Smart Conversion

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

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’ 

Product Description as Rich Text

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

Quotation Description as Rich Text

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

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.  

Company Import

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

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.

Reporting on Contact Module

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

Contact Report on Dashboard

• Access to Contact reports on Kylas Dashboards 

@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 

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. 

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 

Deal Feed - Quotation

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

Deal Feed - Communication

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

Deal Feed - Productivity

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

Contact Feed - Communication

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

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

Automation - Pipeline

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

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 

Company - Smart-List

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

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

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

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

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.

Smart Feature [Edit picklist Value]

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

Custom Field - Product & Services

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

Custom Field - Calls

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

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.

Product & services

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

Kylas MarketPlace - Aircall

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

Kylas MarketPlace - Stripe

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

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

Kylas MarketPlace - Enhanced WhatsApp

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

Kylas MarketPlace - Interakt

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

Bulk emailing within Kylas

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

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 

Mobile Report

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

Lead Feed - Core

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

Lead Feed - Communication

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

Lead Feed - Productivity

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

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

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

Ownership on Company Entity

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

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

Smart Mobile App

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

Clone Feature

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

Document - Mobile App

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

Dashboard

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

Clone-Feature

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

Lead - Feeds

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

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

Smart Feature

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

Date Smart-Filter

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

Smart-List on Company

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

Import Contact

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

Layout Customization

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

Layout Customization

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

Layout Customization

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

Customization - Meeting

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

Customization - Products & Services

1. Create a new customized product form field based on your business and User needs

Custom Field - Product & Services

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

Product & Services

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

Custom Field - Call Logs

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

Deal UTM Fields

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

Contact UTM Fields

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

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

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

Market Place - Stripe

1. Online payments options to customers with Stripe payment

Reports

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

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

Reports - Call Log

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

Lead

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

Automation - Workflow

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

Automation - Workflow

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

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)

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)

WhatApp Business - Gupshup

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

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

Reports - Contact

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

Product

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

Deal Share

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

Smart-Filter [ Picklist]

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

MarketPlace - Arka Inventory Management

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

Smart Web Feature

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

MarketPlace - Business SMS

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

Market Place - Aircall

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

Market Place - Twillio

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

Market Place - Voxbay

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

Smart Mobile App

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

Dashboard - Mobile App

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

Clone-Feature

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

Clone-Feature

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

Quotation - Mobile App

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

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

Reports - Call Log

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

Documents - Mobile App

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

Meeting - Mobile App

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

Product & Services - Mobile

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