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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
Simplifying cloud accounting has never been easier. Automate your invoice reminders so they work for you. Offer your clients a personalized online portal to effortlessly view and settle their invoices. Say goodbye to tedious tasks with automated bank feeds and reconciliation features. QuickFile seamlessly integrates with all major UK banks and more than 300 web services. Built for simplicity, QuickFile requires no extensive training. Should you need assistance, our support team is always ready to help. With the QuickFile App available on both iOS and Android, capturing and storing your receipts in the cloud becomes a breeze. You can easily tag receipts directly from the app or upload them to the Receipt Hub for tagging at your convenience. QuickFile ensures you maintain excellent business records and remain productive, even when you're on the go. Additionally, QuickFile provides all the necessary tools to craft stunning, fully customizable invoices. You can even set up a branded online portal for your clients to easily view, download, print, and pay invoices through an expanding array of payment options, including PayPal, Stripe, and GoCardless, enhancing the overall client experience. This makes managing your finances not just efficient but also user-friendly.
API Access
Has API
API Access
Has API
Integrations
Stripe
Easyflow
GoCardless
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
iwocaPay
Integrations
Stripe
Easyflow
GoCardless
Nekton.ai
PayPal
Sage Payment Solutions
Stackreaction
Worldpay
iwocaPay
Pricing Details
$17.70 per user, per month
Free Trial
Free Version
Pricing Details
$54.00/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Karlia
Founded
2019
Country
France
Website
karlia.fr
Vendor Details
Company Name
QuickFile
Founded
2009
Country
United Kingdom
Website
www.quickfile.co.uk
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Recurring Billing
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management