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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 5.6

Release Highlights

  • WhatsApp Rule-Based Chatbot: Create automated chat flows on Native WhatsApp using multiple logic conditions. Reduce manual intervention and deliver seamless, rule-based customer journeys.
  • Delete Permission on Export: Assign or restrict delete permissions for specific users to enhance data governance and prevent accidental or unauthorized deletions.
  • Filter on Form Fields (Customization Tab): Quickly filter active or inactive fields under customization to save time and improve workflow productivity.
  • Import Deal Enhancements: Enjoy a faster, simplified deal data import process—ideal for new users migrating from other CRMs or scaling databases efficiently.
  • Conditional Rule Engine on Call Entity: Lock the call edit page post-call using rule-based logic. Maintain data integrity and prevent post-call edits or manipulation.
  • Reassign Permission Separation: Set distinct permissions for reassigning records—giving admins greater control and accountability over ownership transfers.
  • Workflow on Native WhatsApp Messages: Build automated workflows directly tied to WhatsApp messages, ensuring timely communication and better engagement tracking.
  • Pipeline & Stages Filter Enhancement: Filter across multiple pipelines and stages simultaneously to gain clearer visibility into lead and deal progress.
  • Import Picklist Values: Simplify data migration by importing picklist values directly into Kylas, reducing manual setup time and ensuring consistency.
  • Mark Notes as Favourites: Easily highlight and revisit important notes by marking them as favourites, ensuring quick access to key information.
  • Show Email Status as Failed: Identify failed email deliveries instantly, enabling faster troubleshooting and improving overall campaign efficiency.
  • Smartlist Naming Enhancement: Smartlist names now auto-update when redirected from company or contact pages—making data navigation cleaner and more intuitive.
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  • Copy Kylas CRM - Roadmap (Release 3.4)
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    Updated Oct 31
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     Roadmap Overview

    The Kylas roadmap helps customers to stay up to date with the new features, enhancements, and improved Marketplace library.

     

     Detailed roadmap

    The below Kylas roadmap gives a high-level visual summary that maps up the different features, enhancements, and new Marketplace options of Kylas product offering for the customers which will help the business

    Web

    Feature Category

    Feature Description/Details

    Tentative Timeline

    Status

    Feature Category

    Feature Description/Details

    Tentative Timeline

    Status

    WhatsApp Rule based chatbot

    • Now you can create rule based chat flow on Native Whatsapp. This features helps you to set the customer journey with the help of multiple logic where manual intervention can be reduced

    29 Oct 2025

    Live

    Delete Permission on Export

    Now you can assign a permission to the user to either delete a data or not, this feature will help to track the data violation done by a user.

    29 Oct 2025

    Live

    Filter on Form Fields section under customisation tab

    • Now it will be easier to filter out the fields which are active or inactive this will help you to save more item and improve productivitylter out the fields which are active or inactive this will help you to save more item and improve productivity

    29 Oct 2025

    Live

    Import Deal Enhancements

    • This enhancement will help the existing and new users to upload deal data quickly, it will make the process more simplified and faster.e process more simplified and faster.

    29 Oct 2025

    Live

    Conditional Rule engine on Call entity

    • Now lock the call edit page with the rule engine, this feature allows you to set the field-based logic to lock the call page once the call is hanged up

    29 Oct 2025

    Live

    Reassign Permission separate

    • User can set the automation on Deal entity to trigger a WA message

    29 Oct 2025

    Live

    Workflow on Native WhatsApp message

    • Users will now be able to filter out the task-on-task listing page based upon there relation with Lead/Deal/Contacts

    29 Oct 2025

     

    Live

    Enhancement in Pipeline and stages filter on lead and deal entity

    Now user can filter multiple pipeline stages with multiple pipeline in order to get the data and analyse it correctly.

    29 Oct 2025

    Live

    Import picklist values

    Now user can feed after call remarks and disposition for every call logs

    29 Oct 2025

    Live

    Mark notes as Favourites

    User can view the Ai consumption happened for the account

    29 Oct 2025

    Live

    Scoring Rule on Deal.

    Now you can set the scoring mechanism on Deal entity to track the deal health based upon your parameters

    29 Oct 2025

    Live

    Show Email status as failed

    Now you can set reminder, follow-ups on company level as well.

    29 Oct 2025

    Live

    Smart list Naming enhancement

    Smartlist name gets updated when you redirect from company or contact page

    29 Oct 2025

    Live

    Mobile App (Both iOS and Android)

    Feature Category

    Feature Description/Details

    Tentative Timeline

    Status

    Feature Category

    Feature Description/Details

    Tentative Timeline

    Status

    Enhancement in Pipeline and stages filter on lead and deal entity

    Now user can filter multiple pipeline stages with multiple pipeline in order to get the data and analyse it correctly.

    29 Oct 2025

    Live

    Mark notes as Favourites

    User can view the Ai consumption happened for the account

    29 Oct 2025

    Live

    Smartlist Naming enhancement

    Smart list name gets updated when you redirect from company or contact page

    29 Oct 2025

    Live

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