Reporting in Zhylar gives users clear insights into sales, leads, and team performance. It helps track progress, identify gaps, and make better decisions, ensuring smarter strategies and stronger business growth. Reporting is important because it helps in:
Data-driven decisions – Turn raw sales and customer data into actionable insights to guide strategy.
Performance tracking – Monitor team productivity, lead conversion, and deal progress in real-time.
Identify opportunities & risks – Spot sales trends, bottlenecks, and revenue leaks early to take corrective action.
Here, you can check a list of all the modules for which reports can be run.
Run a Report
Click open a module for which you want to Run Report.
E.g.,- Outstanding > Receivables
A new page will open.
Pick a date by clicking on the small calendar icon beside “As of” box.
A calendar will open.
Select the date up until which you want to check the data through the report.
Click Run Report
You will get results in real time.
Download Report
To download your report, click on the green download icon.
Your download will begin automatically.
This exact procedure must be followed for every section in the Module section.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
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 spreadsheets, CSV files, or other software. This enables businesses to quickly centralize all prospect information. They can do this in one secured Zhylar CRM system for organized tracking. Nurturing and conversion are also part of the process.
From the top-right hand corner, click ⋮ 3 dots beside + New Lead
Click on Import Leads
You will be taken to a new page.
Upload a file in .xlsx format with the details of your leads.
If file is not ready, Download Template File from the right-hand corner.
Fill out the data in the filed provided.
All fields marked in * are mandatory.
For some fields, entry can be punched manually.
For others, such as country code, salutation and such, a drop-down arrow will be there. You can select one of the pre-filled values.
Once done, upload this file back in the space provided by clicking on the Upload File button.
Click Import Leads.
Your Leads will be added to the system.
From here, go to the Leads module directly by clicking on Go to Leads. Leads have been added to the list view.
In case there is an error with the file upload, simply click Replace File and try again.
Importing Leads is a quick way to add leads in bulk whilst avoiding any errors.
Once your Leads have been imported, you can now proceed. Read about how to navigate through the Leads module at Zhylar.
Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!
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.
