Karlia Description

Complete CRM software to manage customer accounts, invoicing, and project management. You want to automate and save time? Karlia is a software that can be adapted to your needs and has powerful functionalities, but is very easy to use. All-in-one CRM software that automates invoices, automated accounting, time, and projects. CRM - Get visibility on your pipelines. Manage your customer and prospect business cycles. Add custom fields. Views can be added to the directory. In one click, edit invoices and quotes. You can create quotes for your opportunities. Transform them into invoices. Purchase order, delivery note, and stock. Reduce expense and supplier management. Add expenses to your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Perform the automatic bank reconciliation. Export accounting entries easily. Connect with your customers. Communicate with customers Share business documents. Validate your proofs

Pricing

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

Integrations

API:
Yes, Karlia has an API

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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
SaaS
Type of Training
Webinars
In Person
Customer Support
Phone Support

Karlia Features and Options

CRM Software

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

Billing and Invoicing Software

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

ERP Software

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

Task Management Software

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

Accounting Software

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

Project Management Software

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 Software

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing