4.7/5 rating on G2 and 4.8/5 Capterra
Native Agentic AI
Without Overspending — Choose Kylas!
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Artistic Impression
Track important metrics to know where your business is heading. Ensure that your are forecast correctly
and make only data-backed decisions
Embark on your CRM journey with a free version of kylas.
Now with AIElevate your sales performance with Kylas – unlock advanced features to close deals faster.
Now with AIFor enterprise teams aiming high, Kylas Exceed scales your growth.
Now with AICustom Pricing – For 25+ users, high data usage, or automation-heavy needs.
We Can Help You Curate the Best Plan for Your Business
Let’s Connect| Features | Zoho Professional | Kylas Elevate | Zoho Professional | |
|---|---|---|---|---|
Lead
|
ⓘ
Get a complete overview of each lead including pipeline progress, communication, ownership and activity history.
ⓘ
Create web forms in Kylas or sync the existing ones from your website to capture leads automatically into the CRM.
ⓘ
Auto-capture leads from 3rd party portals like IndiaMart and Justdial.
ⓘ
Transfer data as per your requirement from one entity to another when you convert a lead into deals, contacts or companies.
|
✓
✓
✓
|
✓
✓
✓
|
✓
✓
✓
|
| Contact Management |
ⓘ
Manage and organize your contacts efficiently with detailed information and interaction history.
|
✓ | ✓ | ✓ |
| Company Management |
ⓘ
Create companies with multiple contacts for successful Key Account Management and Account Based Marketing (ABM).
|
✓ | ✓ | ✓ |
| Deals Management |
ⓘ
Get complete overview of each deal including pipeline progress, revenue forecast, communication, ownership and activity history.
|
✓ | ✓ | ✓ |
| Products/Services |
ⓘ
Add your products and services in Kylas along with price, category, HSN code, and more. Use them in quotations without manually entering the data.
|
✓ | ✓ | ✓ |
Pipeline Management
|
ⓘ
Create multiple custom pipelines and view all your active leads in their respective pipeline stages.
ⓘ
Create multiple custom pipelines and view all your active deals in their respective pipeline stages.
|
✓ | ✓ | ✓ |
| Quotations |
ⓘ
Create, download, and send custom quotations to your contacts directly from the CRM.
|
✓ | ✓ | ✓ |
| Mobile App |
ⓘ
Download the mobile app on Android and iOS.
|
✓ | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Productivity Dashboard |
ⓘ
Monitor sales team's productivity and business growth through different sales dashboards.
|
✓ | ✓ | ✓ |
| BI and Analytics | x | Available as an Add-on | ✓ | |
| Goals Vs Achieved |
ⓘ
Set goals, generate reports, redirect to specific targets, obtain prorated data, and send notifications.
|
x | Available as an Add-on | 50 Goals (Expandable) |
| Notes |
ⓘ
Keep track of how a sale is progressing by summarizing each customer interaction in notes.
|
✓ | ✓ | ✓ |
| Mentions and Comments |
ⓘ
Draw your teammate's attention to a record by @mentioning them in the notes section.
|
✓ | ✓ | ✓ |
| Task Management |
ⓘ
Track and manage team tasks from one single dashboard.
|
✓ | ✓ | ✓ |
| Notification & Reminders |
ⓘ
Never miss a task, deadline, appointment, or meeting with real-time notifications and reminders.
|
✓ | ✓ | ✓ |
| Quick Task View |
ⓘ
Quickly access tasks from the dashboard and take swift action.
|
✓ | ✓ | ✓ |
| Delegate & Share Tasks |
ⓘ
Get more work done by efficiently sharing leads, deals, and tasks with your team.
|
✓ | ✓ | ✓ |
| History Feed |
ⓘ
Get History Feed to track activities and work done on a record after it was created.
|
x | ✓ | ✓ |
| Document Attachment |
ⓘ
Attach documents like proposals, quotations, images etc. to each lead, deal, contact and company.
|
✓ | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Workflow Automation |
ⓘ
Create workflows to automate tasks and send automated communication to clients.
|
x | 30 Workflows (Expandable) | 130 Workflows (Adjustable) |
| Automated flow for Lead Routing |
ⓘ
Route leads to the right salesperson based on various conditions like source, area, etc.
|
x | ✓ | ✓ |
| Location Based Lead Routing | x | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
Meetings
|
ⓘ
Instantly schedule, attend, and track meetings within Kylas.
ⓘ
See what's upcoming in your and your team's schedule by connecting Google/Outlook Calendar with Kylas.
|
x
|
✓
|
✓
|
Emails
|
ⓘ
Connect Gmail, Outlook, or other email IDs via SMTP and IMAP to use Kylas for sending and receiving emails.
|
x
x
x
|
✓
✓
✓
|
✓
✓
✓
|
| Email Templates |
ⓘ
Help your team send more emails faster with email templates.
|
x | 30 Email Templates (Expandable) |
80 Email Templates (Adjustable) |
| Email Tracking |
ⓘ
Get notified whenever a prospect or client opens your email.
|
x | Available as an Add-on | ✓ |
| Telephony |
ⓘ
Integrate Kylas with popular IVR service provider to make, receive and log calls.
|
x | ✓ | ✓ |
| SMS |
ⓘ
Send one-click SMS or automate a SMS sequence from within the CRM using Kylas SMS integration.
|
x | ✓ | ✓ |
| WhatsApp Integration |
ⓘ
Sync your WhatsApp business account with Kylas for sending messages to prospects.
|
x | ✓ | ✓ |
| Call Logging |
ⓘ
Maintain manual call logs and create follow-up tasks based on client discussions.
|
x | ✓ | ✓ |
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Pre-built Report Templates |
ⓘ
Get pre-built reports to track basic metrics like deals closed, revenue generated, etc.
|
✓
|
✓
|
✓
|
| Customizable Multidimensional Reports |
ⓘ
Create custom multi-dimensional report to track leads, deals, tasks, calls and meetings.
|
✓
|
✓
|
✓
|
| Sales Dashboard |
ⓘ
Create multiple dashboard with various reports and lists to get detailed insight into your sales processes.
|
✓
|
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| User Profiles |
ⓘ
Create custom profiles and set permissions as per your organizational heirarchy and processes.
|
✓
|
✓
|
✓
|
| Data Sharing |
ⓘ
Ability to confire data sharing rules and field permissions for users and teams.
|
✓
|
✓
|
✓
|
| Records Reassignment |
ⓘ
Reassign records to other users with limited or full access.
|
✓
|
✓
|
✓
|
| Team Management |
ⓘ
Create teams and assign users based on function or territory.
|
✓
|
✓
|
✓
|
| Hierarchy Management |
ⓘ
Map your organization's hierarchy in Kylas using 'Reporting to' feature.
|
✓
|
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| No. of Records |
ⓘ
Records will be calculated on the basis of these entities being created by a user- Leads, Deals, Contacts, Company, Notes, Tasks, Meetings, Emails, Calls, Quotation and Messages.
|
1,000 Records
(Non Expandable) |
1,00,000 Records
(Expandable) |
11,00,000 Records
(Adjustable) |
| File Storage |
ⓘ
Store all documents, call recordings, and email attachments in CRM.
|
5 GB
(Non Expandable) |
100 GB
(Expandable) |
600 GB
(Adjustable) |
| Data Import |
ⓘ
Import records in the system via CSV files and migrate to Kylas easily.
|
250 (per batch)
|
10,000 (per batch)
|
10,000 (per batch)
|
| Data Export |
ⓘ
Export the data from Kylas to CSV to share it offline.
|
✓
|
✓
|
✓
|
| Data sharing rules |
ⓘ
Control how different users can access data in Kylas.
|
✓
|
✓
|
✓
|
| Smart Lists |
ⓘ
Segment CRM data into Smart Lists with preset filters.
|
✓
|
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Kylas Marketplace |
ⓘ
Integrate with over 70 popular business applications with Kylas Marketplace.
|
x
|
✓
|
✓
|
| API Access |
ⓘ
Integrate Kylas with various communication channels, workflows and business logics using open APIs.
|
x
|
✓
|
✓
|
| Webhooks |
ⓘ
Create webhooks for third-party integration and send data to other system APIs.
|
✓
(Restricted Access) |
✓
|
✓
|
| Embark | Elevate | Exceed | ||
|---|---|---|---|---|
| Custom Fields |
ⓘ
Create unlimited custom fields to capture more data on Leads, Deals, Contacts, Products, and Companies.
|
x
|
25 Custom Fields
(Expandable) |
125 Custom Fields
(Adjustable) |
| Custom Layout |
ⓘ
Customize layouts for essential fields on create forms, edit forms, and details pages.
|
x
|
15 Layouts (Expandable)
|
35 Layouts
(Adjustable) |
| Multi-Currency Support |
x
|
Available as an Add-on
|
5 Currencies
(Expandable) |
| Add-On | Details | Price (INR) |
|---|---|---|
| Email Templates | 10 Email Templates | 500/month |
| Workflows | 10/Workflows | 500/month |
| Records | 20,000 Records | 500/month |
| Custom Fields | 1 Custom Field | 200/month |
| Additional File Storage | per 20GB | 300/month |
| Custom Layout | 1-Custom Layout | 500/month |
| Email Tracking | - | 800/month |
| Goals | 50 Goals | 2,500/month |
| Security Add-on
ⓘ
IP Restriction, 2-factor Authentication & Number Masking
|
- | 2,500/month |
| BI Analytics
ⓘ
Connect with BI and Analytics tools such as PowerBI, Tableau, Zoho Analytics, and generate cross-entity reports.
|
- | 5,000/month |
| Multi-Currency Support
ⓘ
Currency exchange rates, Currency-wise reports, and currency conversion.
|
5 Currencies | 2,500/month |
|
Field Sales Tracking - Live Location Tracking - Route Planning |
- |
INR 400/user/month Coming Soon |
| Account Manager
ⓘ
Online Monthly meeting, Quarterly business reviews, 3 hours of any training/ tasks every month
|
1 point of escalation | 10,000/month |
| On-Call Support | Committed board line number | 5,000/month |
| Online Training |
Sales - 1.5 Hours Admin - 1.5 Hours |
5,000 |
| In-person Training | 2 working days | 40,000 (travel & stay extra) |
|
Business Improvement Consulting (with CRM Expert) - Online |
5 Hours | 15,000 |
|
Business Improvement Consulting (with CRM Expert) - In-person |
2 Working Days | 40,000 (travel & stay extra) |
WE believe that the true power of a tool can be realised only when you use it and use it well! That’s why Kylas offers extensive onboarding & training sessions conducted by seasoned CRM Experts. We understand that your expectations from Kylas will be as unique as your requirements.
Theres customised sessions are priced at a nominal one-time cost
of INR 25,000 and will get your team started right away! We also provide additional support beyond basic onboarding sessions to help you do more with Kylas. These customized sessions are 3-hour duration each and are priced at a nominal fee of INR 5000.
See how our CRM platform helps teams boost productivity, close more deals and strengthen our customer relationships.
We switched to Kylas after trying four other leading CRMs, and it performed beyond all expectations. It's simple UI & UX quickly won over the sales team and helped them collaborate and close more deals effortlessly.
Kylas now acts as our central data repository, and its detailed reports help us track business performance and accurately forecast revenue. The unlimited users and features give me the confidence to grow the sales team from 8 at present to 80 by the end of the year.
Co-founder, Winworld Realty Services
Co-founder, Winworld Realty Services
What we really liked about Kylas is the onboarding process is very smooth and the team is very responsive. Our team got quickly trained on Kylas and found it very easy to use. I’d definitely recommend Kylas to all Growing Businesses.
Owner, WaterApp
Owner, WaterApp
We have used couple of CRM tools earlier- Bitrix & Hubspot; I found Kylas UI & UX very user friendly; The team was highly empathetic towards my requirement and we received excellent support; Very easy to use tool and features.
CMO, Meliora Technologies
CMO, Meliora Technologies
We have been using Kylas for 2 years because it offers exceptional customization possibilities, low-cost pricing, and minimal downtime difficulties. It doesn’t charge on a per-user basis, and we can create an unlimited number of users in our account. We also have an API system on WhatsApp chat, along with the talk-to-chat bot on the website. Additionally, we have integrated it with Facebook Lead Ads campaigns. Basically, we use it for every other software.
Operations Manager, Malnad Stays
Operations Manager, Malnad Stays
