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Description
Discover Karlia, a comprehensive CRM solution designed for effective customer tracking, invoicing, accounting, and project management. If you're looking to streamline your processes and implement automation, Karlia is tailored to meet all your requirements with its robust features that remain user-friendly. This all-inclusive CRM platform integrates invoicing, automated accounting, and project management into one seamless experience. Enhance your pipeline visibility and efficiently oversee the business cycles of both prospects and customers. Customize your experience by creating unique fields and adding personalized views to your directory. With just one click, you can edit quotes and invoices, seamlessly transforming opportunities into actionable invoices. Manage purchase orders, delivery notes, and inventory effortlessly while simplifying your expense and supplier management. Easily log expenses alongside receipts and set up recurring purchases to ensure smooth operations with your suppliers. Automate your accounting processes by connecting your bank accounts for automatic reconciliation and hassle-free export of accounting entries. Foster strong connections with your customers by communicating effectively, sharing essential business documents, and obtaining necessary validations for proofs. In this way, Karlia not only meets your business needs but also helps you build lasting relationships with your clients.
Description
Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Stripe
Yes
Aircall
No
Bitium
No
Chift
No
ClicData
No
Defacto
No
Desktop.com
No
Google Drive
No
Google Workspace
No
Inventoro
No
Integrations
Stripe
Yes
Aircall
Yes
Bitium
Yes
Chift
Yes
ClicData
Yes
Defacto
Yes
Desktop.com
Yes
Google Drive
Yes
Google Workspace
Yes
Inventoro
Yes
Pricing Details
$17.70 per user, per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$50.00/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Karlia
Founded
2019
Country
France
Website
karlia.fr
Vendor Details
Company Name
Sellsy
Founded
2010
Country
France
Website
sellsy.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
ERP
Accounting Integration
No
Accounting Management
No
CRM
Yes
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
Yes
HR Management
No
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
Yes
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
Yes
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
No
Multi-Currency
No
Multi-Period Recurring Billing
No
Payment Processing
No
Recurring Donations
No
Subscription Billing
No
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
No
Gantt Charts
No
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
Yes
Task Planning
No
Task Scheduling
No
Task Tracking
No
Time Tracking
Yes
To-Do List View
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
Yes
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
ERP
Accounting Integration
Yes
Accounting Management
No
CRM
Yes
Dashboard
Yes
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
No
Warehouse Management
No
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No
