At Kylas, we believe everyone should be empowered to contribute.
That's why all our Growth Plans include Unlimited Users for Unlimited Growth —
now your team can collaborate freely,
without budget constraints getting in
the way.
Embark on your CRM journey risk-free with the Kylas Free Edition
Lifetime Free
Unlimited Users
Elevate your sales performance with Kylas – unlock advanced features to close deals faster.
Flat
Unlimited Users
Exceed all your Sales Goals with Kylas! Get all the features in Elevate plus the add-ons you need to succeed!
For
Unlimited Users
We Can Help You Curate the Best Plan for Your Business
Let’s Connect| Features | Embark | Kylas Elevate | Exceed | |
|---|---|---|---|---|
Lead
|
ⓘ
Get a complete overview of each lead including pipeline progress,
communication, ownership and activity history.
ⓘ
Create web forms in Kylas or sync the existing ones from your
website to capture leads automatically into the CRM.
ⓘ
Auto-capture leads from 3rd party portals like IndiaMart and
Justdial.
ⓘ
Transfer data as per your requirement from one entity to another
when you convert a lead into deals, contacts or companies.
|
✓
✓
✓
|
✓
✓
✓
|
✓
✓
✓
|
| Contact Management |
ⓘ
Manage all the prospects who have shown interest in your product/services. Get access to all the past conversations with them across different deals.
|
✓ | ✓ | ✓ |
| Company Management |
ⓘ
Create companies with multiple contacts for successful Key Account
Management and Account Based Marketing (ABM).
|
✓ | ✓ | ✓ |
| Deals Management |
ⓘ
Get complete overview of each deal including pipeline progress,
revenue forecast, communication, ownership and activity history.
|
✓ | ✓ | ✓ |
| Products/Services |
ⓘ
Add your products and services in Kylas along with price,
category, HSN code, and more. Use them in quotations without manually entering the
data.
|
✓ | ✓ | ✓ |
Pipeline Management
|
ⓘ
Create multiple custom pipelines and view all your active leads in
their respective pipeline stages.
ⓘ
Create multiple custom pipelines and view all your active deals in
their respective pipeline stages.
|
✓ | ✓ | ✓ |
| Quotations |
ⓘ
Create, download, and send custom quotations to your contacts
directly from the CRM.
|
✓ | ✓ | ✓ |
| Mobile App |
ⓘ
Download the mobile app on Android and iOS.
|
✓ | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Productivity Dashboard |
ⓘ
Monitor sales team's productivity and business
growth through different sales dashboards.
|
✓ | ✓ | ✓ |
| BI and Analytics | x | Available as an Add-on | ✓ | |
| Goals Vs Achieved |
ⓘ
Set goals, generate reports, redirect to specific
targets, obtain prorated data, and send notifications.
|
x | Available as an Add-on | 50 Goals (Expandable) |
| Notes |
ⓘ
Keep track of how a sale is progressing by
summarizing each customer interaction in notes.
|
✓ | ✓ | ✓ |
| Mentions and Comments |
ⓘ
Draw your teammate's attention to a record by
@mentioning them in the notes section.
|
✓ | ✓ | ✓ |
| Task Management |
ⓘ
Track and manage team tasks from one single
dashboard.
|
✓ | ✓ | ✓ |
| Notification & Reminders |
ⓘ
Never miss a task, deadline, appointment, or
meeting with real-time notifications and reminders.
|
✓ | ✓ | ✓ |
| Quick Task View |
ⓘ
Quickly access tasks from the dashboard and take
swift action.
|
✓ | ✓ | ✓ |
| Delegate & Share Tasks |
ⓘ
Get more work done by efficiently sharing leads,
deals, and tasks with your team.
|
✓ | ✓ | ✓ |
| History Feed |
ⓘ
Get History Feed to track activities and work done
on a record after it was created.
|
x | ✓ | ✓ |
| Document Attachment |
ⓘ
Attach documents like proposals, quotations,
images etc. to each lead, deal, contact and company.
|
✓ | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Workflow Automation |
ⓘ
Create workflows to automate tasks and send
automated communication to clients.
|
x | 30 Workflows (Expandable) | 130 Workflows (Adjustable) |
| Automated flow for Lead Routing |
ⓘ
Route leads to the right salesperson based on
various conditions like source, area, etc.
|
x | ✓ | ✓ |
| Location Based Lead Routing | x | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
Meetings
|
ⓘ
Instantly schedule, attend, and track meetings
within Kylas.
ⓘ
See what's upcoming in your and your team's
schedule by connecting Google/Outlook Calendar with Kylas.
|
x
|
✓
|
✓
|
Emails
|
ⓘ
Connect Gmail, Outlook, or other email IDs via
SMTP and IMAP to use Kylas for sending and receiving emails.
|
x
x
x
|
✓
✓
✓
|
✓
✓
✓
|
| Email Templates |
ⓘ
Help your team send more emails faster with email
templates.
|
x | 30 Email Templates (Expandable) |
80 Email Templates (Adjustable) |
| Email Tracking |
ⓘ
Get notified whenever a prospect or client opens
your email.
|
x | Available as an Add-on | ✓ |
| Telephony |
ⓘ
Integrate Kylas with popular IVR service provider
to make, receive and log calls.
|
x | ✓ | ✓ |
| SMS |
ⓘ
Send one-click SMS or automate a SMS sequence from
within the CRM using Kylas SMS integration.
|
x | ✓ | ✓ |
| WhatsApp Integration |
ⓘ
Sync your WhatsApp business account with Kylas for
sending messages to prospects.
|
x | ✓ | ✓ |
| Call Logging |
ⓘ
Maintain manual call logs and create follow-up
tasks based on client discussions.
|
x | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Pre-built Report Templates |
ⓘ
Get pre-built reports to track basic metrics like
deals closed, revenue generated, etc.
|
✓
|
✓
|
✓
|
| Customizable Multidimensional Reports |
ⓘ
Create custom multi-dimensional report to track
leads, deals, tasks, calls and meetings.
|
✓
|
✓
|
✓
|
| Sales Dashboard |
ⓘ
Create multiple dashboard with various reports and
lists to get detailed insight into your sales processes.
|
✓
|
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| User Profiles |
ⓘ
Create custom profiles and set permissions as per
your organizational heirarchy and processes.
|
✓
|
✓
|
✓
|
| Data Sharing |
ⓘ
Ability to confire data sharing rules and field
permissions for users and teams.
|
✓
|
✓
|
✓
|
| Records Reassignment |
ⓘ
Reassign records to other users with limited or
full access.
|
✓
|
✓
|
✓
|
| Team Management |
ⓘ
Create teams and assign users based on function or
territory.
|
✓
|
✓
|
✓
|
| Hierarchy Management |
ⓘ
Map your organization's hierarchy in Kylas using
'Reporting to' feature.
|
✓
|
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| No. of Records |
ⓘ
Records will be calculated on the basis of these
entities being created by a user- Leads, Deals, Contacts, Company,
Notes, Tasks, Meetings, Emails, Calls, Quotation and Messages.
|
1,000 Records
(Non Expandable) |
1,00,000 Records
(Expandable) |
11,00,000 Records
(Adjustable) |
| File Storage |
ⓘ
Store all documents, call recordings, and email
attachments in CRM.
|
5 GB
(Non Expandable) |
100 GB
(Expandable) |
600 GB
(Adjustable) |
| Data Import |
ⓘ
Import records in the system via CSV files and
migrate to Kylas easily.
|
250 (per batch)
|
10,000 (per batch)
|
10,000 (per batch)
|
| Data Export |
ⓘ
Export the data from Kylas to CSV to share it
offline.
|
✓
|
✓
|
✓
|
| Data sharing rules |
ⓘ
Control how different users can access data in
Kylas.
|
✓
|
✓
|
✓
|
| Smart Lists |
ⓘ
Segment CRM data into Smart Lists with preset
filters.
|
✓
|
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Kylas Marketplace |
ⓘ
Integrate with over 70 popular business
applications with Kylas Marketplace.
|
x
|
✓
|
✓
|
| API Access |
ⓘ
Integrate Kylas with various communication
channels, workflows and business logics using open APIs.
|
x
|
✓
|
✓
|
| Webhooks |
ⓘ
Create webhooks for third-party integration and
send data to other system APIs.
|
✓
(Restricted Access) |
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Custom Fields |
ⓘ
Create unlimited custom fields to capture more
data on Leads, Deals, Contacts, Products, and Companies.
|
x
|
25 Custom Fields
(Expandable) |
125 Custom Fields
(Adjustable) |
| Custom Layout |
ⓘ
Customize layouts for essential fields on create
forms, edit forms, and details pages.
|
x
|
15 Layouts (Expandable)
|
35 Layouts
(Adjustable) |
| Multi-Currency Support |
x
|
Available as an Add-on
|
5 Currencies
(Expandable) |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Attendance tracking with 'Available' and 'Unavailable' toggle |
x
|
Available as an Add-on
|
Available as an Add-on
|
|
| Geo Check-in and Check-out for Meetings |
x
|
Available as an Add-on
|
Available as an Add-on
|
|
| Get the Live location of your Team on the field |
x
|
Available as an Add-on
|
Available as an Add-on
|
|
| Track the daily activities of your team using timelines |
x
|
Available as an Add-on
|
Available as an Add-on
|
|
| View the distance traveled, available duration, and number of hours spent in meetings for users |
x
|
Available as an Add-on
|
Available as an Add-on
|
|
| Route Planning |
x
|
Coming Soon
|
Coming Soon
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| IP Restriction |
x
|
Available as an Add-on
|
✓
|
|
| 2-Factor Authentication |
x
|
Available as an Add-on
|
✓
|
|
| Number Masking |
x
|
Available as an Add-on
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Email Support |
x
|
✓
|
✓
|
|
| Phone Support |
x
|
Available as an Add-on
|
✓
|
|
| Account Manager |
x
|
Available as an Add-on
|
✓
|
| Add-On | Details | Price (INR) |
|---|---|---|
| Email Templates | 10 Email Templates | 500/month |
| Workflows | 10/Workflows | 500/month |
| Records | 20,000 Records | 500/month |
| Custom Fields | 1 Custom Field | 200/month |
| Additional File Storage | per 20GB | 300/month |
| Custom Layout | 1-Custom Layout | 500/month |
| Email Tracking | - | 800/month |
| Goals | 50 Goals | 2,500/month |
| Security Add-on
ⓘ
IP Restriction, 2-factor Authentication & Number Masking
|
- | 2,500/month |
| BI Analytics
ⓘ
Connect with BI and Analytics tools such as PowerBI, Tableau,
Zoho Analytics, and generate cross-entity reports.
|
- | 5,000/month |
| Multi-Currency Support
ⓘ
Currency exchange rates, Currency-wise reports, and currency
conversion.
|
5 Currencies | 2,500/month |
|
Field Sales Tracking - Live Location Tracking - Route Planning |
- |
INR 400/user/month Coming Soon |
| Account Manager
ⓘ
Online Monthly meeting, Quarterly business reviews, 3 hours of
any training/ tasks every month
|
1 point of escalation | 10,000/month |
| On-Call Support | Committed board line number | 5,000/month |
| Online Training |
Sales - 1.5 Hours Admin - 1.5 Hours |
5,000 |
| In-person Training | 2 working days | 40,000 (travel & stay extra) |
|
Business Improvement Consulting (with CRM Expert) - Online |
5 Hours | 15,000 |
|
Business Improvement Consulting (with CRM Expert) - In-person |
2 Working Days | 40,000 (travel & stay extra) |
We believe that the true power of a tool can be realised only when you use it and use it well!
That’s why Kylas offers extensive onboarding & training sessions conducted by seasoned CRM Experts.
We understand that your expectations from Kylas will be as unique as your
requirements.
Theres customised sessions are priced at a nominal one-time cost
of INR
25,000 and will get your team started right away! We also provide additional support beyond
basic onboarding sessions to help you do more with Kylas.
These customized sessions are 3-hour duration each and are priced at a nominal fee of INR 5000.
read MoreSee how our CRM platform helps teams boost productivity, close more deals and strengthen our customer relationships.