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Kylas CRM Roadmap

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Roadmap Archives

Roadmap 2026
Roadmap 6.5 Roadmap 6.4 Roadmap 6.3 Roadmap 6.2 Roadmap 6.1
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 6.1

Release Highlights

  • New Field Rules Engine: Define rules that evaluate as deals are created or updated, changing form behaviour in real time without manual intervention.
  • Loan Management Module: Manage the complete loan lifecycle, from approval and collection through to EMI configuration and logging, inside a single module.
  • File Upload as a Custom Field: Attach files directly to deal records, carried through documents, exports, email templates, webhooks, Power BI and marketplace apps.
  • Google Ads and Meta Advertising Foundation: Connect Google Ads Remarketing accounts, configure Facebook campaigns, and push deal details to the Facebook Conversions API through a workflow action.
  • In-Product AI Help Bot: Get conversational answers inside the CRM through a Kylas help bot built on a vector database.

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