Kylas CRM Roadmap (Release 4.0)
Roadmap Overview
The Kylas roadmap helps customers to stay up to date with the new features, enhancements, and improved Marketplace library.
Detailed roadmap
The below Kylas roadmap gives a high-level visual summary that maps up the different features, enhancements, and new Marketplace options of Kylas product offering for the customers which will help the business
Web
Feature Category | Feature Description/Details | Tentative Timeline | Status |
---|---|---|---|
Multi-Value picklist type Custom field on Contact |
| 7-Dec-2023 | Live on Production - Explore Now |
User’s Team as Filter on listing and reporting |
| 24-Nov-2023 | Live on Production - Explore Now |
Automatic Whatsapp Message on Deal |
| 31-Dec-2023 | Live on Production - Explore Now |
PATCH request support on Deal update API |
| 31-Dec-2023 | Live on Production |
Bulk actions |
| 31-Dec-2023 | Live on Production - Explore Now |
Email Templates with full HTML support |
| 31-Dec-2023 | Live on Production |
Kylas Caller (New Vendor Integration) |
| 31-Dec-2023 | Live on Production |
Kylas Caller |
| 31-Dec-2023 | Live on Production |
Kanban View on Lead |
| 31-Dec-2023 | Live on Production - Explore Now |
Smartlist on Task |
| 31-Jan-2024 | Live on Production - Explore Now |
Field Sales and location tracking | The Field Sales addon enables live location tracking for selected Kylas users, particularly field sales executives.
| 07-Feb-2024 | Live on Production - Explore Now |
Workflows Automation on Emails |
| 31-Jan-2024 | Live on Production - Explore Now |
Layouts on companies |
| 31-Jan-2024 | Live on Production - Explore Now |
Click to call action via Workflow |
| 07-Feb-2024 |
|
Share Rule on meetings |
| 07-Feb-2024 | Live on Production - Explore Now |
Taxes on Products |
| 31-Dec-2023 | Moved to 4.2 |
Unit of Measurement on Products |
| 31-Dec-2023 | Moved to 4.1 |
Notify immediate reporting manager via Workflow |
| 31-Dec-2023 | Moved to 4.1 |
Mobile App (Both iOS and Android)
Feature Category | Feature Description/Details | Tentative Timeline | Status |
---|---|---|---|
Multi-Value picklist type Custom field on Contact |
| 31-Dec-2023 | Live on Production |
Email Templates with full HTML support |
| 31-Dec-2023 | Live on Production |
Smartlist on Task |
| 31-Jan-2023 | Live on Production |
Field Sales and Geo tracking |
| 07-Feb-2024 | Live on Production |
Share Rule on meetings |
| 07-Feb-2024 | Live on Production |