Kylas CRM

What is Kylas CRM?

Kylas is a CRM software that provides businesses with a clear roadmap for identifying sales opportunities to support their sales efforts. This CRM software manages the sales pipeline by tracking all opportunities. It keeps a record of leads that convert into contacts, accounts, and deals. The sales CRM system also supports quick task views, workflow automation, and a powerful productivity dashboard.

It is an easy-to-use and beginner-friendly CRM tool that is designed to help businesses manage leads, prioritize the data, and maintain better customer relationships. Sales and marketing teams leverage this CRM to manage leads, automate business processes, and make strategic decisions via advanced reporting and analytics.

Why Choose Kylas CRM Software?

• Better Lead Generation: Lead capture forms help businesses capture leads from multiple sources. Analyze these leads by source and import them to manage the sales pipeline.
• Easy Data Maintenance: Build custom fields for products, contacts, leads and companies to add all relevant data points. Look after the data validations and tag customers to leads and deals.
• Custom Sales Reports: Interactive visual reports provide actionable data on revenue, leads and deals. One-click tax, export option and filters provide further insights, if required.
• Smart Filters: Inbuilt smart filters let you analyze leads in different pipeline stages for managing the win probability of leads captured.
• Unlimited Users and Free Onboarding: Kylas CRM facilitates free onboarding. You can add unlimited users as per the subscription plan.
• Enhanced Security: Transparent access controls with rules sharing option allow team leads to access the team’s data.

Features of Kylas CRM Software

• Lead Management: To guarantee prompt follow-up and conversion, effectively collect, arrange, and monitor leads.
• Conversion Mapping: Show and monitor leads' progression through the sales funnel's several phases.
• Contact and Company Management: For a more efficient sales and marketing strategy, keep thorough records of relationships and firms.
• Deals Management: Keep tabs on and oversee ongoing transactions, making sure that every chance is watched for a good conclusion.
• Pipeline Management: For the best deal flow, arrange and oversee sales activities and phases in a visual pipeline.
• Custom Quotations: Easily exchange customised quotes that are suited to the demands of the customer during sales engagements.
• Productivity Dashboard: To increase team productivity, view important performance indicators and sales activity in a single dashboard.
• BI and Analytics: To make data-driven decisions, access real-time business intelligence and analytics.
• Task Management: To make sure nothing gets lost, assign and monitor tasks to stay organised.
• Quick Task View: For better time management, see and manage tasks in an easy-to-use interface.
• Team Collaboration: Encourage cooperation by providing tools that facilitate task management, sharing, and commenting.
• Workflow Automation: To improve efficiency and save time, automate time-consuming jobs and procedures.
• Lead Routing: For quicker follow-up, automatically distribute leads to the right team members based on predetermined criteria.
• Call Recording and Tracking: For improved training, quality assurance, and monitoring, record and track calls.
• Multidimensional Reports: To conduct a thorough analysis of sales performance, create comprehensive reports from multiple viewpoints.
• Records Reassignment: Assign records to team members with ease to make sure the appropriate individual is working on the assignment.
• Data Import/Export: For improved integration, import and export client data to and from other systems with ease.
• Templates: To save time and ensure consistency, use pre-made templates for documents, quotes, and communications.
• Third-party Integration: To improve your CRM's functionality and connectivity, integrate it with third-party apps.

Kylas CRM Pricing

Kylas is a freemium software, i.e., it provides free and paid plans. Embark, Elevate, and Exceed are the three pricing plans that Kylas CRM offers. This CRM software offers a 7-day free trial with a subscription starting from USD 250/mo. The price may vary based on factors like customization, required additional features, number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.