Kylas Features | Lead, Deal & Pipeline Management System/Software

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.

Capture, Segment & Organize all your Leads

Create Custom Fields with Kylas Sales CRM

Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify.

Capture leads using lead capture forms
Capture Leads from 3rd party portals
Import your Leads
Analyze them by source
Manage your lead pipeline

Focus on Important Deals, Contacts & Companies

Manage Deals, their value and the win probability. Get quick visual access to analyze them by pipeline stages. Use Kylas for true Account Based Marketing with multiple Contacts on a Deal

Convert Leads to Deals
Use smart filters for sharper Analysis
Understand who is closing Deals faster
Engage with every Influencer or Decision Maker to ensure you are on Top of your Deals

Leverage the Power
of Data

The true value of a CRM is when you are able to capture more & relevant data. Cleaner data results in better insights & finally into faster growth.

Manage products & services you offer to your customers and allow team members to tag them on Leads & Deals
Kylas doesn't restrict you on the number of custom fields. Create custom fields on Leads, Deals, Contacts, Products or Companies to ensure you can add all the relevant data points.
With full control on data validations, ensure your team enters more accurate data.

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.

Multiple pipelines, Unlimited Stages

Kylas Sales CRM Offers customizable lead & deal Pipeline Management that suit your requirements.

Create different pipelines for different teams, for different products or various business units. Sort or Filter deals by their closing date or win-probability.

Timely Guidance for your Team's Success

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.

Productivity Dashboard

Increase efficiency with by seeing all task and updates on one dashboard

Workflow Automation

Improve your productivity by automating redundant tasks

Task Management

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

GET FREE CRM

Customer Engagement

Engage your customers for better relationships and faster conversions

Ready to use
Email Integration

Send emails directly from the app & track all your communication at one place

Email Templates

Create templates & automate emails and increase your productivity

Meetings

Setup Meetings, online & offline, with your clients directly from the app

Call Logging

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

SMS

Send SMS, nurture your clients with relevant updates and track all your communication at one place

Custom Sales
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.

Customizable Reports on Leads, Deals & Revenue.

Reports built for Everyone in the Team.

Filter Sales Reports for more insights.

Actionable Reports with one click access to Lead or Deal data.

Export & Share Reports with your Team or other Stakeholders

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.

User
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.

Sharing Rules

Allow users to share their leads or deals with teammates. Allow managers to access their team’s data.

Zapier Integration

Connect to over 3000 of your favorite apps with Kylas using Zapier

Integrations

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.

Mobile App

We know how salespeople love to have quick access to all of their information on-the-go. An easy-to-use Mobile App makes it convenient for users to access all their data & stay updated with tasks & notifications on the go.

Easy to use, Intuitive Mobile Interface

On-the-go Notifications & Reminders

One click access to Call or Email

Ready to get started?

SCHEDULE DEMO OR GET FREE CRM Free For 15 Days. No Credit Card Required

Designed for Growing Businesses

Kylas - Signup for free

Designed for
Growing Businesses