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Kylas CRM

Brand : Kylas

Starting Price:

₹ 12,999 excl. GST

₹ 15,339 incl. GST

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It is a CRM software that help sales, marketing and customer service teams grow with management tools. ...Read more

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Kylas CRM Software Pricing, Features & Reviews

What is Kylas CRM?

Kylas is a CRM software that provides businesses with a clear roadmap for identifying sales opportunities to support their sales efforts. This CRM software manages the sales pipeline by tracking all opportunities. It keeps a record of leads that convert into contacts, accounts, and deals. The sales CRM system also supports quick task views, workflow automation, and a powerful productivity dashboard.

It is an easy-to-use and beginner-friendly CRM tool that is designed to help businesses manage leads, prioritize the data, and maintain better customer relationships. Sales and marketing teams leverage this CRM to manage leads, automate business processes, and make strategic decisions via advanced reporting and analytics.

Why Choose Kylas CRM Software?

  • Better Lead Generation: Lead capture forms help businesses capture leads from multiple sources. Analyze these leads by source and import them to manage the sales pipeline.
  • Easy Data Maintenance: Build custom fields for products, contacts, leads and companies to add all relevant data points. Look after the data validations and tag customers to leads and deals.
  • Custom Sales Reports: Interactive visual reports provide actionable data on revenue, leads and deals. One-click tax, export option and filters provide further insights, if required.
  • Smart Filters: Inbuilt smart filters let you analyze leads in different pipeline stages for managing the win probability of leads captured.
  • Unlimited Users and Free Onboarding: Kylas CRM facilitates free onboarding. You can add unlimited users as per the subscription plan.
  • Enhanced Security: Transparent access controls with rules sharing option allow team leads to access the team’s data.

Features of Kylas CRM Software

  • Lead Management: To guarantee prompt follow-up and conversion, effectively collect, arrange, and monitor leads.
  • Conversion Mapping: Show and monitor leads' progression through the sales funnel's several phases.
  • Contact and Company Management: For a more efficient sales and marketing strategy, keep thorough records of relationships and firms.
  • Deals Management: Keep tabs on and oversee ongoing transactions, making sure that every chance is watched for a good conclusion.
  • Pipeline Management: For the best deal flow, arrange and oversee sales activities and phases in a visual pipeline.
  • Custom Quotations: Easily exchange customised quotes that are suited to the demands of the customer during sales engagements.
  • Productivity Dashboard: To increase team productivity, view important performance indicators and sales activity in a single dashboard.
  • BI and Analytics: To make data-driven decisions, access real-time business intelligence and analytics.
  • Task Management: To make sure nothing gets lost, assign and monitor tasks to stay organised.
  • Quick Task View: For better time management, see and manage tasks in an easy-to-use interface.
  • Team Collaboration: Encourage cooperation by providing tools that facilitate task management, sharing, and commenting.
  • Workflow Automation: To improve efficiency and save time, automate time-consuming jobs and procedures.
  • Lead Routing: For quicker follow-up, automatically distribute leads to the right team members based on predetermined criteria.
  • Call Recording and Tracking: For improved training, quality assurance, and monitoring, record and track calls.
  • Multidimensional Reports: To conduct a thorough analysis of sales performance, create comprehensive reports from multiple viewpoints.
  • Records Reassignment: Assign records to team members with ease to make sure the appropriate individual is working on the assignment.
  • Data Import/Export: For improved integration, import and export client data to and from other systems with ease.
  • Templates: To save time and ensure consistency, use pre-made templates for documents, quotes, and communications.
  • Third-party Integration: To improve your CRM's functionality and connectivity, integrate it with third-party apps.

Kylas CRM Pricing

Kylas is a freemium software, i.e., it provides free and paid plans. Embark, Elevate, and Exceed are the three pricing plans that Kylas CRM offers. This CRM software offers a 7-day free trial with a subscription starting from US$250 /month per user. The price may vary based on factors like customization, required additional features, number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.

Product Enrichment Section Image Product Enrichment Section Image Product Enrichment Section Image Product Enrichment Section Image

Kylas CRM Pricing & Plans

Elevate (For Unlimited Users) (Billed Monthly)
  • Company Management
  • Deals Management
  • Products / Services
  • Pipeline Management
  • Quotations
  • Mobile App
    • Quantity
    • Monthly (Months)

Calculated Price (Exclusive of all taxes)

12999
Exceed
  • Contact Management
Price On Request
Designed for Growing Businesses

Designed for Growing Businesses

Selling can be tough! However, a clear roadmap, a supportive ecosystem and a Sales CRM software can make it easier for you.

Capture, Segment & Organize all your Leads

Capture, Segment & Organize all your Leads

Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify. Capture leads using lead capture forms, Capture Leads from 3rd party portals, Manage your lead pipeline.

Multiple pipelines, Unlimited Stages

Multiple pipelines, Unlimited Stages

Create different pipelines for different teams, for different products or various business units. Sort or Filter deals by their closing date or win-probability.

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Kylas CRM Features

Marketing Automation

  • icon_check Campaign Management Create, manage, and analyze marketing campaigns to improve reach and results.
  • icon_check Lead Nurturing Create automated workflows to nurture leads with relevant content and offers.
  • icon_check Customer Journey Tracking Track customer interactions at each stage of their journey to improve retention.
  • icon_check Customer Segmentation Segment customers by behavior, demographics, or interaction history for precise marketing.
  • icon_check Event-Triggered Workflows Monitor interactions at every customer touchpoint for optimized service and follow-up.
  • icon_check Automated Campaigns Automate marketing workflows and campaigns to nurture leads with less manual effort.
  • icon_check Email Marketing Launch email campaigns to nurture leads, automate follow-ups, and increase conversions.

Data Sourcing / Integrations

  • icon_check Social Media Integration Integrate with social media platforms to engage with customers and track social interactions.
  • icon_check Calendar Integration Seamlessly integrate calendars to schedule and manage meetings with customers and teams.
  • icon_check Third Party Integrations Manage invoicing, payments, and accounting through integrated tools for efficient financial management.
  • icon_check Email Marketing Tools Integration Connect CRM with marketing platforms for seamless lead nurturing and campaign management.
  • icon_check Marketing Tools Integration Connect CRM with marketing platforms for seamless lead nurturing and campaign management.
  • icon_check Interactive Voice Response (IVR) Integration Users can log calls made by the sales team, record conversations, and automatically link.
  • icon_check Data Import/Export Seamlessly import and export data for integration with other systems or backup purposes.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.

Reporting & Analytics

  • icon_check Real Time Analytics Use real-time analytics to track performance, forecast sales, and optimize strategies.
  • icon_check Custom Dashboards Build personalized dashboards that display your CRM's most important metrics and data.
  • icon_check Customer Insights Use data to forecast sales trends and adjust strategies for better results.
  • icon_check Forecasting & Trends Predict sales and outcomes with data-driven insights, improving future business strategies.
  • icon_check Performance Tracking Monitor team performance with metrics to improve outcomes and align with targets.
  • icon_check Predictive Analytics Provide sales recommendations by analyzing customer data and sales pipeline information
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.

Customer Data Management (CDM)

  • icon_check Contact Management Unlimited contact records, customize contact forms and fields and much more
  • icon_check Account Management Collect, analyze, track , forecast customer data with their accounts
  • icon_check Customer Profiles Create, store, and manage detailed customer profiles to enhance customer interactions.
  • icon_check Contact Segmentation Segment customers by behavior, demographics, or interaction history for precise marketing.
  • icon_check Activity History Maintain comprehensive interaction history for better customer engagement.

Sales Management

  • icon_check Lead Management Manage and track leads from first contact through closing for optimal conversion.
  • icon_check Territory Management Assign sales territories to optimize resource distribution and sales efforts.
  • icon_check Sales Forecasting Use data to forecast sales trends and adjust strategies for better results.
  • icon_check Deal Management Efficiently manage sales deals, from initiation to closing, with advanced tracking and reporting tools.
  • icon_check Sales Automation Streamline sales processes and automate tasks to improve efficiency and reduce manual effort.
  • icon_check Opportunity & Pipeline Management Manage sales pipelines, track deals, and improve sales forecasting and conversion.
  • icon_check Quote Management Quickly create and manage quotes to streamline the sales process.
  • icon_check Workflow Automation and Management Customize workflows based on your business needs for greater efficiency and productivity.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.

Collaboration Tools

  • icon_check Team Communication Enable real-time collaboration on tasks, documents, and projects to improve team output.
  • icon_check Document Sharing & File Storage Share, track, and manage documents to streamline sales and communication processes.
  • icon_check Omnichannel Support Multiple communication tools like email, SMS, WhatsApp, and social media platforms
  • icon_check Task / Activity Management Track activities, meetings, and tasks to ensure team productivity and time management.

Security & Compliance

  • icon_check Data Encryption Kylas CRM utilizes 256-bit SSL data encryption to protect customer data.
  • icon_check Role-Based Access Control (RBAC) Assign different roles and permissions to control data access for your team.
  • icon_check GDPR & Data Privacy Adhering to data protection regulations like GDPR and CCPA.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.

AI & Machine Learning

  • icon_check Lead Scoring Provide users with data-backed analysis of customer behavior and sales trends
  • icon_check Predictive Analytics Provide sales recommendations by analyzing customer data and sales pipeline information
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Lead Activity Alerts Automatically remind you of important tasks, meetings, and follow-ups for better efficiency.
  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Others

  • icon_check Budget Tracking Monitor budgets with integrated tools to stay within financial goals and adjust resources as needed.
  • icon_check Touchpoint Monitoring Monitor interactions at every customer touchpoint for optimized service and follow-up.
  • icon_check Landing Pages & Forms Email templates, sales pitch, pre-sales emails for incoming leads, and follow-up cold email.
  • icon_check Call Tracking and Recording Users can log calls made by the sales team, record conversations, and automatically link.
  • icon_check Mobile CRM App Kylas offers an easy-to-use mobile app to set up meetings, get on calls and even access reports from anywhere using the app.
  • icon_check Field Sales Management Geo check-in and check-out for customer visits. Stay updated on the status, duration, and location of meetings in real-time.
  • icon_check Bulk Emails via Gmail & Outlook Send a message to multiple recipients simultaneously from the CRM to reach out to a larger audience in less time.

Kylas CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Medium Business, Enterprises, SMEs, MSMBs
  • Email, Communities, Forums
  • English

Kylas CRM Reviews

87%

Have recommended this product

Overall Score

4.1/5
Based on 248 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “Good interface of the software with detailed reports and easy-to-track particular data. The software is simple to use and got proper support from the team.” Kedar Rane - Nov 28, 2024

pros_icon “Easy to manage sales activities like tracking leads, creating automated workflows” Ayush Mehta - Nov 19, 2024

pros_icon “This software Provides real-time insights that Help us track deals and anyone can easily understand all the metrics in a consolidated format.” Vishal S - Nov 13, 2024

Cons

cons_icon “Although user-friendly, some features may require time to master, particularly for teams unfamiliar with CRM systems” Shubham - Dec 6, 2024

cons_icon “New users may need some time to fully understand the platform, including features like creating workflows and managing all functionalities” Kedar Rane - Nov 28, 2024

cons_icon “New users may require some time to get familiar with its interface and full capabilities.” Vishal S - Nov 13, 2024

SR

Subrata Roy

Verified reviewer:linkedin_verify

Manager, Retail

2-100 Employees

Software user since: 6-12 months

Reviewed on: Aug 16, 2022

4.5/5

“5x growth in six to seven months”

Pros :

Cons :

Reason to switch : After trying out a few different other sales CRMs that left me unimpressed and frustrated, I came across this website called Kylas. It's so easy to use and lets you see what's going on with your sales and what is working for you. Now I am using the software for my entire business.

Features

5/5

Value for Money

5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

9/10
SN

Shubham Nyati

Verified reviewer:linkedin_verify

Project Manager, Marketing and Advertising

2-100 Employees

Software user since: < 6 months

Reviewed on: Oct 5, 2023

4/5

“Exceptional Customer Support: A Five-Star Experience!”

Pros :

Cons :

Reason to switch : Their customer support team consistently helps resolve our inquiries promptly and run our business operations smoothly. It’s so easy to maintain customer relationships with Kylas because we are able to efficiently take care of all the high-priority leads.

Features

4/5

Value for Money

3/5

Customer Support

5/5

Ease of Use

4/5

Likely to Recommend

9/10
R

Ramesh

Verified reviewer:linkedin_verify

Administrator, Education

2-100 Employees

Reviewed on: Mar 20, 2024

4.2/5

“Simplified data management”

Kylas CRM for EdTech simplifies student management, from enrolment to interaction and counsellor collaboration. The customizable features enable efficient tracking of the entire student journey helping us to maximize course enrolment rates.

Pros :

Cons :

Reason to switch : Customizable pipelines for student journey mapping. Personalized communication enhances student interaction.

Features

5/5

Value for Money

4/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

9/10

Kylas Company Details

Brand Name Kylas
Information K2V2 is an award-winning tech firm, powered by a 300 member team. The company has over 13 years of industry expertise and aims to help businesses scale with expertise.
Founded Year 2019
Director/Founders Ketan Sabnis
Company Size 101-500 Employees
Other Products Kylas Sales CRM

Kylas CRM FAQ

A Yes, Kylas CRM is a freemium tool. It offers free as well as paid plans.
A The primary function of Kylas CRM is to help businesses effectively manage their sales process by tracking leads, contacts, deals, and communication.
A You can buy Kylas CRM directly from techjockey.com. Simply choose your preferred subscription plan and complete the checkout process.
A Techjockey.com accepts a range of payment methods, including credit/debit cards, net banking, UPI, and popular digital wallets.
A After completing your purchase, the license key will be sent to your email instantly techjockey.com ensures 24-hour delivery, allowing you to activate the software immediately.
A Yes, all software bought from techjockey.com is completely authentic and comes with a valid license.
A Yes, techjockey.com offers support for software installation. You can contact our customer support team for help with the installation process.
A You can renew your subscription right on techjockey.com. We'll remind you before it expires, and you can easily extend it on our website.
A Yes, you can move your license to a new device. Just uninstall the software from your current device and install it on the new one using the same license key.
A Yes, techjockey.com often has special discounts and deals on Kylas CRM. Visit our website to find the latest offers.
A Kylas CRM price in India is available for $250 /month per user at techjockey.com.

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