Kylas Sales CRM

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.