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
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
Kylas Caller (New Vendor Integration)
Click to call action via Workflow
Automatic Whatsapp Message on Deal
Workflows Automation on Emails
Notify immediate reporting manager via Workflow
Multi-Value picklist type Custom field on Contact
Taxes on Products
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
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.
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
PATCH request support on Deal update API