The Kylas roadmap helps customers to stay up to date with the new features, enhancements, and improved Marketplace library.
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
Feature Category
Feature Description/Details
Tentative Timeline
Status
Field Sales - Tracking
Ability to alert the reporting managers of a field sales user when their 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
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.
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.
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.
Ability to change the user’s Kylas status (e.g. - marking the user as Available/Unavailable for a while)
User Management
Ability to view the last logged in date time of a user on the user listing and Details page
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.
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.
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
via Setu
Ability to validate a customer’s or company’s PAN number from Kylas via .
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.
Workflow Automation
Ability to copy the values from one field to another within the Kylas CRM system
Workflow automation
Ability to trigger workflows via a marketplace app event e.g. SETU is completed.
Execute another marketplace app action e.g. Send WhatsApp message when a SETU KYC is completed.
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.
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.
Smart-List
UI enhancements for the existing smart list view for Leads, Contacts, and Companies.
Delayed
Ability to alert the reporting managers of a field sales user when their GPS is turned off.
User shift Management
Ability to change the user’s Kylas status (e.g. - marking the user as Available/Unavailable for a while).
Goal Vs Achievements
Ability to view the Goal vs Achieved reports on Mobile app for Meetings.
