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, enhancements, and new Marketplace options of Kylas product offering for the customers which will help the business.
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
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.
31-May-2023
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
30-April-2023
Lead Capture Form ( 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.
Lead Capture Form
Add a date type field on the Lead Capture form (Example: - Date option to book a slot/appointment).
20-May-2023
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 . file.
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
Motivational Ecosystem
Celebrate the achievement with Kylas whenever any deal/lead gets won by user
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.
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.
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.
Delayed
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.
15-June-2023
Feature Description/Detail
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.
Live on Mobile app
View the edited, renamed and custom task fields on mobile app as well.
Goal Achievement Module
View the Goal vs Achievement report to understand the Goal completion for your team member for the respective period.
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 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.
View the matching company record name at the time of creation to reduce the duplication of records.
