Kylas CRM Roadmap (Release 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.

Marketplace - Zoho Books

• Integrate your Zohobooks account with Kylas to sync products, customers, and accounts and create invoices from the Kylas interface.

Marketplace - Apollo Enrichment

• Gather more information with Apollo enrichment to target the right audience with the Kylas Marketplace app.

Logo

• Easy branding with Kylas add your company logo and name to the Kylas home page.

Call Automation (Webhook)

• Automate the call logs and send the associated lead to a desired destination via webhook.

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.

Lead Capture Form (Hidden Field)

• Hide a desired field on the Lead Capture Form to collect the static information without the end customer knowing

Lead Capture Form (UTM Fields)

• Get to know your target audience better with UTM parameters passed through Lead Capture Form on a Lead.

Meeting Automation

• Automate your meeting with the workflow automation on the meeting and set action such as send an email.

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.

Enhanced Company Module

• View the matching company record name at the time of creation to reduce the duplication records.

User Management

• Perform action on user profiles in bulk such as - deactivating and reassigning records, Profile updates, and many more.

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).

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.

Import Deal

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

Enhanced Reporting

• User can now add a time range along with date while creating a report.

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

Motivational Ecosystem

• Celebrate the achievement with Kylas whenever any deal/lead gets won by user

31-May-2023

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

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.

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.

Task Automation

• Set task automation with the inclusion of the associated entity fields to perform certain actions automatically.

Moved to 3.4

Facebook Retargeting

• Market your ads in an effective way and advertise to the right audience via Facebook retargeting with Kylas.

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.

User Management

• Create a more elaborative signature with Rich text and Image support on the user signature.

Kylas Marketplace - PowerBI

• Integrate and connect your Power BI account with Kylas CRM to generate different visuals.

Moved to 3.4

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.

Task Customization

• View the edited, renamed and custom task fields on mobile app as well.

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 the 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.

Enhanced Company Module

• View the matching company record name at the time of creation to reduce the duplication of records.