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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 4.5

Release Highlights

  • Users can add company addresses via GPS for accurate location tracking.
  • Shopify orders and customer profiles can be created directly in the CRM.
  • Contact syncing with bulk email tools like Mailjet and Mailchimp will be available.
  • Goal dash lets will enable call log tracking on dashboards and mobile.
  • Dropdowns now prioritize relevant info for faster, easier meeting and task creation.
  • API rate management enhances system performance by balancing requests.
  • New workflow update adds search, filter, sort, and an improved UI for easier management.
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Updated Dec 02, 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

Workflow Automation (Wokflow Logs )

  • Users will be able to search, filter, and sort workflows Logs on the listing page, making it easier to find and manage specific workflows efficiently.

15 Nov 2024

Move to 5.1

Field level Uniqueness

  • In addition to email and mobile numbers, we are introducing field-level uniqueness, which allows you can activate uniqueness for text or number fields in Kylas to prevent duplicate lead creation. For example, if you want to avoid duplicate leads with a unique PAN/ADHAAR number, you can create a new field and set it to be unique, ensuring that no duplicate leads are created with the same PAN/ADHAAR.

30 Nov 2024

Move to 5.1

User Experience

  • When creating a meeting or task, after selecting a parent entity, the dropdown will prioritize displaying values associated with the selected entity first, followed by other entities, making it quicker to access relevant information.

15 Nov 2024

Move to 5.0

Field Sales ( address on the company)

  • Users will be able to add a company's address based on GPS coordinates, along with the automatically decoded address, ensuring precise location tracking.

30 Nov 2024

Live on Production

Goal Vs Achievement

  • Users will be able to add call log-related goal dashlets and reports to their dashboard, enabling quick insights and tracking of call-related Achievements.

30 Nov 2024

Live on Production

Shopify

  • Users will be able to create Shopify orders and associated customer profiles directly from the CRM, streamlining the process of managing e-commerce transactions.

30 Nov 2024

Move to 5.1

Bulk Email marketing ( Contact Sync)

  • Just like leads, your contacts can be synced into Mailjet or Mailchimp bulk email marketing tools, allowing you to easily use them for marketing activities and campaigns.

30 Nov 2024

Move to 5.0

API rate limiting

  • API Rate Limiting optimizes the number of API requests a Kylas account can make within a specified time frame, ensuring balanced usage and improving system performance. This helps maintain stability and enhances response times by managing traffic efficiently

30 Nov 2024

Move to 5.0

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

User Experience

  • When creating a meeting or task, after selecting a parent entity, the dropdown will prioritize displaying values associated with the selected entity first, followed by other entities, making it quicker to access relevant information on mobile.

15 Nov 2024

Move to 5.0

Goal Vs Achievement

  • Users will be able to view goal dashlets and reports related to call log goals directly on their mobile devices, providing convenient access to key metrics on the go.

30 Nov 2024

Live on Production

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