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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 5.3
Release Highlights
WhatsApp Listing Page:
View and manage all Kylas WhatsApp chats in one place, allowing you to communicate directly with leads and contacts without navigating to individual pages.
Campaign Module:
Send bulk WhatsApp messages and manage campaigns directly within Kylas, making your communication more efficient and streamlined.
Score Rule on Contact:
Set scoring rules based on key contact events (email, call, WhatsApp interactions) to gauge interest and prioritize leads.
Uniqueness on Company:
Set up a strategy to avoid creating duplicate companies in the system, ensuring better data accuracy and management.
Document Preview:
Preview documents within Kylas without needing to download them, saving time and improving workflow efficiency.
Dial Pad (Marketplace App):
The Dialpad Marketplace app will be available, enabling outbound and inbound calls directly within Kylas, tailored for clients operating in the US region.
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