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Kylas CRM Roadmap

Roadmap Archives

Roadmap 2025
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 4.3

Release Highlights

  • Make calls to leads/contacts by clicking the call action in the Kylas web application.
  • Copy the value of one field to another field using workflow automation.
  • See the latest notes for contacts and deals on their respective listing pages.
  • Create reports based on emails sent, received, and opened.
  • Configure a custom domain URL if you use Voxbay for IVR.
  • View the live location of team members and other users’ timelines on the mobile app.
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      Updated Sept 03, 2024
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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

      Call logs

      • Users can now install the Kylas application on their devices and make calls to leads/contacts by clicking the call action in the Kylas web application.

      15-July-2024

      Live on Production

      Global Search

      • Users can search the Leads, Contacts, deals and company globally across all the entities available in kylas at once.

      15-July-2024

      Live on Production

      User Shift management

      • Users with permission to manage shifts can create a new shift by cloning an existing one.

      15-July-2024

      Live on Production

      Workflow Automation

      • In Lead/Deal/Contact & Task, With workflow automation, if you want to copy the value of one field to another field, you will be able to do so.

      15-July-2024

      Live on Production

      Workflow Automation

      • In Lead/Deal/Contact & Task, With Kylas workflow automation, you can replace, append, or prepend the value while copying from one field to another.

      15-July-2024

      Live on Production

      Workflow Automation

      • In Lead/Deal/Contact & Task, With Kylas workflow automation, you can increment or decrement numbers by either an absolute value or a percentage when copying numbers in the number and money type fields.

      15-July-2024

      Live on Production

      Workflow Automation

      • In Lead/Deal/Contact & Task, Users can now specify an exact, before, or after date and date-time while copying date or date-time type data with the help of workflow automation.

      15-July-2024

      Live on Production

      Workflow Automation

      • In Lead/Deal/Contact & Task, Users can copy marketplace application variables into Kylas fields using workflow automation.

      eg. Payment link, status, original info etc.

      15-July-2024

      Live on Production

      Listing page

      • Users will be able to see the latest note for contacts and deals on their respective listing pages, just like for leads.

      15-July-2024

      Live on Production

      Report Management

      • This feature will enable additional field support in lead reports, enhancing data analysis and reporting capabilities.

      15-July-2024

      Live on Production

      Report Management

      • Users will be able to create a report based on emails they have sent, received, and opened,

      eg. determining the number of emails sent by each user , how many of those sent emails have been opened in the last three days and so on.

      15-July-2024

       

      Facebook Marketplace App

      • The Facebook lead generation ID will also be available to copy into any Kylas field when mapping Facebook and Kylas fields

      15-July-2024

      Live on Production

      Voxbay (Kylas Caller)

      • Users who have opted for Voxbay for solution will be able to configure their custom domain URL, enabling them to make calls from Kylas via their locally hosted solution, and logs will be generated directly in Kylas.

      15-July-2024

      Live on Production

      Bulk action

      • Kylas users will be able to delete notes from their Kylas account if those notes are no longer important to them.

      15-July-2024

      Live on Production

      Mobile App (Both iOS and Android)

      Feature Category

      Feature Description/Details

      Tentative Timeline

      Status

      Feature Category

      Feature Description/Details

      Tentative Timeline

      Status

      Field Sales

      • The "Field Sales" feature allows users to view the live location of team members and other users' timelines on mobile.

      15-July-2024

      Live on Production

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