Kylas CRM Business Growth Series

When I talk to business owners, one pattern is clear - everyone wants to grow faster, but most don’t know how to scale systematically. Growth isn’t luck. It’s a process of building systems, aligning teams, and using technology the right way.

This series is designed to help founders, marketers, and sales leaders move from simply using a CRM to building a predictable growth engine. At each stage, we’ll go deeper from setting up your system to mastering automation, AI, and intelligence-driven sales. quote icon

- Vikram Kotnis

Base Camp – Laying the Foundation

Where every climb begins. At this stage, we focus on setting up your CRM correctly -building your pipelines, defining your sales process, and getting your team aligned. It’s about creating clarity before automation.

Episode 1: How to Setup CRM for Your Business | A Founder's Playbook

Welcome to the first episode of the Base Camp series! Vikram Kotnis, Founder & CEO of Kylas, introduces the fundamentals of CRM setup — learn how to drive growth, enhance visibility, and automate your sales process.Watch now to transform your CRM into a business engine!

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Episode 2: How to Setup ABM on Kylas CRM for B2B Business

Learn how to set up Account-Based Marketing (ABM) inside Kylas CRM — define target accounts, create custom pipelines, and automate workflows for more efficient, account-based sales. Watch now to scale your B2B business like never before!

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Episode 3: How to Set Up Your CRM for B2C Businesses

Learn how to set up your B2C CRM for success in this Base Camp episode withVikram Kotnis. From lead capture and nurturing to retention, discover how AI and smart workflows can streamline your process. Watch the full video for actionable insights to boost your sales and retention.

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Intermediate Hike - Scaling Through Automation

Now that your system is set up, it’s time to make it run without you. In this phase, we dive into workforce lead scoring, agentic automation, and efficiency frameworks.

Intermediate Episode 1: How To Make Your CRM Work Smarter For You

In this episode of Growth with Kylas, we uncover how to simplify multi-channel sales using automation, smart workflows, and AI scoring. Turn your CRM from a record-keeper into a true growth engine.

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