Kylas CRM Roadmap (Release 4.2)

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
Field Sales - Tracking	Ability to alert the reporting managers of a field sales user when their GPS is turned off.	15-May-2024	Live on Production
Field Sales - Add your Google Maps API key	Ability to add your own Google Maps API key for a reduced cost on per user license cost of field sales user	15-May-2024	Live on Production
Field Sales - Export locations.	Ability to export the field sales user data such as number of meetings attended, the distance traveled and time spent in travelling and meetings.	15-May-2024	Live on Production
Field Sales - Automated Notification.	Ability to receive a reminder to checkout after 15 minutes of the meeting’s scheduled end time. Ability to receive a reminder to checkout when a user moves more than 500 meters from their check-in location.	31-May-2024	Moved to 4.3
Layout effect on Lead listing page	Ability to view the same fields on the Lead listing page that a user can view on the Lead details page as per their allocated details page layout.	31-May-2024	Live on Production
User Shift management	Ability to create Shifts in Kylas and assign the shifts to users for effective availability for Calling, Messaging and Records assignment activities.	15-May-2024	Live on Production
User Shift management	Ability to change the user’s Kylas status (e.g. - marking the user as Available/Unavailable for a while)	31-May-2024	Live on Production
User Management	Ability to view the last logged in date time of a user on the user listing and Details page	31-May-2024	Live on Production
Goals Vs Achievements - Meetings	Ability to create Goals on the Meeting entity such as 'Number of meetings conducted by users in a Month. Ability to create Goal Vs Achieved reports on Meetings Ability to receive Meeting Goal achievement related notifications. Enable the Goal owners to nudge the users who are supposed to work on the Goals.	31-May-2024	Live on Production
Meeting Management	Ability to assign meeting ownership to another Kylas user within the CRM system. Automatically notify the meeting owner about any modifications in the scheduled meetings.	15-May-2024	Live on Production
Additional Fields in Meeting report dimensions and filters & meeting listing	Ability to apply Group by and Filters on additional meeting fields such as associated lead, associated company, and invitees when preparing meeting reports.	30-April-2024	Live on Production
E-KYC via Setu	Ability to validate a customer’s or company’s PAN number from Kylas via SETU.	15-May-2024	Live on Production
Record duplication	Ability to view duplicate record warning right below the Email and Phone number field while adding a new Lead or Contact in Kylas.	31-May-2024	Live on Production
Workflow Automation	Ability to copy the values from one field to another within the Kylas CRM system	31-May-2024	Live on Production
Workflow automation	Ability to trigger workflows via a marketplace app event e.g. SETU KYC is completed. Execute another marketplace app action e.g. Send WhatsApp message when a SETU KYC is completed.	15-May-2024	Live on Production
Call Logs	Ability to show a pop up after every call hang up in order to enable user to add disposition or update any property in the call log.	15-May-2024	Live on Production
Click to call action via Workflow	Set up automated actions through Workflows to initiate a call to a Lead based on specific conditions. For example, when an incoming lead is received, immediately call the lead via workflow to reduce turnaround time.	15-May-2024	Live on Production
Smart-List	UI enhancements for the existing smart list view for Leads, Contacts, and Companies.	31-May-2024	Delayed

Mobile App (Both iOS and Android)

Feature Category	Feature Description/Details	Tentative Timeline	Status

Feature Category	Feature Description/Details	Tentative Timeline	Status
Field Sales - Tracking	Ability to alert the reporting managers of a field sales user when their GPS is turned off.	15-May-2024	Live on Production
Field Sales - Automated Notification.	Ability to receive a reminder to checkout after 15 minutes of the meeting’s scheduled end time. Ability to receive a reminder to checkout when a user moves more than 500 meters from their check-in location.	31-May-2024	Delayed
User shift Management	Ability to change the user’s Kylas status (e.g. - marking the user as Available/Unavailable for a while).	15-May-2024	Delayed
Goal Vs Achievements	Ability to view the Goal vs Achieved reports on Mobile app for Meetings.	15-May-2024	Live on Production
Meeting Management	Ability to assign meeting ownership to another Kylas user within the CRM system. Automatically notify the meeting owner about any modifications in the scheduled meetings.	15-May-2024	Live on Production
Record duplication	Ability to view duplicate record warning right below the Email and Phone number field while adding a new Lead or Contact in Kylas.	15-May-2024	Live on Production

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Kylas CRM Roadmap

Roadmap Archives

Roadmap 4.2

Release Highlights

Kylas Roadmap

Kylas CRM Roadmap (Release 4.2)

Roadmap Overview

Detailed roadmap

Web

Mobile App (Both iOS and Android)

For Sales Manager:

For Sales Reps:

Kylas CRM Roadmap

Roadmap Archives

Roadmap 4.2

Release Highlights

Kylas CRM Roadmap (Release 4.2)

Roadmap Overview

Detailed roadmap

Web

Mobile App (Both iOS and Android)

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5000+ growing businesses have
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