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Average Ratings 9 Ratings

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support

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

Are you looking to increase your sales? Do you want to improve customer relationships? Are you interested in contributing to the fastest-growing open source project on GitHub YetiForce is completely free to use. You can manage 12 business processes within your company with YetiForce's assistance, regardless of its size. YetiForce's open-source code was released under a flexible and generous license. This has created a large and active community for the project. It doesn't matter if your profession is in programming or if you just enjoy software development. Get YetiForce free of cost and discover why more than 250 000 people already use it.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Bria No 
Google Maps No 
Jitsi No 
Magento No 
Microsoft Outlook No 
Stripe Yes 
WooCommerce No 

Integrations

Bria Yes 
Google Maps Yes 
Jitsi Yes 
Magento Yes 
Microsoft Outlook Yes 
Stripe No 
WooCommerce Yes 

Pricing Details

$17.70 per user, per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
YetiForce is open source, so it is free for an unlimited number of users.
Free Trial Yes 
Free Version Yes 

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 Yes 
Mac Yes 
Linux Yes 
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 No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Karlia

Founded

2019

Country

France

Website

karlia.fr

Vendor Details

Company Name

YetiForce Sp. z o.o.

Founded

2014

Country

Poland

Website

www.yetiforce.com/en/

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

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

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 No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Project Management Yes 
Real Time Editing No 
Task Management Yes 
Version Control No 
Video Conferencing No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management No 
Warehouse Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management No 
Incident Management Yes 
Interaction Tracking No 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication No 
Multiple Brands / Products Yes 
Network Monitoring No 
Real-time Chat No 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Management

Capacity Monitoring Yes 
Compliance Management No 
Event Logs Yes 
Hardware Inventory Yes 
IT Budgeting No 
License Management Yes 
Patch Management No 
Remote Access Yes 
Scheduling Yes 
Software Inventory Yes 
User Activity Monitoring Yes 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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