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.
Smart Conversion |
| 31-Dec-2022 | Moved to 3.1 |
Ownership on Company Entity |
| 31-Dec-2022 | Live on Production |
Product Description as Rich Text |
| 31-Dec-2022 | Moved to 3.1 |
Quotation Description as Rich Text |
| 31-Dec-2022 | Moved to 3.1 |
Call Log Report |
| 31-Dec-2022 | Moved to 3.1 |
Company Import |
| 31-Dec-2022 | Live on Production |
Automation - MP Action |
| 31-Dec-2022 | Moved to 3.1 |
Reporting on Contact Module |
| 31-Dec-2022 | Live on Production |
Contact Report on Dashboard |
| 31-Dec-2022 | Moved to 3.1 |
@Mentino to better Collaboration with team member (Lead and Deal) |
| 31-Dec-2022 | Live on Production |
Documents, Email, Messages and Notes related feeds on Leads |
| 31-Dec-2022 | Live on Production |
Feeds about share action on Leads, Deal and Contacts |
| 31-Dec-2022 | Live on Production |
Deal Feed - Quotation |
| 31-Dec-2022 | Live on Production |
Deal Feed - Communication |
| 31-Dec-2022 | Live on Production |
Deal Feed - Productivity |
| 31-Dec-2022 | Live on Production |
Contact Feed - Communication |
| 31-Dec-2022 | Live on Production |
Contact Feed - Productivity |
| 31-Dec-2022 | Live on Production |
Automation - Pipeline |
| 31-Dec-2022 | Moved to 3.1 |
Share Documents and Quotations along with sharing Contact and Deal |
| 31-Dec-2022 | Live on Production |
Company - Smart-List |
| 31-Dec-2022 | Live on Production |
Contact - UTM Field |
| 31-Dec-2022 | Live on Production |
Kylas MarketPlace - Enhanced IVR |
| 31-Dec-2022 | Live on Production |
View Marketplace app actions on the ‘Home page’ |
| 31-Dec-2022 | Live on Production |
Automation - Call Log Workflow |
| 31-Dec-2022 | Live on Production |
Smart Feature [Edit picklist Value] |
| 31-Dec-2022 | Live on Production |
Custom Field - Product & Services |
| 31-Dec-2022 | Live on Production |
Custom Field - Calls |
| 31-Dec-2022 | Live on Production |
Workflow - Share Action |
| 31-Dec-2022 | Live on Production |
Product & services |
| 31-Dec-2022 | Live on Production |
Kylas MarketPlace - Aircall |
| 31-Dec-2022 | Moved to 3.1 |
Kylas MarketPlace - Stripe |
| 31-Dec-2022 | Live on Production |
Kylas MarketPlace - Twilio |
| 31-Dec-2022 |
Live on Production |
Kylas MarketPlace - Enhanced WhatsApp |
| 31-Dec-2022 | Live on Production |
Kylas MarketPlace - Interakt |
| 31-Dec-2022 | Live on Production |
Bulk emailing within Kylas |
| 31-Dec-2022 | Moved to 3.1 |
Mobile App (iOS and Androd)
Share Documents and Quotations along with sharing Contact and Deal |
| 31-Dec-2022 | Live on Mobile App |
Mobile Report |
| 31-Dec-2022 | Moved to 3.1 |
Lead Feed - Core |
| 31-Dec-2022 | Live on Mobile App |
Lead Feed - Communication |
| 31-Dec-2022 | Live on Mobile App |
Lead Feed - Productivity |
| 31-Dec-2022 | Live on Mobile App |
Contact Feeds |
| 31-Dec-2022 | Live on Mobile App |
Deal Feeds |
| 31-Dec-2022 | Moved to 3.1 |
Ownership on Company Entity |
| 31-Dec-2022 | Live on Mobile App |
Smart Mobile App |
| 31-Dec-2022 | Moved to 3.1 |
Clone Feature |
| 31-Dec-2022 | Live on Mobile App |
Document - Mobile App |
| 31-Dec-2022 | Live on Mobile App |