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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
Zumzum Financials is an accounting application that's fully integrated and designed for small and medium-sized businesses. It offers all the functionality you need in one package for one price. It also has a fast and efficient implementation.
Zumzum Financials is built entirely on Salesforce. It allows you to unify front and back offices, and improve customer service. All this without manual rekeying. All information is visible on the Account to all those who need it across all departments. This allows customers to quickly and efficiently answer any question.
Foster collaboration, gain 360-degree views of your customer, and simplify finance processes.
Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Stripe
No
Pricing Details
$17.70 per user, per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$45.00/month/user
Price is per user per month based on an annual pre pay subscription.
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
No
iPad App
No
Android App
No
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
Zumzum
Founded
2007
Country
United Kingdom
Website
www.zumzum.co.uk
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
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
No
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
Yes
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
Yes
Check Processing
No
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
No
General Ledger
Yes
Payroll
No
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
No
Spend Control
Yes
Time Tracking
Yes
Workflow Management
Yes
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Procure to Pay
Billing & Invoicing
No
Budgeting / Forecasting
No
Compliance Management
No
Contract Lifecycle Management
No
Financial Reporting
No
Integration Management
No
Inventory Management
No
Order Management
No
Vendor Management
No
Purchasing
Catalog Management
Yes
Compliance Management
No
Contract Management
No
Inventory Management
Yes
Invoice Processing
Yes
PunchOut
No
Purchase Order Management
Yes
Requisitions & Approvals
Yes
Sourcing Management
No
Spend Management
No
Supplier Management
Yes
Recurring Billing
Customer Portal
Yes
Deferred Billing
No
Discount Management
No
Dunning Management
Yes
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
Sales Tax
Address Validation
No
Audit Trail
Yes
Consumer Use Tax
No
Exemption Management
No
Tax Calculator
Yes
Tax Filing
No
Taxability Verification
No
Transaction Tracking
Yes
Value Added Tax (VAT)
Yes
