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CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports.
Kylas helps growing businesses to streamline their sales process. We have helped over 5000+ growing businesses across industries.
Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.
There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work.
I love the customizable calendar where you can choose different colors for different kind of appointments/meetings. Also how you can automate meeting that happen at a certain time and day repeatedly.
I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.
A near infinite amount of reports and searches can be run, which makes getting your contact database cleaned up super easy. Notes can be pinned to the top of a contact.
You will also listen to their stupid prerecorded messages which play over and over the entire time.
This software allows me to do everything I need and then some. If I ever need help customer service has been the best.
Limited functionality, not able to integrate with other software for financial services, mobile app is too simple and limited.
This is perfect product that i want to use for my company daily needs, support team is also good and revert on time with resolution.
Few options are not customisable. Sometimes software will stuck while using.
Very easy even for first time users, Reports are awesome, Integration made easy because of excellent support from the implementation team.
This is lil difficult for our sales rap to use it smoothly.
The overall experience with Kylas has been wonderful. They have an amazing customer success team who are always willing to help and guide the customers whenever required.
Complicated UI makes a it a little difficult to get use to the software.
I like all features of Kylas , it is easy to use , call and email facility good , whatsapp integration is good , all good.
Rigid customization in some aspects of the software.
Prioritize real-user-identified key features according to your needs to find your best fit.
Redtail CRM
Kylas Sales CRM
Top FeaturesRedtail CRM
Kylas Sales CRM
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