Roadmap Version 3.2- Kylas Sales CRM

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 quarterly roadmap

The below Kylas roadmap gives a high-level visual summary that maps up the different features, enhancement, and new Marketplace options of Kylas product offering for the customers which will help the business.

Web

Feature Category	Feature Description/Details	Tentative Timeline	Status

Feature Category	Feature Description/Details	Tentative Timeline	Status
Goal VS Achievement Module	Ability to set Goals for your team members wrt Deals e.g., Number of deals targeted to be closed every month. View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.	31-Mar-2023	Moved to 3.3
Email Tracking	Track and know your customer whether an email has been Delivered, Read or Unread along with clicks on the link shared in the email.	31-Mar-2023	Moved to 3.3
User Hierarchy Management	Create a user hierarchy by setting a 'Reporting To' for a user within Kylas.	31-Mar-2023	Moved to 3.3
Deal Layout Customization	Create different customized Deal forms (Create Deal, Update Deal & Deal Detail page) for your different teams and choose what information can be seen or filled in by them.	31-Mar-2023	Live on Production
Quotation Template	Easily generate a quotation into a desired format and include the additional information of the associated records in the quotation (E.g., Add associated contact designation in template)	31-Mar-2023	Live on Production
Marketplace - Zoho Books	Integrate your zohobooks account with Kylas to sync products, customers, accounts and create invoices from Kylas interface.	31-Mar-2023	Moved to 3.3
Marketplace - Apollo Enrichment	Gather more information with Apollo enrichment to target the right audience with Kylas Marketplace app.	31-Mar-2023	Moved to 3.3
Logo	Easy branding with Kylas add your company logo and name to the Kylas home page.	31-Mar-2023	Moved to 3.3
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).	31-Mar-2023	Moved to 3.3
Meeting Automation	Automate your meetings with workflow automation on the meetings. Create automation to perform a certain action on the related entity such as sending an email to your records or creating a task. Include the associated entity fields in the meeting workflow condition and webhook to perform an action.	31-Mar-2023	Moved to 3.3
Quotation Customization	Edit and rename a quotation field based on your business needs. Add a custom field on the quotation form that suffice the business needs.	31-Mar-2023	Moved to 3.3
Call Log Automation	Automate the Call Log and include the associated records in the workflow conditions E.g. Send an email when a call was missed.	31-Mar-2023	Moved to 3.3
Task Automation	Set a task automation to send an automated email to your team member based on an event with task workflow automation.	31-Mar-2023	Live on Production
Lead Capture Form	Give a list option to customers to choose from with picklist data type on the Lead Capture form.	31-Mar-2023	Live on Production
Lead Capture Form	Get to know your target audience better with UTM parameters passed through Lead Capture Form on a Lead. Hide a desired field on the Lead Capture Form to collect the static information without the end customer knowing. Add a date type field on the Lead Capture form (Example: - Date option to book a slot/appointment).	31-Mar-2023	Moved to 3.3
Import Deal	Import your Deal records in Kylas from a .CSV file.	31-Mar-2023	Moved to 3.3
Automated WhatsApp (Contact)	Stay in touch with your customers (Contact Records) records and send automated WhatsApp messages based on a preferred condition.	31-Mar-2023	Live on Production
Interakt - Automated WhatsApp (Contact)	Stay in touch with your customers (Contact Records) records and send automated WhatsApp messages from Interakt based on a preferred condition.	31-Mar-2023	Live on Production
Interakt - Automated WhatsApp (Deal)	Stay in touch with your customers (Associated Deal Contact Records) records and send automated WhatsApp messages from Interakt based on a preferred condition.	31-Mar-2023	Moved to 3.3
Message Module Enhancement	Know if your message was delivered and read by customers with delivery and read status on WhatsApp message.	31-Mar-2023	Live on Production
Meeting - Calendar Assistance (Google Meet & MS Outlook)	Stay on top of your meetings schedules with two-way Google Calendar and MS Outlook sync.	31-Mar-2023	Live on Production
Meeting - Calendar Assistance	View and send the documents with Kylas meetings. Reduce the meeting conflict with Remove Meeting from my calendar options in Kylas.		Moved to 3.3
Meeting - Calendar Assistance (MS Outlook)	Stay on top of your meetings schedules with two-way MS Outlook Calendar sync. Know who conducted a meeting regardless of who is the meeting organizer.	31-Mar-2023	Moved to 3.3
Image - Product or Services	Create more meaningful products with ability to upload image on the products. View the Product or Services Images on the Quotation as well.	31-Mar-2023	Live on Production
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.	31-Mar-2023	Live on Production
Facebook - UTM	Capture the UTM parameter information via Facebook like UTM Campaign, UTM Source etc. to understand your record source better.	31-Mar-2023	Live on Production
Import Meeting	Import your existing meeting data from a .CSV file into Kylas.	31-Mar-2023	Live on Production
Export Meeting	Export your meeting data from Kylas along with the associated entity as well.	31-Mar-2023	Live on Production
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.	31-Mar-2023	Moved to 3.3

Mobile App (Both iOS and Android)

Feature Category	Feature Description/Details	Tentative Timeline	Status

Feature Category	Feature Description/Details	Tentative Timeline	Status
Marketplace action on Mobile Home screen	Interact more frequently with the marketplace app actions available on mobile home screen as well.	31-Mar-2023	Live on Mobile App
Enhanced Company Module on Mobile App	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.	31-Mar-2023	Live on Mobile App
Message Module Enhancement on mobile app	Know if your message was delivered and read by customers with delivery and read status on WhatsApp message.	31-Mar-2023	Live on Mobile App
Image - Product or Services	View the Product or Services Images on the Quotation on mobile app.	31-Mar-2023	Live on Mobile App
Basic Collaboration on Mobile	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-Mar-2023	Moved to 3.3
Goal VS Achievement Module	View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.	31-Mar-2023	Moved to 3.3
Email Tracking	Track and know your customer whether an email has been Delivered, Read or Unread along with clicks on the link shared in the email with Kylas mobile app.	31-Mar-2023	Moved to 3.3
Logo	Easy branding with Kylas, view the web added logo and name on mobile app home screen.	31-Mar-2023	Moved to 3.3
Enhanced Smart-List on Mobile	Search and view the saved web filters on the entity in form of a Smart List on the mobile app.	31-Mar-2023	Moved to 3.3

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.2

Release Highlights

Analytics

Roadmap Overview

Detailed quarterly roadmap

Web

Mobile App (Both iOS and Android)

For Sales Manager:

For Sales Reps:

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.2

Release Highlights

Roadmap Overview

Detailed quarterly roadmap

Web

Mobile App (Both iOS and Android)

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5000+ growing businesses have
signed up for Kylas!