Kylas Sales CRM
- User-friendly interface
- Customizable reports
- Seamless integrations
- Mobile accessibility
- Efficient task management
- Limited offline access
- Integration issues
What is Kylas Sales CRM?
Kylas Sales CRM is crafted to assist small businesses and startups in closing deals more efficiently! It boasts user-friendly features including customizable pipelines, sales reports, tasks and reminders, and integrations with your existing tools, providing a comprehensive solution to boost your sales process.
Features
Sales Team Collaboration
Includes features like a productivity dashboard, task management, notes and comments, notifications, and reminders to improve teamwork.
Reports & Dashboards
Offers customizable reports that can be exported, downloaded, and easily shared.
Customer Engagement
Provides ready-to-use email integration, personalized email templates, and tools for scheduling meetings and logging calls to enhance customer interaction.
Data Management
Allows you to control your data by importing or migrating it from any CRM or Excel, and helps prevent duplicate entries.
Integrations
Works with popular third-party apps via APIs, Webhooks, and a Marketplace, keeping all your data in one place.
Mobile CRM App
Kylas offers an intuitive mobile app to schedule meetings, make calls, and access reports from anywhere.
Order Management
Enables you to create, edit, customize, and delete quotations, and then download or share them as PDF email attachments.
Multi Product Pipeline on Deals
Allows the creation of multiple customized pipelines, which can be activated or deactivated to fit your sales process.
Field Sales Management
Features geo check-in and check-out for customer visits, with real-time updates on the status, duration, and location of meetings.
Bulk Emails via Gmail & Outlook
Enables sending messages to multiple recipients simultaneously, reaching a larger audience quickly.
Sync Calendars with Kylas
Connects with Google and MS Teams calendars to find time slots, schedule meetings, and send invites and reminders.
Leads, Deals, and Pipeline Management
Helps capture, segment, and organize leads from various sources to determine which ones to convert into deals.
Productivity Dashboard
Provides detailed information and task updates on a single dashboard to boost business efficiency.
Workflow Automation
Automates repetitive tasks to increase productivity.
Task Management
Allows you to create tasks related to deals, leads, companies, or contacts.
Notifications & Reminders
Sends instant email reminders and in-app alerts for comprehensive task views in sales management.
Email Templates
Lets you build email templates for engaging and maintaining customer relationships.
Meetings/Call Logging
A powerful app that helps set up both online and offline client meetings.
Specification: Kylas Sales CRM
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