Keeping track of every opportunity and engaging with them regularly is the surefire way of winning deals. Kylas helps you efficiently track and manage the critical pillars of your sales pipelines—leads, deals, contacts, and companies —to centralize, optimize and streamline your customer communication.
Build easy-to-follow sales pipelines as per your business requirements. Edit, delete, and create custom stages to mirror your sales process.
Stay updated on every opportunity across different pipeline stages.View all your active leads/deals in their respective pipeline stages.
Identify and do away with bottlenecks by tracking and evaluating all the activities associated with each pipeline stages.
Bid goodbye to redundant tasks like manual data entry, tasks, etc. and eliminate manual dependencies with workflows. Enable your sales team to focus on the most important thing- selling.
Ensure that your lead lands in the right hands. Using Kylas Routing Engine to assign your leads to the right salespeople.
Provide a delightful customer experience by sending personalized communication automatically from within the CRM.
Track important metrics to know where your business is heading.
Ensure that your are forecast correctly and make only data-backed decisions.
Drill down into your data to gain insights into your deals, sales team’s performance, and revenue.
Monitor your business health and track sales goals unique to your business requirements with custom reports and dashboards.
Evaluate your team’s performance based on emails sent, calls made, tasks completed and other relevant parameters.
Predict future sales and revenue opportunities and track your sales growth over the months.
Engage with prospects across channels. Connect with them on their preferred
communication channel- Phone, Email, WhatsApp and SMS.
Engage with prospects better using Email integration. Integrate your business inbox with CRM to create, schedule and send emails effortlessly.
Help you team to make quick one-click calls from within the CRM. Get call logs and recordings* to monitor their performance.
Integrate your WhatsApp Business account with Kylas and engage with your prospects via messages right from the app.
Integrate Kylas with your preferred SMS provider and ensure your business messages land right into your prospect’s pocket.
Kylas connects with all your favourite apps using Kylas Marketplace and APIs. Stop jumping between softwares, have all your client related data at one place.
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 with Kylas Mobile App.
Run your sales engine directly from your phone
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.
Log call automatically and add notes to keep track of all your communication.
Get real-time insights into all your data and make better decisions.
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 meetings and add participants right from your phone.
Stay relaxed and in complete control of your data with data sharing rules and transparent access control.
Add users to profiles, specify their permissions and define what data functionalities they can access.
Regulate data access for an entire team by setting data sharing and profile permission rules.
Help your team to work together effectively. With the help of history feeds, @mentions, sharing rules and tasks, ensure that every stakeholder (from different teams) is always in the loop.