Kylas Sales CRM Reviews & Product Details

What I like best about Kylas Sales CRM is its user-friendly interface, efficient lead management, and seamless sales pipeline tracking. It helps streamline daily sales activities with features like task reminders, automation, reporting, and integrations, making the entire sales process more productive and organised. Review collected by and hosted on G2.com.

I haven't experienced any major issues with Kylas Sales CRM. It has been reliable and easy to use, and the features meet my day-to-day sales management needs. Review collected by and hosted on G2.com.

Kylas Sales CRM is easy to use and makes it simple to manage leads, track follow-ups, and monitor sales activities. The interface is user-friendly, and it helps keep the sales process organized. Review collected by and hosted on G2.com.

Some advanced features could offer more customization, and the mobile app could be improved for a smoother experience. Other than that, it works well for day-to-day sales management. Review collected by and hosted on G2.com.

I use Kylas Sales CRM to upload leads, and it saves a lot of time because it's very easy to use and can be accessed anytime and anywhere. I like that I can call customers directly from the app, which means I don't have to search for information like phone numbers as all details are available in one click. The integrations with WhatsApp, email, Gmail, Outlook, and accounting tools help a lot with workflow, making my work smoother. The initial setup was easy. Review collected by and hosted on G2.com.

I sometimes experience network issues, and I would appreciate an offline mode allowing me to add notes, update lead stages, and log calls, then sync everything when the internet comes back. Review collected by and hosted on G2.com.

I use Kylas Sales CRM to manage leads and track follow-ups, which I find very useful. The software helps me save time and keeps everything, like accuracy, leads, and follow-ups, in one place. I appreciate the simple and user-friendly interface. The follow-up reminders and quick access to customer details are really useful, making my daily work faster and more organized. The setup was good too. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Kylas Sales CRM is its user-friendly interface and the ability to manage complete sales activities in one place. It helps in tracking leads, follow-ups, meetings, and customer interactions efficiently. The reminder feature is very useful for scheduling sales calls and follow-ups, while the reporting dashboard gives clear insights into sales performance and pipeline status. It makes day-to-day sales management more organized and productive. Review collected by and hosted on G2.com.

Sometimes the system can feel slightly slow while loading reports or large data. A few customization options are limited, and the mobile app experience can be improved for smoother navigation. Initial setup and understanding all features may also take some time for new users. Review collected by and hosted on G2.com.

I like its simple interface, easy lead tracking, and follow-up reminders, which help me stay organized throughout the sales process. The dashboard is easy to navigate, and updating lead status takes just a few clicks, making it very user-friendly. The follow-up reminders are particularly helpful in keeping me on top of my daily tasks. Additionally, I found the initial setup to be straightforward. Review collected by and hosted on G2.com.

I think the mobile app performance can be improved and I feel the loading speed could be faster at times. Review collected by and hosted on G2.com.

Kylas CRM provides a centralized and secure document management system that allows teams to upload, store, and access important sales documents with ease. Files such as proposals, invoices, and agreements can be attached directly to leads, contacts, and deals, ensuring all relevant information is available in one place. This reduces dependency on external storage, improves collaboration across teams, and saves time during follow-ups. Easy retrieval and organized storage help sales teams stay efficient and maintain better control over their documentation. Review collected by and hosted on G2.com.

While Kylas CRM is highly effective, it does have a few limitations. Advanced customization options are somewhat limited compared to enterprise-level CRMs, which may not suit very complex sales processes. Some advanced analytics and integrations are still evolving, and power users may feel the need for deeper reporting flexibility. Additionally, certain features may require time to fully explore and configure for maximum benefit. However, these are minor gaps that are regularly addressed through updates and improvements. Review collected by and hosted on G2.com.

What I like most about Kylas CRM is its user-friendly interface and efficient lead management system. It makes it easy for our team to track leads, manage follow-ups, and monitor sales activities smoothly in one place. The automation features also save a significant amount of time and help improve overall productivity. Review collected by and hosted on G2.com.

While some advanced features and integrations could be expanded further, overall the CRM performs reliably and continues to meet our business needs. Review collected by and hosted on G2.com.

I appreciate Kylas Sales CRM for its intuitive design and sales-focused core functions that are perfectly tailored for small internet sales teams. Its visual sales pipeline view is a standout, displaying all ongoing deals by different sales stages on a clear drag-and-drop board, making pipeline supervision straightforward. I value the customizable lead tagging and categorization tools, allowing me to label leads by source and follow-up efficiency. The lightweight task and reminder system, linked to client records, ensures that no important follow-up work is overlooked. This system is simple to operate, preventing disturbances. Additionally, I am impressed by its stable performance and smooth team collaboration experience. With multiple team members updating records simultaneously, Kylas maintains fast loading speeds and real-time data sync, without lag or data duplication. The initial setup was quite easy, allowing us to seamlessly complete account setup, configure user permissions, and migrate data from our previous CRM tool efficiently. Review collected by and hosted on G2.com.

To start with, its advanced custom reporting capabilities are quite limited. The built-in report templates are fairly basic and cannot support multi-dimensional data analysis. For example, when I need to combine lead sources, customer regions, and deal values to make a comprehensive monthly analysis report, I cannot create such customized views directly in the system. I have to export raw data manually and reorganize everything in spreadsheets, which takes a lot of extra time. I hope the developer can add more flexible report builders and editable custom templates, so we can pull targeted statistics and visual reports within the CRM directly. Review collected by and hosted on G2.com.

It’s easy to use and understand, and it also provides everything under automation. Review collected by and hosted on G2.com.

Nothing specific, but yes, a lot of new inventions could be added to make it easier to use. Review collected by and hosted on G2.com.