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Kylas CRM Roadmap

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Roadmap Archives

Roadmap 2026
Roadmap 6.5 Roadmap 6.4 Roadmap 6.3 Roadmap 6.2 Roadmap 6.1
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 efficiency
  • 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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