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.
How do I manage tasks and activities in Kylas CRM?
Pijush Mandal . Dec 13, 2024
A:
pijush sarkar Dec 14, 2024
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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.
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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.
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Kylas CRM includes sales tracking tools that allow you to monitor performance through real-time dashboards. These dashboards display KPIs like lead conversion rates, sales revenue, and team performance.
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