How does Kylas handle customization of user roles and permissions?

By tracking sales opportunities automating repetitive tasks, providing insightful data about leads, Kylas CRM improves sales growth. This increases efficiency, boosts revenue, and streamlines the sales process.

Customers can be added manually or imported in bulk through CSV files. The system allows users to enter customer details such as contact information, sales history, and communication preferences, creating a complete customer profile.

Yes, Kylas CRM allows users to generate customizable reports for sales, leads, performance, and other business metrics. Reports can be filtered and tailored to specific needs, providing actionable insights for decision-making.

Kylas CRM provides task management features that allow users to assign tasks, set deadlines, and track progress. Activities are also logged and tracked, ensuring nothing falls through the cracks.

Yes, Kylas CRM integrates with several third-party applications, including email platforms, marketing tools, and accounting software, enabling seamless data synchronization and improving operational efficiency.