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Kylas CRM Roadmap

Roadmap 6.4

Release Highlights

  • Sequences for Multi-Step Email Outreach: Build and run email sequences against records, with permission controls and execution logs covering what was sent, when and to whom.
  • Upgraded In-House AI Assistant: Work with the in-house Kylas assistant, revisit past chat sessions, and get email recommendations drawn from entity history inside the composer.
  • Inline Record Editing: Edit lead, contact, company and deal records in place, without opening the full edit form for small corrections.
  • Business Card Scanning on Mobile: Scan a business card from the lead or contact create form and populate fields straight from the card image.
  • Google Ads Remarketing, End to End: Add leads, contacts and deals to remarketing audiences as a bulk action or workflow step, with a log viewer for every sync.

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