- Features
Features
For Sales Manager:
- Pricing
- Industries
- Resources
- Refer & Earn
At Kylas, we believe that some of the best work happens when you collaborate with everyone in the team.
So, we decided to offer you Unlimited Users (No per User Fees) on any Growth Plan that you pick!
Records will be calculated on the basis of these entities being created by a user- Leads, Deals, Contacts, Company, Notes, Tasks, Meetings, Emails, Calls, Quotation and Messages.
Phone Support 
Account Manager
Records will be calculated on the basis of these entities
being created by a user- Leads, Deals, Contacts, Notes, Tasks, Meetings, Emails,
Calls & Messages
| Features | Embark | Elevate | Exceed |
|---|---|---|---|
Lead Management Get a complete overview of each lead including pipeline progress, communication, ownership and activity history.- Forms Create web forms in Kylas or sync the existing ones from your website to capture leads automatically into the CRM.- Portals Auto-capture leads from 3rd party portals like IndiaMart and Justdial.- Conversion Mapping Transfer data as per your requirement from one entity to another when you convert a lead into deals, contacts or companies. |  |  | |
| Contact Management Manage all the prospects who have shown interest in your product/services. Get access to all the past conversations with them across different deals. | | | |
| Company Management Create companies with multiple contacts for successful Key Account Management and Account Based Marketing (ABM). | | | |
| Deals Management Get complete overview of each deal including pipeline progress, revenue forecast, communication, ownership and activity history. | | | |
| Products / Services Add your products and services in Kylas along with price, category, HSN code, and more. Use them in quotations without manually entering the data. | | | |
Pipeline Management - Lead Pipeline (Customizable) Create multiple custom pipelines and view all your active leads in their respective pipeline stages.- Deal Pipeline (Customizable) Create multiple custom pipelines and view all your active deals in their respective pipeline stages. | | | |
| Quotations Create, download, and send custom quotations to your contacts directly from the CRM. | | | |
| Mobile App Download the mobile app on Android and iOS. | | | |
| Productivity & Collaboration | |||
| Embark | Elevate | Exceed | |
| Productivity Dashboard Monitor sales team's productivity and business growth through different sales dashboards. | | | |
| BI and Analytics |  | Available as an Add-on | |
| Goals Vs Achieved Set goals, generate reports, redirect to specific targets, obtain prorated data, and send notifications. | | Available as an Add-on | 50 Goals (Expandable) |
| Notes Keep track of how a sale is progressing by summarizing each customer interaction in notes. | | | |
| Mentions and Comments Draw your teammate's attention to a record by @mentioning them in the notes section. | | | |
| Task Management Track and manage team tasks from one single dashboard. | | | |
| Notification & Reminders Never miss a task, deadline, appointment, or meeting with real-time notifications and reminders. | | | |
| Quick Task View Quickly access tasks from the dashboard and take swift action. | | | |
| Delegate & Share Tasks Get more work done by efficiently sharing leads, deals, and tasks with your team. | | | |
| History Feed Get History Feed to track activities and work done on a record after it was created. | | | |
| Document Attachment Attach documents like proposals, quotations, images etc. to each lead, deal, contact and company. | | | |
| Workflow Automation | |||
| Embark | Elevate | Exceed | |
| Workflow Automation Create workflows to automate tasks and send automated communication to clients. | | 30 Workflows (Expandable) | 130 Workflows (Adjustable) |
| Automated flow for Lead Routing Route leads to the right salesperson based on various conditions like source, area, etc. | | | |
| Location Based Lead Routing | | | |
| Customer Engagement | |||
| Embark | Elevate | Exceed | |
Meetings Instantly schedule, attend, and track meetings within Kylas. - Calender Sync See what's upcoming in your and your team's schedule by connecting Google/Outlook Calendar with Kylas. | | | |
Emails Connect Gmail, Outlook, or other email IDs via SMTP and IMAP to use Kylas for sending and receiving emails. - Outlook - Gmail - Custom SMTP connection | | | |
| Email Templates Help your team send more emails faster with email templates. | | 30 Email Templates (Expandable) | 80 Email Templates (Adjustable) |
| Email Tracking Get notified whenever a prospect or client opens your email. | | Available as an Add-on | |
| Telephony Integrate Kylas with popular IVR service provider to make, receive and log calls. | | | |
| SMS Send one-click SMS or automate a SMS sequence from within the CRM using Kylas SMS integration. | | | |
| WhatsApp Integration Sync your WhatsApp business account with Kylas for sending messages to prospects. | | | |
| Call Logging Maintain manual call logs and create follow-up tasks based on client discussions. | | | |
| Reports Management | |||
| Embark | Elevate | Exceed | |
| Pre-built Report Templates Get pre-built reports to track basic metrics like deals closed, revenue generated, etc. | | | |
| Customizable Multidimensional Reports Create custom multi-dimensional report to track leads, deals, tasks, calls and meetings. | | | |
| Sales Dashboard Create multiple dashboard with various reports and lists to get detailed insight into your sales processes. | | | |
| User Access and Control | |||
| Embark | Elevate | Exceed | |
| User Profiles Create custom profiles and set permissions as per your organizational heirarchy and processes. | | | |
| Data Sharing Ability to confire data sharing rules and field permissions for users and teams. | | | |
| Records Reassignment Reassign records to other users with limited or full access. | | | |
| Team Management Create teams and assign users based on function or territory. | | | |
| Hierarchy Management Map your organization's hierarchy in Kylas using 'Reporting to' feature. | | | |
| Data Management | |||
| Embark | Elevate | Exceed | |
| No. of Records Records will be calculated on the basis of these entities being created by a user- Leads, Deals, Contacts, Company, Notes, Tasks, Meetings, Emails, Calls, Quotation and Messages. | 1,000 Records (Non Expandable) | 1,00,000 Records (Expandable) | 11,00,000 Records (Adjustable) |
| File Storage Store all documents, call recordings, and email attachments in CRM. | 5 GB (Non Expandable) | 100 GB (Expandable) | 600 GB (Adjustable) |
| Data Import Import records in the system via CSV files and migrate to Kylas easily. | 250 (per batch) | 10,000 (per batch) | 10,000 (per batch) |
| Data Export Export the data from Kylas to CSV to share it offline. | | | |
| Data sharing rules Control how different users can access data in Kylas. | | | |
| Smart Lists Segment CRM data into Smart Lists with preset filters. | | | |
| Integration | |||
| Embark | Elevate | Exceed | |
| Kylas Marketplace Integrate with over 70 popular business applications with Kylas Marketplace. | | | |
| API Access Integrate Kylas with various communication channels, workflows and business logics using open APIs. | | | |
| Webhooks Create webhooks for third-party integration and send data to other system APIs. | (Restricted Access) | | |
| Customizations | |||
| Embark | Elevate | Exceed | |
| Custom Fields Create unlimited custom fields to capture more data on Leads, Deals, Contacts, Products, and Companies. | | 25 Custom Fields (Expandable) | 125 Custom Fields (Adjustable) |
| Custom Layout Customize layouts for essential fields on create forms, edit forms, and details pages. | | 15 Layouts (Expandable) | 35 Layouts (Adjustable) |
| Multi-Currency Support | | Available as an Add-on | 5 Currencies (Expandable) |
| Field Sales | |||
| Embark | Elevate | Exceed | |
| Attendance tracking with 'Available' and 'Unavailable' toggle | | Available as an Add-on | Available as an Add-on |
| Geo Check-in and Check-out for Meetings | | Available as an Add-on | Available as an Add-on |
| Get the Live location of your Team on the field | | Available as an Add-on | Available as an Add-on |
| Track the daily activities of your team using timelines | | Available as an Add-on | Available as an Add-on |
| View the distance traveled, available duration, and number of hours spent in meetings for users | | Available as an Add-on | Available as an Add-on |
| Route Planning | | Coming Soon | Coming Soon |
| Security | |||
| Embark | Elevate | Exceed | |
| IP Restriction | | Available as an Add-on | |
| 2-Factor Authentication | | Available as an Add-on | |
| Support | |||
| Embark | Elevate | Exceed | |
| Email Support | | | |
| Phone Support | | Available as an Add-on | |
| Account Manager | | Available as an Add-on | |
| Add-On | Details | Price (US$) |
|---|---|---|
| Email Templates | 10 Email Templates | US$12/month |
| Workflows | 10 Workflows | US$12/month |
| Records | 20000 Records | US$12/month |
| Custom Fields | 1 Custom Field | US$12/month |
| Additional File Storage | per 20GB | US$08/month |
| Custom Layout | 1-Custom Layout | US$12/month |
| Email tracking | - | US$20/month |
| Goals | 50 Goals | US$60/month Next set of 50 Goals: US$25/month |
| Security Add-on IP Restriction & 2-factor Authentication | - | US$50/month |
| BI and Analytics Connect with BI and Analytics tools such as PowerBI, Tableau, Zoho Analytics, and generate cross-entity reports. | - | US$60/month |
| Multi-Currency Support Currency exchange rates, Currency-wise reports, and currency conversion. | 5 currencies | US$60/month Additional US$25 per 5 currencies |
| Field Sales Tracking - Live Location Tracking - Route Planning | - - | US$10/user/month Coming Soon |
We believe that the true power of a tool can be realized only when you use it and use it well! Kylas offers extensive onboarding & training sessions conducted by seasoned CRM Experts. We understand that your expectations from Kylas will be as unique as your requirements. These customized sessions are priced at a nominal one-time cost of US$500 and will get your team started right away!
We also provide additional support beyond basic onboarding sessions to help you do more with Kylas. These customized sessions are of a 3 hour duration each and are priced at a nominal fee of US$100.
We have seen a 45% increase in our sales in the past year- all thanks to Kylas. My team's overall performance and productivity has improved because of the automation in the system. Even though Kylas is a Sales CRM all my departments use it on a daily basis. Kylas has helped us transition from hard work to smart work and I would like to rate it 5/5. 
Kylas is FANTASTIC. We were fed up of giving leads from different sources daily to the sales team and wanted to know in which stage the lead was. We were using Excel sheets before but it didn’t help much. With Kylas, the whole lead capture and assignment process got automated. Now we can quickly identify where the leads are in the pipeline. Kylas offers unlimited users at competitive prices which is a big advantage for small-scale industries like ours. The compatibility and the user interface of Kylas is better than any other CRM.
Our internal CRM was ineffective in managing our 30-member sales team across India. We moved to Kylas to consolidate all our processes and pipelines on a single system. Kylas support team helped us considerably through the transition process. We could now create and manage multiple dashboards for our team members, gain real-time insights, and accurately predict revenue. The intuitive CRM and its mobile apps quickly won over our sales team, who can now work on the go. In just 3 months, it solved 80% of our challenges, and we are counting on its regular updates to resolve the rest.
We switched to Kylas after trying four other leading CRMs, and it performed beyond all expectations. It's simple UI & UX quickly won over the sales team and helped them collaborate and close more deals effortlessly.
Kylas now acts as our central data repository, and its detailed reports help us track business performance and accurately forecast revenue. The unlimited users and features give me the confidence to grow the sales team from 8 at present to 80 by the end of the year.
Kylas’s workflow automation has allowed us to eliminate manual errors from our processes and helped us enhance customer satisfaction. The CRMs' task assignment, timely reminders, and notes features ensure that tasks are completed on-time and without external interventions. We are very happy with Kylas and would like to rate them 4/5.
Kylas has made tracking contacts, emails and opportunities very easy. Our productivity and revenue stream have benefitted immensely with its implementation. It is one of the most easy-to-use CRM in the market. It is priced affordably, and compared to others it is featured packed. Kylas offers excellent Customer Support and we would rate it 8.5 out of 10.
Kylas has given us the functionality, flexibility and support to automate our business processes. We have become more efficient with managing our customer relationships and improving our sales performance. Unlike other CRMs software in the market that are typically made for larger businesses and enterprises, Kylas lets you take the advantage of the product's robust set of functionalities and resources at a Small & Medium Business-friendly price.
What we really liked about Kylas is the onboarding process is very smooth and the team is very responsive. Our team got quickly trained on Kylas and found it very easy to use. I’d definitely recommend Kylas to all Growing Businesses.
Kylas helped us effectively track the live status of the students during our admission process. We had access to micro-level & macro-level insights which helped us to take crucial strategic decision. Kylas is very intuitive and many of our faculty members could use it with ease!
We have used couple of CRM tools earlier- Bitrix & Hubspot; I found Kylas UI & UX very user friendly; The team was highly empathetic towards my requirement and we received excellent support; Very easy to use tool and features.
I'd like to commend Kylas on its reliability as well as the excellent technical support they provide to their customers. We have not used any software that has matched its user friendliness so far. Thank you Kylas!
Kylas has helped us increase our sales. Features like Smart Filters helped us to filter data, identify warm and hot leads, and prioritize our leads. We are very happy to say that Kylas not just helped in team collaboration, but improved customer engagement as well.
