Grow revenue by streamlining your sales cycle
Convert leads faster, close deals smarter, and track the full sales journey from inquiry to payment.
Lead Management
Capture leads, organize efficiently, and convert seamlessly
Zhylar lets you capture leads via manual entry, import options, or through webforms — consolidating all prospects into a centralized, secure system.
Structure your lead journey using customizable pipelines and stages, helping identify and eliminate conversion bottlenecks.
Kanban view offers a visual, drag-and-drop interface, enabling teams to manage and progress leads with ease, ultimately improving speed to conversion and lead-to-deal visibility.
Deal Management
Create opportunities, prioritize deals and close faster
Convert qualified leads into sales opportunities and manage them using Zhyla's drag-and-drop Kanban view. This helps businesses channel efforts effectively to prioritize high-value deals. Add items to deals and auto-generate quotes and other documents from there directly. This structured flow ensures a smooth journey from deal creation to final invoicing and payment—streamlining your entire sales cycle and maximizing revenue potential. Weighted value + actual pipeline - highlights which pipeline you should focus your efforts on.
Empower your teams to work smarter and faster
Ensure accountability, streamline collaboration and communicate easily
Activity Management
Users can create, assign, and monitor tasks linked to opportunities—ensuring timely follow-ups and faster deal closures.
Email Integration
Centralize client communication within the CRM, allowing all team members—regardless of being in the original thread—to stay updated on customer requirements. This shared visibility enhances transparency, reduces information silos, and ensures smoother collaboration across departments.
Data security and data accessibility
Monitor data security with role-based access and control, both within and outside Zhylar
Data Security
In Zhylar, data is securely stored within a centralized CRM system—not scattered across spreadsheets—reducing the risk of breaches.
Data Accessibility
With role-based data sharing, only authorized users can view or edit information. Zhylar has an advanced data sharing module in place that governs how data is shared to vertical and horizontal axes.
Data Visibility
Access to records is controlled through hierarchies set up by your organization, so users see only what they need—no more, no less. This structured visibility allows each team to focus within its domain, ensuring less clutter and more organized, actionable data.
Data Sharing
Data Sharing grants access of data to users across hierarchies and peer groups depending upon the permissions provided. Further, permissions (such as read, edit, delete) are divided by module to control how much data is shared and what actions can be taken by the user against them.
Customize your CRM to fit the way you work
Adapt Zhylar to your brand, and your customer journey.
Document Templates
Design quotes, invoices, and other sales documents to reflect your brand identity. Create and reuse multiple templates for different products, regions, or scenarios.
Email Templates
Standardize communication with ready-to-use formats for outreach, follow-ups, and reminders. Save time while ensuring consistency across teams and customer touchpoints.
Make informed, data-driven decisions
Stay on top of performance with dashboards and uncover trends with deep reporting.
Dashboards
Get a real-time overview of leads, deals, receivables, and team performance. Monitor key metrics at a glance to stay aligned with your business goals.
Reports & Insights
Drill down into performance metrics to uncover sales patterns, conversion rates, and bottlenecks. Make data-backed decisions to improve efficiency.
Visualize the entire sales cycle
Use charts and graphs to make complex data easy to understand. Identify where deals are stalling and prioritise efforts for maximum impact.
Manage constantly evolving customer requirements easily
Revise Quotes
Revise quotes quickly and efficiently to accommodate changing customer requirements. Share multiple versions with clients and finalise the one that best suits their needs before converting it into an order.
Get Orders Swiftly
Turn approved quotes or successful deals into sales orders with one click. All details like items, price, and customer info are filled in automatically. This helps your team confirm orders quickly and avoid mistakes.
Generate Invoice
Easily generate invoices for delivered orders to streamline payment collection and track receivables. Keep your billing cycle smooth and transparent.
Multicurrency & UOM Support
Handle international business with ease by managing transactions in multiple currencies and supporting various units of measurement (UOM) for your products and services.
Start simple, scale easily
Zhylar grows with your business — start simple, expand smart.
Begin with a quick setup by registering as a business or individual user. Establish your CRM foundation by creating master data like items, customers, taxes, and currencies. This ensures consistency across workflows and documents. Zhylar's intuitive setup process helps you go digital with minimal effort, enabling smooth onboarding and scalability as your operations grow.
