Have a lot of data to import? Our bulk import feature allows you to
easily import data from your previous CRM or a .csv file.
With Kylas you can create unlimited custom fields on Leads, Deals, Contacts, Products and Companies. Map every single data point and capture more relevant information on your prospective clients.
You can steer clear from duplicate records
with Kylas. Eliminate duplicates from the
get go and control what action needs to be
taken for duplicate data entry.
You can create multiple products & services and
manage all your offerings on Kylas easily. Link
customer deals with specific products and services
and identify which ones fly off the shelves the fastest!
Get the right information quickly and in the format you need using
Smart List in Kylas. Save Time. Convert More.
At Kylas we back ourselves up with robust
data security and privacy practices. We
follow multi-fold model of security
practices to safeguard your data.
Secure your data on the product level with visibility
and login protection. Manage user access and set data sharing rules to create information hierarchies for protecting data on your company’s account.
CRM data management involves organizing the necessary details of your company's current customers and prospects, analyzing it, and using it for building optimal customer relationships.
Smart Lists are pre-set filtering conditions that users can use to find relevant information faster. There must be filters unique to your business used frequently by your salespeople. Open leads, leads created by a specific user, contacts created in last 30 days etc. are some examples of common filters used repeatedly by sales people. User can save such filters with Smart List feature available in Kylas CRM. Also, when you update data on the CRM, these lists get populated automatically.
A CRM provides a centralized data repository to businesses where they can store and update customer contact information, interaction history, purchase records, and customer preferences. CRMs can also be integrated with various data sources to capture leads and their information automatically.
Most CRMs also let you create custom data fields to categorize and segment data on various grounds such as by customer, company, deal, or project. You can also give role-based access to data and ensure that no unauthorized users can access your data.
CRMs offer data encryption, access controls, compliance with regulations, and security updates to ensure that your data is safe. Kylas is ISO 27001:2022 certified, and you can be sure that your data is in safe hands at all times.
CRMs employ a wide range of measures to ensure data security, protecting sensitive customer information from unauthorized access, breaches, and other security threats. Some of the most common practices include cloud-based backups, data encryption, monitoring and alerting, API security, etc.
Most CRMs follow a series of measures that are aimed at protecting the privacy and security of customer data. They employ robust encryption protocols to safeguard data from unauthorized access. They also have role-based permissions and authentications to restrict data access.
Kylas offers IP restriction, 2-factor authentication, and number masking so that your data is safe and only accessed by authorized personnel.
