Audience

Companies looking for an all-in-one software for customer relationship management (CRM), sales, billing and project management

About Karlia

Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.

Pricing

Starting Price:
$17.70 per user, per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Karlia offers API access

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
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Company Information

Karlia
Founded: 2019
France
karlia.fr

Videos and Screen Captures

Karlia Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Webinars
In Person
Support
Phone Support

Karlia Frequently Asked Questions

Q: What kinds of users and organization types does Karlia work with?
Q: What languages does Karlia support in their product?
Q: What kind of support options does Karlia offer?
Q: Does Karlia have an API?
Q: What type of training does Karlia provide?
Q: Does Karlia offer a free trial?
Q: How much does Karlia cost?

Karlia Product Features

Accounting

Bank Reconciliation
Billing & Invoicing
Expense Tracking
Tax Management
Accounts Payable
Accounts Receivable
CPA Firms
Cash Management
Cryptocurrency Support
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator
Contingency Billing
Customer Portal
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Project Billing
Service Ticket Billing

CRM

Calendar/Reminder System
Document Storage
Quotes / Proposals
Segmentation
Task Management
Call Logging
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Social Media Integration
Territory Management

ERP

CRM
Financial Management
Inventory Management
Order Management
Project Management
Reporting/Analytics
Accounting Integration
Accounting Management
Dashboard
Distribution Management
Enterprise Asset Management
HR Management
Purchase Order Management
Purchasing
Sales Management
Supply Chain Management
Warehouse Management

Project Management

Collaboration Tools
Customizable Templates
Kanban Board
Time & Expense Tracking
Agile Methodologies
Budget Management
Client Portal
Cost-to-Completion Tracking
Gantt Charts
Idea Management
Milestone Tracking
Portfolio Management
Resource Management
Traditional Methodologies

Recurring Billing

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

Task Management

Collaboration
Create Subtasks
Task Board View
Time Tracking
To-Do List View
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Planning
Task Scheduling
Task Tracking