Kylas CRM Roadmap (Release 3.3)

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 Roadmap

The below Kylas roadmap gives a high-level visual summary that maps up the different features, enhancements, 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
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.	10-May-2023	Live on Production
User Hierarchy Management	Create a user hierarchy by setting a 'Reporting To' for a user within Kylas.	15-May-2023	Live on Production
Marketplace - Zoho Books	Integrate your Zohobooks account with Kylas to sync products, customers, and accounts and create invoices from the Kylas interface.	15-May-2023	Live on Production
Marketplace - Apollo Enrichment	Gather more information with Apollo enrichment to target the right audience with the Kylas Marketplace app.	15-May-2023	Live on Production
Logo	Easy branding with Kylas add your company logo and name to the Kylas home page.	15-May-2023	Live on Production
Call Automation (Webhook)	Automate the call logs and send the associated lead to a desired destination via webhook.	31-May-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.	15-May-2023	Live on Production
Lead Capture Form (Hidden Field)	Hide a desired field on the Lead Capture Form to collect the static information without the end customer knowing	30-April-2023	Live on Production
Lead Capture Form (UTM Fields)	Get to know your target audience better with UTM parameters passed through Lead Capture Form on a Lead.		Live on Production
Meeting Automation	Automate your meeting with the workflow automation on the meeting and set action such as send an email.	31-May-2023	Live on Production
Task Customization	Edit and rename a task field based on your business needs. Add a custom field on the task form that suffices the business needs.	30-April-2023	Live on Production
Enhanced Company Module	View the matching company record name at the time of creation to reduce the duplication records.	15-May-2023	Live on Production
User Management	Perform action on user profiles in bulk such as - deactivating and reassigning records, Profile updates, and many more.	31-May-2023	Live on Production
Goal Vs. Achivement	You can create a deal goal for your users and track all the achievements done by them. Get to know whether your sales users are on track to achieve their individual goals as well as, track the total goal achievement Set goal for Closing a number of Deals, Achieving the sum of actual revenue per user and tracking their achievements in Kylas itself.	15-May-2023	Live on Production
Lead Capture Form	Add a date type field on the Lead Capture form (Example: - Date option to book a slot/appointment).	20-May-2023	Live on Production
Contact Layout Customization	Create different customized Contact forms (Create Contact, Update Contact & Contact Detail page) for your different teams and choose what information can be seen or filled in by them.	20-May-2023	Live on Production
Import Deal	Import your Deal records in Kylas from a .CSV file.	20-May-2023	Live on Production
Enhanced Reporting	User can now add a time range along with date while creating a report.	25-May-2023	Moved to 3.4
Custom Fields on Quotation	Add more fields on quotation module to put more information which can be forward to customers while sending pdf	31-May-2023	Moved to 3.4
Motivational Ecosystem	Celebrate the achievement with Kylas whenever any deal/lead gets won by user	31-May-2023	Live on Production
Goal Vs Achivement Notifications	Whenever Mangers are assigning goals to their users the users will be notified to see what goals they have assigned or removing the users from that goal, the respective users will be notified	31-May-2023	Live on Production
Call Automation	Automation on the Call Log and include the associated records in the workflow conditions E.g. Send an email when a call was missed.	31-May-2023	Moved to 3.4
Meeting Automation	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. Set Meeting automation with the inclusion of the associated entity fields to perform certain actions automatically.	31-May-2023	Moved to 3.4
Task Automation	Set task automation with the inclusion of the associated entity fields to perform certain actions automatically.	31-May-2023	Moved to 3.4
Facebook Retargeting	Market your ads in an effective way and advertise to the right audience via Facebook retargeting with Kylas.	31-May-2023	Moved to 3.4
Kylas Marketplace - Shopify	Integrate and connect your Shopify online store with Kylas CRM to track and communicate with your customers and build a strong rapport.	31-May-2023	Delayed
User Management	Create a more elaborative signature with Rich text and Image support on the user signature.	31-May-2023	Moved to 3.4
Kylas Marketplace - PowerBI	Integrate and connect your Power BI account with Kylas CRM to generate different visuals.	15-June-2023	Moved to 3.4

Mobile App (Both iOS and Android)

Feature Category	Feature Description/Detail	Tentative Timeline	Status

Feature Category	Feature Description/Detail	Tentative Timeline	Status
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.	15-May-2023	Live on Mobile app
Task Customization	View the edited, renamed and custom task fields on mobile app as well.	15-May-2023	Live on Mobile app
Goal VS Achievement Module	View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.	31-May-2023	Live on Mobile app
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.	15-May-2023	Live on Mobile app
Logo	Easy branding with Kylas, view the web-added logo and name on the mobile app home screen.	15-May-2023	Live on Mobile app
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.	15-May-2023	Live on Mobile app
Enhanced Company Module	View the matching company record name at the time of creation to reduce the duplication of records.	15-May-2023	Live on Mobile app

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.3

Release Highlights

Kylas Roadmap

Kylas CRM Roadmap (Release 3.3)

Roadmap Overview

Detailed Roadmap

Web

Mobile App (Both iOS and Android)

For Sales Manager:

For Sales Reps:

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.3

Release Highlights

Kylas CRM Roadmap (Release 3.3)

Roadmap Overview

Detailed Roadmap

Web

Mobile App (Both iOS and Android)

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4000+ growing businesses have
signed up for Kylas!