What is the process for migrating from another CRM to Kylas?

Kylas provides flexible user roles and permissions through:

• Use predefined roles or make custom ones that qualify all the needs
• Defining access levelling for viewing, creating, editing and deleting the module
• Providing controlled access to different parts of the system
• Easily assigning roles to the respective users
• Managing the subordinate's data and task
• Monitoring changes in the system

Features that are available for managing customer feedback in Kylas are as follows:

• Gathering feedback from various channels
• Categorizing the data for easy sorting
• Storing feedback for easy analysis
• Using analysis tools and appropriate workflow model
• Automating the process for easy retrieval
• Discuss and update the feedback within the platform.

Yes, Kylas can be used for event management and tracking. Although its main functionality lies in CRM management, its flexible nature allows it to adapt to new advancements like event management and tracking.

Kylas handle data privacy and consent management by:

• Encrypting the data to ensure its security
• Providing authorized access
• Asking users’ permission before collecting or accessing their data
• Keeping their data only for a specified period
• Providing complete transparency. It makes sure that everything is working as it should be.

Here are some of the essential features that are available for managing sales territories:

• Sales potential forecasting
• Territory Optimization
• Sales performance
• Territory mapping
• Goal Setting