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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 5.6

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.

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