Kylas CRM Roadmap (Release 3.6)

Data Export (Enhancement)

• Export only the information that is accessible to a user based on the assigned layout.

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

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.

Goals vs Achievements

• Add goal-related reports to the dashboard to provide a quick overview of progress towards the set targets.

IP Based Restrictions

• Enhance data security through IP-based restrictions, allowing users to log in only from authorized IP addresses.

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 CSV.

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.

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.

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.

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.

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.

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.

Live on Production - Explore Now

Data Masking

• Display the phone number as masked on the mobile app based on the web settings.

Goal VS Achievements

• View Goal-related reports on the mobile app dashboard to quickly monitor progress towards the set targets.

IP Based Restrictions

• Enhance data security through IP-based restrictions, allowing users to log in only from authorized IP addresses.

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.

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.)

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.

Reassign Records

• Managers will have the capability to reassign records on behalf of their subordinates.