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    Email, Meeting, WhatsApp and SMS
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Kylas CRM Roadmap

Roadmap Archives

Roadmap 2025
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 Performance Tracking in Campaigns: Track and measure the performance of emails within your campaigns, such as responses and engagement.
  • Search & Filter on Campaign Activity: Easily search and filter campaign activities for better insights and analysis.
  • WhatsApp AI Chatbot: Create and manage an AI-powered chatbot to handle customer queries directly within Kylas CRM.
  • Document Preview: Preview documents before downloading to streamline workflow and improve efficiency.
  • Call Sentiment Analysis: Generate reports based on sentiment analysis for better call management and understanding of lead interactions.
  • Automated WhatsApp Messages on Deals: Set up automation for WhatsApp messages triggered by deal activities to maintain engagement.
  • Filter Tasks Based on Lead/Contact/Deal Associations: Filter and manage tasks based on their relationships with leads, contacts, or deals.
  • Show “Converted from” in Header: View where a lead was converted from (deal, contact, company) directly in the headers section for easier analysis.
  • Show Call Disposition Field on Web: Add post-call remarks and disposition directly on call logs for better tracking.
  • AI Usage Statistics: View statistics on AI consumption within the account to understand feature utilization.
  • Scoring Rule on Deals: Set scoring rules on deals to monitor deal health based on defined parameters.
  • Task Management on Company Level: Add reminders and follow-ups at the company level for better organization and task management.
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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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