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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 5.4
Release Highlights
Campaign Analytics:
Track and measure campaign performance, responses, and effectiveness directly within Kylas.
Import:
Import companies with multiple values in picklist fields for better data management.
Uniqueness of Company:
Prevent duplicate company entries, ensuring cleaner data and better management.
Document Preview:
Preview documents in Kylas without needing to download, improving workflow efficiency.
WhatsApp Listing Page:
View and manage all WhatsApp chats in one place with a search option to find contacts easily.
WhatsApp on Deals:
Start WhatsApp conversations directly from the Deal page for context-driven communication.
Tasks on Company:
Add and manage tasks directly at the company level, especially useful for B2B businesses.
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