Deal Management


Shorten Your Sales Cycle

Keeping track of your opportunities and engaging with them regularly is the surefire way to crack Deals.


Close More Deals With Kylas

Organize Leads & Prioritize Opportunities Better with Kylas
  • Manage deals, their value and forecasted closure date.
  • Stay updated on critical information about your deals, any time, anywhere.
  • Use smart filters for sharper of your team’s performance.
  • Monitor your sales team’s performance.
  • Focus on the deals that have higher chances of closure.
  • Use kylas for account based marketing with multiple contacts on a deal.
  • Analyze your deals by pipeline stages to understand where you stand versus targets.
  • Get History Feed to track activities and work done on a deal
Organize Leads & Prioritize Opportunities Better with Kylas


  • Custom Fields
  • Smart Filters
  • Multiple Products & Services
  • Forecasted Deal Value

Identify The Right
Sales Opportunities

Kylas provides you with a 360º view of all your deals. It enables you to determine how a deal is performing, helps you identify the next best action, and monitors deals that need attention.

Track Where Your Business Is Heading

Using Kylas see all your deals in one place to gain perspective on your business health. With the help of smart lists get a snapshot of the number of deals at each stage and their worth.


Create Different Pipelines
For Different Sales Products

A single pipeline doesn’t suffice growing businesses dealing with multiple products and services
or sales processes basis geography. With Kylas you can create multiple customized pipelines, activate
and deactivate to suit your sales process.

Share Deal Information
With Other Users

Collaborate on the same deal and increase its odds of closing. With Kylas you can share
deals with a user or a team in your account.

Benefits Of Deal Management

Productivity Dashboard - Kylas Sales CRM

Helps manage and
maintain strong
sales pipelines

Workflow Automation - Kylas Sales CRM

Helps in prioritizing
deals that are more
likely to convert

Task Management - Kylas Sales CRM

Helps in maintaining
consistent and
contextual messaging

Collaborate with the Power of Notes and Comments in Kylas Sales CRM

Helps create accurate
sales forecasts

Kylas Sales CRM - Stay on Top of All Tasks with In-App & Email Reminders

Improve sales team
collaboration and

Kylas Sales CRM - Get Quick Task View

repetitive tasks


What is a deal?

A deal in a CRM means an opportunity to sell your products or services. It can be defined as a potential sale agreement or business commitment between the seller and the buyer organisation/individual, in which the seller will receive a monetary reward in return for the products/services he gives to the buyer.

What is deal management?

Organizing, tracking, maintaining, prioritizing, and analyzing deals comprises of deal management. Efficient deal management helps small business move deals faster through the sales process and close conversions.

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