Frequently Asked Questions

Everything you need to know aboutour CRM, CPQ & pricing plans

Browse answers to common questions about Zhylar's CRM and CPQ features, pricing plans, data security, integrations, and how to get started.

Features & Capabilities Getting Started & Platform Guide Plans, Pricing & Billing

Product

Features & Capabilities

Explore how Zhylar's CRM and CPQ tools help you manage leads, automate workflows, create quotes, and build stronger customer relationships.

The time to invest in a CRM system is when your company starts having problems managing customers, tracking sales, and coordinating tasks. If your team is slowed down by manual processes, or if your customer information is spread throughout multiple locations, then you should invest in a CRM to help consolidate all that information into one place so you can work more efficiently.

Platform

Getting Started & Platform Guide

Everything you need to know about setting up your account, importing data, inviting your team, and making the most of Zhylar's platform from day one.

To get started using Zhylar CRM software, we created a comprehensive Knowledge Base which takes you step-by-step through every feature Zhylar has so you can maximize your business results. Our documentation supports both setting up an initial pipeline as well as automating even the most complex customer journeys. Simply click on the "Help & Learning" button in the main menu to access tutorials, guides, and best practices that will accelerate your onboarding process and help you gain confidence with the software.

Billing

Plans, Pricing & Billing

Understand what's included in each plan, how billing works, and what to expect when upgrading, downgrading, or cancelling your Zhylar subscription.

The Freemium plan is designed for solo founders and freelancers needing essential CRM tools at no cost, while the Standard plan is built for growing SMEs and startups that require higher data limits, lead generation from social media, and advanced customization. Standard users also benefit from increased storage, more pipelines, and basic support to help manage a scaling business.

Still have questions?

Reach out to our team — we're here to help you get the most out of Zhylar.

Everything you need to know aboutour CRM, CPQ & pricing plans

Features & Capabilities

When should you invest in a CRM?

How can businesses ensure CRM implementation success?

How many companies can my organization add?

Can Zhylar help with lead management?

Does Zhylar support CPQ processes?

Can I create custom quote templates in Zhylar?

What is the difference between CRM and CPQ, and does Zhylar offer both?

Why is centralized customer data important?

Can Zhylar improve customer communication?

Can I track performance using Zhylar?

How does CRM support sales teams?

How does CRM help businesses succeed?

Can Zhylar be customized for different business needs?

Is Zhylar suitable for small businesses?

How does Zhylar improve team productivity?

Does Zhylar work for service-based businesses, such as event planners?

Can I track deals across multiple sales pipelines?

Does Zhylar support multi-currency pricing?

Is Zhylar available in Arabic?

What integrations does Zhylar currently support?

Getting Started & Platform Guide

I'm new to Zhylar. How do I learn how to use the platform effectively?

I have forgotten my Zhylar account password. What should I do?

Can I import my old leads into my Zhylar account?

Can I export my data from Zhylar?

How do I set up my first sales pipeline in Zhylar?

How do I invite my team members to use Zhylar?

Can I create custom reports to track my team's performance?

How do I start using CPQ features in Zhylar?

Can CPQ help me improve my lead-to-quote conversion rate?

How does Zhylar ensure quote consistency across my sales team?

How secure is the data I store in my Zhylar account?

Plans, Pricing & Billing

What is the difference between the Freemium and Standard plans?

Does Zhylar offer a discount for annual billing?

Is there a free trial for the Standard plan?

What happens to my data if I downgrade or cancel my plan?

What happens if I cancel my Zhylar subscription?

Is the pricing in USD? Are there local payment options for the UAE?

How many records can I store in each plan?

Are there any hidden fees or long-term contracts?

What social media integrations are available in the Standard plan?

Can I increase my file storage capacity?

How many users can be added to the Freemium plan?

Can I use multi-currency for my CPQ quotes in the Standard plan?

What level of support does each plan provide?

How do the "Roles" and "Profiles" features work?

Still have questions?

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