CRM data management involves organizing the necessary details of your company's current customers and prospects, analyzing it, and using it for building optimal customer relationships.
Have a lot of data to import? Our bulk import feature allows you to
easily import data from your previous CRM or a .csv file.
With Kylas you can create unlimited custom fields on Leads, Deals, Contacts, Products and Companies. Map every single data point and capture more relevant information on your prospective clients.
You can steer clear from duplicate records
with Kylas. Eliminate duplicates from the
get go and control what action needs to be
taken for duplicate data entry.
You can create multiple products & services and
manage all your offerings on Kylas easily. Link
customer deals with specific products and services
and identify which ones fly off the shelves the fastest!
Get the right information quickly and in the format you need using
Smart List in Kylas. Save Time. Convert More.
At Kylas we back ourselves up with robust
data security and privacy practices. We
follow multi-fold model of security
practices to safeguard your data.
Secure your data on the product level with visibility
and login protection. Manage user access and set data sharing rules to create information hierarchies for protecting data on your company’s account.
CRM data management involves organizing the necessary details of your company's current customers and prospects, analyzing it, and using it for building optimal customer relationships.
Smart Lists are pre-set filtering conditions that users can use to find relevant information faster. There must be filters unique to your business used frequently by your salespeople. Open leads, leads created by a specific user, contacts created in last 30 days etc. are some examples of common filters used repeatedly by sales people. User can save such filters with Smart List feature available in Kylas CRM. Also, when you update data on the CRM, these lists get populated automatically.
