Karlia 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.

Pricing

Pricing Starts At:
$17.70 per user, per month
Free Version:
Yes
Free Trial:
Yes

Integrations

API:
Yes, Karlia has an API

Reviews

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Company Details

Company:
Karlia
Year Founded:
2019
Headquarters:
France
Website:
karlia.fr

Media

Karlia Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Webinars
In Person
Customer Support
Business Hours

Karlia Features and Options

CRM Software

Calendar/Reminder System
Document Storage
Quotes / Proposals
Segmentation
Task Management

Billing and Invoicing Software

Billing Portal
Contact Database
Customizable Invoices
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

ERP Software

CRM
Financial Management
Inventory Management
Order Management
Project Management
Reporting/Analytics

Task Management Software

Collaboration
Create Subtasks
Task Board View
Time Tracking
To-Do List View

Accounting Software

Bank Reconciliation
Billing & Invoicing
Expense Tracking
Tax Management

Project Management Software

Collaboration Tools
Customizable Templates
Kanban Board
Time & Expense Tracking

Karlia User Reviews

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