Kylas CRM for ITeS

Get new and recurring business by providing a next-level customer experience to all your clients with a CRM designed for ITeS firms.


Trusted by Leading
ITeS Companies

Create a Loyal Customer Base with Kylas

As an ITeS firm, you pay close attention to relationship building to ensure constant revenue growth.
Acquiring new customers in the IT/ITes industry is expensive and time-consuming due to very high dependence on service providers and high switching costs. For businesses like yours, quality of service and output plays an important role in engaging clients in a relationship for years.

To stay agile and move faster towards your business goals, you need a tool that can help your sales team do more than just selling. You need a tool that acts as a synergy of communication between partners, colleagues, clients, and multiple disparate tools. Kylas can help you with it!

Manage All Your Leads And Inquiries

Leverage complete, accurate, centrally held information in Kylas to engage better with new accounts. Tap into new customer segments easily and ensure continued growth for your ITeS firm.

  • Create a well-defined sales process from Lead submission to deal closure within the CRM.
  • Auto-Capture inquiries from website, calls, digital ads, portals etc.
  • Auto-assign leads to the right sales team member based on location, source, campaign, etc.
  • Track and manage your leads through different stages of the lead pipeline.
  • Set automated messages on email, WhatsApp and SMS to ensure that no lead is left untouched, and no opportunity falls through cracks.
Manage All Your Leads And Inquiries

Prioritize Key Accounts For More Repeat Business

Close more sales and seize more cross sell opportunities by building trust and confidence with existing clients. Pay close attention to your key accounts to ensure prolonged revenue streams.

  • Manage and nurture all key stake holders- team, partner, vendors etc., as contacts.
  • Congratulate or wish all your clients with customized yet automatized messages using Email/SMS/WhatsApp.
  • Email and in-app notifications and reminders to stay on top of follow-ups (meetings or quotations).
  • Meeting reminders for contract and subscription renewals, service appointments, project discussions, and more
  • History Feeds to track communication and the work done on an account.
Prioritize Key Accounts For More Repeat Business

Help All Your Teams to Know Your Client Better!

Your clients are the most valuable assets of your company. To provide them with a delightful and personalized experience, your team needs all client-related information at their fingertips.

  • Centralized database of all customer information.
  • Integrate Kylas with your favorite business app so that your team has immediate access to the information they needs to serve clients better.
  • Store additional information and documents that’s important to your business.
  • Leverage CRM data to identify cross-selling and upselling opportunities
Help Your Teams to Know Their Clients Better!
Get A Complete View Of Your Business Health

Get A Complete View Of Your Business Health

Get a bird’s eye view of processes, pipeline, sales per agent, activities, the deal stats with Kylas CRM. Drill-down for a more granular understanding of all trends with multi-dimensional and multimeric reports.

  • Sales Forecasting Report to understand where your team should be focusing to close sales.
  • Immediate visibility of the sales pipeline to learn who is working on what.
  • Learn about the team’s activities throughout the day without the spreadsheets from Relationship Managers.
  • Insights into product performance and ROI calculation.
  • Custom dashboards to view all your reports in one place.

Improve Operational Efficiency

Kylas enables seamless collaboration and ensures that all your teams have the right context and information on every lead or deal.

  • Bring all your teams on one platform and have all the communication at one place.
  • Keep track of your team’s daily schedule and activities with Meetings dashboard.
  • Communicate with other team members or departments on any lead or deal with @mentions.
  • Enable all your teams to stay updated on the work done on a lead/deal with history feeds
  • Assign, track and manage tasks given to various teams.
Improve Operational Efficiency

Field Sales Management

Help your field force stay organized and productive while conducting numerous daily meetings.

  • Keep track of your team’s customer visits with Geo check-in and check-out.
  • Optimize their bandwidth and enable them to close more deals on the go.
Manage Your Field Sales Team Efficiently

We can help you curate the best plan for your team

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A CRM for ITeS companies that Takes Care of Everything!

Client/Contract Management

Manage all your client-related activities in one place.

Service Catalog

Store and access your service catalog from within the CRM

Clone Deals

Create duplicate of deals for repeat orders.

Performance Tracking

Monitor every action performed by your teams on each record

WhatsApp API & Chat

Reach out to your clients where they are the most active.

Workflow Automation

Automate processes and eliminate manual errors

Mobile CRM

Drive sales with a feature-rich mobile app

Advanced Reports & Analytics

Harness the power of your data with advanced data analysis and reports


Integrate Kylas with popular business apps to increase its functionality


Send custom quotations to clients from within CRM.

Document Upload

Store all client-related documents in a hassle-free manner

Automate Payment Reminders

Stay on top of all your monthly payments

Our Customers Love Us

“With Kylas in place, our counsellors can now identify candidates from multiple channels, keep track of all student information and build better relationships with them to boost enrolment rates. Not just that, with Kylas we can now track LIVE status of the students during an admission process”

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Nishant Jhunjhunwala Co-Founder, Learn Digital Academy

Reviews and Ratings

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As an Growing Business, why should I invest in an ITeS CRM?

In order to stay relevant in today’s competitive ITeS landscape, businesses must increase revenue, minimise operational costs, deliver an exceptional experience and ensure customer retention. A CRM, such as Kylas, helps you do just that and more. Get a free demo today to know how Kylas can optimise your business.

What is the cost of an ITeS CRM?

You can install Kylas at a fixed cost of INR 12,999/month. You can onboard unlimited users and benefit from all our features. You also get Onboarding and Training by CRM Experts.

How does Kylas boost my client registrations?

Kylas helps you streamline interactions with your prospects by personalising messages and sending automatic reminders and updates. It helps you reach out to the right prospects at the right time. This improves their experience and, in turn, your client registrations.

How does Kylas help me make smart decisions?

Kylas generates comprehensive reports that give you in-depth insights into your sales process. Know how your sales team is performing and which channel is capturing the most enquiries.

Can I integrate Kylas with my existing infrastructure?

Yes, Kylas can be easily integrated with your existing infrastructure and any other 3rd party applications that you might want to use moving forward.

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