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Features
Features
For Sales Manager:
- Dare To Compare
- Pricing
- Industries
- Resources
- Refer & Earn
Without Overspending — Choose Kylas!
No User Cost — No Bottlenecks Enterprise-Grade CRM — Grow Big, Without Breaking the Bank Expert CRM Onboarding & Training — Unlock Your Full PotentialFree For 7 Days. No Credit Card Required.
At Kylas, we believe everyone should be empowered to contribute.
That's why all our Growth Plans include Unlimited Users for Unlimited Growth — now your team can
collaborate freely, without budget constraints getting in the way.
Embark on your CRM journey risk-
free with the Kylas Free Edition
Lifetime Free
Elevate your sales performance with
Kylas — unlock advanced features
to close deals faster
Plans are available
Exceed all your Sales Goals with Kylas! Get all the features in Elevate plus the add-ons you need to succeed!
Lifetime Free
Embark on your CRM journey risk-free with the Kylas Free Edition
Lifetime Free
Elevate your sales performance with Kylas — unlock advanced features to close deals faster
Plans are available
Exceed all your Sales Goals with Kylas! Get all the features in Elevate plus the add-ons you need to succeed!
We Can Help You Curate the Best Plan for Your Business
Let's Connect| Features | Embark | Elevate | Exceed |
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Lead
Get a complete overview of each lead including pipeline progress, communication, ownership and activity history.
- Forms
Create web forms in Kylas or sync the existing ones from your website to capture leads automatically into the CRM.
- Portals
Auto-capture leads from 3rd party portals like IndiaMart and Justdial.
- Conversion Mapping
Transfer data as per your requirement from one entity to another when you convert a lead into deals, contacts or companies.
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Contact Management
Manage all the prospects who have shown interest in your product/services. Get access to all the past conversations with them across different deals.
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Company Management
Create companies with multiple contacts for successful Key Account Management and Account Based Marketing (ABM).
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Deals Management
Get complete overview of each deal including pipeline progress, revenue forecast, communication, ownership and activity history.
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Products / Services
Add your products and services in Kylas along with price, category, HSN code, and more. Use them in quotations without manually entering the data.
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Pipeline Management
- Lead Pipeline (Customizable)
Create multiple custom pipelines and view all your active leads in their respective pipeline stages.
- Deal Pipeline (Customizable)
Create multiple custom pipelines and view all your active deals in their respective pipeline stages.
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Quotations
Create, download, and send custom quotations to your contacts directly from the CRM.
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Mobile App
Download the mobile app on Android and iOS.
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| Productivity & Collaboration | |||
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Productivity Dashboard
Monitor sales team's productivity and business growth through different sales dashboards.
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| BI and Analytics |
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Available as an Add-on |
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Goals Vs Achieved
Set goals, generate reports, redirect to specific targets, obtain prorated data, and send notifications.
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Available as an Add-on |
50 Goals (Expandable) |
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Notes
Keep track of how a sale is progressing by summarizing each customer interaction in notes.
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Mentions and Comments
Draw your teammate's attention to a record by @mentioning them in the notes section.
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Task Management
Track and manage team tasks from one single dashboard.
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Notification & Reminders
Never miss a task, deadline, appointment, or meeting with real-time notifications and reminders.
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Quick Task View
Quickly access tasks from the dashboard and take swift action.
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Delegate & Share Tasks
Get more work done by efficiently sharing leads, deals, and tasks with your team.
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History Feed
Get History Feed to track activities and work done on a record after it was created.
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Document Attachment
Attach documents like proposals, quotations, images etc. to each lead, deal, contact and company.
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| Workflow Automation | |||
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Workflow Automation
Create workflows to automate tasks and send automated communication to clients.
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30 Workflows (Expandable) | 130 Workflows (Adjustable) |
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Automated flow for Lead Routing
Route leads to the right salesperson based on various conditions like source, area, etc.
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| Location Based Lead Routing |
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| Customer Engagement | |||
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Meetings
Instantly schedule, attend, and track meetings within Kylas.
- Calender Sync
See what's upcoming in your and your team's schedule by connecting Google/Outlook Calendar with Kylas.
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Emails
Connect Gmail, Outlook, or other email IDs via SMTP and IMAP to use Kylas for sending and receiving emails.
- Outlook
- Gmail
- Custom SMTP connection
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Email Templates
Help your team send more emails faster with email templates.
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30 Email Templates (Expandable) |
80 Email Templates (Adjustable) |
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Email Tracking
Get notified whenever a prospect or client opens your email.
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Available as an Add-on |
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Telephony
Integrate Kylas with popular IVR service provider to make, receive and log calls.
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SMS
Send one-click SMS or automate a SMS sequence from within the CRM using Kylas SMS integration.
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WhatsApp Integration
Sync your WhatsApp business account with Kylas for sending messages to prospects.
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Call Logging
Maintain manual call logs and create follow-up tasks based on client discussions.
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| Reports Management | |||
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Pre-built Report Templates
Get pre-built reports to track basic metrics like deals closed, revenue generated, etc.
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Customizable Multidimensional Reports
Create custom multi-dimensional report to track leads, deals, tasks, calls and meetings.
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Sales Dashboard
Create multiple dashboard with various reports and lists to get detailed insight into your sales processes.
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| User Access and Control | |||
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User Profiles
Create custom profiles and set permissions as per your organizational heirarchy and processes.
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Data Sharing
Ability to confire data sharing rules and field permissions for users and teams.
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Records Reassignment
Reassign records to other users with limited or full access.
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Team Management
Create teams and assign users based on function or territory.
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Hierarchy Management
Map your organization's hierarchy in Kylas using 'Reporting to' feature.
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| Data Management | |||
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No. of Records
Records will be calculated on the basis of these entities being created by a user- Leads, Deals, Contacts, Company, Notes, Tasks, Meetings, Emails, Calls, Quotation and Messages.
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1,000 Records (Non Expandable) |
1,00,000 Records (Expandable) |
11,00,000 Records (Adjustable) |
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File Storage
Store all documents, call recordings, and email attachments in CRM.
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5 GB (Non Expandable) |
100 GB (Expandable) |
600 GB (Adjustable) |
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Data Import
Import records in the system via CSV files and migrate to Kylas easily.
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250 (per batch) | 10,000 (per batch) | 10,000 (per batch) |
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Data Export
Export the data from Kylas to CSV to share it offline.
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Data sharing rules
Control how different users can access data in Kylas.
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Smart Lists
Segment CRM data into Smart Lists with preset filters.
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| Integration | |||
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Kylas Marketplace
Integrate with over 70 popular business applications with Kylas Marketplace.
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API Access
Integrate Kylas with various communication channels, workflows and business logics using open APIs.
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Webhooks
Create webhooks for third-party integration and send data to other system APIs.
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(Restricted Access)
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| Customizations | |||
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Custom Fields
Create unlimited custom fields to capture more data on Leads, Deals, Contacts, Products, and Companies.
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25 Custom Fields (Expandable) |
125 Custom Fields (Adjustable) |
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Custom Layout
Customize layouts for essential fields on create forms, edit forms, and details pages.
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15 Layouts (Expandable) |
35 Layouts (Adjustable) |
| Multi-Currency Support |
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Available as an Add-on |
5 Currencies (Expandable) |
| Field Sales | |||
| Embark | Elevate | Exceed | |
| Attendance tracking with 'Available' and 'Unavailable' toggle |
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Available as an Add-on | Available as an Add-on |
| Geo Check-in and Check-out for Meetings |
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Available as an Add-on | Available as an Add-on |
| Get the Live location of your Team on the field |
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Available as an Add-on | Available as an Add-on |
| Track the daily activities of your team using timelines |
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Available as an Add-on | Available as an Add-on |
| View the distance traveled, available duration, and number of hours spent in meetings for users |
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Available as an Add-on | Available as an Add-on |
| Route Planning |
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Coming Soon | Coming Soon |
| Security | |||
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| IP Restriction |
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Available as an Add-on |
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| 2-Factor Authentication |
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Available as an Add-on |
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| Number Masking |
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Available as an Add-on |
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| Support | |||
| Embark | Elevate | Exceed | |
| Email Support |
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| Phone Support |
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Available as an Add-on |
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| Account Manager |
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Available as an Add-on |
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| Add-On | Details | Price (INR) |
|---|---|---|
| Email Templates | 10 Email Templates | 500/month |
| Workflows | 10 Workflows | 500/month |
| Records | 20000 Records | 500/month |
| Custom Fields | 1 Custom Field | 200/month |
| Additional File Storage | per 20GB | 300/month |
| Custom Layout | 1-Custom Layout | 500/month |
| Email tracking | - | 800/month |
| Goals | 50 Goals |
2,500/month
Next set of 50 Goals: INR 1000/month
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Security Add-on
IP Restriction, 2-factor Authentication & Number Masking
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- | 2,500/month |
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BI and Analytics
Connect with BI and Analytics tools such as PowerBI, Tableau, Zoho Analytics, and generate cross-entity reports.
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- | 5,000/month |
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Multi-Currency Support
Currency exchange rates, Currency-wise reports, and currency conversion.
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5 currencies |
2,500/month
Additional 1000 per 5 currencies
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Field Sales Tracking
- Live Location Tracking
- Route Planning
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INR 400/user/month
Coming Soon
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Account Manager
Online Monthly meeting, Quarterly business reviews, 3 hours of any training/ tasks every month
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1 point of escalation
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10,000/month
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| On-Call support |
Committed board line number
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5,000/month
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| Online Training |
Sales- 1.5hrs
Admin- 1.5hrs
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5,000
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| In-person Training |
2 working days
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40,000 (travel & stay extra)
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| Business Improvement Consulting (with CRM Expert) - Online |
5 hr
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15,000
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| Business Improvement Consulting (with CRM Expert) - In-person |
2 working days
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40,000 (travel & stay extra)
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We believe that the true power of a tool can be realized only when you use it and use it well!
That’s why Kylas offers extensive onboarding & training sessions conducted by seasoned CRM Experts.
We understand that your expectations from Kylas will be as unique as your requirements.
These customized sessions are priced at a nominal one-time cost of INR 25,000 and will get your team started right away!
We also provide additional support beyond basic onboarding sessions to help you do more with Kylas.
These customized sessions are of 3-hour duration each and are priced at a nominal fee of INR 5000.
Loved by Growing Businesses
"I'd like to commend Kylas on its reliability as well as the excellent technical support they provide to their customers. We have not used any software that has matched its user friendliness so far. Thank you Kylas! "
Girish Konkar
Senior Manager, Policy Era
"Our sales numbers are going up because of Kylas. Data handling is simplified and the ability to filter data helps us prioritize genuine leads. Responsive customer support and cost-effectiveness make Kylas stand out among CRM options"
Mohammed Tabrez
Product Manager, Bioqempharma
"Kylas's effective data management has helped us to maximize the value of our data. Thanks to Kylas, we are now able to maintain timely and contextually relevant communication with our clients."
Sufia Parveen
Digital Marketer, Career Choice 360
