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.
Take your sales to the finish line by prioritizing,
tracking and monitoring deals in your pipeline.
Get revenue forecasts of your deals to
better determine your business health.
Create sales pipelines with unique stages that fit your business and manage them across teams, geographies, and processes.
Personalize your sales process with custom sales pipelines.
Create custom fields and smart lists to seamlessly sort through data.
Create profiles and permissions as per your business requirements Leverage user access and team access to better manage your data.
Bid goodbye to redundant tasks and eliminate manual dependencies.
Enable your sales team to focus on the most important thing- selling
Make sure your lead lands in the right hands. Using Round Robin queues to assign your leads automatically to the right salespeople.
Create custom lead forms and capture information unique
to your business automatically.
Create, send track personalized outbound campaigns using email and SMS integration.
Create and edit email templates to quickly send emails as and when needed.
Monitor the health of your sales by tracking important metrics that affect your revenue stream.
Drill down into your data to gain insights into your deals, sales team's performance, and revenue.
Monitor your sales health and track sales goals unique to your business using custom reports.
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
Engage with prospects better using Email integration. Integrate your business inbox with CRM to create, schedule and send emails effortlessly.
Make in-app one-click calls, auto-log
them, attach recordings and track all
your sales calls efficiently with Kylas.
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.
Integrate Kylas with your favorite apps. Use APIs,
Zapier and Marketplace to personalize your account
according to your unique business needs.
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.
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.
Enable your sales team to sell as a team using communication tools, deal sharing and task management, and achieve all your business goals.