This Kylas roadmap helps the customers to stay up to date with the new features, enhancements, and improved MarketPlace library that will help the business to achieve more.
The below Kylas roadmap give a high-level visual summary that maps up the different features, enhancement, new Maketplace options of Kylas product offering for the customers which will help the business
Feature Category
Feature Description/Details
Tentative Timeline
Status
Lead Layout Customization
Create different customized Lead detail form for your different teams and choose what information can be seen by them.
15-Feb-2023
Live on Production
Multi-Value field type
Create more informative Leads with multi-value selection picklist field type on Lead entity
Use the Multi-value picklist field in automation, reports, bulk action etc places
Automation - Marketplace Action
Ability to perform Marketplace app-based actions automatically via workflow e.g., Send a welcome message via WhatsApp whenever a Lead is created in Kylas.
Smart Conversion
Map Lead fields with Deal, Contact and Company to autofill the data at the time of Lead conversion.
Bulk Emailing
Engage and interact with a large audience simultaneously using the bulk email on Lead and Contact.
Product Description as Rich Text
Create a product with a rich text description that includes various styling like bold italic, inline images, etc.
Quotation Description as Rich Text
Create a quotation with a rich text product description to include various styling like bold, italic, inline images, etc
Call Log Report
Ability to apply filters on the Call log listing page.
Ability to redirect to the Call log listing page from Call log reports.
Contact Report on Dashboard
Access to Contact reports on Kylas Dashboards
Interakt - Automated WhatsApp
Stay in touch with your customers and send automated WhatsApp messages from Interakt based on a preferred condition.
Task Automation
Automate your task with workflow automation on the tasks.
Automation - Pipeline
Set pipeline stage along with an exit reason on any lead/deal using workflows automation.
Send Emails to the associated Contacts of multiple Deals at the same time from you Connected Email account.
Goal Achievement Module
Ability to set Goals for your team member wrt Deals e.g., Number of deals targeted to be closed every month.
Moved to 3.2
Quotation Template
Easily generate a quotation into a desired format based on your needs with a quotation template.
Deal Layout Customization
Create different customized Deal forms for your different teams and choose what information can be seen or filled in by them.
Logo
Easy branding with Kylas add your company logo and name to the Kylas home page.
Image - Product & Service
Create more meaning products with ability to upload image on the products.
Meeting - Calendar Assistance
Stay on top of your meetings schedules with two-way Google Calendar sync.
View and send the documents with Kylas meetings.
Reduce the meeting conflict with Remove Meeting from my calendar options in Kylas.
Enhanced Company Module
Give Read-only access on Company to restrict users from viewing all Companies available in the system.
Share the company data with a user or team with data sharing option on Company.
Marketplace - Zoho Books
Integrate your zohobooks account with Kylas to sync products, customers, accounts and create invoices from Kylas interface.
Kylas MarketPlace - Aircall
Call and interact with your business entities across countries with Aircall integration.
Facebook -
Capture the UTM parameter information via Facebook like UTM Campaign, UTM Source etc. to understand your record source better.
Import Meeting
Import your existing meeting data from a . file into Kylas
Export Meeting
Export your meeting data from Kylas along with the associated entity as well.
Goal VS Achievement Module - Report
View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.
Meeting Automation
Automate your meetings with workflow automation on the meetings.
Enhanced SMS Marketplace Apps
Create SMS templates for Call and Meetings to use them in Workflow automations for sending SMS via a Workflow action on Call and Meetings.
Enhanced Reporting
Enhanced and powerful reporting system, Generate the report with a time range along with date e.g., you can view a report for a particular week (Mon - Sat) where the time should start from Monday 11 AM and end on Saturday 5 PM)
Deal Feeds
Easily track and stay on top of your Deal’s core activities such when a Deal is created or updated and also communication (Calls, Message or Email) and Productivity (Notes, Task & Meeting) related activities on any Deal.
Live on Mobile app
Smart Conversion via Mobile app
Mapped Lead fields with Deal, Contact and Company to autofill the data at the time of Lead conversion on mobile app.
Company Smart-Llist
View the saved web filters on company in the form of Smart-List on mobile app.
Report on Contact
Access the contact reports of the web on the mobile application as well.
Mobile Report
Easy, and single-click redirection on the Kylas Mobile App to view details of calls from the call log reports.
Quotation Description as Rich Text on Mobile app
Create a quotation with a rich text product description to include various styling like bold, italic, inline images, etc. on the mobile app.
Marketplace action on Mobile Home screen
Interact more frequently with the marketplace app actions available on mobile home screen as well.
Basic Collaboration
Mention your Team members in Notes to let them notify about a certain event e.g., @John, please get in touch with the following Lead ASAP.
John will get notified that you have mentioned them also the related entity will be shared with them.
Smart-List Search on Mobile
Search and view the saved web filters on the entity in form of a Smart List on the mobile app.
