Kylas CRM Roadmap (Release 3.2)

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.

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.

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.

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).

Import Deal

• Import your Deal records in Kylas from a .CSV 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.

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.

Message Module Enhancement on mobile app

• Know if your message was delivered and read by customers with delivery and read status on WhatsApp message.

Image - Product or Services

• 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

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

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.

Logo

• 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.