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Features
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Features
For Sales Manager:
Pipeline Management
Collaboration
Reports and Dashboards
Data Management & Security
Sales Automation
Integrations/ Marketplace
User Management and Access Control
Field Sales Management
For Sales Reps:
Lead Management
Calling Solutions
Deal Management
Account Management
Mobile App -iOS Android
Quotation Management
Email, Meeting, WhatsApp and SMS
Inbuilt WhatsApp Business
Dare To Compare
Pricing
Industries
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Industry
Education
EdTech
Higher Education
Coaching Institues
Finance
FinTech
Insurance
Manufacturing
Travel
IT/ITeS
Digital Marketing
Other Industries
Resources
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Resources
Articles & Blogs
Small Business Management
Sales Effectiveness
CRM Productivity
Free Resources
Infographics
Videos
Templates
Webinars
Customer Stories
'How to' videos
Refer & Earn
Kylas CRM Roadmap
Roadmap Archives
Roadmap 2025
Roadmap 5.4
Roadmap 5.3
Roadmap 5.2
Roadmap 5.1
Roadmap 2024
Roadmap 5.0
Roadmap 4.5
Roadmap 4.4
Roadmap 4.3
Roadmap 4.2
Roadmap 4.1
Roadmap 2023
Roadmap 4.0
Roadmap 3.6
Roadmap 3.5
Roadmap 3.4
Roadmap 3.3
Roadmap 3.2
Roadmap 3.1
Roadmap 3.0
Roadmap 2.6
Roadmap 3.5
Release Highlights
Track and manage revenue effortlessly. Gaining insight into your business’s financial performance with Forex integration.
Efficiently track your deal records and analyse the sales data to optimize your business performance.
Ability to mask your data to ensure the highest level of data security and privacy.
Protect your valuable information with IP restrictions to minimize the risk of unauthorized access.
Lead Scoring to help your team focus on customers with high win likelihood.
Enhanced Marketplace integration options to server better to your customers.
Go beyond built-in reports and dashboards and generate complex reports with Power BI integration.
Perform automation calculation to derive the numbers based on a formula
Effortlessly collect payments and perform after-payment payment activities with the PayU marketplace app.
Know your customers better with the Digio E-KYC marketplace app.
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