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Kylas CRM Roadmap

Roadmap 4.1

Release Highlights

  • Add unit on products, deals and quotations.
  • Hierarchy based reports to get more insights into individual and team performances.
  • Streamline client verification with easy e-KYC via Setu integration.
  • Gain quick access to contact details on company and deal pages
  • Save time with automated field value operations like copy, replace, append, and prepend.
  • Enjoy a smoother CRM experience with Listing Page Enhancements
  • Boost outreach efficiency with Tata Tele integration for bulk calling
  • Bring Kylas notifications directly to your MS Teams chat with our new connector.
  • Get advanced Automation for cross-app interactions in the Marketplace

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