Smart Conversion

• Map Lead fields with Deal, Contact and Company to autofill the data at the time of Lead conversion. 

Ownership on Company Entity

• Assign users as 'owners' of 'companies'. 

• Ability to reassign ‘Companies’ to a different owner. 

• Ability to create reports like ‘Company by Owner’ 

Product Description as Rich Text

• Create a product with a rich text description that includes various styling like bold italic, inline images, etc.

Quotation Description as Rich Text

• Create a quotation with a rich text product description to include various styling like bold, italic, inline images, etc

Call Log Report

• Ability to apply filters on the Call log listing page. 

• Ability to redirect to the Call log listing page from Call log reports.  

Company Import

• Ability to import data into Companies from a . file 

Automation - Action

• Ability to perform Marketplace app-based actions automatically via workflow e.g., Send a welcome message via WhatsApp whenever a Lead is created in Kylas.

Reporting on Contact Module

• Ability to create reports on Contacts e.g. Number of Contacts by Designation, Number of Contacts by City, etc.

Contact Report on Dashboard

• Access to Contact reports on Kylas Dashboards 

@Mentino to better Collaboration with team member (Lead and Deal)

• Mention your Team members in Notes to let them notify about a certain event e.g., @John, please get in touch with the following Lead ASAP. 

• John will get notified that you have mentioned them also the related entity will be shared with them 

Documents, Email, Messages and Notes related feeds on Leads 

• Track the history of actions performed on Lead with respect to Documents, Emails, Messages and Notes related actions e.g. Who uploaded a Document on Lead and when. 

Feeds about share action on Leads, Deal and Contacts 

• Track the history of share action on a Lead/Contact/Deal to understand who shared the Lead/Contact/Deal with whom and with which permissions e.g. Joh shared Lead with Jam with Read, Update and Note permission 

Deal Feed - Quotation

• Track the history of Quotation related events on a Deal e.g. Who created Quotation on the Deal and when.  

Deal Feed - Communication

• View, and keep track of the entire communication history (whether through calls, messages or emails) with any deal 

Deal Feed - Productivity

• Stay up-to-date and easily track the details of all interactions, tasks, Notes and meetings conducted with any deal 

Contact Feed - Communication

• View, and keep track of the entire textual communication, call communication and email communication history with any contact, using feeds 

Contact Feed - Productivity

• Stay up-to-date and easily track all interactions and tasks done with respect to any contact, using notes and task feeds 

• Keep track of details and particulars of all meetings scheduled and conducted with any contact

Automation - Pipeline

• Set pipeline stage along with an exit reason on any lead/deal using workflows.

Share Documents and Quotations along with sharing Contact and Deal

• Share the associated documents on a Contact/Deal while sharing the Contact/Deal

• Share the associated Quotations on a Deal/Contact while sharing the Deal/Contact 

Company - Smart-List

• Save the filters on Company in form of a Smart List

Contact - Field

• Capture UTM parameters information on Contacts like UTM Source, UTM Campaigns, etc. to better understand the source of Contacts. 

• Also, the UTM field of Leads (if available) will be copied to Contact at the time of Lead Conversion

Kylas MarketPlace - Enhanced

• Get accurate information for Leads created via calls, with default information mapping as well as custom mapping such as the campaign and source

View Marketplace app actions on the ‘Home page’

• Ability to interact with the Marketplace App actions while on the ‘Home’ page itself.  

• The actions will be visible on the ‘Navigation’ section or on the mast head

Automation - Call Log Workflow

• Create Workflow automation on Calls to perform certain actions based on a call event e.g. Sending a Thank you email to customers post a call.

Smart Feature [Edit picklist Value]

• Ability to change and rename your custom-made picklist value as and when required 

Custom Field - Product & Services

• Create a new customized product form field based on your business and user needs

Custom Field - Calls

• Create a new customized Call form fields based on your business and user needs

Workflow - Share Action

• Ability to write conditioned share rules on Leads/Contacts and Deals via Kylas Workflows e.g., Share the Lead with John when the Lead pipeline stage changes from Open to Contacted.

Product & services

• Manage and organize your business product with /SAC categorization

Kylas MarketPlace - Aircall

• Call and interact with your business entities across countries with Aircall integration

Kylas MarketPlace - Stripe

• Ability to generate payment links via Stripe payment gateway from Kylas

Kylas MarketPlace - Twilio

• Send and receive WhatsApp messages or send SMS messages through the Twilio Marketplace application, available on the Enhanced Kylas Marketplace. Directly create a lead or contact from WhatsApp messages. 

• Track and manage all the interactions done via the Twilio Marketplace application. Get all your data with the SMS and WhatsApp logs available on Kylas CRM

Kylas MarketPlace - Enhanced WhatsApp

• Engage and interact with large audiences simultaneously using the Bulk WhatsApp messaging feature in Kylas

Kylas MarketPlace - Interakt

• Engage with customers with free hand text and media messages from Interakt.

Bulk emailing within Kylas

• Engage and interact with a large audience simultaneously using the bulk email on Lead

Share Documents and Quotations along with sharing Contact and Deal

• Share the associated documents on a Contact/Deal while sharing the Contact/Deal

• Share the associated Quotations on a Deal/Contact while sharing the Deal/Contact 

Mobile Report

• Easy, and single-click redirection on the Kylas Mobile App to view details of calls from the call log reports

Lead Feed - Core

• Easily track and stays on top of your lead’s core activities as who created the lead and when with feeds

Lead Feed - Communication

• View, and keep track of the entire communication history (whether through calls, messages or emails) with any Lead

Lead Feed - Productivity

• Stay up-to-date and easily track the details of all interactions, Document, Notes, tasks and meetings conducted with any Lead

Contact Feeds

• Easily track and stays on top of your Contacts core activities such when a contact is created or updated and also communication (Calls, Message or Email) and Productivity (Notes, Task & Meeting) related activities on any Contact

Deal Feeds

• Easily track and stays on top of your Deal’s core activities such when a Deal is created or updated and also communication (Calls, Message or Email) and Productivity (Notes, Task & Meeting) related activities on any Deal

Ownership on Company Entity

• Assign users as ‘owners' of 'companies’ via mobile app

• Ability to reassign ‘Companies’ to a different owner.

Smart Mobile App

• Manage and progress your nurturing activities with mobile app open via any Kylas activity URL link

Clone Feature

• Save your valuable time with clone feature. Create a task and meeting from existing data on mobile application

Document - Mobile App

• Quick and easy way to store your entity documents available via mobile app as well