Kylas CRM Roadmap

 

(blue star) Release Highlights

  • Focusing on the user-friendliness and enhancing existing features

  • Easy and fluent way of importing lead and Contact data into the system.

  • Create more meaningful records by associating them with other records

  • Enhanced dashboard features.

  • Tracking of activities and updates for an entity to understand the progress and history.

  • The ability to customize Lead forms according to business-specific and user needs.

  • Get more things done with automation available on Calls, meetings, and more.

  • Enhanced reports library

(blue star) Roadmap Overview

This Kylas roadmap helps the customers to stay up to date with the new features, and enhancements and improved Market Place library that will help the business to achieve more.

(blue star) Detailed Kylas CRM Roadmap (Release 2.6)

In the below roadmap, the user can see the upcoming features based on the category along with a short description/detail and a tentative timeline for the availability of the features for use.

Kylas Web application

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Dashboard

  1. Get better insights of your data on dashboard with ‘Multi-Dimension’ reports

15-Sept-2022

Live On Production

Clone-Feature

  1. Save your valuable time with clone feature. Create a new deal, task and meeting from existing data

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Feeds

  1. Track and view the different activities such as calls, messages, meeting and emails performed on a Lead, Deal and contact entity

31-Oct-2022

Smart Feature

  1. Know the conversion source (Lead) of Deal, Contact and Company

31-Oct-2022

Smart Feature

  1. Filter you business entities by Email and Phone to view if there are Leads and Contacts present with or without a contact information

31-Oct-2022

Smart Feature

  1. Change and rename your custom made values of a list type data as and when required

31-Oct-2022

Date Smart-Filter

  1. Get quick visuals with easy and smart filter options for various data range

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Smart-List on Company

  1. Act and pay attention to your companies data by segregating them into different smart-list

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Import Contact

  1. No need of conversion, with easy contact import ability, add your contacts into the system

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Layout Customization

  1. Easily create and customize the fields for ‘Add Lead’ form and that meets your business and users needs

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Layout Customization

  1. Easily create and customize the fields of ‘Lead Detail’ page that meets your business and user needs

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Layout Customization

  1. Easily create and customize the fields of 'Edit Lead Form' that meets your business and user's needs

31-Oct-2022

Customization - Meeting

  1. Create a new or rename your meeting form fields based on your Business and User needs

15-Sept-2022

Live on Production

Customization - Products & Services

  1. Create a new or rename your product fields based on your business and User needs

31-Oct-2022

Custom Field - Product & Services

  1. Give more meaningful naming convention to your ‘Products & Services’ fields and add more based on business needs

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Lead Source [ Campaign Information ]

  1. Track and understand the history of each campaign response detail for better tracking to target the right customers for you

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Deal UTM Fields

  1. Collect more information for your deal to understand whether you are targeting the right audience in the market or not

15-Sept-2022

Live On Production

Contact UTM Fields

  1. Collect more information for your contact to understand whether your are targeting the right audience in the market or not

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Market Place

  1. Avoid the installation process for each user and install an app for all your users at once with just a single click

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Market Place - Smart Feature

  1. Now get the more accurate information for Leads created via calls with default information mapping as well manual such as the campaign and source

31-Oct-2022

Market Place - Smart Feature

  1. Be hassle-free and do more things with Marketplace action such as calling, SMS available with just one click on

31-Oct-2022

Market Place - Stripe

  1. Online payments options to customers with Stripe payment

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Reports

  1. Get more insights and know your product sales with their quantity based reports

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Reports

  1. Filter you business entities by Email and Phone to view if there are Leads and Contacts present with or without a contact information in a report

31-Oct-2022

Reports - Call Log

  1. Single click direction to your actual data from reports to view more detail of calls

31-Oct-2022

Lead

  1. Identify and manage your duplicate lead data to keep your system clean with required information only

15-Sept-2022

Live On Production

Automation - Workflow

  1. No need to share the data manually, automate your data sharing for Lead/Contact/Deal via workflow automation

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Automation - Workflow

  1. Automate and speed up your customer interaction with Market Place actions such as SMS, WhatsApp message and Calls available in workflow automation

31-Oct-2022

Automation - Call

  1. Create Workflow automation on Calls to perform certain actions based on a call event e.g. Sending a Thank you email to customers post the call)

31-Oct-2022

Automation - Meeting

  1. Create Workflow automation on Meetings to perform certain actions based on a Meeting event e.g. Sending a Thank you email to all attendee customers post meeting)

31-Oct-2022

WhatApp Business - Gupshup

  1. Engage your customer with real time chat with Gupshup custom WhatsApp message

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Workflow - Delayed Action

  1. Automate your insight information with workflow scheduled actions

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Reports

  1. Know the source of your imported data with reporting tool

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Reports - Contact

  1. View more insightful and useful information on your contact entity with reports on contact

31-Oct-2022

Product

  1. Manage and organize your business product with HSN/SAC categorization

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Deal Share

  1. Save steps, time and share your deal related document and quotation information while sharing a deal with a User or Team

31-Oct-2022

Smart-Filter [ List Type ]

  1. Get more useful and accurate information with smart-filter for list type fields

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

MarketPlace - Arka Inventory Management

  1. Manage your inventory sales order and generate multiple business entity information for future transaction

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Smart Web Feature

  1. Easy and quick way of adding various business entities from various screens

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Smart Web Feature

  1. Sort and group your Lead, Deal, Contact and Company entity information for a better insights

31-Oct-2022

Smart Web Feature

  1. Add more informative descriptions to your quotation with the rich text for quotation description

31-Oct-2022

MarketPlace - Business SMS

  1. Extended Market library with additional version of Pinnacle vendor for SMS services

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Market Place - Aircall

  1. Call and interact with your business entities across countries with Aircall integration

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Market Place - Twillio

  1. Interact and send SMS to customer with Twillio SMS integration with Kylas

31-Oct-2022

Market Place - Voxbay

  1. Now use your computer for hassle-free calling with Voxbay soft phone integration with Kylas

31-Oct-2022

Cross Entity on (Core entity and Sub-entities)

  1. Create more informative entities with ability of relating it to another entity (E.g. - User field on Leads as a secondary owner)

31-Oct-2022

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Smart Mobile App

  1. Manage and progress your nurturing activities with mobile app open via any Kylas activity URL link

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Dashboard - Mobile App

  1. Get better insights of your business with smart reports available on Mobile app

15-Sept-2022

Live on Mobile App

Clone-Feature

  1. Save your valuable time with clone feature. Create a new deal from existing data on mobile application

15-Sept-2022

Live on Mobile App

Clone-Feature

  1. Save your valuable time with clone feature. Create a task and meeting from existing data on mobile application

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Quotation - Mobile App

  1. Easy and simple way to generate your business quotation via mobile application

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Call Log - Mobile App

  1. Log a call with any of your entity and view all your call details at a single place in mobile application

15-Sept-2022

Live on Mobile App

Reports - Call Log

  1. Single click direction to your actual data from reports to view more detail of calls

31-Oct-2022

Documents - Mobile App

  1. Quick and easy way to store your entity documents available via mobile app as well

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

Meeting - Mobile App

  1. Get more accurate outcome of your meetings with very few and simple clicks

15-Sept-2022

Live on Mobile App

Task - Mobile App

  1. Mange and perform your to-do activities for contact business entity from different places

15-Sept-2022

Delayed (ETA - 31-Oct-2022)

 

Kylas mnemonic Kylas mnemonic Kylas mnemonic
×

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