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Sales Team Collaboration
Offers collaborative features such as productivity dashboard, task management, notes & comments, notifications & reminders.
Reports & Dashboards
Provides customizable reports (multi-dimensional + multi-metric), which you can export, download and easily share these
Customer Engagement
Ready-to-use email integration, personalized email templates, scheduling meetings & logging calls ensure customer engagement.
Data Management
Stay in control of your data. Import or migrate data from any CRM or Excel. Mitigate duplicate entry to keep your data clean.
Integrations
Integrates with popular third-party apps via APIs, Webhooks and Marketplace so that you can have all your data in one place.
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.
Order Management
Create, edit, customize and delete quotations on Kylas. Download them as pdf or share as email attachments to your deals.
Multi Product Pipeline on Deals
With Kylas, you can create multiple customized pipelines and activate and deactivate them to suit your sales process.
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.
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.
Sync Calendars with Kylas
Connect Kylas Sales CRM with Google/MS Teams calendars to find time slots, schedule meetings, send invites/reminders, etc.
Leads, deals and pipeline management
Helps capture, segment and organize leads from various sources, and understand which ones to convert into deals.
Productivity Dashboard
Get access to detailed information and task updates on single dashboard to increase business efficiency.
Workflow Automation
Automate all redundant tasks to improve productivity at work.
Task Management
Use the module to create tasks on deals, leads, companies or contacts.
Notifications & Reminders
Instant email reminders and in-app alerts provide in-depth task views for sales management.
Email Templates
Build email templates and use them for engaging customers and fostering customer relationships.
Meetings/Call Logging
Powerful app helps you set up online and offline client meetings.
User Roles & Profiles
Customize which users in your organization have access to specific data and fields, control the information they can view &
Zapier Integration
Connect thousands of apps to Kylas using Zapier integration.
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 CRM |
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