Focus on the right Sales
Opportunities for Faster Growth
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.
Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify.
Sales Pipeline Management
Ensure your sales deals never go sideways with effective Sales Pipeline Management. Create Multiple & Fully Customizable Lead & Deal Pipelines with multiple stages to suit your requirement.
Productivity & Collaboration
Closing a deal involves a lot of collaborative work with your team preparing pitches and sharing ideas continuously. Kylas can help your team stay organised and work together effectively.
Increase efficiency with by seeing all task and updates on one dashboard
Improve your productivity by automating redundant tasks
Create tasks on Leads, Deals, Contacts or Companies
Notes & Comments
Collaborate with the power of Notes and Comments
Notifications & Reminders
Stay on top of all tasks with In-App & Email Reminders
Quick Task View
Quick Dual Pane Access to Tasks for Navigation & Quick Action
Delegate or Share Tasks
Efficiently Delegate Tasks to your Team
Engage your customers for better relationships and faster conversions
Ready to use
Send emails directly from the app & track all your communication at one place
Create templates & automate emails and increase your productivity
Setup Meetings, online & offline, with your clients directly from the app
Maintain manual call logs and ensure a record of offline calling activities as well
Mobile Call Tracker
Keep track of all sales calls and details, updated automatically into the CRM from your mobile
Reports & Insights
It’s time to do away with spreadsheets as Kylas brings visual & interactive reports to you. Deep dive into custom sales reports with one click access to actionable data.
Data Management & Security
Stay Relaxed with Complete Control of your data and Transparent Access Control.
Import or migrate from
other CRMs or Excel
Got a whole lot of data to import? Our bulk import feature allows you to easily pull in data from your last CRM or simply import a .csv file.
Roles & Profiles
Customize which users in your organization have access to specific data and fields. Control which information they can view or what actions they can take.
Allow users to share their leads or deals with teammates. Allow managers to access their team’s data.
Connect to over 3000 of your favorite apps with Kylas using Zapier
Businesses need to connect with various third party platforms and tools for their daily operations. This can, often, mean complicated routing or interventions to gather data from various platforms - you can simply integrate these platforms with Kylas and have your leads flow in automatically to your account in real time.