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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:
AI Features
Lead Management
Calling Solutions
Deal Management
Account Management
Mobile App -iOS Android
Quotation Management
Inbuilt WhatsApp Business
Email, Meeting, WhatsApp and SMS
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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
Growth with Kylas
Sales Effectiveness
CRM Productivity
Free Resources
Infographics
Videos
Templates
Webinars
Customer Stories
'How to' videos
Case Studies
Refer & Earn
Kylas CRM Roadmap
Roadmap Archives
Roadmap 2025
Roadmap 5.8
Roadmap 5.7
Roadmap 5.6
Roadmap 5.5
Roadmap 5.4
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 5.8
Release Highlights
Industry-First Native Call Dialler:
Launch calling campaigns directly within Kylas using an inbuilt dialler. Assign agents predefined lead lists and run structured outbound calling.
DocuSign Integration for e-Signatures:
Enable seamless document signing from within Kylas CRM, reducing deal closure timelines and eliminating offline paperwork.
Advanced Field Rules for Leads:
Configure conditional logic to dynamically show or hide lead fields based on predefined rules, improving data accuracy and form usability.
GPS-Based Lead Filtering:
Filter leads based on geographical distance using GPS-enabled address data—ideal for location-driven sales, field teams, and hyperlocal campaigns.
Custom API Key Generation:
Create multiple custom API keys for different integrations and workflows, allowing better tracking of lead source, usage, and system access control.
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