Features Uniquely Designed for Growing Businesses

Designed for
Growing Businesses

Selling can be tough! However, a clear roadmap, a supportive ecosystem and a Sales CRM software can make it easier for you. Kylas helps you identify the right sales opportunities & supports your sales efforts to increase your chances of success.

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Focus On The
Right Opportunities

Keeping track of your opportunities and engaging with them regularly is the surefire way to Convert Leads to Deals, Contacts and Companies. Kylas helps you to do a quick search, filter as per need and also provides a 360º view of all your Leads, Deals, Contacts and Companies - the key pillars of your Sales Pipeline.

Lead Mangement

Never let a lead fall through cracks
with Kylas Lead Management.

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Deal Management

Take your deals to the finish line
with efficient Deal Management.

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Account Management

Focus on key accounts and
companies to get recurring business.

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Pipeline Management

Close more deals in less time

Take your sales to the finish line by prioritizing,
tracking and monitoring deals in your pipeline.

Revenue Forecast

Get revenue forecasts of your deals to
better determine your business health.

Multiple Sales Pipelines

Create sales pipelines with unique stages that fit your business and manage them across teams, geographies, and processes.

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Tailor Make Your CRM To Fit
Your Unique Business Needs

Create Custom Sales Pipelines

Personalize your sales process with custom sales pipelines.

Custom Fields and Smart Lists

Create custom fields and smart lists to seamlessly sort through data.

Custom Profiles

Create profiles and permissions as per your business requirements Leverage user access and team access to better manage your data.

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Sales Process Automation

Bring efficiency in your sales process with workflow automation

Bid goodbye to redundant tasks and eliminate manual dependencies.
Enable your sales team to focus on the most important thing- selling

Automatic Assignment of Leads

Make sure your lead lands in the right hands. Using Round Robin queues to assign your leads automatically to the right salespeople.

Web Forms

Create custom lead forms and capture information unique
to your business automatically.

Automated Communication

Create, send track personalized outbound campaigns using email and SMS integration.

Email Templates

Create and edit email templates to quickly send emails as and when needed.

Analytics

Monitor the health of your sales by tracking important metrics that affect your revenue stream.

Enable your team to take data-driven decisions.

Drill down into your data to gain insights into your deals, sales team's performance, and revenue.

Custom Reports

Monitor your sales health and track sales goals unique to your business using custom reports.

Sales Team Reports

Evaluate your team’s performance based on emails sent, calls made, tasks completed and other relevant parameters.

Sales Forecasting

Predict future sales and revenue opportunities and track your sales growth over the months.

Omnichannel Communication

Engage with prospects across channels. Connect with them on their
preferred communication channel- Phone, Email, WhatsApp

Email

Engage with prospects better using Email integration. Integrate your business inbox with CRM to create, schedule and send emails effortlessly.

Phone

Make in-app one-click calls, auto-log
them, attach recordings and track all
your sales calls efficiently with Kylas.

WhatsApp

Integrate your WhatsApp Business account
with Kylas and engage with your prospects
via messages right from the app.

SMS Integration

Integrate Kylas with your preferred SMS
provider and ensure your business messages
land right into your prospect’s pocket.

Integrations

Integrate Kylas with your favorite apps. Use APIs,
Zapier and Marketplace to personalize your account
according to your unique business needs.

Mobile

Running your sales engine from your phone has never been this easy. Access relevant data, get real-time notifications and stay on top of your meetings and tasks while on the go.

Take your sales to the finish line on mobile!

Run your sales engine directly from your phone

Offline Mode

Access data when you are offline and sync it when you’re back online. Stay up to date with your records even if you don’t have internet access.

Automatic Mobile Call Logging

Log call automatically and add notes to keep track of all your communication.

Sales Dashboard

Get real-time insights into all your data and make better decisions.

Notifications

Get real-time notifications when a lead/deal is assigned to you. Get notified when a prospect calls you or sends you an email, and more.

Set-up Meetings

Set meetings and add participants right from your phone.

Admin Panel

Stay relaxed and in complete control of your data with data sharing rules and transparent access control.

Ensure secure data access

Add users to profiles, specify their permissions and define what data functionalities they can access.

Team-based Access

Regulate data access for an entire team by setting data sharing and profile permission rules.

Collaboration

Enable your sales team to sell as a team using communication tools, deal sharing and task management, and achieve all your business goals.

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