Features
Selling can be tough! However, a clear roadmap, a supportive ecosystem and a Sales CRM software can make
Focus On The Right Opportunities
Keeping track of your opportunities and engaging with them regularly is the surefire way to Convert Leads to Deals, Contacts and Companies. Kylas helps you to do a quick search, filter as per need and also provides a 360º view of all your Leads, Deals, Contacts and Companies - the key pillars of your Sales Pipeline.
Lead Mangement
Never let a lead fall through cracks
with Kylas Lead Management.
Deal Management
Take your deals to the finish line
with efficient Deal Management.
Account Management
Focus on key accounts and
companies to get recurring business.
Pipeline Management
Close more deals in less time
Take your sales to the finish line by prioritizing,
tracking and monitoring deals in your pipeline.
Revenue Forecast
Get revenue forecasts of your deals to
better determine your business health.
Multiple Sales Pipelines
Create sales pipelines with unique stages that fit your business and manage them across teams, geographies, and processes.
Tailor Make Your CRM To Fit Your Unique Business Needs
Create Custom Sales Pipelines
Personalize your sales process with
custom sales pipelines.
Custom Fields and Smart Lists
Create custom fields and smart lists to seamlessly
sort through data.
Custom Profiles
Create profiles and permissions as per your business requirements Leverage user access and team access to better manage your data.
Sales Process Automation
Bring efficiency in your sales process with workflow automation
Bid goodbye to redundant tasks and eliminate manual dependencies. Enable your sales team to focus on the most important thing- selling
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Automatic Assignment of Leads
Make sure your lead lands in the right hands. Using Round Robin queues to assign your leads automatically to the right salespeople.
Automated Communication
Create, send track personalized outbound
campaigns using email and SMS integration.
Web Forms
Create custom lead forms and capture information unique
to your business automatically.
Email Templates
Create and edit email templates to quickly send emails as and when needed.
Analytics
Enable your team to take data-driven decisions.
Drill down into your data to gain insights into your deals, sales team's performance, and revenue.
Custom Reports
Monitor your sales health and track sales goals unique to your business using custom reports.
Sales Team Reports
Evaluate your team’s performance based on emails sent, calls made, tasks completed and other relevant parameters.
Omnichannel Communication
Engage with prospects across channels. Connect with them on their preferred communication channel- Phone, Email, WhatsApp
Engage with prospects better using Email integration. Integrate your business inbox with CRM to create, schedule and send emails effortlessly.
Phone
Make in-app one-click calls, auto-log them, attach recordings and track all your sales calls efficiently with Kylas.
Integrate your WhatsApp Business account
with Kylas and engage with your prospects
via messages right from the app.
SMS Integration
Integrate Kylas with your preferred SMS provider and ensure your business messages land right into your prospect’s pocket.
Integrations
Bring efficiency in your sales process with workflow automation
Integrate Kylas with your favorite apps. Use APIs,
Zapier and Marketplace to personalize your account
according to your unique business needs.
Admin Panel
Stay relaxed and in complete control of your data with data sharing rules and transparent access control.
Ensure secure data access
Add users to profiles, specify their permissions and define what data functionalities they can access.
Team-based Access
Regulate data access for an entire team by setting data sharing and profile permission rules.
