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Kylas Sales CRM

6.7/10

Pune-built sales CRM for Indian small and mid-sized businesses. It handles leads, deals, calling, WhatsApp and workflows, and pricing is flat with unlimited users.

Data last updated November 2026 · Our methodology

Overview

Kylas Sales CRM is a sales-focused CRM from K2V2 Technologies in Pune, India. It covers leads, contacts, companies, deals, products, quotations and custom pipelines, plus lead forms and lead routing, including location-based routing. Sales teams can call, send SMS and use WhatsApp from inside the CRM, log calls, and track field reps by live location. Recent releases are marketed as agentic AI. They include AI lead scoring, call sentiment analysis and summaries, a note-to-task feature and a multilingual chatbot called Sherpa. Native Android and iOS apps are available. Pricing does not charge per seat. Every plan allows unlimited users, and limits apply to records, storage, workflows, templates and custom fields instead. The free Embark plan includes pipelines, reports and the mobile app, but it has no workflows, email, telephony or API access. Elevate is the paid tier. A third-party listing puts it at about INR 12,999 a month, and it adds workflow automation, telephony, WhatsApp, the API and the marketplace. Exceed is quoted on request and adds Gmail and Outlook sync, phone support, an account manager, 2FA and IP restriction. Many capabilities are paid add-ons on Elevate, including security, BI analytics, goals and multi-currency. The product is best suited to Indian SMB sales teams in education, real estate, finance and services that want many users without per-seat costs. Its main limitation is that useful features such as 2FA, email tracking and BI connectors are sold as extras. Reviewers also mention slow loading and a lack of advanced features compared with larger CRMs.

Our Rating

6.7
out of 10
Analytics
6
Cost
8
Customization
6
Ease of Use
8
Integration
6
Scalability
6
Security
5
Support
7

Who Kylas Sales CRM is best for

Good fit

  • It is built around pipelines, lead routing, calling, WhatsApp and field sales tracking.

  • There is a free plan, pricing is flat with unlimited users, and the product is aimed at Indian SMBs.

  • The lifetime free Embark plan and a 7-day trial with no card required keep entry costs low.

Less suited

  • Mid-Market
    6/10

    Exceed offers higher limits and an account manager, but several capabilities are paid add-ons.

  • No compliance certifications are published, and reviewers say advanced features are missing.

Pros & Cons

Pros

  • Unlimited users on every plan, so adding reps does not raise the bill
  • Lifetime free plan that includes pipelines, quotations, reports and the mobile app
  • Telephony, SMS and WhatsApp are built in on Elevate, which suits Indian sales workflows
  • Review averages of about 4.7 to 4.8 on G2 and Capterra, with simple interface and support often praised
  • AI lead scoring and call sentiment analysis are part of the product

Cons

  • 2FA, BI analytics, email tracking and goals cost extra on Elevate
  • The free plan has no workflows, email, API or support
  • Reviewers report slow loading and want more advanced features
  • No published compliance certifications such as SOC 2 or ISO 27001
  • Pricing pages are inconsistent, with different free-plan record limits and unclear paid prices

Key Features

Built-in Calling
Collaboration
Contact Management
Integrations
Lead Management
Mobile Access
Opportunity Management
Reporting & Analytics
Sales Automation

Kylas Sales CRM Pricing

Embark

Free
  • 5 GB storage
  • Unlimited users
  • Import of 250 records per batch
  • Pre-built and custom reports and dashboards
  • No workflows, email, telephony, API or support
  • Lead and deal pipelines, quotations, mobile app
  • Record limit shown as 10,000 on the plan card but 1,000 in the comparison table
Start Free

Elevate

₹12,999/month
  • Email support
  • 100 GB storage
  • Unlimited users
  • API and marketplace access
  • 100,000 records, expandable
  • 7-day free trial with no card required
  • Telephony, SMS, WhatsApp and call logging
  • Lead routing, including location-based routing
  • 30 workflows, 30 email templates, 25 custom fields, 15 layouts
Get Started

Exceed

Contact for pricing
  • 600 GB storage
  • 1,100,000 records
  • 130 workflows, 125 custom fields
  • Phone support and account manager
  • Gmail, Outlook and SMTP email sync
  • BI analytics, 50 goals, 5 currencies
  • 2FA, IP restriction and number masking
Get Started
Open interactive pricing calculatorGet a tailored cost breakdown for your team size, billing cycle, and add‑ons.

Frequently Asked Questions

Yes. Embark is free for life with unlimited users and limited records. Elevate has a 7-day trial that does not require a card.

No. All plans allow unlimited users, and pricing depends on the plan, its limits and any add-ons.

Yes. Telephony, SMS, WhatsApp and call logging are included from the Elevate plan.

It is included on Exceed. On Elevate it is part of a security add-on that costs INR 2,500 a month and also covers IP restriction and number masking.

Paid plans include API access and the Kylas Marketplace, which the vendor says has 350+ apps. The free plan only has restricted webhooks.

Elevate includes email support. Exceed adds phone support and an account manager. Paid training and consulting are also available.