Complete Zeyora module guide
Each Zeyora module can work independently, but the real value appears when modules share the same customer, employee, project, document and finance data. The notes below explain what each module does and when a team normally uses it.
CRM
Capture leads, customers, contacts, activities, reminders, notes, tags, source tracking and sales follow-up in one place.
What it covers
- Leads and customers
- Lead status and source setup
- Activities, tasks and reminders
- Customer history and contacts
- Custom lead fields and required fields
Sales
Manage the commercial workflow from pipeline and quotation to proforma invoices, invoices, payment links and sales targets.
What it covers
- Sales pipeline
- Quotations and proforma invoices
- Invoices and payment follow-up
- Sales targets by team or service
- Quote-to-invoice handover
Proposals
Create customer-ready proposal documents with reusable templates, lead/customer context, public proposal links and approval visibility.
What it covers
- Proposal templates
- Public proposal links
- PDF-ready proposals
- Lead and customer tokens
- Approval and revision history
Contracts
Track customer commitments, renewals, contract documents, invoice conversion and reporting in one connected workflow.
What it covers
- Contract records
- Renewal tracking
- Customer commitments
- Document storage
- Invoice handover
Projects
Turn won work into tasks, milestones, timers, timesheets, team ownership, delivery status and project profitability reports.
What it covers
- Projects and milestones
- Tasks and task status
- Timers and time entries
- Project files
- Delivery and profitability reports
HRM
Manage the full employee lifecycle from profiles, attendance and leave to payroll, approvals, assets, training, travel, performance and mobile self-service.
Read the detailed HRM documentation for the exact leave, attendance, payroll, mobile API and BioTime sync features found in the HRM system.
What it covers
- Employee profiles and directory
- Attendance, shifts, holidays and daily notes
- Annual leave policies, balances and multi-level approvals
- Payroll templates, payslips, loans and advances
- Asset management, travel, training and performance records
Accounts
Handle expenses, purchases, journals, invoices, receipts, credit notes, customer statements and finance reporting.
What it covers
- Full accounts
- Invoices and receipts
- Credit notes
- Purchases and suppliers
- Receivables and statements
Inventory
Manage product masters, stock setup, warehouses, stock movement, transfers, ageing and reconciliation.
What it covers
- Products and SKUs
- Warehouses
- Stock movement
- Transfers and reconciliation
- Inventory reports
Organisation
Configure the company structure that powers the rest of Zeyora: departments, designations, teams, roles, locations, services and banks.
What it covers
- Companies and branches
- Departments and designations
- Teams and roles
- Services
- Bank and location setup
Reports
Give owners and managers visibility across sales, customers, projects, finance, HR, tasks, timesheets and operational performance.
What it covers
- Sales dashboards
- Lead analysis
- Project reports
- Task and time reports
- Finance and receivables reports
Documents
Store, request, organize and share documents with controlled access, customer context and audit-friendly history.
What it covers
- Folders and files
- Customer documents
- Public document links
- Permissions
- Version-aware workflows
Client Portal
Give customers a secure place to upload documents, view shared updates and collaborate with your team.
What it covers
- Customer access
- Document uploads
- Shared updates
- Portal tasks
- Reduced email chasing
KYC
Collect and review customer due diligence information, shareholder details, screening evidence and compliance records.
What it covers
- Customer KYC forms
- Shareholder details
- Document evidence
- Screening status
- Review and approval history
SignFlow
Send documents for signing and approvals with reminders, secure links, status visibility and audit trails.
What it covers
- Digital signing
- Approval routes
- Email reminders
- Signing history
- Document audit trail
Omni Inbox
Centralize customer conversations and connect WhatsApp-ready communication workflows with CRM follow-up.
What it covers
- Shared inbox
- CRM context
- Conversation ownership
- Follow-up actions
- Customer communication history
Chatbot and Webchat
Capture website conversations, create leads and route support messages into Omni Inbox workflows.
What it covers
- Website widget
- Visitor sessions
- Inbound messages
- Lead capture
- Agent replies and polling
Security
Protect customer, employee and finance data with role-based access, IP restrictions, permissions and controlled visibility.
What it covers
- Roles and permissions
- IP restrictions
- Access policies
- Audit-friendly controls
- Secure cloud setup
Mobile
Let field teams and managers review tasks, approvals, CRM information and updates from mobile-friendly workflows.
What it covers
- Mobile access
- Quick approvals
- Field updates
- Task visibility
- On-the-go CRM
Customization
Configure workflows, forms, templates, reports and integrations so Zeyora matches the way your business actually works.
What it covers
- Custom fields
- Approval rules
- Document templates
- Reports
- API and third-party integrations