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Features
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Features
For Sales Manager:
Pipeline Management
Collaboration
Reports and Dashboards
Data Management & Security
Sales Automation
Integrations/ Marketplace
User Management and Access Control
Field Sales Management
For Sales Reps:
Lead Management
Calling Solutions
Deal Management
Account Management
Mobile App -iOS Android
Quotation Management
Email, Meeting, WhatsApp and SMS
Inbuilt WhatsApp Business
Dare To Compare
Pricing
Industries
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Industry
Education
EdTech
Higher Education
Coaching Institutes
Finance
FinTech
Insurance
Manufacturing
Travel
IT/ITeS
Digital Marketing
Other Industries
Resources
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Resources
Articles & Blogs
Small Business Management
Sales Effectiveness
CRM Productivity
Free Resources
Infographics
Videos
Templates
Webinars
Customer Stories
'How to' videos
Case Studies
Refer & Earn
Kylas CRM Roadmap
Roadmap Archives
Roadmap 2025
Roadmap 5.4
Roadmap 5.3
Roadmap 5.2
Roadmap 5.1
Roadmap 2024
Roadmap 5.0
Roadmap 4.5
Roadmap 4.4
Roadmap 4.3
Roadmap 4.2
Roadmap 4.1
Roadmap 2023
Roadmap 4.0
Roadmap 3.6
Roadmap 3.5
Roadmap 3.4
Roadmap 3.3
Roadmap 3.2
Roadmap 3.1
Roadmap 3.0
Roadmap 2.6
Roadmap 4.1
Release Highlights
Add unit on products, deals and quotations.
Hierarchy based reports to get more insights into individual and team performances.
Streamline client verification with easy e-KYC via Setu integration.
Gain quick access to contact details on company and deal pages
Save time with automated field value operations like copy, replace, append, and prepend.
Enjoy a smoother CRM experience with Listing Page Enhancements
Boost outreach efficiency with Tata Tele integration for bulk calling
Bring Kylas notifications directly to your MS Teams chat with our new connector.
Get advanced Automation for cross-app interactions in the Marketplace
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