ZyroCRM Documentation

This guide is designed to help you quickly understand and use the features of ZyroCRM. Whether you’re setting up your account for the first time or looking for details about specific tools, you’ll find everything you need here.

1. Getting Started

  • Account Setup: Create your company profile, invite team members, and set roles.

  • Dashboard Overview: Learn how to navigate the main dashboard and customize widgets.

  • User Permissions: Manage roles to ensure data security and proper access control.

2. Leads & Contacts

  • Adding Leads: Manually add leads or bulk import from a CSV file.

  • Contact Management: Store customer details, notes, and interaction history.

  • Lead Assignment: Assign leads automatically or manually to team members.

3. Sales Pipeline

  • Pipeline Stages: Customize stages to reflect your sales process.

  • Deal Tracking: View, update, and move deals across pipeline stages.

  • Forecasting: Monitor revenue projections and team performance.

4. Tasks & Automation

  • Task Management: Create, assign, and track tasks with deadlines.

  • Automation Rules: Automate follow-ups, lead assignments, and notifications.

  • Reminders: Stay on top of activities with email or in-app alerts.

5. Email Integration

  • Connecting Email: Sync Gmail/Outlook for seamless communication.

  • Tracking Emails: View sent/received emails directly in the CRM.

  • Templates: Create and use email templates for faster outreach.

6. Invoicing & Accounting

  • Creating Invoices: Generate invoices directly from the CRM.

  • Payments Tracking: Monitor paid/unpaid invoices.

  • Reports: Generate financial summaries for review and accounting.

7. Projects & Teams

  • Project Creation: Break down work into milestones and tasks.

  • Collaboration: Share files, assign owners, and track progress.

  • Team Roles: Manage responsibilities for better accountability.

8. Support & Helpdesk

  • Ticket Creation: Log customer issues or requests.

  • Ticket Assignment: Route tickets to the right agent or department.

  • Reports: Track response times and customer satisfaction.

9. Security & Data

  • Data Encryption: Understand how ZyroCRM protects your information.

  • Backup Policy: Learn about data backups and recovery.

  • User Access Control: Keep your data safe with secure permissions.

Need More Help?

If you can’t find what you’re looking for in this documentation, please reach out to our support team at support@zyrocrm.com or visit the Support Center page.