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Kylas CRM Roadmap

Roadmap 5.7

Release Highlights

    • Set Execution Order in Rule Engine: Allows setting priority for conflicting rules in the rule engine for seamless execution.
    • Import Users: Bulk upload users via a single file to reduce manual effort and manage user data more efficiently.
    • Update Product and Services Properties via Import: Update product and service fields using a single CSV file for easier bulk updates.

Normalization in Record Counts:

    • Enhances billing by providing more flexibility in record usage without worrying about consumption.

Replace or Add Missing Data in Deal Entity:

    • Bulk add or replace missing data in the deal entity via import, similar to lead/contact entities.

Reassign Permissions Separately:

    • Separate reassignment of user permissions for different system entities.

Workflow on Native WhatsApp Message:

    • Trigger automated workflows directly from WhatsApp messages.

Support for N Type of Custom Filterable Fields:

    • Filter data based on custom time ranges like up to 365 days for improved data filtering.

Support Patch API on Contact & Company:

    • Developers can update data on contacts and companies using the Patch API for better accessibility.

AI Support Entity Glow:

    • UI enhancement that highlights AI-supported entities with a glowing icon for easy identification.

Native WhatsApp – Enhanced Nodes:

    • Supports default options in question, list, and button nodes for more dynamic WhatsApp messaging.

Quotation Enhancement:

  • Ability to edit product properties and additional fields on quotations for more customized quotes.

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