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Tag: Zhylar

  • Customer Portal

    The Zhylar Customer Portal gives your clients a secure space to track their interactions with your business. Customers can view quotes, invoices, orders, and other shared records… Read more

  • Pipeline Management- Deals

    What is a Deal Pipeline? A deal pipeline (or sales pipeline) is a visual way to track where each deal is in your sales process.It’s divided into… Read more

  • Import Items

    In Zhylar, importing items lets you quickly add your complete product or service catalogue. This includes item names, descriptions, prices, tax details, and units of measurement. You… Read more

  • Import Leads

    Importing leads in a CRM system involves bringing lead data into the CRM. This data includes names, contact details, and company information. Sources of this data include… 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

  • Profiles

    Profiles Introduction    In Zhylar, profiles determine what features and functionalities a user can access within the platform. Profiles control “who sees what” based on hierarchy. Profiles define… Read more

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  • Basic Terminologies 

    Zhylar Overview: Essential Features of a Modern CRM System Introduction  Zhylar is a user-friendly, web-based CRM and CPQ platform built to make selling easier. It helps businesses… Read more