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Kylas CRM Roadmap

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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 5.6

Release Highlights

  • WhatsApp Rule-Based Chatbot: Create automated chat flows on Native WhatsApp using multiple logic conditions. Reduce manual intervention and deliver seamless, rule-based customer journeys.
  • Delete Permission on Export: Assign or restrict delete permissions for specific users to enhance data governance and prevent accidental or unauthorized deletions.
  • Filter on Form Fields (Customization Tab): Quickly filter active or inactive fields under customization to save time and improve workflow productivity.
  • Import Deal Enhancements: Enjoy a faster, simplified deal data import process—ideal for new users migrating from other CRMs or scaling databases efficiently.
  • Conditional Rule Engine on Call Entity: Lock the call edit page post-call using rule-based logic. Maintain data integrity and prevent post-call edits or manipulation.
  • Reassign Permission Separation: Set distinct permissions for reassigning records—giving admins greater control and accountability over ownership transfers.
  • Workflow on Native WhatsApp Messages: Build automated workflows directly tied to WhatsApp messages, ensuring timely communication and better engagement tracking.
  • Pipeline & Stages Filter Enhancement: Filter across multiple pipelines and stages simultaneously to gain clearer visibility into lead and deal progress.
  • Import Picklist Values: Simplify data migration by importing picklist values directly into Kylas, reducing manual setup time and ensuring consistency.
  • Mark Notes as Favourites: Easily highlight and revisit important notes by marking them as favourites, ensuring quick access to key information.
  • Show Email Status as Failed: Identify failed email deliveries instantly, enabling faster troubleshooting and improving overall campaign efficiency.
  • Smartlist Naming Enhancement: Smartlist names now auto-update when redirected from company or contact pages—making data navigation cleaner and more intuitive.

 

 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

WhatsApp Rule based chatbot

  • Now you can create rule based chat flow on Native Whatsapp. This features helps you to set the customer journey with the help of multiple logic where manual intervention can be reduced

29 Oct 2025

Live

Delete Permission on Export

Now you can assign a permission to the user to either delete a data or not, this feature will help to track the data violation done by a user.

29 Oct 2025

Live

Filter on Form Fields section under customisation tab

  • Now it will be easier to filter out the fields which are active or inactive this will help you to save more item and improve productivitylter out the fields which are active or inactive this will help you to save more item and improve productivity

29 Oct 2025

Live

Import Deal Enhancements

  • This enhancement will help the existing and new users to upload deal data quickly, it will make the process more simplified and faster.e process more simplified and faster.

29 Oct 2025

Live

Conditional Rule engine on Call entity

  • Now lock the call edit page with the rule engine, this feature allows you to set the field-based logic to lock the call page once the call is hanged up

29 Oct 2025

Live

Reassign Permission separate

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

29 Oct 2025

Live

Workflow on Native WhatsApp message

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

29 Oct 2025

 

Live

Enhancement in Pipeline and stages filter on lead and deal entity

Now user can filter multiple pipeline stages with multiple pipeline in order to get the data and analyse it correctly.

29 Oct 2025

Live

Import picklist values

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

29 Oct 2025

Live

Mark notes as Favourites

User can view the Ai consumption happened for the account

29 Oct 2025

Live

Scoring Rule on Deal.

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

29 Oct 2025

Live

Show Email status as failed

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

29 Oct 2025

Live

Smart list Naming enhancement

Smartlist name gets updated when you redirect from company or contact page

29 Oct 2025

Live

Mobile App (Both iOS and Android)

Feature Category

Feature Description/Details

Tentative Timeline

Status

Feature Category

Feature Description/Details

Tentative Timeline

Status

Enhancement in Pipeline and stages filter on lead and deal entity

Now user can filter multiple pipeline stages with multiple pipeline in order to get the data and analyse it correctly.

29 Oct 2025

Live

Mark notes as Favourites

User can view the Ai consumption happened for the account

29 Oct 2025

Live

Smartlist Naming enhancement

Smart list name gets updated when you redirect from company or contact page

29 Oct 2025

Live

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