Kylas CRM Roadmap (Release 3.6)

Roadmap Overview

The Kylas roadmap helps customers to stay up to date with the new features, enhancements, and improved Marketplace library.

Detailed roadmap

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.

Web

Feature Category	Feature Description/Details	Tentative Timeline	Status

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 - Explore Now
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	Live on Production - Explore Now
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	Live on Production - Explore Now
Goals vs Achievements	Add goal-related reports to the dashboard to provide a quick overview of progress towards the set targets.	30-Sept-2023	Live on Production - Explore Now
IP Based Restrictions	Enhance data security through IP-based restrictions, allowing users to log in only from authorized IP addresses.	15-Sept-2023	Live on Production - Explore Now
Kylas Caller - Marketplace App	Integrate the Kylas caller app with the Tata Tele Smart Flow provider to log incoming calls and facilitate outbound calls.	30-Sept-2023	Live on Production - Explore Now
Two-Factor Authentication	Enable two-factor authentication via email for users to enhance data security in Kylas CRM.	15-Oct-2023	Live on Production - Explore Now
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.	30-Sept-2023	Live on Production - Explore Now
Task Imports	Import the Task records into Kylas via a CSV.	08-Nov-2023	Live on Production - Explore Now
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.	15-Sept-2023	Live on Production - Explore Now
Digio Marketplace App (E-KYC) and Service Agreements	Complete your customer's KYC 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.	30-Sept-2023	Live on Production - Explore Now
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.	22-Oct-2023	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	Live on Production - Explore Now
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.	15-Sept-2023	Live on Production - Explore Now
Data export from Listing	Export filtered Leads, Deals, Contacts, Companies, Tasks, Meetings and Call logs from their respective listing pages via bulk action	08-Nov-2023	Live on Production - Explore Now
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.	15-Oct-2023	Live on Production - Explore Now
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.	08-Nov-2023	Live on Production - Explore Now
Smart-List - Email	Create smart lists for emails and apply frequently used quick filters; then, add these smart lists to dashboards.	30-Sept-2023	Live on Production - Explore Now
Reassign Records	Managers will have the capability to reassign records on behalf of their subordinates.	08-Nov-2023	Live on Production - Explore Now
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.	08-Nov-2023	Live on Production - Explore Now

Mobile App (Both iOS and Android)

Feature Category	Feature Description/Details	Tentative Timeline	Status

Feature Category	Feature Description/Details	Tentative Timeline	Status
Data Masking	Display the phone number as masked on the mobile app based on the web settings.	08-Nov-2023	Live on Mobile App
Goal VS Achievements	View Goal-related reports on the mobile app dashboard to quickly monitor progress towards the set targets.	30-Sept-2023	Live on Mobile App
IP Based Restrictions	Enhance data security through IP-based restrictions, allowing users to log in only from authorized IP addresses.	15-Sept-2023	Live on Mobile App
Two-Factor Authentication	Enable two-factor authentication via email for users to enhance data security in Kylas CRM.	22-Oct-2023	Live on Mobile App
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.	30-Sept-2023	Live on Mobile App
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.)	08-Nov-2023	Live on Mobile App
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.	08-Nov-2023	Live on Mobile App
Reassign Records	Managers will have the capability to reassign records on behalf of their subordinates.	08-Nov-2023	Live on Mobile App

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.6

Release Highlights

Kylas Roadmap

Kylas CRM Roadmap (Release 3.6)

Roadmap Overview

Detailed roadmap

Web

Mobile App (Both iOS and Android)

For Sales Manager:

For Sales Reps:

Kylas CRM Roadmap

Roadmap Archives

Roadmap 3.6

Release Highlights

Kylas CRM Roadmap (Release 3.6)

Roadmap Overview

Detailed roadmap

Web

Mobile App (Both iOS and Android)

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4000+ growing businesses have
signed up for Kylas!