Know the contextual history of a lead or deals with notes and comments
Stay on top of all tasks with
in-app & email reminders
Quick dual pane access to tasks for
navigation & quick action
Efficiently Delegate Tasks
to your Team
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.
Setup meetings, online & offline, with your clients directly from the app.
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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