# Kylas Sales CRM Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Kylas Sales CRM Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Kylas Sales CRM Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/210630/Kylas --- # Kylas Sales CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2025 Written byPreksha Buttan Preksha Buttan Preksha Buttan is a writer at Capterra. She provides insights to help small businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software ad... [See bio & all articles](https://www.capterra.com/resources/author/pbuttan/) Edited byNiels Juist Niels Juist [See bio & all articles](https://www.capterra.com/resources/author/niels-juist/) Written by [Preksha Buttan](https://www.capterra.com/resources/author/pbuttan/) Preksha Buttan is a writer at Capterra. She provides insights to help small businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Kylas Sales CRM Kylas Sales CRM Overview: ### Key takeaways Insights from verified Capterra reviews Kylas Sales CRM helps small businesses manage leads, track sales activity, and automate follow-ups. It’s most used by sales and marketing teams in education, finance, and IT services. Users value its customizable pipeline and daily-use dashboards. Some report challenges with reporting complexity and mobile layout. Recent updates include lead scoring rules and WhatsApp file support. ### Our verdict Kylas Sales CRM suits teams that rely on daily lead tracking and want control over pipeline customization without per-user pricing. While some limitations in reporting and mobile layout may require adjustments, its automation tools and flat-rate model offer strong value for scaling SMBs. Top alternative Featured Overall rating Based on 573 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Starting price $250 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Kylas Sales CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://kylas.io&name=Kylas Sales CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Kylas Sales CRM 4.8 (573) VS. [4.5 (4,453)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $250 Flat Rate, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (573) Ease Of Use 4.4 (4,354) Value For Money 4.8 (551) Value For Money 4.3 (3,489) Customer Service 4.8 (556) Customer Service 4.4 (3,497) ## Kylas Sales CRM alternatives Kylas Sales CRM may not be the best fit for teams needing deeper reporting flexibility, broader integration options, or a mobile interface optimized for field-heavy workflows. Explore other CRM tools on Software Advice that better align with your operational style and business priorities. [4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Highest Rated [4.7 (725)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month [4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/210630/Kylas/alternatives/) ## Who uses Kylas Sales CRM? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Kylas Sales CRM's interface Kylas Sales CRM’s interface is structured for quick lead access and daily use, with customizable dashboards and a visual pipeline that simplifies tracking. Most users find it intuitive, though some report mobile layout challenges and occasional filter/view issues. 2+ Preksha Buttan Reviewers say Kylas Sales CRM’s interface helps teams stay organized with customizable dashboards and visual lead tracking. However, mobile users often report layout limitations and battery drain, which can disrupt field workflows and reduce efficiency during long sales days. Ease of Use 4.8 (573) 4.8 Based on 573 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Preksha Buttan Kylas Sales CRM’s top-rated features help teams manage sales activity with greater clarity and control. Together, they support structured workflows, reduce manual tracking, and enable faster responses across the sales pipeline. Features 4.7 (573) 4.7 Based on 573 reviews The Kylas Sales CRM features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Alerts and notifications 4.9 (51) 51 reviewers rated this feature Sends timely alerts to help teams stay updated on lead activity and task progress. This feature supports consistent follow-ups and reduces the risk of missing key sales actions. Reminders 4.9 (46) 46 reviewers rated this feature Enables sales reps to schedule tasks and follow-ups with precision. It helps maintain accountability and ensures that daily workflows are managed without relying on external tools. Pipeline management 4.8 (180) 180 reviewers rated this feature Provides a customizable visual pipeline for tracking deals and identifying bottlenecks. It allows teams to tailor stages and fields to match their sales process and generate stepwise reports. Monitoring 4.8 (30) 30 reviewers rated this feature Offers real-time visibility into lead status and team activity. It helps managers oversee progress and intervene when needed to keep deals moving forward. Activity dashboard 4.7 (46) 46 reviewers rated this feature Centralizes metrics and updates in a single view. It supports faster decision-making by surfacing actionable data and reducing time spent navigating multiple screens. Opportunity management 4.7 (28) 28 reviewers rated this feature Organizes and prioritizes deals based on stage, value, and likelihood to close. It supports better forecasting and planning for lead conversion. Workflow automation 0 reviewers rated this feature Automates repetitive tasks, lead assignments, and follow-ups using up to 130 customizable workflows. This helps teams reduce manual effort, maintain consistency across processes, and respond faster to sales triggers. BI and analytics integration 0 reviewers rated this feature Connects with external tools like Power BI, Tableau, and Zoho Analytics to enable cross-entity reporting. This allows businesses to analyze performance across teams, campaigns, and lead sources in one unified view. Field sales tracking 0 reviewers rated this feature Supports geo check-ins, live location tracking, and meeting timelines for on-ground sales teams. It helps managers monitor field activity, validate visits, and optimize route planning for better coverage. Custom dashboards 0 reviewers rated this feature Enables creation of multiple dashboards tailored to specific roles or metrics. Teams can track KPIs, filter data by source or stage, and surface insights that support faster decision-making and performance reviews. Scoring rule (email events) 0 reviewers rated this feature Allows businesses to assign lead scores based on email engagement, such as opens and clicks. This helps prioritize leads showing higher intent and improves follow-up targeting. (Released February 2025) Scoring rule (call logs) 0 reviewers rated this feature Enables lead scoring based on call outcomes, helping teams assess interest levels and adjust outreach strategies accordingly. (Released February 2025) Task form layouts 0 reviewers rated this feature Lets admins customize task creation forms by selecting which fields appear for different user profiles. This improves clarity and reduces clutter for role-specific workflows. (Releaed February 2025) Kylas native WhatsApp 0 reviewers rated this feature Supports dynamic file attachments in WhatsApp template headers, enabling personalized communication directly from the CRM. (Released February 2025) All key features (97) Define levels of authorization for access to specific files or systems 200.00% of 1 reviewers that rated this feature as important or highly important Centralizes metrics and updates in a single view. It supports faster decision-making by surfacing actionable data and reducing time spent navigating multiple screens. 46 reviewers rated this feature Track and document all activities across devices, networks, and other systems 0% of 0 reviewers... Sends timely alerts to help teams stay updated on lead activity and task progress. This feature supports consistent follow-ups and reduces the risk of missing key sales actions. 51 reviewers rated this feature Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 58.18% of 55 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 60.00% of 10 reviewers that rated this feature as important or highly important Schedule appointments via a calendar 100.00% of 1 reviewers that rated this feature as important or highly important Assign issues and tasks based on availability or required skills 0% of 0 reviewers... Create and automatically send premade copy in response to customer messages 0% of 0 reviewers... Connects with external tools like Power BI, Tableau, and Zoho Analytics to enable cross-entity reporting. This allows businesses to analyze performance across teams, campaigns, and lead sources in one unified view. 0 reviewers rated this feature Track and manage schedules and meetings via an integrated calendar 50.00% of 16 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 46.15% of 13 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 80.00% of 10 reviewers that rated this feature as important or highly important Collects essential call data such as call origin, call destination, call length, and other transaction details 200.00% of 1 reviewers that rated this feature as important or highly important Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 49.25% of 67 reviewers that rated this feature as important or highly important Communicate using direct chat or messages within the system 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 0% of 0 reviewers... Leave comments and notes on documents for others to view 0% of 0 reviewers... This aspect helps you organize and access all customer data in one place. Reviewers indicate the centralized, searchable database with custom fields and tags saves time, supports campaign planning, and makes updating or retrieving contact details effortless. 55.97% of 268 reviewers that rated this feature as important or highly important With this characteristic, you can efficiently track and organize customer interactions, filter contacts, and automate workflows. Some users say integrations with email, calendars, and social media streamline communication and make following up on leads easier. 54.43% of 327 reviewers that rated this feature as important or highly important Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads 0% of 0 reviewers... Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 50.99% of 202 reviewers that rated this feature as important or highly important Enables creation of multiple dashboards tailored to specific roles or metrics. Teams can track KPIs, filter data by source or stage, and surface insights that support faster decision-making and performance reviews. 0 reviewers rated this feature A collection of customer information such as contact details, demographics, previous interactions, etc. 44.44% of 9 reviewers that rated this feature as important or highly important Process of dividing customers into groups based on common characteristics 0% of 0 reviewers... Customize data fields to support various needs and use cases 77.78% of 81 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 75.47% of 53 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 0% of 0 reviewers... Assembly of graphs and charts for visualizing and tracking statistics/metrics 77.78% of 9 reviewers that rated this feature as important or highly important Automatically retrieve and pull information from documents, websites, images, data sets, and other sources 62.50% of 8 reviewers that rated this feature as important or highly important Import and export data to and from software applications 66.67% of 114 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 84.62% of 13 reviewers that rated this feature as important or highly important Defines specific deal parameters to negotiate and secure deals 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 83.33% of 6 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 0.00% of 1 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Digitally sign online documents 0% of 0 reviewers... Manage, store and organize emails within the system or via third-party apps 68.18% of 44 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 56.06% of 66 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 0.00% of 1 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails 0% of 0 reviewers... Predefined actions automatically performed on the occurance of specific events 0% of 0 reviewers... Supports geo check-ins, live location tracking, and meeting timelines for on-ground sales teams. It helps managers monitor field activity, validate visits, and optimize route planning for better coverage. 0 reviewers rated this feature Caters to sales teams 0% of 0 reviewers... Designed for small businesses 70.00% of 10 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 0% of 0 reviewers... Store, manage and track all forms in a centralized location 0% of 0 reviewers... Establish measurable goals and objectives and track their progress over a specific period of time 0% of 0 reviewers... Track interaction history by documenting conversations for contacts 70.15% of 67 reviewers that rated this feature as important or highly important Visualization tool to organize and optimize tasks and track their status at every stage of workflow 0% of 0 reviewers... Supports dynamic file attachments in WhatsApp template headers, enabling personalized communication directly from the CRM. (Released February 2025) 0 reviewers rated this feature Kylas Sales CRM offers seamless lead collection from sources like websites, property portals, Facebook, and IVR. Some reviewers find integrations and automation valuable for capturing every lead, assigning them automatically, and ensuring no opportunity is missed. 52.53% of 297 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers 47.37% of 19 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 77.52% of 129 reviewers that rated this feature as important or highly important With this capability, you can centralize, categorize, and prioritize leads, making follow-up and tracking easier. Reviewers appreciate how it streamlines lead allocation, integrates with multiple sources, and enables timely actions, helping them manage more leads and close more deals. 54.19% of 310 reviewers that rated this feature as important or highly important Real-time alerts or notifications that inform teams about new leads or prospects 0% of 0 reviewers... Engage with a lead throughout the sales process by actively providing information 77.78% of 9 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors 58.67% of 75 reviewers that rated this feature as important or highly important Score a lead based on quality or likelihood to buy/convert based on predetermined criteria 0% of 0 reviewers... Divide leads into buckets based on predefined criteria and routing rules 62.96% of 27 reviewers that rated this feature as important or highly important Access software remotely via mobile devices 90.48% of 21 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Offers real-time visibility into lead status and team activity. It helps managers oversee progress and intervene when needed to keep deals moving forward. 30 reviewers rated this feature Manage multiple campaigns in one system 0% of 0 reviewers... Create new forms and/or use ready-made online form templates 41.67% of 12 reviewers that rated this feature as important or highly important Organizes and prioritizes deals based on stage, value, and likelihood to close. It supports better forecasting and planning for lead conversion. 28 reviewers rated this feature A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 85.71% of 7 reviewers that rated this feature as important or highly important Provides a customizable visual pipeline for tracking deals and identifying bottlenecks. It allows teams to tailor stages and fields to match their sales process and generate stepwise reports. 180 reviewers rated this feature Tools designed to streamline the process of lead generation and management for sales teams 57.78% of 45 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 66.67% of 3 reviewers that rated this feature as important or highly important Receive data and information in real time 0% of 0 reviewers... Notifications that are delivered to users as soon as an event occurs 0.00% of 3 reviewers that rated this feature as important or highly important Enables sales reps to schedule tasks and follow-ups with precision. It helps maintain accountability and ensures that daily workflows are managed without relying on external tools. 46 reviewers rated this feature Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 61.76% of 34 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 61.19% of 219 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0% of 0 reviewers... It gives you a clear, customizable view of your sales process, letting you track deal stages and set automations. Users think this makes it easier to monitor progress, forecast sales, and maintain follow-ups, while analytics and integrations add further value. 59.11% of 313 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 55.56% of 18 reviewers that rated this feature as important or highly important Enables lead scoring based on call outcomes, helping teams assess interest levels and adjust outreach strategies accordingly. (Released February 2025) 0 reviewers rated this feature Allows businesses to assign lead scores based on email engagement, such as opens and clicks. This helps prioritize leads showing higher intent and improves follow-up targeting. (Released February 2025) 0 reviewers rated this feature Search and filter data across systems to locate required information by entering keywords or certain criteria 55.93% of 59 reviewers that rated this feature as important or highly important Group leads or contacts based on their specific characteristics 0% of 0 reviewers... Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 50.00% of 2 reviewers that rated this feature as important or highly important Use your computer as a phone device to make calls over the internet 0% of 0 reviewers... Lets admins customize task creation forms by selecting which fields appear for different user profiles. This improves clarity and reduces clutter for role-specific workflows. (Releaed February 2025) 0 reviewers rated this feature Create, manage and track all task activities and progression 57.89% of 76 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. 0.00% of 9 reviewers that rated this feature as important or highly important Organize customer data and accounts by user or geography 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 74.51% of 51 reviewers that rated this feature as important or highly important Transfer queries and organize messages between agents 0% of 0 reviewers... Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... SaaS, web-based, online deployment 50.00% of 8 reviewers that rated this feature as important or highly important Automates repetitive tasks, lead assignments, and follow-ups using up to 130 customizable workflows. This helps teams reduce manual effort, maintain consistency across processes, and respond faster to sales triggers. 0 reviewers rated this feature Create, design and manage workflows for repetitive tasks 54.69% of 64 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Preksha Buttan Kylas Sales CRM’s top-rated features help teams manage sales activity with greater clarity and control. Together, they support structured workflows, reduce manual tracking, and enable faster responses across the sales pipeline. Features 4.7 (573) 4.7 Based on 573 reviews ## Pricing Value for money 4.8 (551) Kylas Sales CRM starts at $250 per month for unlimited users, which is significantly lower than the average SMB budget of $74 per user, per month. Pricing is flat-rate and scales by record volume, not seat count, making it cost-efficient for growing teams. New users can start with a 7-day free trial or schedule a demo. Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/210630/Kylas/pricing/) Elevate (Unlimited Users) $250.00 Flat Rate,Per Month It includes: - Unlimited users - 100000 records Exceed $1,250 Flat Rate,Per Month Value for money 4.8 (551) 4.8 Based on 551 reviews ## Integrations Kylas Sales CRM connects with a mix of marketing, communication, and eCommerce tools. These integrations, offered through both native and third-party links, help unify lead capture, messaging, and financial workflows across platforms. Popular integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Brevo](https://www.capterra.com/p/132996/brevo/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Preksha Buttan Senior Content Analyst Integrating Kylas Sales CRM with tools for ads, messaging, and invoicing helps your sales team reduce manual entry, your finance lead streamline billing, and your ops team centralize updates across the funnel. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (556) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (556) 4.8 Based on 556 reviews ## User reviews Overall rating 4.8 Based on 573 reviews Filter by rating 5(480) 4(82) 3(8) 2(2) 1(1) Mentioned topic Sorted by most recent AU Anonymous User Telesales expert Supermarkets ### "No nonsense stright Answer " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 March 5, 2026 Experience for was good but some time calls were not connecting or delayed and when we want to lession call recording some time it took time Pros Value for money when call connect it smooth to have convisetion with customer which help to convert more people for a sale Cons Performance and Speed something it took long time to connect or something call was not and it gave message of miss call Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Shubham M. Wealth Manager Financial Services ### "User Friendly" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 March 2, 2026 Pros Kylas Software I'm using in first time... but I used very friendly... Little bit need some more improvements... Cons After completing work on a lead, we cannot easily move to the next lead without going back to the previous screen... same as meetings also in Mobile Application... Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM JEYAGANESAN M. Relationship executive Banking ### "Good to use " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 2, 2026 Pros Sales management generating report easily.Easy to use and showing data on user friendly.Good and speedy response to Access my data online Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Aditya n. bde Consumer Services ### "ai recommendation " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 2, 2026 Good to begin with and recommended. i want a feature if you could integrate ai to followup processs if you able to do. in feature wen ever i add notes that i have to call back the ai will automatical add to taks and remind me 5 mintue before call ✅ Your Idea (Converted into System) You want: 👉 When you write notes like: “Call Rahul tomorrow at 4 PM” “Follow up client after 2 days” “Call back in evening” AI should automatically: Detect follow-up intent Create a task automatically Add reminder Notify you 5 minutes before call Maintain follow-up database Pros easy to manage leads. api works well, phone direct call feature is good. i like the simple ui and colour. Cons task reminder is not wroking i have to do manual followup, i have regularly searching for follouwup and its wastes time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Senior Executive Warehousing ### "Seamless CRM That Truly Supports Sales" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 22, 2025 Overall, the CRM experience has been very positive. It centralizes all customer and deal data, which makes tracking interactions, follow‑ups, and pipeline stages much easier. Automation, reminders, and reports help improve productivity and decision‑making for both sales reps and managers. There is still some complexity, but when the CRM is fast and aligned with real sales workflows, it meaningfully boosts efficiency and customer satisfaction. Pros The Best CRM i have ever used in my entire career . Made the sales easy. Advantages The sales pipeline and deal tracking features help us structure our lead flow and monitor movement from lead to closure more systematically. Cons In peak hours the system sometimes feels slow (loading pages, switching between modules, dashboards not refreshing in real time), which affects productivity for active sales users Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HB Hrishikesh B. AGM MEP SALES Wine and Spirits ### "Designed only for reporting: Worthless burden- not designed for CRM or Planning." 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 December 18, 2025 Overly complicated, very difficult to make sense of why the platform is designed. This is not a CRM, it is only a reporting tool, with a beautiful display for the status and stage of projects. But this tool cannot be called CRM, not designed for the people to work and maintain the records and plan on how to improve the customer. Pros You can display what the deals are and what the leads are. also on one place the deals can be managed once made. I works with a little lag but you can work on the position of the deals by just dragging. Cons There is no calendar. This is the worst planning tool for planning. it is good for the management to see the progress, but a havoc for the sales team to work on it as it doesn’t work for as a planning tool. This tool does not have a calendar, you cannot do your daily, weekly monthly planning, (the most basic tools for planning). KYLAS is very complicated for people who have anytime worked on any other professional CRM platform. I still can t understand why this system is designed. The objective of a CRM tool should be to maintain customer details and the tool should be designed for planning and as the result of good planning and execution, the reporting part is the result. Although the reporting also does not have much functionality, but the whole tool out here is designed for how to report and absolutely no brains have been used to design the tool to be made user friendly for the sales team who could use this tool for planning. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BK biswaranjan k. gold loan Banking ### "simple and effective sales crm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 18, 2025 overall, my experience with kylas sales crm has been positive. it is easy to use, efficient, and helps manage leads and sales activities smoothly. Pros kylas crm sales is very user friendly with a minimal learning curve.it offers good value for money for small and medium sized teams. Cons some advanced customization options are limited compared to other crms. integration options can also be expanded. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PP Pragya Priyadarsini S. Business Development Executive Broadcast Media ### "All your data at one place " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 17, 2025 Kylas sales CRM is a better option for data management I am using it from last 6 month kylas need to improve its interface Pros Data management and notes section and also different sections of lead management I mostly like the section of leads won Cons Most of the time the site become down and no edit option on note so kylas required to add the edit option Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User AGM - MARKETING Oil & Energy ### "Kylas Sales CRM: Streamlining FuelBuddy's Sales with Room for Analytics Polish" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 17, 2025 Kylas Sales CRM has delivered a positive overall experience for FuelBuddy, streamlining fuel sales processes despite some limitations in advanced analytics. Pros Kylas Sales CRM excels most for FuelBuddy through its automation and intuitive pipeline management, transforming chaotic fuel sales tracking into streamlined operations. Cons Reporting lacks real-time auto-refresh and deep customization, occasionally delaying insights into fuel demand trends. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Assistant Manager Sales and Marketing Printing ### "A Powerful Tool for Streamlining Sales Processes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 16, 2025 Overall, my experience using Kylas has been positive. It helped streamline the sales process by organizing leads, tracking customer interactions, and providing visibility into the sales pipeline. The dashboard made it easier to monitor performance and manage daily tasks efficiently. The software was generally effective in supporting sales activities and improving team coordination. Pros In kylas the integration with email and calendar is fantastic. It makes scheduling follow-ups and sending reminders seamless Cons The reporting functionality feels very basic. It’s hard to generate custom reports that meet our specific needs, and the data visualizations are lacking Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/210630/Kylas/reviews/) ## FAQs Yes. Kylas offers a free Embark plan with unlimited users and up to 1,000 records. It’s designed for small teams exploring CRM basics without committing to paid tiers. Kylas Sales CRM helps businesses organize customer data, track interactions, automate follow-ups, and manage leads and deals. It’s built to streamline sales processes and improve conversion rates. Kylas captures leads from multiple sources—web forms, social media, and third-party platforms—and routes them automatically. It helps teams prioritize high-intent leads and reduce manual entry. Yes. Kylas supports integrations with email platforms, ad tools, telephony systems, and invoicing software. These connections help unify workflows and reduce data silos. Yes. Kylas is designed for growing businesses and offers unlimited users at a flat monthly rate. Its customization options and onboarding support make it accessible for SMBs. Yes. Kylas allows custom fields, pipelines, dashboards, workflows, and role-based access. This flexibility helps businesses tailor the CRM to their unique processes. Kylas includes task management, notes, reminders, and shared dashboards. These features help teams stay aligned, delegate work, and track progress in real time. Yes. Kylas offers mobile apps for Android and iOS, allowing sales teams to access data, update records, and manage tasks while on the go. Kylas provides onboarding help, helpdesk access, and account manager support on higher-tier plans. Users can also access a knowledge base and submit tickets. Start with a 7-day free trial of the Elevate plan. After that, continue with the free Embark plan or upgrade based on your business needs. Kylas is rated 4.6/5 for ease of use by verified reviewers. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Kylas Sales CRM’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [5 Top-Rated Lead Management Software For Small Business](https://www.capterra.com/resources/lead-management-software-for-small-business/) Published July 3, 2024 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Key CRM Software Features And Top Products That Offer Them](https://www.capterra.com/resources/crm-software-features/) Published August 7, 2023 by [Shephalii Kapoor](https://www.capterra.com/resources/author/skapoor/) ### [CRM Buyer Insights Report: Key Trends Shaping How Businesses Choose Customer Tools](https://www.capterra.com/resources/crm-software-buyer-insight/) Published March 16, 2026 by Popular comparisons [HubSpot CRM vs Kylas Sales CRM](https://www.capterra.com/compare/152373-210630/HubSpot-CRM-vs-Kylas)[Salesforce Sales Cloud vs Kylas Sales CRM](https://www.capterra.com/compare/61368-210630/Salesforce-vs-Kylas)[Meritto vs Kylas Sales CRM](https://www.capterra.com/compare/210630-250169/Kylas-vs-Comprehensive-Admission-Suite)[Bigin by Zoho CRM vs Kylas Sales CRM](https://www.capterra.com/compare/204998-210630/Bigin-by-Zoho-CRM-vs-Kylas)[noCRM vs Kylas Sales CRM](https://www.capterra.com/compare/132752-210630/You-Don-t-Need-a-CRM-vs-Kylas)[Zoho CRM vs Kylas Sales CRM](https://www.capterra.com/compare/155928-210630/Zoho-CRM-vs-Kylas)[Nutshell vs Kylas Sales CRM](https://www.capterra.com/compare/144340-210630/Nutshell-vs-Kylas)[ActiveCampaign vs Kylas Sales CRM](https://www.capterra.com/compare/79367-210630/ActiveCampaign-vs-Kylas)[Pipedrive vs Kylas Sales CRM](https://www.capterra.com/compare/132666-210630/Pipedrive-vs-Kylas)[monday CRM vs Kylas Sales CRM](https://www.capterra.com/compare/210630-245800/Kylas-vs-Monday-CRM) [Brevo vs Kylas Sales CRM](https://www.capterra.com/compare/132996-210630/brevo-vs-Kylas)[Mailchimp vs Kylas Sales CRM](https://www.capterra.com/compare/110228-210630/MailChimp-vs-Kylas)[ExtraaEdge vs Kylas Sales CRM](https://www.capterra.com/compare/184015-210630/ExtraaEdge-vs-Kylas)[Dynamics 365 vs Kylas Sales CRM](https://www.capterra.com/compare/157279-210630/Dynamics-365-vs-Kylas)[Corefactors vs Kylas Sales CRM](https://www.capterra.com/compare/153366-210630/Corefactors-vs-Kylas)[Less Annoying CRM vs Kylas Sales CRM](https://www.capterra.com/compare/118921-210630/Less-Annoying-CRM-vs-Kylas)[Freshsales vs Kylas Sales CRM](https://www.capterra.com/compare/155563-210630/Freshsales-vs-Kylas)[Claritysoft CRM vs Kylas Sales CRM](https://www.capterra.com/compare/123868-210630/Claritysoft-CRM-vs-Kylas)[Insightly vs Kylas Sales CRM](https://www.capterra.com/compare/130671-210630/Insightly-vs-Kylas)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. 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