Kylas Sales CRM Reviews & Product Details

Smart follow-up automation helps sales teams stay on top of their leads. Review collected by and hosted on G2.com.

This is not a CRM; it’s only a reporting tool. It doesn’t seem designed for people to work in it day to day, maintain records, or plan how to improve the customer experience. Review collected by and hosted on G2.com.

I find Kylas Sales CRM to be an extremely valuable tool in my work, especially when it comes to managing leads and appointments efficiently. The platform provides an organized system that displays a comprehensive overview on the default dashboard, which is something I deeply appreciate. The clean, intuitive interface allows me to resolve client queries swiftly and saves me a significant amount of time. I love how easy it is to schedule and fix appointments, which is particularly beneficial for those of us with busy schedules. The convenience of setting up meetings seamlessly enhances productivity. Additionally, everything within the CRM is well-organized and effortless to check, making it a highly convenient platform. I also enjoy how it contributes positively to customer support solutions, making it a quintessential component of my daily operations. I would certainly recommend Kylas Sales CRM to others because of its efficiency and effectiveness. Review collected by and hosted on G2.com.

I find the lack of an auto-refresh option in Kylas Sales CRM problematic. It requires me to manually refresh the data repeatedly, which can be quite disruptive and inconvenient. The absence of this feature means that data does not update automatically, impacting the workflow and causing delays. This issue occasionally results in a 'no data found' message or slows down operations, hindering a seamless experience. Review collected by and hosted on G2.com.

“Sales pipeline, automation, and onboarding support are strong and help teams adopt CRM quickly Review collected by and hosted on G2.com.

Optimize performance and dashboard real-time sync so sales teams are not slowed by lag or delayed data. Review collected by and hosted on G2.com.

Ease to use & best clear UI which is needed for clarity & day to day usages. Review collected by and hosted on G2.com.

Sometimes working with lot of glitches. Though the team is good in terms of feedback & actions. Review collected by and hosted on G2.com.

I like using Kylas Sales CRM because it allows us to connect directly with our customers from the CRM and we get a notification on the mobile app if someone is calling. The interface is easy to use, which makes navigating the system simple. I also find that managing meetings is a good option here, enhancing our workflow. Review collected by and hosted on G2.com.

I feel like the task assignment feature should be improved as it automatically assigns tasks. I think if we assign them on our own, it works better. Also, we can't manage notes properly because we can't edit the same notes if there's something missing. It should be improved. Review collected by and hosted on G2.com.

All Customer and Leads data management into one platform helping all the cross functional teams to work together and align towards the company's goals which is vital. Review collected by and hosted on G2.com.

Reporting needed in more graphical representation for some data in Pareto chart which is useful to understand Trivial Many and Vital Few options in order to get factful decisions. Review collected by and hosted on G2.com.

It’s very useful for managing leads, and it makes them easy to track. Review collected by and hosted on G2.com.

There’s nothing I dislike about the app, but they could add more features to it. Review collected by and hosted on G2.com.

The best part about Kylas is its user-friendly and intuitive interface. Unlike other complex CRMs, it has a very short learning curve, which allowed our team to start managing leads effectively from day one without extensive technical training.

I really appreciate the seamless lead tracking and pipeline management. Review collected by and hosted on G2.com.

it has fewer native connections with global tools. Additionally, while the reporting is good, I would like to see more advanced analytics and deeper customization for complex reporting needs. Review collected by and hosted on G2.com.

It’s simple to navigate, helps manage leads efficiently, and streamlines the entire sales process without any complexity, making it perfect for both beginners and growing sales teams. Review collected by and hosted on G2.com.

Sometimes, the lead allocation feature doesn’t work properly, causing delays in assigning leads to the right team members. It’s not a major issue, but improving this function would make the overall experience smoother and more efficient. Review collected by and hosted on G2.com.

The user-friendly interface and clean default dashboard provide quick insights into leads, deals, and performance across teams, making it easy to monitor branches without complexity. Customizable pipelines and workflows adapt seamlessly to specific business needs, such as fuel distribution sales cycles at FuelBuddy. Review collected by and hosted on G2.com.

Dashboards lack auto-refresh. Limited filters hinder reliable pipeline tracking for FuelBuddy's sales teams. Review collected by and hosted on G2.com.