Sales Collaboration

Closing a deal involves a lot of collaborative work with your team preparing pitches, conducting sales discussions and sharing ideas continuously. Kylas can help your team stay organised and work together effectively.


Help Your Sales
Team Collaborate
Better With Kylas


Notes & Comments

Know the contextual history of a lead or deals with notes and comments

& 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

Task Management

Empower your team to work more productively and efficiently with Kylas.
Help you team manage their to-do's on Leads, Deals, Contacts and Companies via tasks.


What is Sales Collaboration?

Sales collaboration enables different users and teams to work together to close more deals. Sales processes require multiple teams to pool their skills and expertise, and it is through these combined efforts that a sale is concluded. Sales collaboration creates a seamless flow of work between your teams from different departments. It allows sales to happen faster and efficiently, since no time is wasted in manually giving the client background, work updates, handoff of tasks, etc. to every team member.

How Kylas Helps Your Sales Team to Collaborate Better?

Kylas allows your team members to track every activity and communication on a lead, deal or contact with notes, comments and history feeds. Its suit of features helps team members to create tasks for themselves or other users and stay up to date on what is happening with a particular lead, deal or contact to get a download of its progress.

What is a Task?

Task is any activity to be performed on the existing lead/deal. Follow-up call, reminder mail etc. are all examples of what can deemed as tasks. User can login and set reminders for various sales activities by using the 'Tasks' feature in the Kylas CRM.

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Hi, this is Sherpa! How may I help you today?