Kylas CRM Roadmap (Release 2.6)

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