About Kylas Sales CRM

"Voted #1 CRM Software for growing Indian businesses by Capterra.
Kylas is a sales CRM designed to support growing businesses in competitive marketplaces.
It offers a Unique Pricing Framework:
It is available for a flat INR 12,999 per month, including:
1. Unlimited User Licenses
2. Onboarding and Training by CRM Experts
Kylas helps businesses identify promising sales leads and nurture them to closure for faster business growth."

KEY FEATURES :-
Lead Management -
Kylas allows you to quickly capture leads from various sources, understand which ones to convert into deals, and which ones to disqualify.
• Capture leads using lead capture forms
• Capture leads from 3rd party portals
• Bulk import leads
• Automatically assign leads to teams using Kylas
Routing Engine.
• Manage your leads and analyze them by source,
owner, 'created at,' and 'updated at.'
• Utilize Custom Fields and Smart Filters for Leads
• Engage with leads at multiple touchpoints using
telephony, email, WhatsApp, and SMS.

Deal, Contacts & Companies Management -
Effectively manage Deals, their value, and the win probability, with visual access to analyze them by pipeline stages. Use Kylas for Account-Based Marketing with multiple Contacts on a Deal.
• Gain insights on deals, their value, and estimated
closure date.
• Utilize smart filters for in-depth analysis of deals
• Identify who is closing deals faster
• Nurture clients for multiple sales products.
• Share Deal Information with teams for better
collaboration
• Utilize Kylas for Account-Based Marketing and focus
on top revenue-generating clients.

Sales Pipeline Management -
•Ensure your sales leads and deals stay on track with
efficient Sales Pipeline Management.
• Customize pipeline stages based on your business requirements
•Create different pipelines for various teams, products, and business units.
•Automate specific actions or communication for different pipeline stages.
•Easily sort or filter leads and deals by their closing date.

Data Management -
•Have complete control over your data.
•Import or migrate data from other CRMs or Excel.
•Export data from the system with just a few clicks.
•Quickly update data in bulk - leads, deals, and tasks.
•Sync Kylas Data with 3rd party apps using Webhooks.
•Ensure data security.
•Prevent duplication of data.
•Access the right data effortlessly with the help of filters and Smart Lists.

Productivity & Collaboration -
Stay organized and collaborate effectively with your team throughout the sales process.
•Get a 360-degree view of your business health with the sales dashboard.
•Automate repetitive tasks like data entry, lead assignment, etc., using workflow automation.
•Create tasks for Leads, Deals, Contacts, or Companies.
•Collaborate seamlessly with your teams through Notes and Comments and @ mentions.
•Stay on top of all tasks with In-App & Email Reminders.
•Delegate tasks to your team.

Customer Engagement -
Engage your customers for better relationships and faster conversions.
• Send and receive emails directly from the app.
• Create email templates to save time and reduce
errors.
• Set up online & offline meetings with clients directly
from Kylas.
• Record all sales calls to monitor call quality.
• Keep track of sales calls and details, updated
automatically into the CRM from your mobile.
• View entire SMS conversations with customers in the
'Message' section.
• Send and receive WhatsApp messages from Kylas.

User Access & Control -
Manage all Products & Services you offer and allow team members to tag them.
• Customize fields for relevant data.
• Control user data access and actions.
• Implement unique Sharing Rules.
• Set up multiple teams with defined access.
• Facilitate cross-departmental data sharing.

Order Management -
Effortlessly create, edit, and delete quotations on Kylas.
• Access all your quotes in one place.
• Download quotes as PDFs or send quotations to clients as email attachments directly from Kylas.


Key benefits of Kylas Sales CRM

"Kylas offers several benefits for growing businesses.
• Improved Customer Relationships: Kylas CRM empowers sales teams to gain a deep understanding of their customers. By analyzing customer needs, preferences, and behavior, businesses can personalize interactions, fostering exceptional customer relationships.

• Enhanced Communication: Kylas centralizes customer information, promoting seamless communication and collaboration across teams. Access to the same data minimizes miscommunication and ensures everyone remains aligned in their customer interactions.

• Improved Customer Service: With comprehensive access to customer history and preferences, support teams can deliver faster and more personalized assistance, resulting in higher customer satisfaction and loyalty.

• Increased Sales and Revenue: Streamlining the sales process is a forte of Kylas CRM. It provides valuable insights into leads, automates routine tasks, and tracks sales opportunities. Consequently, businesses experience improved sales efficiency, leading to increased revenue.

• Better Lead Management: Kylas assists sales professionals in efficiently capturing, categorizing, and nurturing leads. By prioritizing leads based on their potential, conversion rates skyrocket, resulting in a substantial boost to business success.

• Data Centralization: Kylas CRM serves as a centralized repository for all customer-related data. This accessibility and consolidation enable data-driven decision-making, trend identification, and streamlined operations.

• Customer Segmentation: Sales representatives can utilize Kylas to segment the customer base according to various criteria. This segmentation enables the creation of highly personalized marketing and customer service strategies, enhancing the overall customer experience.

• Efficient Marketing: Kylas equips sales agents with tools to create targeted marketing campaigns and evaluate their impact using customer data. This data-driven approach leads to more efficient marketing strategies and a higher return on investment.

• Automation: Kylas CRM offers workflow automation capabilities, allowing businesses to automate repetitive tasks such as data entry, lead assignment, and follow-ups. This automation frees up valuable time for the sales team to concentrate on more strategic activities.

• Forecasting and Reporting: Kylas CRM provides valuable insights into sales forecasts and performance metrics. This functionality aids businesses in setting realistic goals, monitoring progress, and making informed decisions. "


Images

Kylas Sales CRM Software - Lead Dashboard
Kylas Sales CRM Software - Deal Dashboard
Kylas Sales CRM Software - Kylas Marketplace
Kylas Sales CRM Software - Lead Detail Page
Kylas Sales CRM Software - Notes with rich text
Kylas Sales CRM Software - Quotations
Kylas Sales CRM Software - Lead Won Page
Kylas Sales CRM Software - Customize your CRM as per your business needs
Kylas Sales CRM Software - Bulk Import leads/contacts
Kylas Sales CRM Software - Mobile App Opening Screen
Kylas Sales CRM Software - Grab company information (Kylas Mobile App)
Kylas Sales CRM Software - Customer visits Check-in/out (Kylas Mobile App)
Kylas Sales CRM Software - Sales Dashboard (Kylas Mobile App)
Kylas Sales CRM Software - Report Page (Kylas Mobile App)
Kylas Sales CRM Software - Lead Listing Page (Kylas Mobile App)
Kylas Sales CRM Software - Call on the go (Kylas Mobile App)
View 19 more
Kylas Sales CRM video
Kylas Sales CRM video
Kylas Sales CRM video
Kylas Sales CRM Software - Lead Dashboard
Kylas Sales CRM Software - Deal Dashboard
Kylas Sales CRM Software - Kylas Marketplace
Kylas Sales CRM Software - Lead Detail Page
Kylas Sales CRM Software - Notes with rich text
Kylas Sales CRM Software - Quotations
Kylas Sales CRM Software - Lead Won Page
Kylas Sales CRM Software - Customize your CRM as per your business needs
Kylas Sales CRM Software - Bulk Import leads/contacts
Kylas Sales CRM Software - Mobile App Opening Screen
Kylas Sales CRM Software - Grab company information (Kylas Mobile App)
Kylas Sales CRM Software - Customer visits Check-in/out (Kylas Mobile App)
Kylas Sales CRM Software - Sales Dashboard (Kylas Mobile App)
Kylas Sales CRM Software - Report Page (Kylas Mobile App)
Kylas Sales CRM Software - Lead Listing Page (Kylas Mobile App)
Kylas Sales CRM Software - Call on the go (Kylas Mobile App)

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Reviews

Overall rating

4,8 /5
(387)
Value for Money
4,8/5
Features
4,7/5
Ease of Use
4,8/5
Customer Support
4,8/5

Already have Kylas Sales CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 387
Alisha
Alisha
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Kylas Review

Reviewed on 2023/05/25

Over its great to use Kylas as you can assign leads systematically to sales team and get its timely...

Over its great to use Kylas as you can assign leads systematically to sales team and get its timely review

Pros

Kylas has many options of filter and sorting to find the data that I need

Cons

It is difficult to delete leads sometimes

Response from Kylas

Thank you for sharing your valuable feedback with us, Alisha! We are glad that you like lead management and the filters we offer for easy data management. We are updating our feature set so that you don't face any glitches again and we will send you updates regarding the same soon.

Laxmi
Overall rating
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use product

Reviewed on 2024/01/31

user friendly sales crm and best for SME business

user friendly sales crm and best for SME business

Pros

no extra cost for additional users & custom dashboard

Cons

there is an extra cost for goal vs achieved feature

khyati
Overall rating
  • Industry: Farming
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

good

Reviewed on 2023/05/01

Pros

can manage customer date base easily .easily find out status of any lead

Cons

feel bit complicated to enter the details

Response from Kylas

Hey Khyati, thanks a lot for sharing your valuable feedback with us! It's good to know that you have been able to easily manage your customer database with Kylas. We are also glad that you can easily check the status of your leads. We are working on our features to make it simple to use for our customers. We will soon send you updates regarding the same.

Devendra
Overall rating
  • Industry: Alternative Medicine
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

great CRM with amazing handholding and customer service.

Reviewed on 2023/11/22

experience has been wonderful. Team was properly trained and since the utility is amazing and ease...

experience has been wonderful. Team was properly trained and since the utility is amazing and ease of use makes it a breeze

Pros

the ability to customise fields as required is just great and report reading and generation is fast

Cons

i wish there was a option to separate contacts based on pipelines instead of common contacts through the entire account.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Kylas Sales CRM

Kylas has some features that are better suited to our needs and using it is easy too.
Anurag
Overall rating
  • Industry: E-Learning
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Best and Easy to Use

Reviewed on 2024/02/05

Pros

I am using Kylas as a CRM tool for my Ed-tech platform and it is helping me to connect all the lead resources so we can operate our daily sales process easily with all the respected tracking.

Cons

Connectivity with the lead resources and Kylas team support

Showing 5 reviews of 387 Read all reviews

Kylas Sales CRM FAQs

Below are some frequently asked questions for Kylas Sales CRM.

Kylas Sales CRM offers the following pricing plans:

  • Pricing model: Free Version, Subscription
  • Free Trial: Available

At Kylas, we believe that some of the best work happens when you collaborate with everyone in the team. So, we decided to offer you Unlimited Users (No per User Fees) on any Growth Plan that you pick! Our Elevate Plan at USD 250/month (Unlimited Users) is a flat cost that offers the best of Kylas. 1. Unlimited User Licenses & Features 2. Robust Onboarding & Training Program 3. Assured Data Security

Kylas Sales CRM has the following typical customers:

11–50, 51–200, 201–500

Kylas Sales CRM supports the following languages:

English

Kylas Sales CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Kylas Sales CRM integrates with the following applications:

ActiveCampaign, AiSensy, Aircall, Apollo, Arka Inventory, Brevo, Exotel, Facebook Business Suite, Gallabox, Gmail, Google Ads, Gupshup, Interakt, Kaleyra, Knowlarity, Mailchimp, Mailjet, Microsoft Outlook, MyOperator, Netcore Customer Engagement & Experience Platform, Outlook4Gmail, Ozonetel, Pinnacle Professional, QuickBooks, Razorpay, Sakari, SendGrid, Servetel, Shopify, Stripe, Twilio, WATI, Zapier, ZenDesk Chat

Kylas Sales CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Kylas Sales CRM.