Kylas CRM Roadmap (Release 3.1)

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
Lead Layout Customization	Create different customized Lead detail form for your different teams and choose what information can be seen by them.	15-Feb-2023	Live on Production
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
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
Smart Conversion	Map Lead fields with Deal, Contact and Company to autofill the data at the time of Lead conversion.	15-Feb-2023	Live on Production
Bulk Emailing	Engage and interact with a large audience simultaneously using the bulk email on Lead and Contact.	15-Feb-2023	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.	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	Live on Production
Contact Report on Dashboard	Access to Contact reports on Kylas Dashboards	15-Feb-2023	Live on Production
Interakt - Automated WhatsApp	Stay in touch with your customers and send automated WhatsApp messages from Interakt based on a preferred condition.	15-Feb-2023	Live on Production
Task Automation	Automate your task with workflow automation on the tasks.	15-Feb-2023	Live on Production
Automation - Pipeline	Set pipeline stage along with an exit reason on any lead/deal using workflows automation.	15-Feb-2023	Live on Production
Bulk Emailing	Send Emails to the associated Contacts of multiple Deals at the same time from you Connected Email account.	15-Feb-2023	Live on Production
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.	15-Feb-2023	Moved to 3.2
Quotation Template	Easily generate a quotation into a desired format based on your needs with a quotation template.	15-Feb-2023	Live on Production
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	Moved to 3.2
Logo	Easy branding with Kylas add your company logo and name to the Kylas home page.	15-Feb-2023	Moved to 3.2
Image - Product & Service	Create more meaning products with ability to upload image on the products.	15-Feb-2023	Moved to 3.2
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	Moved to 3.2
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	Moved to 3.2
Marketplace - Zoho Books	Integrate your zohobooks account with Kylas to sync products, customers, accounts and create invoices from Kylas interface.	15-Feb-2023	Moved to 3.2
Kylas MarketPlace - Aircall	Call and interact with your business entities across countries with Aircall integration.	15-Feb-2023	Moved to 3.2
Facebook - UTM	Capture the UTM parameter information via Facebook like UTM Campaign, UTM Source etc. to understand your record source better.	15-Feb-2023	Moved to 3.2
Import Meeting	Import your existing meeting data from a .CSV file into Kylas	15-Feb-2023	Moved to 3.2
Export Meeting	Export your meeting data from Kylas along with the associated entity as well.	15-Feb-2023	Moved to 3.2
Goal VS Achievement Module - Report	View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.	15-Feb-2023	Moved to 3.2
Meeting Automation	Automate your meetings with workflow automation on the meetings.	15-Feb-2023	Moved to 3.2
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	Moved to 3.2
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)	15-Feb-2023	Moved to 3.2

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	Live on Mobile app
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.	15-Feb-2023	Live on Production
Company Smart-Llist	View the saved web filters on company in the form of Smart-List on mobile app.	15-Feb-2023	Live on Mobile app
Report on Contact	Access the contact reports of the web on the mobile application as well.	15-Feb-2023	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.	15-Feb-2023	Live on Mobile app
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
Marketplace action on Mobile Home screen	Interact more frequently with the marketplace app actions available on mobile home screen as well.	15-Feb-2023	Moved to 3.2
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	Moved to 3.2
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	Moved to 3.2

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.1

Release Highlights

Kylas Roadmap

Kylas CRM Roadmap (Release 3.1)

Roadmap Overview

Detailed Kylas roadmap (Release 3.1)

Kylas Web application

Mobile App (Both iOS and Android)

For Sales Manager:

For Sales Reps:

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.1

Release Highlights

Kylas CRM Roadmap (Release 3.1)

Roadmap Overview

Detailed Kylas roadmap (Release 3.1)

Kylas Web application

Mobile App (Both iOS and Android)

4000+ growing businesses have signed up for Kylas!

4000+ growing businesses have
signed up for Kylas!