The Kylas roadmap helps customers to stay up to date with the new features, enhancements, and improved Marketplace library.
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
Data Export (Enhancement)
Export only the information that is accessible to a user based on the assigned layout.
22-Oct-2023
Live on Production -
Data Masking
Mask the Lead and Contact Phone Number details that should not be visible to a particular Kylas user based on their profile.
Mask the phone number on Call logs and Messages
08-Nov-2023
Goals vs Achievements
Users with Admin privileges can create goals and assign a goal owner to complete tasks within a specified period.
15-Oct-2023
Add goal-related reports to the dashboard to provide a quick overview of progress towards the set targets.
30-Sept-2023
IP Based Restrictions
Enhance data security through IP-based restrictions, allowing users to log in only from authorized IP addresses.
15-Sept-2023
Kylas Caller - Marketplace App
Integrate the Kylas caller app with the Tata Tele Smart Flow provider to log incoming calls and facilitate outbound calls.
Two-Factor Authentication
Enable two-factor authentication via email for users to enhance data security in Kylas CRM.
Lead and Contact Scoring
Establish a Lead/Contact scoring mechanism using workflow automation to assign a numerical value, enabling a better assessment of the lead's likelihood to convert.
Task Imports
Import the Task records into Kylas via a .
BI and Analytics (Marketplace App)
e.g., Power BI
Users can install the Marketplace app on their Kylas account to export all the data to Power BI, Zoho Analytics, Looker Studio, or any BI and analytics application that supports SQL data import. This app will enable users to generate complex reports, including cross-entity reports.
Digio Marketplace App () and Service Agreements
Complete your customer's process using the Digio (E-KYC) marketplace app, which includes Aadhar and PAN-based KYC, directly within Kylas.
Generate service agreements and contracts and facilitate digital signatures from your customers.
Incoming Pop-up
Receive a popup notification on your Kylas screen for incoming calls, view the details of the incoming call records within the CRM, and add tasks or take notes while speaking to the customer on the call.
Delayed (24-Nov-2023)
User’s Team as dimension in reports
Group the data in reports by the User’s Team e.g. ‘Leads generated by East, North and Western teams for a given period of time’
10- Nov-2023
Kanban - Bulk Action
The Kanban view will support bulk actions and include all the quick actions available in the list view.
Send bulk emails, WhatsApp messages, and SMS targeting specific stage Deals directly from the Kanban view.
Data export from Listing
Export filtered Leads, Deals, Contacts, Companies, Tasks, Meetings and Call logs from their respective listing pages via bulk action
Multicurrency - Historical Rates on Deals
Set a foreign exchange rate for your existing data to generate accurate reports in the user's currency format, eliminating the need for manual conversion in reports.
Product Fields on the Quotation
Users will have the ability to add custom product fields to the Quotation form and the product details page, allowing them to view all the properties of the selected product.
Smart-List - Email
Create smart lists for emails and apply frequently used quick filters; then, add these smart lists to dashboards.
Reassign Records
Managers will have the capability to reassign records on behalf of their subordinates.
Workflow - Relative Date Filters in conditions
Automate your processes and manage escalations with the help of relative date operators in workflow conditions. For example, send a reminder email to customers when their subscription is due in the next 3 days.
Display the phone number as masked on the mobile app based on the web settings.
Live on Mobile App
Goal Achievements
View Goal-related reports on the mobile app dashboard to quickly monitor progress towards the set targets.
User’s Team as Filter
Get a more clear picture with the help of the User’s team filter on the listing page. (e.g., View the South, East, North, and, West team data on the listing page.)
