Kylas CRM Roadmap (Release 4.0)

Kanban View on Lead

• Visualize your leads in a Kanban view for a comprehensive understanding of your sales funnel. Effortlessly transition leads between stages directly from the listing pages. Additionally, execute bulk actions, encompassing all the quick actions available in the list view—such as sending bulk emails, WhatsApp messages, and SMS

Bulk actions

• With this feature, you now have the capability to abort, pause, and resume your bulk operation at any time

Email Templates with full HTML support

• This feature lets you send detailed emails using HTML in templates, unlocking possibilities for visually engaging and dynamic communication. HTML support enables you to include formatting, images, links, and other design elements beyond basic text

Smartlist on Task

• Save your filters on the listing pages as a smart list for tasks. You can add these smartlists on dashboards.

Kylas Caller (New Vendor Integration)

• Integrate with TCN Calling provider.

Click to call action via Workflow

• Set up automated actions through Workflows to initiate a call to a Lead/Contact based on specific conditions. For example, when an incoming lead is received immediately call the lead via workflow to reduce turn around time.

Automatic Whatsapp Message on Deal

• Automatically send WhatsApp messages to associated contacts of a Deal via workflow action.

Workflows Automation on Emails

• Create Workflows on Emails to take automated actions based on Email related events and conditions e.g. Increase the Lead score when an outbound email is opened

Notify immediate reporting manager via Workflow

• Send automated emails via Workflow to the immediate reporting manager of a record's Owner or Creator for appreciations or escalations

Multi-Value picklist type Custom field on Contact

• Create and store more informative contacts by adding a custom field of type multi-value picklist to the contact records.

Taxes on Products

• Add a tax to your Products and Services to calculate the total inclusive cost on deals and quotations.

User’s Team as Filter on listing and reporting

• Filtering email, call, quotations, and meetings listing pages by the user's team will enable you to manage your team's performance through saved smart lists and reports

Layouts on companies

• Create distinct company forms for your teams based on specific fields you want them to fill. Restrict field-level access to different teams through custom layouts.

Unit of Measurement on Products

• Add units of measurement, such as kg, grams, boxes, hours, etc., to products and services to be reflected in deals and quotations.

Kylas Caller

• Now, you can connect multiple accounts from the same IVR vendor within the same Kylas caller account.

Field Sales and location tracking

The Field Sales addon enables live location tracking for selected Kylas users, particularly field sales executives.

• These executives can indicate their availability, mark themselves as unavailable, and perform check-ins and check-outs at specific geo-locations through the Kylas mobile app.

• Reporting managers of sales executives will have the ability to view the current whereabouts of their team members and access a complete history of their travel activities

31-Dec-2023

PATCH request support on Deal update API

• Kylas API developers will have the capability to send patch requests to update the Deal API, allowing for partial updates to deal data.

31-Dec-2023

Email Templates with full HTML support

• This feature lets you send detailed emails using HTML in templates, unlocking possibilities for visually engaging and dynamic communication. HTML support enables you to include formatting, images, links, and other design elements beyond basic text

Smartlist on Task

• Save your filters on the listing pages as a smart list for tasks. You can add these smartlists on dashboards.

Multi-Value picklist type Custom field on Contact

• Create and store more informative contacts by adding a custom field of type multi-value picklist to the contact records.

Field Sales and Geo tracking

• The Field Sales addon enables live location tracking for selected Kylas users, particularly field sales executives.

• These executives can indicate their availability, mark themselves as unavailable, and perform check-ins and check-outs at specific geo-locations through the Kylas mobile app

• Reporting managers of sales executives will have the ability to view the current whereabouts of their team members and access a complete history of their travel activities

31-Dec-2023