Kylas CRM Roadmap

Roadmap Archives

Roadmap 2023
Roadmap 2022

Roadmap 3.4

Release Highlights

  • Easily automate processes for leads, deals, and contacts when you update records or create call logs and meetings.
  • Perform comprehensive foreign exchange calculations to track and manage your transactions effectively.
  • Monitor your sales pipeline efficiently with a Kanban view, providing an easy visualization and management of your sales process.
  • Power BI Marketplace App to get powerful data analysis and valuable insights.
  • Maximize your reach and engagement by retargeting your existing customers on Google using the Google Remarketing app.
  • Receive notifications when you achieve milestones or progress towards your assigned goals, helping stay on track and celebrate achievements.
  • Easily migrate your data from Pipedrive to Kylas, ensuring a smooth and hassle-free transition to Kylas.

Roadmap 3.3

Release Highlights

  • Easy way of motivating and encouraging your team
  • Level up your email marketing game with email tracking and bulk emails.
  • Improved user experience with customization on business entities.
  • Generate a more informative Quotation template based on business needs.
  • New and improved apps on the Kylas Marketplace.
  • Enhanced automation to eliminate manual efforts.

Roadmap 3.2

Release Highlights

  • Get better insights into your team's performance with the Targets VS Achieved report
  • Level up your email marketing game with email tracking and bulk emails.
  • Scheduling meetings became much easier with Kylas
  • Build a hierarchy for your different Business units with Kylas Hierarchy Management.
  • Improved user experience with customization on business entities.
  • Generate a more informative Quotation template based on business needs.
  • New and improved apps on the Kylas Marketplace.
  • Enhanced automation to eliminate manual efforts.

Roadmap 3.1

Release Highlights

  • Get better insights into your team's performance with the Targets VS Achieved report
  • Level up your email marketing game with email tracking and bulk emails.
  • Scheduling meetings became much easier with Kylas
  • Share records effortlessly with users from the same team and organization with @mention
  • Enhanced Automation to eliminate manual efforts.
  • Improvise User Experience with customization on business entity layout.
  • New and improved apps on Kylas Marketplace.
  • Learn about all the actions taken on a record with History Feeds.

Roadmap 3.0

Release Highlights

  • Enable better collaboration among team members with enhanced notes
  • Enhanced automation to eliminate manual efforts
  • Learn about all the actions taken on a record with the help of feeds.
  • Improvised user experience with customization on business entity layouts and conversion flow
  • Easy and hassle-free data import
  • Get more insights into your prospects and existing customers. Improve nurturing and client retention
  • New and improved apps on Kylas Marketplace
  • Get more insights into your marketing campaigns

Roadmap 2.6

Release Highlights

  • Focusing on 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

Kylas CRM Roadmap (Release 3.4)

 Roadmap Overview

The Kylas roadmap helps customers stay up-to-date with the new features, enhancements, and improved Marketplace library. 

 

 Detailed Roadmap

The below Kylas roadmap gives a high-level visual summary that maps up the different features, enhancements, and new Marketplace options of Kylas product offering for customers, which will help the business.

Web

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

Show all form fields in tabular form

  • This will be improved in this release to make it easier for users to go to entity form fields without having to scroll up and down.

15-July-2023

Live on Production

Reports

  • Users can now see the number of deals against all the contacts available in the system

  • Users can download reports with filters applied so they can download the right data

15-July-2023

 

Workflow

  • It will be possible to clone a workflow so that the user doesn't have to create it from scratch each time

15-July-2023

 

Call Log workflow

  • Users can now set up automation over the call logs to perform particular actions on leads, contacts, and deals associated with them.

 

 

Meeting Workflow

  • Users can add conditions based on associated records to execute the action on the respective meeting

  • Users can now set up automation over the meetings to perform particular actions on the lead or contact associated with them.

  • Users can now send Kylas meeting data and the details of the associated record to their database via a webhook URL.

15-July-2023

 

User Profile

  • Users can add rich text, images, and logos to their signature, and the same will be sent in an email template.

15-July-2023

 

Record Access on Profile

  • Reporting managers will be able to re-assign ‘records’ to other users in case a user is not available or overloaded with existing tasks

  • Admins can restrict information for certain users. With profile-wise access users will only see information on entity listing page that is available on their details page layout.

15-July-2023

 

Reshare Access on Share Rule

  • While sharing his record, the user will have the option of allowing another user to re-share it with someone else.

15-July-2023

 

Lead Conversion

  • Even after a lead has been converted in the system, the user will still be able to update its details.

15-July-2023

 

Email Listing

  • In Kylas, you will be able to see a different inbox and have access to all the emails pertaining to leads, contacts, and deals in one location.

15-July-2023

 

Bulk Email Delete action

  • From the email listing page, users will be able to delete undesirable emails.

15-July-2023

 

Product Fields on the Deal

  • User will be able to add those product fields which he wants to see on the deal form as well as on the deal details page to see all the properties of the selected product

15-July-2023

 

Forex Integration

  • You will be able to add your base currency as well as the currencies you want to show in the currency dropdown on each entity module.

  • While creating and closing the deal or quotation, enter your exchange rate that can be calculated against your base currency.

  • Regardless of the currency the deals are in, the user will be able to see the report in his currency, and Kylas will show this report in the currency that you want to see the report in.

15-July-2023

 

Kanban View

  • Kylas will have a Kanban view for deals.

  • Users will be able to see their deals in a Kanban view and track how many leads are in each pipeline stage (eventually, leads will be added).

  • Change the deal's status in Kanban View.

15-July-2023

 

Company Smartlist on Dashboard

  • Users could access their company smart list from the dashboard by navigating from the dashboard to the company listing page.

15-July-2023

 

Power BI (Marketplace App)

  • Users could instal this marketplace app on their Kylas account and get all the data into Power BI to generate reports on the records available in Kylas.

  • This app will help users generate complex reports like cross-entity reports or reports that have limitations in Kylas.

15-July-2023

 

Netcore WA integration

  • The user might link their Net Core account to Kylas in order to send and receive WhatsApp messages.

15-July-2023

 

Multi-Value picklist type custom field on a deal

  • This type of custom field on the form will let users enter multiple values.

  • The field will be accessible through deal forms, email templates, export, workflows, and reports, among other places.

15-July-2023

 

Append marketplace app URL in I-frame

  • Users will be able to open any installed marketplace app within the Kylas i-frame by clicking on the shared URL.

15-July-2023

 

SSO with Kylas Caller

  • For the first time, the Kylas caller application will support single sign-on.

  • The user will be able to sign up for or sign in to the Kylas Caller application using his Kylas account.

15-July-2023

 

Big V (IVR integration)

  • To make outbound calls from Kylas, the user might connect their Big V accounts.

  • If there is no record of an incoming call in Kylas, a lead/contact will be generated along with a call log. 

15-July-2023

 

Campaign Information in the Interkat marketplace app

  • The user will be able to map all campaign, source, and product information in the interakt app, so that whenever a new lead or contact is produced in the kylas, this information will be available.

15-July-2023

 

Import with Historical Data

  • Users can import leads, contacts, deals, companies and meetings in Kylas with historical data- created and updated dates- so there is no discrepancy in the database.

15-July-2023

 

Goal Vs achievement Notifications

  • Users who have been assigned a target by their managers will receive timely reminders based on their percentage of achievement. This will help users stay on track of their goals

  • Managers will receive notifications when their reportees reach key milestones toward the goal they have set. This will allow managers to keep track of their reportees' progress towards the defined goals.

  • Users will receive prorated notifications based on their accomplishments, and these notifications will be activated with each user's incremental achievement by modifying their long-term or short-term goals into the altered time frame.

15-July-2023

 

Goal vs Achievement

  • Kylas Other variables, such as state, city, and source, might be used by users to construct a deal for themselves. For example, on a deal, I might set a target of "I will close the deals worth 5 lakhs, coming from each source such as Facebook, WhatsApp, and website," and that would be my aim. So, while defining a deal goal, I may add dimension as a source.

  • Users with management or Super Admin privileges can create goals and assign a goal owner to complete the task within a specified period.

  • When creating a Goal vs Achievement report, users can easily add goals without having to go to the goals page. 

  • Users can access a list of deals from the goals vs achievement report to give managers a complete rundown of their team’s performance. 

  • Every user who has goal-related permissions or is involved in any of the deal goals will be able to add a "goal vs. achievement" dashlet to their dashboard. This will allow them to see their progress towards the goals assigned to them whenever they log into their Kylas account

15-July-2023

 

Quick Date filters

  • Relative date filters such as last 7 days, last 30 days, last 15 days, and future 7 days will be available in Kylas to gain a peek at records in a relative time range.

15-July-2023

 

Shopify (Marketplace App)

  • Integrate and connect your Shopify online store with Kylas CRM to track and communicate with your customers and build a strong rapport.

30-June-2023

 

Mobile App (Both iOS and Android

Feature

Feature Description/Details

Tentative Timeline

Status

Feature

Feature Description/Details

Tentative Timeline

Status

Reports

  • On mobile, users can now check the number of deals against all contacts in the system.

15-July-2023

 

Record Access on Profile

  • Reporting managers will be able to re-assign ‘records’ to other users in case a user is not available or overloaded with existing tasks

  • Admins can restrict information for certain users. With profile-wise access users will only see information on entity listing page that is available on their details page layout.

15-July-2023

 

Reshare Access on Share Rule

  • While sharing his record, the user will be able to provide another user access to re-share his record with a third person.

  • While sharing a deal, users will be able to re-share access. When sharing a lead, deal, or contact, users will be able to grant re-share access.

15-July-2023

 

Lead Conversion

  • Even after the lead information has been converted in the system, the user will be able to edit it.

15-July-2023

 

Forex Integration

  • On mobile, the currency choice will only show the required currencies.

  • While creating and closing the deal or quotation, enter your exchange rate that can be calculated against your base currency.

  • Despite the original currency of the deals, users can view reports in their chosen currency. Kylas will adjust and display the report in the selected currency 

15-July-2023

 

Company Smartlist on Dashboard

  • Users could access their company smart list from the dashboard by navigating from the dashboard to the company listing page.

15-July-2023

 

Multi-Value picklist type custom field on a deal

  • This type of custom field on the form will let users enter multiple values.

  • The field will be accessible through deal forms, email templates, export, workflows, and reports, among other places.

15-July-2023

 

Goal Vs achievement Notifications

  • Users who have been assigned a target by their managers will receive timely reminders based on their percentage of achievement. This will help users stay on track of their goals

  • Managers will receive notifications when their reportees reach key milestones toward the goal they have set. This will allow managers to keep track of their reportees' progress towards the defined goals.

  • Users will receive prorated notifications based on their accomplishments, and these notifications will be activated with each user's incremental achievement by modifying their long-term or short-term goals into the altered time frame.

15-July-2023

 

Quick Date filters

  • Relative date filters such as last 7 days, last 30 days, last 15 days, and future 7 days will be available in Kylas to gain a peek at records in a relative time range.

15-July-2023

 

Kylas CRM Roadmap (Release 3.3)

 Roadmap Overview

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

 

 Detailed Roadmap

The below Kylas roadmap gives a high-level visual summary that maps up the different features, enhancements, and new Marketplace options of Kylas product offering for the customers which will help the business.

Web

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

Email Tracking

  • Track and know your customer whether an email has been Delivered, Read, or Unread along with clicks on the link shared in the email.

10-May-2023

Live on Production

User Hierarchy Management

  • Create a user hierarchy by setting a 'Reporting To' for a user within Kylas.

15-May-2023

Live on Production

Marketplace - Zoho Books

  • Integrate your Zohobooks account with Kylas to sync products, customers, and accounts and create invoices from the Kylas interface.

15-May-2023

Live on Production

Marketplace - Apollo Enrichment

  • Gather more information with Apollo enrichment to target the right audience with the Kylas Marketplace app.

15-May-2023

Live on Production

Logo

  • Easy branding with Kylas add your company logo and name to the Kylas home page.

15-May-2023

Live on Production

Call Automation (Webhook)

  • Automate the call logs and send the associated lead to a desired destination via webhook.

31-May-2023

Live on Production

Interakt - Automated WhatsApp (Deal)

  • Stay in touch with your customers (Associated Deal Contact Records) records and send automated WhatsApp messages from Interakt based on a preferred condition.

15-May-2023

Live on Production

Lead Capture Form (Hidden Field)

  • Hide a desired field on the Lead Capture Form to collect the static information without the end customer knowing

30-April-2023

Live on Production

Lead Capture Form (UTM Fields)

  • Get to know your target audience better with UTM parameters passed through Lead Capture Form on a Lead.

 

Live on Production

Meeting Automation

  • Automate your meeting with the workflow automation on the meeting and set action such as send an email.

31-May-2023

Live on Production

Task Customization

  • Edit and rename a task field based on your business needs.

  • Add a custom field on the task form that suffices the business needs.

30-April-2023

Live on Production

Enhanced Company Module

  • View the matching company record name at the time of creation to reduce the duplication records.

15-May-2023

Live on Production

User Management

  • Perform action on user profiles in bulk such as - deactivating and reassigning records, Profile updates, and many more.

31-May-2023

Live on Production

Goal Vs. Achivement

  • You can create a deal goal for your users and track all the achievements done by them.

  • Get to know whether your sales users are on track to achieve their individual goals as well as, track the total goal achievement

  • Set goal for Closing a number of Deals, Achieving the sum of actual revenue per user and tracking their achievements in Kylas itself.

15-May-2023

Live on Production

Lead Capture Form

  • Add a date type field on the Lead Capture form (Example: - Date option to book a slot/appointment).

20-May-2023

Live on Production

Contact Layout Customization

  • Create different customized Contact forms (Create Contact, Update Contact & Contact Detail page) for your different teams and choose what information can be seen or filled in by them.

20-May-2023

Live on Production

 

Import Deal

  • Import your Deal records in Kylas from a .CSV file.

20-May-2023

Live on Production

Enhanced Reporting

  • User can now add a time range along with date while creating a report.

25-May-2023

Delayed

Custom Fields on Quotation

  • Add more fields on quotation module to put more information which can be forward to customers while sending pdf

31-May-2023

Delayed

Motivational Ecosystem

  • Celebrate the achievement with Kylas whenever any deal/lead gets won by user

31-May-2023

Live on Production

Goal Vs Achivement Notifications

  • Whenever Mangers are assigning goals to their users the users will be notified to see what goals they have assigned or removing the users from that goal, the respective users will be notified

31-May-2023

Live on Production

Call Automation

  • Automation on the Call Log and include the associated records in the workflow conditions E.g. Send an email when a call was missed.

31-May-2023

 

Meeting Automation

  • Create automation to perform a certain action on the related entity such as sending an email to your records or creating a task.

  • Include the associated entity fields in the meeting workflow condition and webhook to perform an action.

  • Set Meeting automation with the inclusion of the associated entity fields to perform certain actions automatically.

31-May-2023

Moved to 3.4

Task Automation

  • Set task automation with the inclusion of the associated entity fields to perform certain actions automatically.

31-May-2023

Moved to 3.4

Facebook Retargeting

  • Market your ads in an effective way and advertise to the right audience via Facebook retargeting with Kylas.

31-May-2023

 

Kylas Marketplace - Shopify

  • Integrate and connect your Shopify online store with Kylas CRM to track and communicate with your customers and build a strong rapport.

31-May-2023

Delayed

User Management

  • Create a more elaborative signature with Rich text and Image support on the user signature.

31-May-2023

Moved to 3.4

Kylas Marketplace - PowerBI

  • Integrate and connect your Power BI account with Kylas CRM to generate different visuals.

15-June-2023

Moved to 3.4

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Basic Collaboration on Mobile

  • Mention your Team members in Notes to let them notify about a certain event e.g., @John, please get in touch with the following Lead ASAP.

  • John will get notified that you have mentioned them also the related entity will be shared with them.

15-May-2023

Live on Mobile app

Task Customization

  • View the edited, renamed and custom task fields on mobile app as well.

15-May-2023

Live on Mobile app

Goal VS Achievement Module

  • View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.

31-May-2023

Live on Mobile app

Email Tracking

  • Track and know your customer whether an email has been Delivered, Read, or Unread along with clicks on the link shared in the email with Kylas mobile app.

15-May-2023

Live on Mobile app

Logo

  • Easy branding with Kylas, view the web-added logo and name on the mobile app home screen.

15-May-2023

Live on Mobile app

Enhanced Smart-List on Mobile

  • Search and view the saved web filters on the entity in form of a Smart List on the mobile app.

15-May-2023

Live on Mobile app

Enhanced Company Module

  • View the matching company record name at the time of creation to reduce the duplication of records.

15-May-2023

Live on Mobile app

Kylas CRM Roadmap (Release 3.2)

 Roadmap Overview

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

 

 Detailed quarterly roadmap

The below Kylas roadmap gives a high-level visual summary that maps up the different features, enhancement, and new Marketplace options of Kylas product offering for the customers which will help the business.

Web

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

Goal VS Achievement Module

  • Ability to set Goals for your team members wrt Deals e.g., Number of deals targeted to be closed every month.

  • View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.

31-Mar-2023

Moved to 3.3

Email Tracking

  • Track and know your customer whether an email has been Delivered, Read or Unread along with clicks on the link shared in the email.

31-Mar-2023

Moved to 3.3

User Hierarchy Management

  • Create a user hierarchy by setting a 'Reporting To' for a user within Kylas.

31-Mar-2023

Moved to 3.3

Deal Layout Customization

  • Create different customized Deal forms (Create Deal, Update Deal & Deal Detail page) for your different teams and choose what information can be seen or filled in by them.

31-Mar-2023

Live on Production

Quotation Template

  • Easily generate a quotation into a desired format and include the additional information of the associated records in the quotation (E.g., Add associated contact designation in template)

31-Mar-2023

Live on Production

Marketplace - Zoho Books

  • Integrate your zohobooks account with Kylas to sync products, customers, accounts and create invoices from Kylas interface.

31-Mar-2023

Moved to 3.3

Marketplace - Apollo Enrichment

  • Gather more information with Apollo enrichment to target the right audience with Kylas Marketplace app.

31-Mar-2023

Moved to 3.3

Logo

  • Easy branding with Kylas add your company logo and name to the Kylas home page.

31-Mar-2023

Moved to 3.3

Enhanced Reporting

  • Enhanced and powerful reporting system, Generate the report with a time range along with date e.g., you can view a report for a particular week (Mon - Sat) where the time should start from Monday 11 AM and end on Saturday 5 PM).

31-Mar-2023

Moved to 3.3

Meeting Automation

  • Automate your meetings with workflow automation on the meetings.

  • Create automation to perform a certain action on the related entity such as sending an email to your records or creating a task.

  • Include the associated entity fields in the meeting workflow condition and webhook to perform an action.

31-Mar-2023

Moved to 3.3

Quotation Customization

  • Edit and rename a quotation field based on your business needs.

  • Add a custom field on the quotation form that suffice the business needs.

31-Mar-2023

Moved to 3.3

Call Log Automation

  • Automate the Call Log and include the associated records in the workflow conditions E.g. Send an email when a call was missed.

31-Mar-2023

Moved to 3.3

Task Automation

  • Set a task automation to send an automated email to your team member based on an event with task workflow automation.

31-Mar-2023

Live on Production

Lead Capture Form

  • Give a list option to customers to choose from with picklist data type on the Lead Capture form.

31-Mar-2023

Live on Production

Lead Capture Form

  • Get to know your target audience better with UTM parameters passed through Lead Capture Form on a Lead.

  • Hide a desired field on the Lead Capture Form to collect the static information without the end customer knowing.

  • Add a date type field on the Lead Capture form (Example: - Date option to book a slot/appointment).

31-Mar-2023

Moved to 3.3

Import Deal

  • Import your Deal records in Kylas from a .CSV file.

31-Mar-2023

Moved to 3.3

Automated WhatsApp (Contact)

  • Stay in touch with your customers (Contact Records) records and send automated WhatsApp messages based on a preferred condition.

31-Mar-2023

Live on Production

Interakt - Automated WhatsApp (Contact)

  • Stay in touch with your customers (Contact Records) records and send automated WhatsApp messages from Interakt based on a preferred condition.

31-Mar-2023

Live on Production

Interakt - Automated WhatsApp (Deal)

  • Stay in touch with your customers (Associated Deal Contact Records) records and send automated WhatsApp messages from Interakt based on a preferred condition.

31-Mar-2023

Moved to 3.3

Message Module Enhancement

  • Know if your message was delivered and read by customers with delivery and read status on WhatsApp message.

31-Mar-2023

Live on Production

Meeting - Calendar Assistance (Google Meet & MS Outlook)

  • Stay on top of your meetings schedules with two-way Google Calendar and MS Outlook sync.

31-Mar-2023

Live on Production

Meeting - Calendar Assistance

  • View and send the documents with Kylas meetings.

  • Reduce the meeting conflict with Remove Meeting from my calendar options in Kylas.

 

Moved to 3.3

Meeting - Calendar Assistance (MS Outlook)

  • Stay on top of your meetings schedules with two-way MS Outlook Calendar sync.

  • Know who conducted a meeting regardless of who is the meeting organizer.

31-Mar-2023

Moved to 3.3

Image - Product or Services

  • Create more meaningful products with ability to upload image on the products.

  • View the Product or Services Images on the Quotation as well.

31-Mar-2023

Live on Production

Enhanced Company Module

  • Give Read-only access on Company to restrict users from viewing all Companies available in the system.

  • Share the company data with a user or team with data sharing option on Company.

31-Mar-2023

Live on Production

Facebook - UTM

  • Capture the UTM parameter information via Facebook like UTM Campaign, UTM Source etc. to understand your record source better.

31-Mar-2023

Live on Production

Import Meeting

  • Import your existing meeting data from a .CSV file into Kylas.

31-Mar-2023

Live on Production

Export Meeting

  • Export your meeting data from Kylas along with the associated entity as well.

31-Mar-2023

Live on Production

Enhanced SMS Marketplace Apps

  • Create SMS templates for Call and Meetings to use them in Workflow automations for sending SMS via a Workflow action on Call and Meetings.

31-Mar-2023

Moved to 3.3

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

Marketplace action on Mobile Home screen

  • Interact more frequently with the marketplace app actions available on mobile home screen as well.

31-Mar-2023

Live on Mobile App

Enhanced Company Module on Mobile App

  • Give Read-only access on Company to restrict users from viewing all Companies available in the system.

  • Share the company data with a user or team with data sharing option on Company.

31-Mar-2023

Live on Mobile App

Message Module Enhancement on mobile app

  • Know if your message was delivered and read by customers with delivery and read status on WhatsApp message.

31-Mar-2023

Live on Mobile App

Image - Product or Services

  • View the Product or Services Images on the Quotation on mobile app.

31-Mar-2023

Live on Mobile App

Basic Collaboration on Mobile

  • Mention your Team members in Notes to let them notify about a certain event e.g., @John, please get in touch with the following Lead ASAP.

  • John will get notified that you have mentioned them also the related entity will be shared with them.

31-Mar-2023

Moved to 3.3

Goal VS Achievement Module

  • View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.

31-Mar-2023

Moved to 3.3

Email Tracking

  • Track and know your customer whether an email has been Delivered, Read or Unread along with clicks on the link shared in the email with Kylas mobile app.

31-Mar-2023

Moved to 3.3

Logo

  • Easy branding with Kylas, view the web added logo and name on mobile app home screen.

31-Mar-2023

Moved to 3.3

Enhanced Smart-List on Mobile

  • Search and view the saved web filters on the entity in form of a Smart List on the mobile app.

31-Mar-2023

Moved to 3.3

Kylas CRM Roadmap (Release 3.0)

 Release Highlights

  • Enable better collaboration among team members with enhanced notes

  • Enhanced automation to eliminate manual efforts

  • Learn about all the actions taken on a record with the help of feeds.

  • Improvised user experience with customization on business entity layouts and conversion flow

  • Easy and hassle-free data import

  • Get more insights into your prospects and existing customers. Improve nurturing and client retention

  • New and improved apps on Kylas Marketplace

  • Get more insights into your marketing campaigns

 

 Roadmap Overview

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

 

 Detailed Kylas Roadmap (Release 3.0)

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

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Smart Conversion

  • Map Lead fields with Deal, Contact and Company to autofill the data at the time of Lead conversion. 

31-Dec-2022

Moved to 3.1

Ownership on Company Entity

  • Assign users as 'owners' of 'companies'. 

  • Ability to reassign ‘Companies’ to a different owner. 

  • Ability to create reports like ‘Company by Owner’ 

31-Dec-2022

Live on Production

Product Description as Rich Text

  • Create a product with a rich text description that includes various styling like bold italic, inline images, etc.

31-Dec-2022

Moved to 3.1

Quotation Description as Rich Text

  • Create a quotation with a rich text product description to include various styling like bold, italic, inline images, etc

31-Dec-2022

Moved to 3.1

Call Log Report

  • Ability to apply filters on the Call log listing page. 

  • Ability to redirect to the Call log listing page from Call log reports.  

31-Dec-2022

Moved to 3.1

Company Import

  • Ability to import data into Companies from a .CSV file 

31-Dec-2022

Live on Production

Automation - MP Action

  • Ability to perform Marketplace app-based actions automatically via workflow e.g., Send a welcome message via WhatsApp whenever a Lead is created in Kylas.

31-Dec-2022

Moved to 3.1

Reporting on Contact Module

  • Ability to create reports on Contacts e.g. Number of Contacts by Designation, Number of Contacts by City, etc.

31-Dec-2022

Live on Production

Contact Report on Dashboard

  • Access to Contact reports on Kylas Dashboards 

31-Dec-2022

Moved to 3.1

@Mentino to better Collaboration with team member (Lead and Deal)

  • Mention your Team members in Notes to let them notify about a certain event e.g., @John, please get in touch with the following Lead ASAP. 

  • John will get notified that you have mentioned them also the related entity will be shared with them 

31-Dec-2022

Live on Production

Documents, Email, Messages and Notes related feeds on Leads 

  • Track the history of actions performed on Lead with respect to Documents, Emails, Messages and Notes related actions e.g. Who uploaded a Document on Lead and when. 

31-Dec-2022

Live on Production

Feeds about share action on Leads, Deal and Contacts 

  • Track the history of share action on a Lead/Contact/Deal to understand who shared the Lead/Contact/Deal with whom and with which permissions e.g. Joh shared Lead with Jam with Read, Update and Note permission 

31-Dec-2022

Live on Production

Deal Feed - Quotation

  • Track the history of Quotation related events on a Deal e.g. Who created Quotation on the Deal and when.  

31-Dec-2022

Live on Production

Deal Feed - Communication

  • View, and keep track of the entire communication history (whether through calls, messages or emails) with any deal 

31-Dec-2022

Live on Production

Deal Feed - Productivity

  • Stay up-to-date and easily track the details of all interactions, tasks, Notes and meetings conducted with any deal 

31-Dec-2022

Live on Production

Contact Feed - Communication

  • View, and keep track of the entire textual communication, call communication and email communication history with any contact, using feeds 

31-Dec-2022

Live on Production

Contact Feed - Productivity

  • Stay up-to-date and easily track all interactions and tasks done with respect to any contact, using notes and task feeds 

  • Keep track of details and particulars of all meetings scheduled and conducted with any contact

31-Dec-2022

Live on Production

Automation - Pipeline

  • Set pipeline stage along with an exit reason on any lead/deal using workflows.

31-Dec-2022

Moved to 3.1

Share Documents and Quotations along with sharing Contact and Deal

  • Share the associated documents on a Contact/Deal while sharing the Contact/Deal

  • Share the associated Quotations on a Deal/Contact while sharing the Deal/Contact 

31-Dec-2022

Live on Production

Company - Smart-List

  • Save the filters on Company in form of a Smart List

31-Dec-2022

Live on Production

Contact - UTM Field

  • Capture UTM parameters information on Contacts like UTM Source, UTM Campaigns, etc. to better understand the source of Contacts. 

  • Also, the UTM field of Leads (if available) will be copied to Contact at the time of Lead Conversion

31-Dec-2022

Live on Production

Kylas MarketPlace - Enhanced IVR

  • Get accurate information for Leads created via calls, with default information mapping as well as custom mapping such as the campaign and source

31-Dec-2022

Live on Production

View Marketplace app actions on the ‘Home page’

  • Ability to interact with the Marketplace App actions while on the ‘Home’ page itself.  

  • The actions will be visible on the ‘Navigation’ section or on the mast head

31-Dec-2022

Live on Production

Automation - Call Log Workflow

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

31-Dec-2022

Live on Production

Smart Feature [Edit picklist Value]

  • Ability to change and rename your custom-made picklist value as and when required 

31-Dec-2022

Live on Production

Custom Field - Product & Services

  • Create a new customized product form field based on your business and user needs

31-Dec-2022

Live on Production

Custom Field - Calls

  • Create a new customized Call form fields based on your business and user needs

31-Dec-2022

Live on Production

Workflow - Share Action

  • Ability to write conditioned share rules on Leads/Contacts and Deals via Kylas Workflows e.g., Share the Lead with John when the Lead pipeline stage changes from Open to Contacted.

31-Dec-2022

Live on Production

Product & services

  • Manage and organize your business product with HSN/SAC categorization

31-Dec-2022

Live on Production

Kylas MarketPlace - Aircall

  • Call and interact with your business entities across countries with Aircall integration

31-Dec-2022

Moved to 3.1

Kylas MarketPlace - Stripe

  • Ability to generate payment links via Stripe payment gateway from Kylas

31-Dec-2022

Live on Production

Kylas MarketPlace - Twilio

  • Send and receive WhatsApp messages or send SMS messages through the Twilio Marketplace application, available on the Enhanced Kylas Marketplace. Directly create a lead or contact from WhatsApp messages. 

  • Track and manage all the interactions done via the Twilio Marketplace application. Get all your data with the SMS and WhatsApp logs available on Kylas CRM

31-Dec-2022

 

Live on Production

Kylas MarketPlace - Enhanced WhatsApp

  • Engage and interact with large audiences simultaneously using the Bulk WhatsApp messaging feature in Kylas

31-Dec-2022

Live on Production

Kylas MarketPlace - Interakt

  • Engage with customers with free hand text and media messages from Interakt.

31-Dec-2022

Live on Production

Bulk emailing within Kylas

  • Engage and interact with a large audience simultaneously using the bulk email on Lead

31-Dec-2022

Moved to 3.1

 

Mobile App (iOS and Androd)

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Feature Category

Feature Description/Detail

Tentative Timeline

Status

Share Documents and Quotations along with sharing Contact and Deal

  • Share the associated documents on a Contact/Deal while sharing the Contact/Deal

  • Share the associated Quotations on a Deal/Contact while sharing the Deal/Contact 

31-Dec-2022

Live on Mobile App

Mobile Report

  • Easy, and single-click redirection on the Kylas Mobile App to view details of calls from the call log reports

31-Dec-2022

Moved to 3.1

Lead Feed - Core

  • Easily track and stays on top of your lead’s core activities as who created the lead and when with feeds

31-Dec-2022

Live on Mobile App

Lead Feed - Communication

  • View, and keep track of the entire communication history (whether through calls, messages or emails) with any Lead

31-Dec-2022

Live on Mobile App

Lead Feed - Productivity

  • Stay up-to-date and easily track the details of all interactions, Document, Notes, tasks and meetings conducted with any Lead

31-Dec-2022

Live on Mobile App

Contact Feeds

  • Easily track and stays on top of your Contacts core activities such when a contact is created or updated and also communication (Calls, Message or Email) and Productivity (Notes, Task & Meeting) related activities on any Contact

31-Dec-2022

Live on Mobile App

Deal Feeds

  • Easily track and stays on top of your Deal’s core activities such when a Deal is created or updated and also communication (Calls, Message or Email) and Productivity (Notes, Task & Meeting) related activities on any Deal

31-Dec-2022

Moved to 3.1

Ownership on Company Entity

  • Assign users as ‘owners' of 'companies’ via mobile app

  • Ability to reassign ‘Companies’ to a different owner.

31-Dec-2022

Live on Mobile App

Smart Mobile App

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

31-Dec-2022

Moved to 3.1

Clone Feature

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

31-Dec-2022

Live on Mobile App

Document - Mobile App

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

31-Dec-2022

Live on Mobile App