What this documentation covers
Zeyora is a modular business platform for CRM, sales, projects, HRM, accounts, inventory, documents, client portals, approvals and reporting. This documentation explains how the modules fit together, how integrations should be planned, and how developers can connect external websites or systems to Zeyora without waiting for manual support.
The best way to understand Zeyora is to think in workflows. A lead can become a quotation, a proposal, a project, an invoice, a receipt and a report. A client can upload documents through a portal, sign a document through SignFlow, chat through Omni Inbox, and still remain connected to the same customer record.
Recommended reading path
- Read the module guide to understand what each Zeyora module is responsible for.
- Read the integrations guide before connecting a website, form, chatbot, accounting workflow or external system.
- Use the web-to-lead guide if you want website enquiries to create CRM leads.
- Use the API reference when building a server-side integration.
- Give the developer guide to the person implementing the integration so they understand authentication, payload format and testing.
Who should use these docs
- Business owners comparing Zeyora modules before implementation.
- Admins configuring CRM, HRM, accounts, projects, documents and permissions.
- Developers integrating websites, lead forms, e-commerce orders, invoices, products, receipts or webchat.
- Agencies connecting client websites to Zeyora lead capture or public APIs.