Kylas CRM Roadmap (Release 4.0)

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
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.	7-Dec-2023	Live on Production - Explore Now
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	24-Nov-2023	Live on Production - Explore Now
Automatic Whatsapp Message on Deal	Automatically send WhatsApp messages to associated contacts of a Deal via workflow action.	31-Dec-2023	Live on Production - Explore Now
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	Live on Production
Bulk actions	With this feature, you now have the capability to abort, pause, and resume your bulk operation at any time	31-Dec-2023	Live on Production - Explore Now
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	31-Dec-2023	Live on Production
Kylas Caller (New Vendor Integration)	Integrate with TCN Calling provider.	31-Dec-2023	Live on Production
Kylas Caller	Now, you can connect multiple accounts from the same IVR vendor within the same Kylas caller account.	31-Dec-2023	Live on Production
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	31-Dec-2023	Live on Production - Explore Now
Smartlist on Task	Save your filters on the listing pages as a smart list for tasks.	31-Jan-2024	Live on Production - Explore Now
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	07-Feb-2024	Live on Production - Explore Now
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	31-Jan-2024	Live on Production - Explore Now
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.	31-Jan-2024	Live on Production - Explore Now
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.	07-Feb-2024
Share Rule on meetings	Users who are neither the meeting's organiser nor an invitee will be able to share the meetings with other users. Even though he was not invited, reporting to managers will have access to all of his reportees' meetings and the notes they have added.	07-Feb-2024	Live on Production - Explore Now
Taxes on Products	Add a tax to your Products and Services to calculate the total inclusive cost on deals and quotations.	31-Dec-2023	Moved to 4.2
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.	31-Dec-2023	Moved to 4.1
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	31-Dec-2023	Moved to 4.1

Mobile App (Both iOS and Android)

Feature Category	Feature Description/Details	Tentative Timeline	Status

Feature Category	Feature Description/Details	Tentative Timeline	Status
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.	31-Dec-2023	Live on Production
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	31-Dec-2023	Live on Production
Smartlist on Task	Save your filters on the listing pages as a smart list for tasks. You can add these smartlists on dashboards.	31-Jan-2023	Live on Production
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	07-Feb-2024	Live on Production
Share Rule on meetings	Users who are neither the meeting's organiser nor an invitee will be able to share the meetings with other users. Even though he was not invited, reporting to managers will have access to all of his reportees' meetings and the notes they have added.	07-Feb-2024	Live on Production

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas CRM Roadmap

Roadmap Archives

Roadmap 4.0

Release Highlights

Kylas Roadmap

Kylas CRM Roadmap (Release 4.0)

Roadmap Overview

Detailed roadmap

Web

Mobile App (Both iOS and Android)

For Sales Manager:

For Sales Reps:

Kylas CRM Roadmap

Roadmap Archives

Roadmap 4.0

Release Highlights

Kylas CRM Roadmap (Release 4.0)

Roadmap Overview

Detailed roadmap

Web

Mobile App (Both iOS and Android)

5000+ growing businesses have signed up for Kylas!

5000+ growing businesses have
signed up for Kylas!