Customer Portal

The Zhylar Customer Portal gives your clients a secure space to track their interactions with your business. Customers can view quotes, invoices, orders, and other shared records anytime without needing back-and-forth emails. This reduces manual follow-ups. It builds transparency and improves trust. This lets your team focus on closing deals instead of handling routine queries.

The Customer Portal helps Zhylar users save time by letting customers access quotes, invoices, and updates directly. It improves transparency, builds trust, and makes collaboration smoother, leading to faster deal closures.

Getting Started

• Log in to Zhylar
• Go to Left-hand navigation panel
• Click on Companies

• A list of companies will open.
• Click open the company whose user(s) you want to invite to Zhylar’s customer portal.

Inviting Customers

• Click open the company whose users you want to invite to the customer portal.
• Click on Invite Customers

• Select the users you want to invite by ticking the check box.

• Click Send Invite
• If the user you want to invite is not yet added, go to the contacts tab and add user first.

The user will receive an invite email.

• Once the user accepts invite, they will be asked to reset their password.
• With their new password and email ID, user can log into the customer portal.

• Once password is reset, log in to the portal.
• Here, customers can check:
  • Quotes
  • Sales Orders
  • Invoices
  • Statement of accounts

Once, a customer has been invited, you can simply share the customer portal link with them for future use.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!