Kylas CRM Roadmap

Roadmap Archives

Roadmap 2023
Roadmap 2022

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 3.0)

 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

 

Kylas CRM Roadmap (Release 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 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 3.1)

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

Kylas Web application

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

Target Module

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

  • View the Target vs Achieved report to understand the target completion

15-Feb-2023

 

Email Tracking

  • Ability to track whether an Email sent from Kylas was delivered, opened or read

15-Feb-2023

 

Basic Collaboration

  • Create a preferred and customized setting for '@mention' with what permission you would like to give to the user when a record is shared with them while someone mentions them

15-Feb-2023

 

Feed Common/Central Page

  • Track and know the different activity history related to your records at a centralized place

  • View your history data based on different filters such as view for a specific record for a specific duration

15-Feb-2023

 

Quotation Template

  • Easily generate a quotation into a desired format based on your needs with a quotation template

15-Feb-2023

 

Deal Layout Customization

  • Create different customized Deal forms for your different teams and choose what information can be seen or filled in by them

15-Feb-2023

 

Logo

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

15-Feb-2023

 

Multi-Value field type

  • Create more informative Leads with multi-value selection picklist field type on Lead entity

  • Use the Multi-value picklist field in automation, reports, bulk action etc places

15-Feb-2023

Live on Production

Image - Product & Service

  • Create more meaning products with ability to upload image on the products

15-Feb-2023

 

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

15-Feb-2023

 

Call Automation

  • Create more conditional workflow automation on Call Log and include the associated entity information in the workflow condition and webhook

15-Feb-2023

 

Task Automation

  • Automate your task with workflow automation on the tasks

  • Send an email automatically based on a task condition such as send an email when a task is overdue

15-Feb-2023

 

Automation - Pipeline

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

15-Feb-2023

 

Automation - Marketplace 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.

15-Feb-2023

Live on Production

Conversion Automation

  • Speed up the lead/prospect conversion to a target (Deal/Contact/Company) record with workflow automation.

15-Feb-2023

 

Smart Conversion

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

15-Feb-2023

 

Quotation - Customization

  • Give a more meaningful naming convention to the existing Quotation fields.

  • Create a customized Quotation form field based on your business and user needs.

15-Feb-2023

 

Meeting - Calendar Assistance

  • Stay on top of your meetings schedules with two-way Google Calendar sync

  • View and send the documents with Kylas meetings

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

15-Feb-2023

 

Bulk Emailing

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

15-Feb-2023

 

Bulk Emailing

  • Send Emails to the associated Contacts of multiple Deals at the same time from you Connected Email account

15-Feb-2023

 

Interakt - Automated WhatsApp

  • Stay in touch with your customers and send automated WhatsApp messages from Interakt based on a preferred condition

15-Feb-2023

 

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

15-Feb-2023

 

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.

15-Feb-2023

 

Marketplace - Routing Engine

  • Hassle-free assignment of records, manually assign the records in bulk to multiple users with the Routing strategy from the listing page bulk actions itself.

15-Feb-2023

 

Marketplace - Zoho Inventory

  • Integrate your zoho inventory account with Kylas to create Sales orders and Track inventory status

15-Feb-2023

 

Marketplace - Zoho Books

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

15-Feb-2023

 

Kylas MarketPlace - Aircall

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

15-Feb-2023

 

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 at Saturday 5 PM)

  • Download the report in a PDF format from Kylas

15-Feb-2023

 

Facebook - UTM

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

15-Feb-2023

 

Enhanced Messaging

  • View the delivery status of your messages and also preview the media sent to customers in Kylas

15-Feb-2023

 

Import Meeting

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

15-Feb-2023

 

Export Meeting

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

15-Feb-2023

 

Marketplace - WhatsApp

  • Stay connected with your customers by Sending a Thank you WhatsApp message or an WhatsApp template after a Call or Meeting with a customer.

15-Feb-2023

 

Smart Clone

  • Create a new workflow with a single click via Clone workflow option.

  • Create a new user profile with a single click with Clone feature on User profile

15-Feb-2023

 

Product Description as Rich Text

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

15-Feb-2023

Live on Production

Quotation Description as Rich Text

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

15-Feb-2023

Live on Production

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.  

15-Feb-2023

 

Contact Report on Dashboard

  • Access to Contact reports on Kylas Dashboards 

15-Feb-2023

 

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

Deal Feeds

  • Easily track and stay 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

15-Feb-2023

 

Basic Collaboration

  • 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-Feb-2023

 

Marketplace action on Mobile Home screen

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

15-Feb-2023

 

Smart-List Search on Mobile

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

15-Feb-2023

 

Company Smart-Llist

  • View the saved web filters on company in the form of Smart-List on mobile app

15-Feb-2023

 

Report on Contact

  • Access the contact reports of the web on the mobile application as well

15-Feb-2023

 

Mobile Report

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

15-Feb-2023

 

Smart Mobile App

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

15-Feb-2023

 

Quotation Description as Rich Text on Mobile app

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

15-Feb-2023

Live on Mobile app

 

Kylas CRM Roadmap (Release 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

 

 Roadmap Overview

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

 

 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

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

Live on Production

Lead - Feeds

  1. Track and view the different activities such as calls, and meeting performed on a Lead.

31-Oct-2022

Live on Production

Smart Feature

  1. Filter your business entities as per Email and Phone data to view if there are Leads and Contacts present with or without a contact information

31-Oct-2022

Moved to 3.0

Smart Feature

  1. Change and rename your custom-made picklist value data as and when required

31-Oct-2022

Moved to 3.0

Date Smart-Filter

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

15-Sept-2022

Moved to 3.0

Smart-List on Company

  1. Manage your company data more efficiently by segregating it into different smart-lists

15-Sept-2022

Moved to 3.0

Import Contact

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

15-Sept-2022

Live on Production

Layout Customization

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

15-Sept-2022

Live On Production

Layout Customization

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

15-Sept-2022

Moved to 3.0

Layout Customization

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

31-Oct-2022

Live On Production

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 customized product form field based on your business and User needs

31-Oct-2022

Moved to 3.0

Custom Field - Product & Services

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

15-Sept-2022

Live on Production

Product & Services

  1. Generate better Deals and Quotations with decimal support in the product quantity

31-Oct-2022

Live on Production

Custom Field - Call Logs

  1. Give more meaningful naming convention to Call log fields based on the business needs

31-Oct-2022

Live on Production

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 you are targeting the right audience in the market or not

15-Sept-2022

Moved to 3.0

Market Place - Smart Feature

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

31-Oct-2022

Moved to 3.0

Market Place - Smart Feature

  1. Make full use of our various Marketplace actions such as calling and SMS, available with just one click on the home screen

31-Oct-2022

Moved to 3.0

Market Place - Stripe

  1. Online payments options to customers with Stripe payment

15-Sept-2022

Moved to 3.0

Reports

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

15-Sept-2022

Live On Production

Reports

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

31-Oct-2022

Moved to 3.0

Reports - Call Log

  1. Easy, and single-click redirection to view details of calls from the call log reports

31-Oct-2022

Moved to 3.0

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

Moved to 3.0

Automation - Workflow

  1. Automate and customize your workflow with Automated WhatsApp messages in Workflow actions for leads

31-Oct-2022

Moved to 3.0

Automation - Call Log Workflow

  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

Moved to 3.0

Automation - Meeting Workflow

  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

Moved to 3.0

WhatApp Business - Gupshup

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

15-Sept-2022

Live On Production

Reports

  1. Get better insights into your data for the imported data with Kylas reports

  1. Automate and perform a certain action such as reassign, Edit, or create a task on your imported data

15-Sept-2022

Moved to 3.0

Reports - Contact

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

31-Oct-2022

Moved to 3.0

Product

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

15-Sept-2022

Moved to 3.0

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

Moved to 3.0

Smart-Filter [ Picklist]

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

15-Sept-2022

Moved to 3.0

MarketPlace - Arka Inventory Management

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

15-Sept-2022

Live On Production

Smart Web Feature

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

31-Oct-2022

Moved to 3.0

MarketPlace - Business SMS

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

15-Sept-2022

Live On Production

Market Place - Aircall

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

15-Sept-2022

Moved to 3.0

Market Place - Twillio

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

31-Oct-2022

Moved to 3.0

Market Place - Voxbay

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

31-Oct-2022

Live On Production

 

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Detail

Tentative Timeline

Status

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

Moved to 3.0

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

Moved to 3.0

Quotation - Mobile App

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

15-Sept-2022

Live on Mobile App

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

Moved to 3.0

Documents - Mobile App

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

15-Sept-2022

Moved to 3.0

Meeting - Mobile App

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

15-Sept-2022

Live on Mobile App

Product & Services - Mobile

  1. Generate better Deals and Quotations with decimal support in the product quantity on mobile app

31-Oct-2022

Live on Production

 

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