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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 4.4

Release Highlights

  • Set goals for call numbers or duration and track progress with a dashboard report
  • Capture GPS-based addresses for leads, contacts, and companies for precise location data.
  • Workflow Action audits let you track and review the success or failure of workflow actions.
  • Edit product properties in real-time while updating a deal, without altering the original info.
  • Search for tasks from any page in Kylas with the global search feature
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  • Copy Kylas CRM - Roadmap (Release 3.4)
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    Updated Nov 20, 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

    Global Search

    • The "Task" entity will be available in the global search feature, allowing you to search for tasks from any page in Kylas.

    30 Sept 2024

    Delayed

    Product Management

    • Users can edit product properties in real-time while creating or updating a deal. This means you don't need to go to the product page to change the standard product information; you can make changes directly in the deal while keeping the original product information unchanged.

    15 Sept 2024

    Live on Production

    Task Management

    • When a user creates a task on a contact or deal, the associated deal or contact will be prioritized to ensure the task is linked correctly for better tracking on each record.

    30 Sept 2024

    Delayed

    Workflow Automation

    • To track and understand the actions executed by the workflow, including whether they succeeded or failed, workflow audits will help you review workflow operations.

    4 Sept 2024

    Live on Production

    Field Sales

    • With Kylas Field Sales, you can capture the -based address of any lead using their coordinates for more precise location data.

    • With Kylas Field Sales, you can capture the GPS-based address of any Contact using their coordinates for more precise location data.

    • With Kylas Field Sales, you can capture the GPS-based address of any Companies using their coordinates for more precise location data.

    30 Sept 2024

    Live on Production

    Goal Vs Achievement on Call logs

    • You will be able to create goals based on the number of calls or the total daily call duration and track your progress by creating the goal vs. achievement report.

    30 Sept 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

    Product Management

    • Users can edit product properties in real-time while creating or updating a deal. This means you don't need to go to the product page to change the standard product information; you can make changes directly in the deal while keeping the original product information unchanged.

    15 Sept 2024

     

    Delayed

    Field sales

    • With Kylas Field Sales, you can capture the GPS-based address of any lead using their coordinates for more precise location data.

    • With Kylas Field Sales, you can capture the GPS-based address of any Contact using their coordinates for more precise location data.

    • With Kylas Field Sales, you can capture the GPS-based address of any Companies using their coordinates for more precise location data.

    30 Sept 2024

    Live on Production

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