Kylas CRM Roadmap (Release 3.5)

Lead Conversion

• Even after a lead has been converted in the system, the user will still be able to update its details and reconvert again.

Import with Historical Data

• Users can import leads, contacts, deals, and companies in Kylas with historical data- created and updated dates- so there is no discrepancy in the database when migrating from one CRM to Kylas.

Bulk Email Delete action

• From the email listing page, users will be able to delete undesirable emails.

Forex Integration

• While creating and closing the deal or quotation, enter your exchange rate that can be calculated against your base currency.

• Regardless of the currency, the deals are in, the users will be able to see the report in their currency, and Kylas will show this report in the currency that you want to see the report in.

Kanban View

• Kylas will have a Kanban view for deals.

• Users will be able to see their deals in a Kanban view and track how many Deals are in each pipeline stage.

• Change the deal's status in Kanban View.

• Perform actions in bulk to act on your deal records, such as moving deals to certain stages in bulk or updating a particular field.

Product Fields on the Deal

• Users will be able to add those product fields that the user wants to see on the deal form as well as on the deal details page to see all the properties of the selected product.

Field Calculator Marketplace App

• Set a Workflow Automation to perform the calculation based on a pre-defined formula with the help of a marketplace app available in Kylas CRM.

Goal vs Achievement

• Users might use Kylas products to construct a deal for themselves. For example, on a deal, I might set a target of "I will close the deals worth 5 lakhs, by having each product such as Table, Chairs, and Board," which would be my aim. So, while defining a deal goal, I may add product to a dimension.

• Users with management or Super Admin privileges can create goals and assign a goal owner to complete the task within a specified period.

Data Masking

• Mask the Lead Phone Number details that should not be visible to a particular Kylas user based on their profile.

IP Based Restrictions

• Secure your data with IP-based restriction and allow users to log in from the allowed IP address only.

Two-Factor Authentication

• Allow users to log in with two-factor authentication to have strong data security with Kylas CRM.

Lead Scoring

• Set a Lead scoring field to assign a numerical value via workflow automation to understand the lead’s win likelihood.

Goal vs Achievement

• Users with management or Super Admin privileges can create goals and assign a goal owner to complete the task within a specified period.

BI and Analytics connector (Marketplace App)

• Users could install the marketplace app on their Kylas account and get all the data into Power BI to generate reports on the records available in Kylas.

• This app will help users to generate complex reports like cross-entity reports.

PayU Marketplace App

• Generate payment links from Kylas itself

• Automate the after-payment action by integrating with the PayU marketplace app in Kylas.

PayU Marketplace App

• Automate the after-payment action by integrating with the PayU marketplace app in Kylas.

Digio Marketplace App (E-KYC)

• Know your customers with easy and simple steps by integrating with the Digio (E-KYC) marketplace app.

• Generate and view the status of the E-KYC requested from Kylas for your customers.

Lead Conversion on Mobile App

• The user can now update and reconvert a converted Lead from the mobile app as well.

Forex Integration

• On mobile, the currency choice will only show the required currencies.

• While creating and closing the deal or quotation, enter your exchange rate that can be calculated against your base currency.

• Despite the original currency of the deals, users can view reports in their chosen currency. Kylas will adjust and display the report in the selected currency 

Product Fields on the Deal

• User will be able to view those product fields which the user wants to see on the deal form as well as on the deal details page to see all the properties of the selected product.

IP-Based Restrictions on Mobile Apps

• Secure your data on the mobile app with IP-based restrictions and allow users to log in from the allowed IP address only.

Two-Factor Authentication

• Allow users to log in with two-factor authentication on the mobile app to have strong data security with the Kylas CRM mobile app.

Record Access on Profile

• Admins can restrict information for certain users. With profile-wise access, users will only see information on the entity listing page that is available on their details page layout.

Digio Marketplace App (E-KYC)

• Know your customers with easy and simple steps on the mobile app after integrating the marketplace app from the web platform.

• Generate and view the status of E-KYC requested from the Kylas mobile app for your customers.