Kylas - Call-Icon

Kylas CRM Roadmap

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.

Ready to close more deals?

Join 13,000+ Indian businesses already growing with Kylas