Get started with ZyroCRM in minutes​

ZyroCRM is designed to be simple, fast, and effective. These tutorials will guide you through the basics so you and your team can hit the ground running.

1. Getting Started

Set up your account and invite your team.

  • Sign up using your email and company details.

  • Add your team members and assign roles.

  • Customize your CRM dashboard to match your workflow.

2. Managing Leads

Organize and track prospects with ease.

  • Add leads manually or import from a spreadsheet.

  • Assign leads to sales reps for better accountability.

  • Move leads through your pipeline as they progress.

3. Task & Email Automation

Save time by automating repetitive work.

  • Create recurring tasks for follow-ups and reminders.

  • Connect your email to send and track conversations.

  • Use workflows to automate lead assignments.

4. Sales Pipeline

See every deal at a glance.

  • Visualize all deals in a simple pipeline.

  • Drag and drop opportunities between stages.

  • Forecast sales and monitor team performance.

5. Invoicing & Accounting

Stay on top of payments and finances.

  • Create and send invoices directly from ZyroCRM.

  • Track payments and reconcile with accounting.

  • Generate financial reports in one click.

6. Project & Team Management

Keep everyone aligned and productive.

  • Plan projects, assign tasks, and set deadlines.

  • Monitor team progress with real-time updates.

  • Share files and collaborate within one platform.

7. Customer Support

Deliver better service to your clients.

  • Track customer queries in the helpdesk.

  • Assign tickets to the right support agents.

  • Measure response time and satisfaction.

Coming Soon

We’re working on adding video tutorials, detailed documentation, and advanced tips to help you unlock the full potential of ZyroCRM. Stay tuned!