Kylas CRM Roadmap (Release 4.1)

 

 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

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.

05-Mar-2024

 

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

05-Mar-2024

Live on Production

Export Quotations

  • All of the quotations can now be exporteded and downloaded in csv format, which users can then use in Excel.

05-Mar-2024

 

Hierarchy based report

  • The Organogram chart will help understand different business KPIs, such as revenue, the number of deals, and the number of meetings, in a tree view. As a sales leader, you will be able to see individual or manager-level performance aggregating toward the top of the hierarchy.

05-Mar-2024

 

Setu (E-kyc App)

  • Connect your setu account to kylas to determine whether or not your customer's pancard is linked and validated. Also, according to the pancard, update the customer's correct name.

  • You may use this application to execute adhaar card-based kyc on customers and update the right information on the record after the kyc procedure is completed. also upload the kyc document to the lead/contact in kylas as well.

05-Mar-2024

 

Additional Fields in Meeting report dimensions and filters & meeting listing

  • There will be more dimensions and filters available, such as associated lead, associated company, and invitees, when preparing meeting reports.

05-Mar-2024

 

View Contact details on Deal & Company

  • On the deal and company listings, as well as their details pages, you will see the phone number and email address of the contact linked with that record, making it easier to communicate with your consumer.

05-Mar-2024

 

User Availability in Kylas

  • Admin can establish the user availability in Kylas so that he knows when the user is available to work on Kylas and do some preset tasks via automation.

05-Mar-2024

 

Automation with Additional Information

  • Set an automation to perform certain actions such reassign the records, Send an email with the help of additional information (Task that are due today, Next 7 days)

05-Mar-2024

 

Listing Pages Enhacement

  • Even if the user returns to the listing page after opening a record and going to its details page, the entered search criteria will remain unchanged.

  • On entity listing pages, the user will be able to freeze the columns he wants while scrolling to the right.

  • If the user returns to the listing page, the previously opened records will be highlighted so that he knows which records were previously opened.

  • Any record can be opened in a new tab with a single click.

05-Mar-2024

 

Additional Listing page Filter for Phone Number & Email

  • Filter and view the Lead, Contact, and company records based on the phone number and Email from the listing page.

05-Mar-2024

 

Improve Record journey with Pipeline updates

  • Add a new stage to the existing pipeline or reorder the pipeline stage based on need to streamline the Lead, Deal journey

 

 

Automation for escalation for no action on any record

  • If there is no activity on any record for a given period of time, then any action on such records, such as escalation mail to manager, reassign that record to another user, and so on, will be available.

05-Mar-2024

 

Tata Tele integration for bulk calling ( kylas caller)

  • Tata Tele in Kylas Caller allows users to select several leads/contacts from the listing page and begin bulk phoning.

05-Mar-2024

 

Microsoft Teams Connector

  • Connect your Teams account to kylas and deliver kylas updates in real time to any channel you wish. If your users using teams in your organization, they can get real-time updates on what's going on in Kylas.

05-Mar-2024

 

Marketplace Apps triggers in Automation

  • Ability to trigger Kylas workflows based on an event happening in a marketplace app and to use a marketplace app field as variable in another app

eg. If you are using any Marketplace payment app, then when any payment link is generated, share that link in an email or over WhatsApp automatically.

05-Mar-2024

 

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

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.

05-Mar-2024

 

View Contact details on Deal & Company

  • On the deal and company listings, as well as their details pages, you will see the phone number and email address of the contact linked with that record, making it easier to communicate with your customers.

05-Mar-2024