Lead Layout Customization

• Create different customized Lead detail form for your different teams and choose what information can be seen by them.

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

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.

Smart Conversion

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

Bulk Emailing

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

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.  

Contact Report on Dashboard

• Access to Contact reports on Kylas Dashboards 

Interakt - Automated WhatsApp

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

Task Automation

• Automate your task with workflow automation on the tasks.

Automation - Pipeline

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

Bulk Emailing

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

Goal VS Achievement Module

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

Quotation Template

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

Deal Layout Customization

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

Logo

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

Image - Product & Service

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

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.

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.

Marketplace - Zoho Books

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

Kylas MarketPlace - Aircall

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

Facebook - UTM

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

Import Meeting

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

Export Meeting

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

Goal VS Achievement Module - Report

• View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.

Meeting Automation

• Automate your meetings with workflow automation on the meetings.

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.

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 on Saturday 5 PM)

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.

Smart Conversion via Mobile app

• Mapped Lead fields with Deal, Contact and Company to autofill the data at the time of Lead conversion on mobile app. 

Company Smart-Llist

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

Report on Contact

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

Mobile Report

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

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.

Marketplace action on Mobile Home screen

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

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.

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.