Are you ready to
Ace Digitally?
Streamline your sales process by ditching spreadsheets & paperwork.
Streamline your sales process by ditching spreadsheets & paperwork.
The dashboard in a CRM product provides a centralized overview of key metrics, activities, and performance indicators. It displays real-time data through widgets such as sales progress, lead status, upcoming tasks, and revenue trends. For example, an event manager might see the number of pending quotes, scheduled client meetings, and overall event sales pipeline at a glance.
Quotes in a CRM are formal price proposals sent to customers, outlining the cost of products or services. They include details like item descriptions, quantities, prices, taxes, and terms. For example, an event planner might send a quote for venue rental, catering, and decoration services to a prospective client.
The deals kanban is a visual representation of the sales pipeline, organized into various stages. Deals are shown as cards that can be dragged between stages, making it easy to track their progress. For instance, a travel company can track customer bookings moving from Inquiry to Payment Received.
The activities calendar in a CRM allows users to schedule and manage tasks, meetings, follow-ups, and deadlines. It integrates with email and notifications to ensure no activity is missed. For instance, a sales executive could track client calls, proposal deadlines, and event dates in a single view.
Experience increased efficiency and improved outcomes with Zhylar's innovative tools.
Simplify and automate your sales cycle by tracking leads, managing deals, and closing opportunities efficiently in a single, organised system.
Centralise customer data to personalise communications, address needs quickly, and build stronger, lasting relationships with your clients.
Easily configure product pricing, apply discounts, and generate accurate quotes to meet customer requirements while maintaining profitability.
As a CEO, you need tools that provide clarity and foresight. Easily access dashboards that show your organization's sales pipeline and financial outlook.
From tracking company-wide performance to forecasting growth trends, this product helps you turn data into strategy.
As a manager, your role is crucial in overseeing daily operations and guiding team performance. Monitor task assignments, deadlines, and overall team productivity from one streamlined interface. Get real-time insights into each team member's performance and identify areas for improvement.
Salespersons know that time is precious. Track, prioritize, and follow up on leads effortlessly, ensuring no opportunity is missed. Log calls, emails, and interactions automatically, so you spend less time on admin work. We help you focus on what matters most—closing deals and growing customer relationships.
No matter your role—CEO, Manager, or Salesperson—our product adapts to your unique needs, helping you achieve more with less effort. Ready to see what our product can do for you? Watch a demo now!
Request a DemoAre you looking for something more? We've got many exciting new updates for you!
Zohobooks and Quickbooks ensure seamless data syncing across platforms, keeping customer information up-to-date and consistent for improved collaboration and decision-making.
Connect email platforms with Gmail and Outlook to track conversations, send automated messages, and manage communication directly from Zhylar.
Get more leads through Instagram, Facebook and Google Ads that help in capturing potential customer information and feeding it directly into your Zhylar system for efficient follow-up.
Our Sales Forecast feature leverages real-time data to provide accurate predictions of future sales trends. Make informed decisions, set achievable targets, and optimize your business strategies effortlessly.
Streamline repetitive tasks with Automation Workflows, enabling you to create custom rules that trigger actions automatically. Boost efficiency, reduce manual effort, and maintain seamless operations.
Sign-up and we'll let you know when there's more to explore!
Request a demo