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Features
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Features
For Sales Manager:
Pipeline Management
Collaboration
Reports and Dashboards
Data Management & Security
Sales Automation
Integrations/ Marketplace
User Management and Access Control
Field Sales Management
For Sales Reps:
Lead Management
Calling Solutions
Deal Management
Account Management
Mobile App -iOS Android
Quotation Management
Email, Meeting, WhatsApp and SMS
Inbuilt WhatsApp Business
Pricing
Industries
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Industry
Education
EdTech
Higher Education
Coaching Institues
Finance
FinTech
Insurance
Manufacturing
Travel
IT/ITeS
Digital Marketing
Other Industries
Resources
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Resources
Articles & Blogs
Small Business Management
Sales Effectiveness
CRM Productivity
Free Resources
Infographics
Videos
Templates
Webinars
Customer Stories
'How to' videos
Refer & Earn
Kylas CRM Roadmap
Roadmap Archives
Roadmap 2025
Roadmap 5.3
Roadmap 5.2
Roadmap 5.1
Roadmap 2024
Roadmap 5.0
Roadmap 4.5
Roadmap 4.4
Roadmap 4.3
Roadmap 4.2
Roadmap 4.1
Roadmap 2023
Roadmap 4.0
Roadmap 3.6
Roadmap 3.5
Roadmap 3.4
Roadmap 3.3
Roadmap 3.2
Roadmap 3.1
Roadmap 3.0
Roadmap 2.6
Roadmap 4.2
Release Highlights
Field sales tracking – Export field sales data, notification prompt to chekcout.
View only those fields on listing that are accessible on details page for Leads
User Shift management
Change user availability status for Record assignment, Calling and Messaging
Goals on Meetings and Goal vs Achievement reports on Meetings
Marketplace – PAN and AADHAR based E- KYC via SETU
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Request ID: 9fd70edad06d4e19b4c72cdce0293201
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