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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 5.5

Release Highlights

  • Email as an Activity under Campaign: Track campaign performance and responses with the new Campaign Analytics feature.
  • Search & Filter Option on Campaign Activity: Easily search and filter campaign activities for enhanced analysis.
  • Native WA AI Chatbot & Document Preview: Deploy an AI-powered chatbot within the CRM to handle customer queries and even preview documents before downloading for better efficienc
  • Sentiment Analysis on Call Log Report: Generate sentiment-based reports for better call management.
  • Send Automated WA Messages on Deal via Native WA: Automate WhatsApp messages triggered by deal-related activities.
  • Filter Task Based on Associated Lead/Contact/Deals: Filter tasks based on their relation to leads, deals, or contacts.
  • Show Converted From in Headers for Contacts, Deals, and Companies: View lead conversion origins directly in headers.
  • Show Call Disposition Field on Web AI Usage Statistics: Add call remarks and dispositions after each call log. View AI consumption statistics for your account.
  • Scoring Rule on Deal & Task on Company: Implement scoring mechanisms to track deal health based on custom parameters. Set reminders and follow-ups at the company level.
  • Introduce Sentiment Information on Call Log (Mobile App): View customer sentiment and overall call analysis in mobile view.
  • Associated Contact and Deals on Company Listing & Document Preview (Mobile App): View associated contacts and deals directly on the company listing page and even preview documents within the mobile app without downloading.
  • Show Converted From in Headers for Contacts, Deals, and Companies (Mobile App): See which lead converted to which contact, deal, or company directly in the mobile app.
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  • Copy Kylas CRM - Roadmap (Release 3.4)
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    Updated Sept 19
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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

    Email as an activity under Campaign

    • The Campaign Analytics feature helps you understand the performance of activities under a campaign — for example, how the campaign is performing, how many responses it has generated, and more.

    29 Aug 2025

    Live

    Search & Filter option on Campaign activity

    Now you can search any campaign and filter the campaign and activity for better analysis and view

    19 Aug 2025

    Live

    Native WA AI Chat bot

    • Now you can create your AI powered chat bot to handle your customers query via crm.

    22 Aug 2025

    Live

    Document preview

    • Users will be able to preview the uploaded document before downloading.

    19 Aug 2025

    Live

    Sentiment Analysis on Call log report

    • Create reports based upon sentiment analysis for better call management

    19 Aug 2025

    Live

    Send Automated WA messages on deal -via Native WA

    • User can set the automation on Deal entity to trigger a WA message

    19 Aug 2025

    Live

    Filter Task based upon associated lead/contact/deals

    • Users will now be able to filter out the task-on-task listing page based upon there relation with Lead/Deal/Contacts

    19 Aug 2025

     

    Live

    Show Converted from in headers section for all contact, deal and companies

    If a user is converting a lead into deal contact and companies, now you can be able to see the from which lead it got converted without searching by any keyword, this will help user to analyse which lead got converted and accordingly they can edit as well.

    19 Aug 2025

    Live

    Show Call Disposition field on Web

    Now user can feed after call remarks and disposition for every call logs

    4 Sept 2025

    Live

    Show AI usage Statics

    User can view the Ai consumption happened for the account

     

     

    Scoring Rule on Deal.

    Now you can set the scoring mechanism on Deal entity to track the deal health based upon your parameters

    4 Sept 2025

    Live

    Task on Company

    Now you can set reminder, follow-ups on company level as well.

    4 Sept 2025

    Live

    Mobile App (Both iOS and Android)

    Feature Category

    Feature Description/Details

    Tentative Timeline

    Status

    Feature Category

    Feature Description/Details

    Tentative Timeline

    Status

    Introduce Sentiment Information on Call log

    • User can now view the customer emotion, overall analysis of the call log in mobile view as well

    19 Aug 2025

    Live

    Associated contact and Deals on company listing

    • you can view the contact and deals associated with the company on listing page which makes easier for user to search and analyse the data

    19 Aug 2025

    Live

    Document preview

    • Users will be able to see the preview in Kylas itself without downloading the document.

    19 Aug 2025

    Live

    Show Converted from in headers section for all contact, deal and companies

    • If a user is converting a lead into deal contact and companies, now you can be able to see the from which lead it got converted without searching by any keyword, this will help user to analyse which lead got converted and accordingly they can edit as well.

    19 Aug 2025

    Live

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