Kylas CRM Roadmap (Release 4.3)

Call logs

• Users can now install the Kylas application on their devices and make calls to leads/contacts by clicking the call action in the Kylas web application.

15-July-2024

Global Search

• Users can search the Leads, Contacts, deals and company globally across all the entities available in kylas at once.

15-July-2024

User Shift management

• Users with permission to manage shifts can create a new shift by cloning an existing one.

15-July-2024

Workflow Automation

• In Lead/Deal/Contact/Company & Task, With workflow automation, if you want to copy the value of one field to another field, you will be able to do so.

15-July-2024

Workflow Automation

• In Lead/Deal/Contact/Company & Task, With Kylas workflow automation, you can replace, append, or prepend the value while copying from one field to another.

15-July-2024

Workflow Automation

• In Lead/Deal/Contact/Company & Task, With Kylas workflow automation, you can increment or decrement numbers by either an absolute value or a percentage when copying numbers in the number and money type fields.

15-July-2024

Workflow Automation

• In Lead/Deal/Contact/Company & Task, Users can now specify an exact, before, or after date and date-time while copying date or date-time type data with the help of workflow automation.

15-July-2024

Workflow Automation

• In Lead/Deal/Contact/Company & Task, Users can copy marketplace application variables into Kylas fields using workflow automation.

eg. Payment link, status, original info etc.

15-July-2024

Listing page

• Users will be able to see the latest note for contacts and deals on their respective listing pages, just like for leads.

15-July-2024

Report Management

• This feature will enable additional field support in lead and deal reports, enhancing data analysis and reporting capabilities.

15-July-2024

Report Management

• Users will be able to create a report based on emails they have sent, received, and opened,

eg. determining the number of emails sent by each user , how many of those sent emails have been opened in the last three days and so on.

15-July-2024

Facebook Marketplace App

• The Facebook lead generation ID will also be available to copy into any Kylas field when mapping Facebook and Kylas fields, and the same ID will be used for remarketing lookalike audiences on Facebook.

15-July-2024

Voxbay (Kylas Caller)

• Users who have opted for Voxbay for IVR solution will be able to configure their custom domain URL, enabling them to make calls from Kylas via their locally hosted solution, and logs will be generated directly in Kylas.

15-July-2024

Bulk action

• Kylas users will be able to delete notes from their Kylas account if those notes are no longer important to them.

15-July-2024

Field Sales

• The "Field Sales" feature allows users to view the live location of team members and other users' timelines on mobile.

15-July-2024