Kylas CRM Roadmap (Release 3.0)

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

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Roadmap 3.0

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Kylas Roadmap

Kylas CRM Roadmap (Release 3.0)

Roadmap Overview

Detailed Kylas Roadmap (Release 3.0)

For Sales Manager:

For Sales Reps:

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.0

Release Highlights

Kylas CRM Roadmap (Release 3.0)

Roadmap Overview

Detailed Kylas Roadmap (Release 3.0)

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