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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 5.2
Release Highlights
Lead Scoring Enhancements:
Custom conditions for call and email event scoring to prevent repetitive lead score changes.
WhatsApp Listing Page:
View and manage all Kylas WhatsApp chats in one place, similar to web.whatsapp.
Workflow Logs:
Track and audit reassignment and task creation actions within workflows.
Campaign Module:
Send bulk WhatsApp messages and manage campaigns directly in Kylas.
Geofencing for Field Sales:
Enforce location-based check-ins; managers get notified of incorrect check-ins.
Mobile App Updates:
Geofencing support added for both iOS and Android apps.
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