G2

Rushikesh G.

Marketing automation

Small-Business (50 or fewer emp.)

7/28/2026

"User-Friendly CRM with Strong Automation and Growth Potential"

5/5

What do you like best about Kylas Sales CRM?

What I like best about Kylas Sales CRM is its clean and easy-to-use interface, which makes lead management and sales pipeline tracking simple, even for new users. It offers useful features like customizable pipelines, task management, WhatsApp integration, automation workflows, and detailed activity tracking, helping our sales team stay organized and respond to leads more efficiently. The platform is easy to configure, and the customer support team is responsive whenever assistance is needed.

Another aspect I appreciate is its flexibility in managing different business processes through custom fields, tags, and automation. It has helped streamline our lead management process and improved follow-up consistency. With continued investment in AI-powered automation, smart default actions, and more intelligent workflow suggestions, Kylas has the potential to become an even more powerful and user-friendly CRM. Review collected by and hosted on G2.com.

What do you dislike about Kylas Sales CRM?

While Kylas Sales CRM is a capable platform, there are a few areas where it could improve. Many common business scenarios still require users to create workflows manually, even for simple tasks like assigning pipelines based on lead source, adding tags based on customer interests, or updating deal stages automatically. Having more built-in smart automations and default rules would reduce setup time and improve the overall user experience.

I would also like to see stronger AI capabilities integrated into the platform. Features such as an AI assistant for performing actions through natural language commands, AI-generated workflow creation, intelligent lead summaries, suggested replies for WhatsApp and email, automatic tag recommendations, and proactive next-best-action suggestions would significantly reduce manual work. Additionally, faster system performance, more advanced reporting and analytics, and deeper integrations with third-party applications would make Kylas an even more efficient and competitive CRM solution. Review collected by and hosted on G2.com.

What problems is Kylas Sales CRM solving and how is that benefiting you?

Kylas Sales CRM has helped us centralize our lead management process and improve the efficiency of our sales operations. Instead of managing leads across spreadsheets, WhatsApp, emails, and multiple tools, we can track every lead in one place, assign them to the right sales representatives, monitor follow-ups, and manage the complete sales pipeline. This has improved lead visibility, reduced missed follow-ups, and helped our team respond to customer inquiries more consistently.

The platform's automation features, customizable pipelines, task management, and WhatsApp integration have reduced manual effort and standardized our sales process. It has also provided better reporting and insights into lead sources, conversion rates, and team performance, enabling us to make more informed business decisions. Overall, Kylas has helped us improve team productivity, streamline customer communication, and create a more organized and scalable sales process. With additional AI-driven automation and smart default actions, it could further reduce repetitive tasks and enhance operational efficiency. Review collected by and hosted on G2.com.