What it does
Kylas manages leads, contacts, companies and deals with configurable pipelines and sales activities. Deal records connect value, timing, ownership and product information. Its continuing Embark edition allows unlimited users; paid editions expand records, integrations and automation.
If a deal has no Edit option, check whether the user's role has Deals Update access. With permission, open Deals, choose the record and select the pencil icon. Edit its pipeline, stage, value, closing date, owner, associated contact or company, products and available custom fields, then save.
Free and paid access
| Edition | Access and scope |
|---|---|
| Embark | Continuing free access with unlimited users and a fixed record allowance |
| Elevate | Paid access with more records, email/calendar connections and thirty workflows |
| Exceed | Tailored capacity and tools |
Embark CSV imports are limited to 250 records per batch, and workflow automation is excluded. Its record allowance cannot be expanded. Elevate is available with quarterly, half-yearly or annual billing. Create an account through the site's signup or trial route to use the CRM.
Strengths
- Deal edits cover pipeline, value, owner and contact or account association
- The free edition supports unlimited users within its record allowance
Watch out for
- Embark excludes workflow automation and email/calendar connections
- Embark record capacity cannot be expanded
Best for
- Growing sales teams maintaining shared lead and deal records
Sources
- Kylas pricing and account access (Oct 27, 2026)
- Kylas CRM- Uniquely Designed For Growing Businesses (Oct 25, 2026)
- How to Update a Deal in Kylas CRM (Oct 25, 2026)