| Feature Description/Details | | |
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Data Export (Enhancement) | | | |
Data Masking | | | Live on Production - Explore Now |
Goals vs Achievements | | | |
Goals vs Achievements | | | |
IP Based Restrictions | | | |
Kylas Caller - Marketplace App | | | |
Two-Factor Authentication | | | |
Lead and Contact Scoring | | | |
Task Imports | | | 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.
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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.
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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.
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User’s Team as dimension in reports | | 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.
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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 | | | |
Product Fields on the Quotation | | | |
Smart-List - Email | | | |
Reassign Records | | | |
Workflow - Relative Date Filters in conditions | | | Live on Production - Explore Now |