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.
Feature Category
Feature Description/Detail
Tentative Timeline
Status
Smart Conversion
Map Lead fields with Deal, Contact and Company to autofill the data at the time of Lead conversion.
31-Dec-2022
Moved to 3.1
Ownership on Company Entity
Assign users as 'owners' of 'companies'.
Ability to reassign ‘Companies’ to a different owner.
Ability to create reports like ‘Company by Owner’
Live on Production
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.
Company Import
Ability to import data into Companies from a . file
Automation - 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.
Reporting on Contact Module
Ability to create reports on Contacts e.g. Number of Contacts by Designation, Number of Contacts by City, etc.
Contact Report on Dashboard
Access to Contact reports on Kylas Dashboards
@Mentino to better Collaboration with team member (Lead and Deal)
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
Documents, Email, Messages and Notes related feeds on Leads
Track the history of actions performed on Lead with respect to Documents, Emails, Messages and Notes related actions e.g. Who uploaded a Document on Lead and when.
Feeds about share action on Leads, Deal and Contacts
Track the history of share action on a Lead/Contact/Deal to understand who shared the Lead/Contact/Deal with whom and with which permissions e.g. Joh shared Lead with Jam with Read, Update and Note permission
Deal Feed - Quotation
Track the history of Quotation related events on a Deal e.g. Who created Quotation on the Deal and when.
Deal Feed - Communication
View, and keep track of the entire communication history (whether through calls, messages or emails) with any deal
Deal Feed - Productivity
Stay up-to-date and easily track the details of all interactions, tasks, Notes and meetings conducted with any deal
Contact Feed - Communication
View, and keep track of the entire textual communication, call communication and email communication history with any contact, using feeds
Contact Feed - Productivity
Stay up-to-date and easily track all interactions and tasks done with respect to any contact, using notes and task feeds
Keep track of details and particulars of all meetings scheduled and conducted with any contact
Automation - Pipeline
Set pipeline stage along with an exit reason on any lead/deal using workflows.
Share Documents and Quotations along with sharing Contact and Deal
Share the associated documents on a Contact/Deal while sharing the Contact/Deal
Share the associated Quotations on a Deal/Contact while sharing the Deal/Contact
Company - Smart-List
Save the filters on Company in form of a Smart List
Contact - Field
Capture UTM parameters information on Contacts like UTM Source, UTM Campaigns, etc. to better understand the source of Contacts.
Also, the UTM field of Leads (if available) will be copied to Contact at the time of Lead Conversion
Kylas MarketPlace - Enhanced
Get accurate information for Leads created via calls, with default information mapping as well as custom mapping such as the campaign and source
View Marketplace app actions on the ‘Home page’
Ability to interact with the Marketplace App actions while on the ‘Home’ page itself.
The actions will be visible on the ‘Navigation’ section or on the mast head
Automation - Call Log Workflow
Create Workflow automation on Calls to perform certain actions based on a call event e.g. Sending a Thank you email to customers post a call.
Smart Feature [Edit picklist Value]
Ability to change and rename your custom-made picklist value as and when required
Custom Field - Product & Services
Create a new customized product form field based on your business and user needs
Custom Field - Calls
Create a new customized Call form fields based on your business and user needs
Workflow - Share Action
Ability to write conditioned share rules on Leads/Contacts and Deals via Kylas Workflows e.g., Share the Lead with John when the Lead pipeline stage changes from Open to Contacted.
Product & services
Manage and organize your business product with /SAC categorization
Kylas MarketPlace - Aircall
Call and interact with your business entities across countries with Aircall integration
Kylas MarketPlace - Stripe
Ability to generate payment links via Stripe payment gateway from Kylas
Kylas MarketPlace - Twilio
Send and receive WhatsApp messages or send SMS messages through the Twilio Marketplace application, available on the Enhanced Kylas Marketplace. Directly create a lead or contact from WhatsApp messages.
Track and manage all the interactions done via the Twilio Marketplace application. Get all your data with the SMS and WhatsApp logs available on Kylas CRM
Kylas MarketPlace - Enhanced WhatsApp
Engage and interact with large audiences simultaneously using the Bulk WhatsApp messaging feature in Kylas
Kylas MarketPlace - Interakt
Engage with customers with free hand text and media messages from Interakt.
Bulk emailing within Kylas
Engage and interact with a large audience simultaneously using the bulk email on Lead
Mobile App (iOS and Androd)
Live on Mobile App
Mobile Report
Easy, and single-click redirection on the Kylas Mobile App to view details of calls from the call log reports
Lead Feed - Core
Easily track and stays on top of your lead’s core activities as who created the lead and when with feeds
Lead Feed - Communication
View, and keep track of the entire communication history (whether through calls, messages or emails) with any Lead
Lead Feed - Productivity
Stay up-to-date and easily track the details of all interactions, Document, Notes, tasks and meetings conducted with any Lead
Contact Feeds
Easily track and stays on top of your Contacts core activities such when a contact is created or updated and also communication (Calls, Message or Email) and Productivity (Notes, Task & Meeting) related activities on any Contact
Deal Feeds
Easily track and stays 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
Assign users as ‘owners' of 'companies’ via mobile app
Smart Mobile App
Manage and progress your nurturing activities with mobile app open via any Kylas activity URL link
Clone Feature
Save your valuable time with clone feature. Create a task and meeting from existing data on mobile application
Document - Mobile App
Quick and easy way to store your entity documents available via mobile app as well
