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Native Agentic AI

Growth with Kylas.

A step-by-step journey to mastering sales, automation, and growth with Kylas CRM.

Start Your Journey Today

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1
Base Camp
- Episode 1: How to Setup CRM for Your Business | A Founder's Playbook
  
  I. Welcome to the first episode of the Base Camp series! Vikram Kotnis, Founder & CEO of Kylas, introduces the fundamentals of CRM setup — learn how to drive growth, enhance visibility, and automate your sales process. Watch now to transform your CRM into a business engine!
- Episode 2: How to Setup ABM on Kylas CRM for B2B Business
  
  I. Learn how to set up Account-Based Marketing (ABM) inside Kylas CRM — define target accounts, create custom pipelines, and automate workflows for more efficient, account-based sales. Watch now to scale your B2B business like never before!
- Episode 3: How to Set Up Your CRM for B2C Businesses
  
  I. Learn how to set up your B2C CRM for success in this Base Camp episode with Vikram Kotnis. From lead capture and nurturing to retention, discover how AI and smart workflows can streamline your process. Watch the full video for actionable insights to boost your sales and retention.
2
Intermediate Hike
- Intermediate Episode 1: How To Make Your CRM Work Smarter For You
  
  I. In this episode of Growth with Kylas, we uncover how to simplify multi-channel sales using automation, smart workflows, and AI scoring. Turn your CRM from a record-keeper into a true growth engine.
- Intermediate Episode 2: How to Create Insight & Action-Led Reports in Kylas
  
  I. In this episode of Growth with Kylas, learn how to create customized dashboards that align with your business goals. Track conversion rates, funnel velocity, and real-time performance trends. Use AI-backed filters and visual reports for instant insights to optimize your sales process.
- Intermediate Episode 3: How to Set Up Marketing Correctly on CRM
  
  I. In this episode of Growth with Kylas, our Founder, Vikram Kotnis, shares over 20 years of marketing and sales experience, explaining how to align your marketing processes with your CRM for real growth. Learn how to build SOPs, structure campaigns, and create forward-looking reports using ready AI-based templates.
3
Advanced Hike
- Advanced Episode 1: How to Scale Your D2C & E-Commerce Business - Part 1
  
  I. In this video, our Founder, Vikram Kotnis, explains the full value of simplifying your stack for explosive growth. Scale your D2C and E-commerce business with the only stack you need: Shopify + Kylas CRM. Eliminate the complexity and cost of juggling 5-6 fragmented tools and costly data silos. Kylas becomes your single source of truth, unifying the entire customer journey for efficient, scalable growth.
- Advanced Episode 1: How to Scale Your D2C & E-Commerce Business - Part 2
  
  I. In this video, learn from our Founder, as he shares the strategy to optimize your D2C & E-Commerce sales with one powerful tool: Kylas CRM. Learn how to leverage customer scoring, smart segmentation, and automated remarketing to engage high-value leads. Streamline your sales process, reduce acquisition costs, and significantly boost Customer Lifetime Value (CLTV).
- Advanced Episode 2: How Agentic AI Helps Create Personalization at Scale - Part 1
  
  I. In this video, our Founder, Vikram Kotnis explains how Agentic AI can transform your sales outreach from one-to-many into truly personalized one-to-one communication. Learn how AI uses limited data (like LinkedIn profiles) to craft relevant messages, automating sequences and refining follow-ups using CRM insights.

Episode 1

Updated On: 05 Mar, 2026

Episode 1: How to Setup CRM for Your Business | A Founder's Playbook

Read Full Article

Episode 2

Updated On: 05 Mar, 2026

Episode 2: How to Setup ABM on Kylas CRM for B2B Business

Read Full Article

Episode 3

Updated On: 05 Mar, 2026

Base Camp Episode 3: How to Set Up CRM for B2C Businesses on Kylas

Read Full Article

Episode 1

Updated On: 05 Mar, 2026

Intermediate Episode 1: How To Make Your CRM Work Smarter For You

Read Full Article

Episode 2

Updated On: 05 Mar, 20265

Intermediate Episode 2: How to Create Insight & Action-Led Reports in Kylas

Read Full Article

Episode 3

Updated On: 05 Mar, 2026

Intermediate Episode 3: How to Set Up Marketing Correctly on CRM

Read Full Article

Episode 4

Updated On: 05 Mar, 2026

Intermediate Episode 4: How to Set Up Sales Process in CRM

Read Full Article

Episode 5

Updated On: 05 Mar, 2026

Intermediate Episode 5: How to Set Up Activities in Sales Process

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Episode 6

Updated On: 05 Mar, 2026

Intermediate Episode 6: How to Scale Your B2C Business - Part 1

Read Full Article

Episode 7

Updated On: 05 Mar, 2026

Intermediate Episode 6: How to Scale Your B2C Business - Part 2

Read Full Article

Episode 1

Updated On: 05 Mar, 2026

Episode 1: How to Scale Your D2C & E-Commerce Business - Part 1

Read Full Article

Episode 2

Updated On: 05 Mar, 2026

Advanced Episode 1: How to Scale Your D2C & E-Commerce Business

Read Full Article

Episode 3

Updated On: 05 Mar, 2026

Advanced Episode 2: How Agentic AI Helps Create Personalization at Scale

Read Full Article