Switch from Kylas CRM to HelloGrowthCRM

Why Indian sales teams switch from Kylas to HelloGrowthCRM

Kylas is an India-built CRM that has earned a real customer base among Indian SMBs — particularly trading companies, manufacturing distributors, and mid-size field sales teams. The product offers INR pricing, local customer support, and a familiar set of CRM features. The pattern that drives the move to HelloGrowthCRM is usually one of three things: teams that need AI-based lead scoring find Kylas lacks the intelligence layer; teams doing high-volume WhatsApp outbound need a more robust native WhatsApp integration; or growing teams find HelloGrowthCRM's pricing more competitive as they scale past the starter tier.

• No AI lead scoring: Kylas has no AI-based lead prioritisation. HelloGrowthCRM scores every lead by close probability using deal activity, call frequency, pipeline movement, and engagement recency — active from the first import with no setup required. For teams managing hundreds of leads, this directly drives conversion rate improvement.
• WhatsApp integration is add-on only: Kylas's WhatsApp integration requires a third-party WhatsApp Business API provider setup and is not native in all tiers. HelloGrowthCRM includes native two-way WhatsApp with broadcast campaigns, automation sequences, and conversation logging built into the base plan.
• Limited automation depth at entry tier: Kylas's workflow automation is available but limited at lower tiers. HelloGrowthCRM's automation builder — including multi-step sequences, stage-change triggers, WhatsApp automations, and AI-based deal-risk flags — is available at all paid tiers from the first user.
• No revenue forecasting engine: Kylas provides basic pipeline reporting but has no AI-powered revenue forecasting. HelloGrowthCRM provides weighted pipeline forecasting with close-rate predictions, deal-risk scores, and quarter-close projections as a standard dashboard feature.
• HelloGrowthCRM has a permanent free plan for early comparison: HelloGrowthCRM's free plan supports 200 contacts with AI scoring, WhatsApp integration, and team access — permanently free with no credit card. Teams evaluating both platforms can run HelloGrowthCRM free alongside their Kylas subscription before committing.

What migrates from Kylas to HelloGrowthCRM

• Contacts: Export from Kylas Contacts → Export → CSV. Standard fields (First Name, Last Name, Email, Phone, Company, Owner) auto-map in HelloGrowthCRM's import wizard.
• Leads: Export Kylas leads as CSV. Lead source, status, assigned user, and all standard fields import directly into HelloGrowthCRM's Leads module.
• Deals: Export Kylas deals with pipeline stage, value, and linked contact. These import as HelloGrowthCRM Deals with stage and deal data preserved.
• Custom Fields: Kylas custom fields export in the CSV. Recreate them in HelloGrowthCRM's field manager and map them during import using the column mapping step.
• Tags and Labels: Kylas contact tags export in the CSV and import as HelloGrowthCRM labels for filtering, pipeline segmentation, and automation targeting.
• Activities and Notes: Kylas logged activities (calls, meetings, notes) export as CSV. These import as notes or activity entries against the relevant HelloGrowthCRM contact or deal record.
• Pipeline Stages: Recreate your Kylas pipeline stage names in HelloGrowthCRM Deals → Pipeline — approximately ten minutes, with close probability and lost reason options configurable per stage.
• Automations: Kylas workflow rules do not transfer. Rebuild your key follow-up sequences in HelloGrowthCRM's Automation builder — most teams rebuild their core sequences in 2–3 hours and add WhatsApp and AI scoring steps that Kylas lacked.

3-day migration plan from Kylas

1. Day 1 — Export and import: In Kylas go to Contacts → Export to download your contacts CSV. Export Leads and Deals separately from their respective module list views. In HelloGrowthCRM upload each at Leads → Import. Kylas field names (First Name, Last Name, Email, Mobile, Company) auto-map. Map custom fields and confirm tag mapping. Run the import — your full database is live in HelloGrowthCRM by end of day one.
2. Day 2 — Configure pipeline and tools: Recreate your Kylas pipeline stages in HelloGrowthCRM Deals → Pipeline. Connect WhatsApp Business API — native, no third-party provider setup required. Configure the dialer. Connect IndiaMART and JustDial lead capture. Build your primary follow-up automation with WhatsApp and email steps. Assign leads to reps and invite all sales users to HelloGrowthCRM.
3. Day 3 — Parallel validation and go-live: Run HelloGrowthCRM alongside Kylas for one day. Have reps handle new enquiries in HelloGrowthCRM. Verify AI scoring is active on all imported leads, pipeline totals match, WhatsApp is logging correctly, and automations are triggering. After validation, HelloGrowthCRM becomes the primary system of record. Cancel or downgrade Kylas at your next billing date.

More questions about switching from Kylas

Both Kylas and HelloGrowthCRM are Indian CRMs — what is the difference?

Both products are built for Indian SMBs, offer INR pricing, and have local support. The key differentiators for HelloGrowthCRM are AI lead scoring (Kylas has none), a deeper native WhatsApp integration with broadcast and automation at all tiers, a built-in voice dialer with AI call summaries, and a free plan for the first 200 leads. For teams where lead prioritisation and WhatsApp outbound are revenue-critical, these differences matter significantly.

How does HelloGrowthCRM's pricing compare to Kylas for growing teams?

HelloGrowthCRM is priced at ₹899/user/month (monthly) or ₹8,990/user/year — flat per-user pricing with no tier restrictions on features. Kylas pricing varies by tier and user count. For teams of 5–20 users, HelloGrowthCRM is typically 20–40% less expensive while providing AI scoring and a native dialer that Kylas's comparable tiers do not include.

Will my Kylas data come across cleanly?

Yes. Kylas exports standard CRM data (contacts, leads, deals, activities, notes, custom fields) as CSV. HelloGrowthCRM's import wizard auto-maps standard field names and provides a manual mapping step for custom fields. Most Kylas migrations complete in one day. The HelloGrowthCRM support team assists via WhatsApp at no extra cost on all paid plans.

Does HelloGrowthCRM have the industry-specific features Kylas offers?

HelloGrowthCRM has industry modules for Real Estate, Trading/Distribution, Manufacturing, Education, Healthcare, and Recruitment — each with pre-built pipelines, custom fields, and automation templates specific to that vertical. If you use Kylas for a specific industry workflow, check HelloGrowthCRM's industry modules — most common B2B verticals are covered with purpose-built configurations.

Can I try HelloGrowthCRM before cancelling Kylas?

Yes. HelloGrowthCRM's free plan supports 200 contacts permanently — no credit card, no time limit. Import a segment of your Kylas data, run the free plan for two to three weeks, and evaluate AI scoring, WhatsApp, and the dialer before making a final decision. Most teams convert from free to paid within the first month once they see AI scoring active on their pipeline.