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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 5.7

Release Highlights

  • Set Execution Order in Rule Engine: Allows setting priority for conflicting rules in the rule engine for seamless execution.
  • Import Users: Bulk upload users via a single file to reduce manual effort and manage user data more efficiently.
  • Update Product and Services Properties via Import: Update product and service fields using a single CSV file for easier bulk updates.
    • Normalization in Record Counts:
  • Enhances billing by providing more flexibility in record usage without worrying about consumption.
    • Replace or Add Missing Data in Deal Entity:
  • Bulk add or replace missing data in the deal entity via import, similar to lead/contact entities.
    • Reassign Permissions Separately:
  • Separate reassignment of user permissions for different system entities.
    • Workflow on Native WhatsApp Message:
  • Trigger automated workflows directly from WhatsApp messages.
    • Support for N Type of Custom Filterable Fields:
  • Filter data based on custom time ranges like up to 365 days for improved data filtering.
    • Support Patch API on Contact & Company:
  • Developers can update data on contacts and companies using the Patch API for better accessibility.
    • AI Support Entity Glow:
  • UI enhancement that highlights AI-supported entities with a glowing icon for easy identification.
    • Native WhatsApp – Enhanced Nodes:
  • Supports default options in question, list, and button nodes for more dynamic WhatsApp messaging.
    • Quotation Enhancement:
  • Ability to edit product properties and additional fields on quotations for more customized quotes.
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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

    Set Execution order in rule engine

    • setup execution order if you have multiple conflicting rules, this will help the system to execute the rule based upon the priority.

    10 Dec 2025

    Live

    Import Users

    Now you can bulk upload the users who are going to use the system, this feature will reduce the manual dependency and with one single file you can import all users data into the system

    10 Dec 2025

    Live

    Update the Product and services properties via import functionality

    • Now it will be easier to update the product and services field with one single csv, this feature helps the major problem to update the common values across the product items

    10 Dec 2025

    Live

    Normalisation in Record Counts.

    • This upgradation in billing of record count helps user to use the system at fullest without thinking on consumption of records.

    10 Dec 2025

    Live

    Replace or add missing data in deal entity

    • Likewise Lead, contact now you can bulk add or replace the data via import file, this functionality allows the users to bulk update the data in one go itself.

    10 Dec 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

    Support N type of custom filterable field

    User can filter out the data based upon N days like up to 365 days, this feature allows ease in using the filter

    10 Dec 2025

    Live

    Support Patch API on Contact

    From developer scope this feature help and give me more accessibility to update the patch request

    10 Dec 2025

    Live

    Support Patch API on Company

    From developer scope this feature help and give me more accessibility to update the patch request

    10 Dec 2025

    Live

    AI support entity glow

    This is UI level improvement to highlight kylas AI features supported on entities, due to icon glow user will be able to recognize this entity has inbuilt AI capabilities

    10 Dec 2025

    Live

    Native WA

    Now it supports default option in question, list &button nodes.

    10 Dec 2025

    Live

    Quotation enhancement

    now you can edit the properties or additional field associated with the product on the quotation this helps you to enter the values related to that quotation

    10 Dec 2025

    Live

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