Kylas CRM
Kylas CRM is a top-rated CRM system for businesses, offering customizable sales pipelines and user-friendly interface. It enhances team collaboration and boosts sales, with integrated calling solutions and mobile apps for on-the-go productivity.
What is Kylas CRM?
Kylas CRM is a game-changer for growing businesses looking to streamline their operations and boost their sales. With features like pipeline management, collaboration tools, and data security, Kylas CRM ensures that your team is always on top of their game. The user-friendly interface makes it easy for even beginners to navigate the platform effortlessly.
One standout feature of Kylas CRM is its ability to customize sales pipelines and fields to suit your business needs. This level of flexibility allows you to tailor the CRM to your specific requirements, ensuring that you can track and manage your leads effectively. The integrated calling solutions and mobile apps make it convenient for sales reps to stay connected and productive on the go.
The success stories shared by users of Kylas CRM speak volumes about the impact it has had on their business growth. From improved sales numbers to enhanced team collaboration, Kylas CRM has proven to be a valuable asset for businesses across various industries. The positive reviews and ratings further solidify Kylas CRM's reputation as a top-rated sales CRM that your team will love.
How to Use Kylas CRM?
Step 1: Sign Up for Kylas CRM- Visit the Kylas CRM website.
- Click on the 'Sign Up' button located at the top right corner of the homepage.
- Select the appropriate employee size from the dropdown menu.
- Enter your personal and business details such as your name, email, and phone number.
- Click on 'Sign up for free'.
- Enter the OTP sent to your mobile number for verification.
- Confirm your details to complete the registration.
- Visit the Kylas CRM website.
- Click on the 'Login' button at the top right corner.
- Enter your registered email ID and password.
- Click 'Login' to access your Kylas CRM dashboard.
- Log in to your Kylas CRM account.
- Navigate to the 'Leads' section from the dashboard.
- Click on the 'Import Leads' button.
- Upload your lead data file (CSV or Excel format) or use the 'Import from Integrations' option.
- Map the fields from your file to the corresponding fields in Kylas CRM.
- Click 'Import' to upload the leads into the system.
- Log in to Kylas CRM.
- Go to the 'Contacts' section from the main menu.
- Click on 'Add Contact' to manually add new contact details.
- Fill in the necessary fields such as name, email, phone number, and company name.
- Click 'Save' to store the contact information.
- Log in to Kylas CRM.
- Navigate to the 'Deals' section via the dashboard.
- Click on 'Create Deal' to start adding a new deal.
- Enter deal-specific details such as deal name, associated contact, deal stage, expected closing date, and value.
- Click 'Save' to add the deal.
- To manage existing deals, click on the deal name and update its status, notes, or tasks as needed.
- Log in to Kylas CRM.
- Navigate to the 'Sales Automation' section from the main menu.
- Click on 'Create Automation Rule' to set up automation processes.
- Define triggers, actions, and conditions for automation (e.g., send email when a lead status changes).
- Click 'Save' to activate the automation rule.
- Log in to Kylas CRM.
- Navigate to the 'Reports' section from the dashboard.
- Choose the type of report you need (e.g., Sales Performance, Pipeline Overview).
- Set the report parameters such as date range, teams, and pipelines.
- Click on 'Generate Report' to view the detailed insights.
- Download the report if needed for offline analysis.
- Log in to Kylas CRM.
- Go to the 'Settings' section from the main menu.
- Click on 'Customization' to access customization options.
- Modify fields, create custom pipelines, add custom fields, and set up user permissions as needed.
- Save changes to apply the customizations.
- Log in to Kylas CRM.
- Navigate to the 'Integrations/Marketplace' section.
- Browse through available integrations (e.g., Facebook Lead Ads, WhatsApp API).
- Click on 'Integrate' next to the third-party app you wish to connect.
- Follow the on-screen instructions to complete the integration process.
- Download the Kylas CRM mobile app from the App Store (iOS) or Google Play Store (Android).
- Open the app and log in with your Kylas CRM account credentials.
- Navigate through the mobile dashboard to manage leads, contacts, deals, and activities.
- Use mobile-specific features such as call tracking and push notifications to stay updated.
Kylas CRM Features
Pipeline Management
Pipeline Management is a crucial feature of Kylas CRM that helps sales managers track the progress of leads and deals through various stages of the sales cycle.
Function Detail
- With Pipeline Management in Kylas CRM, sales managers can create custom sales pipelines tailored to their specific business needs. They can easily drag and drop leads and deals from one stage to another, visually representing the sales process.
- The feature allows for easy organization and prioritization of leads, ensuring that no opportunity falls through the cracks. Sales managers can set up automated notifications and reminders to keep the team on track.
- Managers can also generate detailed reports and dashboards to analyze the performance of the sales team, identify bottlenecks in the pipeline, and make data-driven decisions to optimize the sales process.
Data Management & Security
Data Management & Security is a critical feature of Kylas CRM that ensures the confidentiality, integrity, and availability of all customer data stored in the system.
Function Detail
- Kylas CRM employs advanced encryption techniques to secure customer data from unauthorized access or cyber threats. The system is designed to be compliant with industry standards and regulations to safeguard sensitive information.
- Users can set up role-based access control to restrict access to specific features and data, ensuring that only authorized personnel can view or modify sensitive information.
- The CRM allows for easy data import and export, deduplication, and data cleansing functionalities to maintain a clean and organized database.
Sales Automation
Sales Automation is a powerful feature of Kylas CRM that helps streamline repetitive tasks, automate workflows, and enhance sales efficiency.
Function Detail
- Kylas CRM offers customizable automation tools that allow users to create automated workflows for tasks like lead nurturing, email campaigns, and follow-up reminders.
- Users can set up triggers and conditions to automate actions based on specific criteria, reducing manual intervention and increasing productivity.
- Sales Automation in Kylas CRM enables sales reps to focus on high-value activities such as building relationships with prospects and closing deals, while routine tasks are handled automatically.
Kylas CRM Pricing
-
Embark
Embark on your CRM journey with a free version of Kylas
Free
Get StartedUNLIMITED USERS
Lifetime Free
1,000 Records (Non-expandable)
Lead Management
Contact Management
Deals Management
Task Management
Workflow Automation
Email Support
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Elevate
Elevate to a higher level of performance with Kylas.
US$250/mo
Get StartedUNLIMITED USERS
Free Trial For 15 Days
No Credit Card Details Required
100,000 Records (Expandable)
Lead Management
Contact Management
Deals Management
Task Management
Workflow Automation
Phone Support
-
Exceed
Exceed all your Sales Goals with Kylas! All the features in Elevate + all the add-ons that you need!
US$1250/mo
Get StartedUNLIMITED USERS
Free Trial For 15 Days
No Credit Card Details Required
1,100,000 Records (Adjustable)
Lead Management
Contact Management
Deals Management
Task Management
Workflow Automation
Phone Support
Account Manager
Kylas CRM Frequently Asked Questions
What industries does Kylas CRM cater to?
What features does Kylas CRM offer for Sales Managers?
How can Kylas CRM help in increasing sales productivity?
What are some testimonials from users of Kylas CRM?
How does Kylas CRM compare to other CRMs in terms of user-friendliness?