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Brand: Kylas
It is a CRM software that help sales, marketing and customer service teams grow with management tools. ...Read more
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$ 250.00 /Month/Unlimited Users
Features
Customer Information Management (CIM) Sales Enablement Marketing Automation Data Sourcing / Integrations Collaboration and Communication Tools See all 
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Customer Information Management (CIM)
Account Management Collect, analyze, track , forecast customer data with their accounts Customer Profiles Create, store, and manage detailed customer profiles to enhance customer interactions. CRM Database Centralized repository for storing and managing customer data. Audience Segmentation Categorize customers based on specific criteria for targeted marketing. Interaction History Chronological record of all communications with each customer. Sales Enablement
Quote Management Quickly create and manage quotes to streamline the sales process. Territory Management Assign sales territories to optimize resource distribution and sales efforts. Business Process Automation (BPA) Automate repetitive tasks to streamline business operations. Sales Order Management Oversee and process customer orders from initiation to fulfillment. Sales Funnel Management Visualize and manage potential sales prospects through stages. Contract Management Create, store, and track customer contracts systematically. Sales Projections Predict future sales and revenue based on current data. Lead Lifecycle Management Track and nurture leads from acquisition to conversion. Opportunity Management Identify and manage potential sales opportunities effectively. Automated Sales Workflow Streamline sales processes through automation of tasks. Marketing Automation
Lead Nurturing Create automated workflows to nurture leads with relevant content and offers. Customer Segmentation Segment customers by behavior, demographics, or interaction history for precise marketing. Email Campaigns Design and send targeted email marketing messages. Campaign Automation Automate marketing campaigns across multiple channels. Customer Journey Mapping Visual representation of the customer experience across touchpoints. Trigger-Based Automation Initiate actions in response to specific customer behaviors. Drip Campaigns Automated series of emails sent based on user actions or timelines. Data Sourcing / Integrations
Data Import/Export Seamlessly import and export data for integration with other systems or backup purposes. Social Media Integration Integrate with social media platforms to engage with customers and track social interactions. Calendar Integration Seamlessly integrate calendars to schedule and manage meetings with customers and teams. Third Party Integrations Manage invoicing, payments, and accounting through integrated tools for efficient financial management. Email Marketing Tools Integration Connect CRM with marketing platforms for seamless lead nurturing and campaign management. Marketing Tools Integration Connect CRM with marketing platforms for seamless lead nurturing and campaign management. Interactive Voice Response (IVR) Integration Users can log calls made by the sales team, record conversations, and automatically link. API Integration Utilize APIs to enable custom integrations with other systems. Ecommerce Integration Link CRM with online shopping platforms for streamlined sales. Collaboration and Communication Tools
Sales Process Task Management Assign and monitor tasks related to the sales process. Internal Messaging System Facilitate real-time communication within the organization. Template and Document Management Store and manage templates and documents centrally. Omnichannel Support Provide consistent customer service across multiple channels. Security & Compliance
Data Encryption Kylas CRM utilizes 256-bit SSL data encryption to protect customer data. Role-Based Access Control (RBAC) Assign different roles and permissions to control data access for your team. GDPR & Data Privacy Adhering to data protection regulations like GDPR and CCPA. Activity Logs Record user activities for monitoring and auditing purposes. Backup & Disaster Recovery Ensure data is backed up and recoverable in emergencies. AI & Machine Learning
Predictive Analytics Provide sales recommendations by analyzing customer data and sales pipeline information Lead Scoring Provide users with data-backed analysis of customer behavior and sales trends AI Assistants Utilize AI-driven tools to automate tasks and provide insights. Reporting & Analytics
Predictive Analytics Provide sales recommendations by analyzing customer data and sales pipeline information Customer Insights Use data to forecast sales trends and adjust strategies for better results. Personalized Dashboards Custom dashboards to track KPIs, sales, and customer insights in real-time. Real-Time Analytics Instant access to reports and insights for agile decision-making. Sales Reports Monitor sales performance with detailed reports on revenue, deals, and targets. Campaign Performance Track marketing campaign success through engagement, conversion, and ROI. Market Trend Analysis Identify industry trends to adapt strategies and stay competitive. KPI Tracking Measure key performance indicators (KPIs) to evaluate business success. Alerts & Notifications
Event-Triggered Notifications Automatically notify users when specific CRM events occur. Real-Time alerts Instant notifications for critical business updates and customer interactions. Error Logs Track and report system errors for quick resolution. Customer Activity Alerts Receive alerts when customers take key actions, like purchases or inquiries. Push Notifications Send notifications to mobile devices for quick updates and reminders. SLA Violations Alert teams when service-level agreements (SLAs) are not met. Others
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. 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. Budget Tracking Monitor budgets with integrated tools to stay within financial goals and adjust resources as needed. Touchpoint Monitoring Monitor interactions at every customer touchpoint for optimized service and follow-up. Landing Pages & Forms Email templates, sales pitch, pre-sales emails for incoming leads, and follow-up cold email. Call Tracking and Recording Users can log calls made by the sales team, record conversations, and automatically link.
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Pros
“Kylas simplifies sales tracking, enhances communication, and makes lead management easy and efficient.” Yashika - Jan 29, 2025
“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
“Easy to manage sales activities like tracking leads, creating automated workflows” Ayush Mehta - Nov 19, 2024
Cons
“Although user-friendly, some features may require time to master, particularly for teams unfamiliar with CRM systems” Shubham - Dec 6, 2024
“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
“New users may require some time to get familiar with its interface and full capabilities.” Vishal S - Nov 13, 2024
Verified reviewer:
Manager, Retail
2-100 Employees
Software user since: 6-12 months
Reviewed on: Aug 16, 2022
Verified reviewer:
Project Manager, Marketing and Advertising
2-100 Employees
Software user since: < 6 months
Reviewed on: Oct 5, 2023
Verified reviewer:
Administrator, Education
2-100 Employees
Reviewed on: Mar 20, 2024
| 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 |
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