Switch from Kylas CRM to HelloGrowthCRM

Why Indian sales teams switch from Kylas to HelloGrowthCRM

Kylas is an India-built CRM with a real customer base among Indian SMBs — particularly trading companies, manufacturing distributors, and mid-size field sales teams. It offers INR pricing, local support, ISO 27001 certification, and a flat organisation price of ₹12,999/month covering unlimited users, with a lifetime-free Embark tier on top (kylas.io/pricing, read 19 August 2026). Its feature page advertises calling with recordings, WhatsApp Business integration and native agentic AI, so this is not a page about things Kylas cannot do. The pattern that drives a move to HelloGrowthCRM is arithmetic and packaging: below roughly fourteen seats, ₹899/user/month + GST costs less than ₹12,999 flat, and the dialer, WhatsApp, AI scoring, workflows and custom fields sit inside that seat price rather than being priced as separate monthly add-ons. Above fourteen seats the flat rate wins and we would tell you so.

• AI scoring on every plan, including the free one: Kylas markets native agentic AI on its paid tiers. HelloGrowthCRM scores every lead by close probability using deal activity, call frequency, pipeline movement and engagement recency, and it is active from the first import on every plan including Free Forever — so you can evaluate the scoring before paying anything.
• WhatsApp starts on the paid tier: Kylas lists WhatsApp on its paid Elevate and Exceed plans; its pricing page shows WhatsApp, SMS, telephony, email and call logging as excluded from the free Embark tier. HelloGrowthCRM includes two-way WhatsApp on Meta's official Cloud API with broadcast campaigns, automation sequences and conversation logging in the ₹899 seat price.
• Workflows are metered, not bundled: Kylas prices workflow automation as an add-on at ₹500 per ten workflows per month, alongside custom fields at ₹200 each, custom layouts at ₹500 each, email templates at ₹500 per ten and email tracking at ₹800. HelloGrowthCRM's automation builder — multi-step sequences, stage-change triggers, WhatsApp automations and deal-risk flags — is in the seat price with no per-rule charge.
• Analytics without a separate line item: Kylas prices BI analytics (PowerBI, Tableau, Zoho Analytics) at ₹5,000/month and goals at ₹2,500 per fifty, on top of the flat fee. HelloGrowthCRM includes weighted pipeline forecasting with close-rate predictions, deal-risk scores, quarter-close projections and custom reports as standard dashboard features.
• Both have a free plan, and they are shaped differently: Kylas's Embark tier is free for life and allows unlimited users on 10,000 non-expandable records, but excludes telephony, WhatsApp, SMS, email, workflows, custom fields and API access. HelloGrowthCRM's Free Forever plan is one user on a capped lead count, with AI scoring and click-to-chat WhatsApp on the real product surface. One is wide and shallow; the other is narrow and closer to the paid experience. Run either alongside your current 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. Rebuild them last, once real leads are flowing, so you can see which rules actually earn their place rather than recreating the ones nobody missed.

A staged migration plan from Kylas

1. Stage 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, then run the import and reconcile record counts against the source before moving on.
2. Stage 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. Stage 3 — Parallel run and cutover: Run HelloGrowthCRM alongside Kylas for one to two weeks rather than a single day. Have reps handle new enquiries in HelloGrowthCRM while Kylas stays readable. Verify AI scoring is active on imported leads, pipeline totals match, WhatsApp is logging correctly and automations are triggering, and let one full cycle — enquiry, WhatsApp thread, call, quote, close — run end to end before you commit. We publish no go-live figure because it depends on how much history and configuration you carry across. When you are ready, downgrade Kylas to its free Embark tier so the old data stays readable at no cost.

More questions about switching from Kylas

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

Both are built for Indian SMBs, price in INR and support locally, and both ship calling, WhatsApp and AI — so the difference is not a feature checklist. It is the billing model. Kylas charges the organisation one flat ₹12,999/month for unlimited users and prices workflows, custom fields, email templates, BI analytics and a security add-on separately on top. HelloGrowthCRM charges ₹899/user/month + GST with the dialer, WhatsApp, AI scoring, workflows and custom fields inside that. Under about fourteen seats the second is cheaper; over it, the first is.

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

HelloGrowthCRM is ₹899/user/month + GST on annual billing (₹8,990/user/year) or ₹1,099/user/month on monthly, with the same features on every paid seat. Kylas does not price per user at all — Elevate is a flat ₹12,999/month for unlimited users. So the honest answer depends on headcount: at 10 users we are ₹8,990 against ₹12,999 and cheaper; at 15 users we are ₹13,485 against ₹12,999 and dearer. The crossover sits between fourteen and fifteen seats on annual billing, and earlier on monthly. Above it, Kylas is the better buy on headline price unless your add-on list is long.

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. We do not publish a migration duration, because it depends on how much history you carry and how complex your stages and automations are. The HelloGrowthCRM support team assists with field mapping via WhatsApp on 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 Forever plan is one user on a capped lead count — no credit card, no time limit — and the Growth plan adds a 14-day trial and a 14-day money-back window on annual billing. Import a segment of your Kylas data, run it for two to three weeks alongside your existing subscription, and evaluate AI scoring, WhatsApp and the dialer before deciding. Note that the free plan uses click-to-chat WhatsApp rather than the API-backed inbox, so test the paid trial if WhatsApp broadcast is the thing you are evaluating.