Kylas Native Whatsapp

• You can include dynamic files in WhatsApp template headers when sending templated messages to your customers. This ensures that each customer receives a unique file along with the template message.

15 Feb 2025

Moved to 5.2

Scoring Rule

• You can set scoring rules based on email events in Kylas. A lead's score can increase when they open an email or click on a link, helping you gauge the prospect's interest. This allows you to prioritize such leads for more focused attention.

15 Feb 2025

Live on Production

Scoring Rule

• Call log events will be included in scoring rules, allowing you to increase or decrease a lead's score based on the call status. This helps you assess whether the prospect is genuinely interested in doing business with you.

15 Feb 2025

Live on Production

Geo-Fencing

• Geofencing will be a new feature under Field Sales. It allows you to set guidelines for users to check in from meeting locations. If a user attempts to check in from a different location, their reporting manager will be notified of the activity.

15 Feb 2025

Moved to 5.2

Task on Company

• You can create tasks directly from the company details page and generate reports to track the number of tasks completed for any specific company.

15 Feb 2025

Moved to 5.2

Task Form layouts

• You can customize the task layout to suit your needs and choose which fields to display for different user profiles.

15 Feb 2025

Live on Production

Task Details layout

• You can customize the task details to control which information is shown to specific users.

15 Feb 2025

Live on Production

API Rate Limit (Additional features)

• The API rate limit in Kylas CRM controls the number of API requests allowed within a specific time, ensuring system stability and preventing overload. This maintains consistent performance and safeguards resources.

15 Feb 2025

Live on Production

Inventory Management
(Marketplace App)

• To manage your inventory in Kylas, a new marketplace application will be available on the Kylas Marketplace. This integration app allows you to connect your Zoho Inventory account with Kylas, enabling seamless inventory management as your sales grow.

• Your sales team can raise sales orders directly from Kylas, ensuring the correct quantity is deducted from your product inventory.

15 Feb 2025

Live on Production

Geo-Fencing

• Geofencing will be a new feature under Field Sales. It allows you to set guidelines for users to check in from meeting locations. If a user attempts to check in from a different location, their reporting manager will be notified of the activity.

15 Feb 2025

Moved to 5.2

Task on Company

• You can create tasks directly from the company details page and generate reports to track the number of tasks completed for any specific company.

15 Feb 2025

Moved to 5.2