deal Actions
When you click open a deal, you can;
View deal details
Edit deal– Make required changes
Email deal– The deal can be mailed to client
View Company– Get a wholistic view of the company linked to this deal with one click.
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 within the platform.
In Zhylar CRM, a primary bank is the default account managing payments, refunds, and transactions.
This bank will be loaded by default in all the Add Invoice forms.
You can switch the Bank in the document if required.
Add New Bank
Click + New Bank.
Fill out the details.
Fill required data.
Click Save.
Primary Bank
Toggle to mark as primary.
Only one primary bank allowed.
Primary bank denoted by a white star in a purple circle.
A primary bank cannot be deleted.
Bank Nick Name
When a bank is added to any document, the field drop down will carry the bank’s nick name.
E.g., Dubai National Bank- Al-Nahda branch -> Nickname: DNB Al-Nahda
Thus drop down will show “DNB Al-Nahada” as an option.
Update Bank
Click ⋮ 3 dots
Select Update.
Edit details.
Save changes.
Delete Bank
Click ⋮ > Delete.
Confirm with Yes.
Note:
Action cannot be undone.
A bank marked as primary cannot be deleted.
Two banks can not have the same Nick Name.
Payment Receipt
Navigate to Invoice
Go to Dashboard
From the left-hand navigation panel, go to Invoices
Select Invoice:
Open the relevant invoice.
Invoice must be in Sent status or any of the successive stages.
Record Payment:
Click “Record Payment”
You’ll find your Payments list.
Add New Payment:
Click “+ Add New Payment”
Fill required details.
When selecting mode of payment, except cash, all other payment modes will require you to add a bank.
Under “deposit to” field, add your bank.
If payment is being made in cash, you will not have to add a bank.
Fill data and click “Add Payment”.
Your payment receipt will be added.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
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 often leads to inefficiencies, missed opportunities, and delayed payments.
Automation is transforming sales processes by reducing manual effort, eliminating errors, and accelerating deal closures. By using a robust CRM and CPQ system, businesses can enhance their sales journey. This improvement spans from the first customer inquiry to the final invoice.
The challenges of a manual sales cycle
Many businesses struggle with an unstructured sales process that leads to inefficiencies such as:
Missed follow-ups: Without automation, sales teams often forget to follow up on leads, reducing conversion rates.
Data inconsistencies: Manually updating customer information can result in errors, leading to miscommunication.
Time-consuming approvals: Pricing, discounts, and proposal approvals often require back-and-forth discussions, slowing down the sales process.
Delayed invoicing: Generating invoices manually can lead to billing errors and payment delays, affecting cash flow.
How automation streamlines the sales cycle
Automation enhances each stage of the sales cycle, ensuring a smooth transition from inquiry to invoice. Let’s break it down step by step:
1. Lead capture and qualification
Manually entering and tracking leads can be time-consuming. Automation helps by:
Capturing leads instantly from web forms, emails, and social media.
Scoring and qualifying leads based on predefined criteria, ensuring sales teams focus on high-potential prospects.
Automatically assigning leads to the right salesperson for quicker engagement.
2. Efficient deal and quote management
Once a lead is converted into a deal, automation ensures a streamlined workflow:
Pre-configured sales pipelines guide teams through each stage of the deal.
Automated pricing and discount approvals eliminate bottlenecks in CPQ processes.
Generating professional quotes in just a few clicks, reducing turnaround time.
3. Sales order creation and approval
Once a customer accepts a quote, automation speeds up order processing:
One-click conversion of quotes to sales orders eliminates redundant data entry.
Automated approval workflows ensure orders are reviewed and processed without delays.
Error-free order documentation improves accuracy and compliance.
4. Seamless invoice generation and payment tracking
Getting paid on time is crucial for any business. Automation helps by:
Auto-generating invoices based on approved sales orders, reducing manual effort.
Tracking due payments and sending automated payment reminders to customers.
Integrating with accounting tools like QuickBooks and Zoho Books for better financial management.
Why Zhylar is the ideal solution
At Zhylar, we understand the challenges of managing a sales cycle manually. That’s why we’ve built a powerful CRM + CPQ solution that:
Automates lead capture, deal tracking, and quote generation.
Offers seamless approval workflows to speed up sales orders.
Generates invoices instantly and integrates with accounting platforms.
Enhances efficiency with an intuitive interface and smart automation tools.
By using Zhylar, businesses can eliminate repetitive tasks, close deals faster, and maintain strong customer relationships—all while boosting revenue. Ready to transform your sales cycle? Let’s make it happen with 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 streamlined, automated, and efficient processes. Our innovative software solutions serve businesses of all sizes. They help accelerate growth. They enhance customer relationships. They drive digital transformation.
Our Mission: Simplifying sales and business operations
In today’s fast-paced digital world, businesses struggle with fragmented data. They face manual processes and inefficiencies in managing sales, customer interactions, and pricing. That’s where we come in. At Zhylar, our mission is to create powerful yet easy-to-use software that simplifies sales cycles, automates workflows, and optimizes decision-making.
We design our tools with businesses in mind. A startup may look for scalable CRM solutions. A mid-sized enterprise might need advanced CPQ features. We cater to all. A large corporation may seek end-to-end automation. Our goal is to eliminate the roadblocks that slow businesses down. We aim to provide them with intuitive, smart, and integrated solutions. These solutions drive real results.
CRM: Customer Relationship Management made easy
Our CRM software centralizes customer data, streamlines communication, and helps businesses manage leads, deals, and customer interactions effectively. Features like automated workflows help teams stay organized. Sales pipeline visualization allows for better tracking. Data-driven insights ensure focus on closing deals faster.
Key CRM features include:
Lead Management – Capture, track, and nurture leads effortlessly.
Deals & Pipelines – Visualize and manage your sales progress.
Customer Profiles – Access all client information in one place.
Automation Workflows – Reduce manual tasks and boost efficiency.
Reporting & Insights – Make informed decisions with real-time analytics.
CPQ: Configure, Price, Quote with Accuracy
Our CPQ software takes the complexity out of pricing and quoting. With Zhylar’s CPQ solution, businesses can generate accurate quotes in minutes. They can configure complex products effortlessly. It also ensures compliance with pricing policies.
Key CPQ features include:
Automated Quote Generation – Reduce errors and speed up the sales process.
Product Configuration – Customize pricing and product bundles with ease.
Multi-Currency Support – Expand globally with flexible currency options.
Discount & Approval Workflows – Maintain pricing accuracy and approvals.
Seamless Integration – Sync CPQ with your CRM for a unified experience.
Automation & Integration: Work Smarter, Not Harder
We understand that businesses need a seamless flow of information between different tools. That’s why Zhylar integrates with leading email, accounting, and social media platforms. Our automation workflows ensure that routine tasks are handled automatically, freeing up time for teams to focus on strategic growth.
Some integrations include:
Email & Calendar Sync – Stay connected with O365 and GSuite.
Accounting Tools – QuickBooks, Zoho Books, and Tally integrations.
Social Media Connect – Engage customers via Facebook, Instagram, LinkedIn, and Google Ads.
Why Businesses Choose Zhylar
1. User-Friendly & Scalable
We design software that is easy to use, whether you’re a startup or an enterprise. Our intuitive interface ensures quick onboarding, while our scalable architecture supports business growth.
2. End-to-End Sales Management
Zhylar covers the entire sales cycle. It manages everything from lead capture to quote generation, sales order processing, and invoicing. This reduces manual effort and increases efficiency.
3. Secure & Compliant
Data security is our top priority. Zhylar complies with GDPR and HIPAA standards, ensuring businesses operate with the highest level of data protection and privacy.
4. Advanced Insights & Forecasting
Make data-driven decisions with our AI-powered analytics and forecasting tools. Understand market trends, track sales performance, and optimize your strategies with real-time insights.
5. Dedicated Support & Continuous Innovation
We don’t just build software; we build relationships. Our support team ensures businesses get the most out of Zhylar, and we continuously innovate to meet evolving business needs.
How Zhylar Transforms Businesses
Speed & Efficiency
Traditional sales processes can be time-consuming and error-prone. With Zhylar, businesses eliminate redundant tasks, speed up sales cycles, and reduce paperwork through automation and digital workflows.
Seamless Data Flow
Say goodbye to scattered information. Our CRM and CPQ solutions ensure that every piece of data is connected. This includes customer interactions, product pricing, and sales history. All information is easily accessible.
Enhanced Customer Experience
Personalized interactions and quick response times lead to better customer satisfaction. Zhylar helps businesses engage customers proactively, close deals faster, and build long-lasting relationships.
Cost-Effective Growth
We help businesses save time and resources by providing an all-in-one solution that reduces the need for multiple software tools. Whether it’s CRM, CPQ, or automation, everything is integrated seamlessly in Zhylar.
The Future with Zhylar
At Zhylar, we are committed to pushing the boundaries of business software solutions. We continually innovate to bring more intelligent, AI-driven automation, enhanced integrations, and seamless user experiences to help businesses scale effortlessly.
If you’re seeking a robust solution to manage your sales, Zhylar is your answer. It is easy-to-use and comprehensive for streamlining operations. It helps drive growth. Zhylar is your answer. Join us in transforming business efficiency and unlocking new opportunities in the digital era.
Ready to experience the future of business management?Contact us today or book a demo to see how Zhylar can empower your business.
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 case, let us introduce Zhylar’s Customer Relationship Management (CRM) tailored to your business needs.
A small business CRM solution has many advantages to offer. It can make a huge difference to your business. This includes helping you generate more sales, deliver better customer service, and increase organizational effectiveness. Discover how transitioning to Zhylar’s small business CRM solution produces incredible positive changes.
Examining the Strength of Zhylar’s CRM
A CRM is a program designed to assist an organization in capturing customer information. It helps in storing, accessing, and analyzing data across the customer relationship cycle. Compared to the previous point, Zhylar’s CRM is beneficial for small businesses. It unifies customer data and increases the number of automated tasks. Additionally, it offers useful analytic data.
Let’s look deeper into how Zhylar’s CRM can help you improve your business sales journey from enquiry to invoice.
Enhanced Customer Relationship Management
Centralized Customer Data: Zhylar’s CRM is integrated. It allows all members of your team to have complete visibility of the customer. Your team can see all interactions they have with customers.
Personalized Interactions: The Zhylar CRM allows for more effective messaging. It reaches each customer in a way that suits their needs best. This leads to stronger bonds and customer satisfaction.
Improved Customer Service: Zhylar enables this organization to respond to inquiries. It solves problems within the shortest time possible. It also offers the best customer support.
Streamlined Sales Processes
Efficient Lead Management: Understand where every lead is at any point in time. Track them from the first contact to the final closure as a sale. This process helps eliminate any loss of potential customers with Zhylar.
Automated Tasks: Eliminate time-consuming tasks like sending follow-ups. You can also automate scheduling a meeting. This enables the team to spend more time with better use for Zhylar’s CRM.
Sales Pipeline Visibility: Get deeper insights into your pipeline. First, discover the problem areas. Then, use Zhylar’s CRM to improve your sales tactics.
Improved Marketing Effectiveness
Targeted Campaigns: Develop individual advertisement blitz with the help of customer info and experience the highest returns with Zhylar.
Campaign Tracking: Monitor the marketing communication and the performance. Make relevant adjustments to optimize your strategy with the help of Zhylar’s CRM.
Customer Segmentation: Segment Group customers to produce messages that may be more relevant and have more impact with Zhylar.
Increased Productivity and Efficiency
Time-Saving Automation: Free up your teams from repetitive tasks. Use Zhylar’s CRM for often used tasks. It will handle them in the background.
Improved Collaboration: Enhance the collaboration between your sales, marketing personnel and customer care services with Zhylar.
Data-Driven Decision-Making: Zhylar’s CRM helps in making decisions as and when they happen through real-time data and analytics.
Conclusion
Zhylar’s CRM is designed to help small business owners improve their sales, customer relationships, and overall productivity. It streamlines key processes, giving you a competitive edge.
Curious about how Zhylar can support your business? Start by exploring options that fit your needs and budget, focusing on ease of use, flexibility, and integration.
Our goal is to simplify small business management and provide solutions that boost your efficiency.
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 and CPQ solutions all in one. This helps you reduce costs, improve workflow and organize your enquiry to invoice process all in one place.
First, let us understand the importance of CRM solutions. Before we move on to learn more about why you should choose Zhylar for your sales processes. Then we will explore why CPQ solutions are crucial for any growing business.
Importance of CRM and CPQ Systems
CRM and CPQ systems are important, rather indispensable tools for all modern-day businesses in sales-driven organizations. CRM focuses on managing customer relationships and streamlining interactions. CPQ enhances the quoting and sales process. It simplifies product configuration and pricing, and it aids in creating quotes. Together, they create a powerful synergy that streamlines efficiency, boosts sales and improves overall customer experience.
By itself, CRM systems provide a single database for all customer information. This includes contacts, past interactions, and sales history. This centralization allows sales teams to have a comprehensive view of each customer, enabling personalized and efficient engagement. CRM helps businesses manage relationships at every stage of the customer lifecycle—from lead generation to post-sale support.
When it comes to CPQ, for businesses with complex products or services, CPQ simplifies configuring the right product mix. Sales teams can easily customize offerings based on customer needs, ensuring that quotes are accurate and aligned with customer expectations. Additionally, CPQ systems can provide valuable insights into sales performance and customer preferences, helping businesses make data-driven decisions to optimize their product offerings and pricing strategies
Integrated CRM and CPQ
When CRM and CPQ are integrated, they create a seamless flow from lead management to quote creation. CRM manages the relationship and pipeline, while CPQ handles product configuration and pricing. Together, they:
Increase revenue by streamlining the sales process. Reduce errors in quoting. This leads to more closed deals and higher customer retention rates.
Enhance collaboration between sales, marketing, and product teams. Provide a centralized platform for sharing customer information. Share product details and pricing data on this platform.
Enable data-driven decision-making by tracking customer interactions, quote history, and sales performance metrics in one integrated system.
This is where Zhylar comes into play!
How Does Zhylar Solve Your CRM + CPQ Needs?
As aforementioned, Zhylar provides integrated CRM and CPQ solutions. These solutions simplify and consolidate your tasks in one place. Furthermore, Zhylar’s competitive pricing is very easy on your pockets and provides 2 solutions at the cost of one.
Don’t believe us? Check it out in the section below.
Why Choose Zhylar?
There are many reasons why Zhylar is your go-to CRM+ CPQ product.
Only SaaS product offering CRM+ CPQ solution all in one!
Competitive price offering 2 solutions at the price of one.
Easy-to-use user-friendly interface.
All-time suppport available.
Let’s Talk Numbers!
From one business to another, at the end of the day, it’s all about numbers. Take a look at our product pricing to understand how Zhylar is your cost-effective solution.
Tiers Name
Freemium
Basic
Standard
Premium
Yearly Price
$-
$14
$20
$30
Diff Yearly – Monthly
25%
25%
25%
25%
Monthly Price
$-
$18
$25
$38
Users
2 Users
Price / User
Price / User
Price / User
Parameters & Features
CRM Essential
Leads
Y
Y
Y
Y
Deals
Y
Y
Y
Y
Customer/Contacts
Y
Y
Y
Y
Sales Pipeline
1 Pipeline/Org
1 Pipeline/Org
3 Pipeline/Org
5 Pipeline/Org
Web Forms to capture leads
Y
Y
Y
Y
Custom Web Forms
N
N
2
5
Reporting & Insights
Y
Y
Y
Y
Sales Essential
Product Catalog
Y
Y
Y
Y
Simple Units of Measure
Y
Y
Y
Y
Quotes
Y
Y
Y
Y
Sales Order
Y
Y
Y
Y
Invoice
Y
Y
Y
Y
Customer/Contacts
Y
Y
Y
Y
Attachment in documents
N
N
N
3 MB/ Document
Line items / Quotes, Sales order, Invoice
10-line items/ Quotes, SO, Invoice
20-line items/ Quotes, SO, Invoice
30-line items/ Quotes,SO,Invoice
50-line items/ Quotes,SO,Invoice
Data
Number of Records
500 / Org
20000 / Org
50000 / Org
100000 / Org
File Storage
–
1 GB / Org
1 GB / Org
2 GB / Org
Data Backup (No of backup to be taken monthly)
–
1/Month
2/Month
2/Month
Data Import (No of records to be imported per batch)
50 Records/Batch
150 Records/Batch
300 Records/Batch
500 Records/Batch
Data Export
50 Records/Batch 2 Export/Day/Org
5000 Records/Batch 5 Export/Day/Org
10,000 Records/Batch 10 Export/Day/Org
20,000 Records/Batch 15 Export/Day/Org
Integrations
Email, Calendar & Contact sync
O365
N
N
N
Y
Gsuite
N
N
N
Y
Attachment Size
1 MB / Email
1 MB / Email
1 MB / Email
5 MB / Email
Emails
1 Email/Day *License /Org/month
20 Email/Day *License /Org/month
30 Email/Day *License /Org/month
50 Email/Day *License /Org/month
Accounting Integration
QuickBooks
N
N
N
Y
Zoho Books
N
N
N
Y
Tally
N
N
N
Y
Amazon-Business
N
N
N
Y
Social Media Integrations
Facebook
N
N
N
Y
Instagram
N
N
N
Y
Linkden
N
N
N
Y
Google Ads
N
N
N
Y
Advance features
Combined Units of Measure
N
N
Y
Y
Multicurrency
N
N
5 Currency / Org
10 Currency/Org
Sales Forecast
N
N
2 Sales Forecast/Org
5 Sales Forecast/Org
Custom Email Template
N
Y
Y
Custom Document Template
N
Y
Y
Y
Custom Dashboard
N
N
Y
Y
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