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.
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.
Feature Category
Feature Description/Details
Tentative Timeline
Status
Goal 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.
User Hierarchy Management
Create a user hierarchy by setting a 'Reporting To' for a user within Kylas.
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.
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)
Marketplace - Zoho Books
Integrate your zohobooks account with Kylas to sync products, customers, accounts and create invoices from Kylas interface.
Marketplace - Apollo Enrichment
Gather more information with Apollo enrichment to target the right audience with Kylas Marketplace app.
Logo
Easy branding with Kylas add your company logo and name to the Kylas home page.
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).
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.
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.
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.
Task Automation
Set a task automation to send an automated email to your team member based on an event with task workflow automation.
Lead Capture Form
Give a list option to customers to choose from with picklist data type on the Lead Capture form.
Get to know your target audience better with 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).
Import Deal
Import your Deal records in Kylas from a . file.
Automated WhatsApp (Contact)
Stay in touch with your customers (Contact Records) records and send automated WhatsApp messages based on a preferred condition.
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.
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.
Message Module Enhancement
Know if your message was delivered and read by customers with delivery and read status on WhatsApp message.
Meeting - Calendar Assistance (Google Meet & MS Outlook)
Stay on top of your meetings schedules with two-way Google Calendar and MS Outlook sync.
Meeting - Calendar Assistance
View and send the documents with Kylas meetings.
Reduce the meeting conflict with Remove Meeting from my calendar options in Kylas.
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.
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.
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.
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.
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.
Marketplace action on Mobile Home screen
Interact more frequently with the marketplace app actions available on mobile home screen as well.
Live on Mobile App
Enhanced Company Module on Mobile App
Message Module Enhancement on mobile app
View the Product or Services Images on the Quotation 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.
Goal VS Achievement Module
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.
Easy branding with Kylas, view the web added logo and name on mobile app home screen.
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.
