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.
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Invoicing - Create and send customer invoices for products, services, or time and track payment status on open sales.
Expenses - Manage your vendors, payments, and recurring transactions.
Banking - Manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze.
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Pricing
Starting Price:
$17.70 per user, per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Company Information
Karlia
Founded: 2019
France
karlia.fr
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Product Details
Platforms Supported
Cloud
Training
Webinars
In Person
Support
Phone Support
Karlia Frequently Asked Questions
Karlia Product Features
Accounting
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Expense Tracking
Supported
Tax Management
Supported
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
CPA Firms
Not Supported
Cash Management
Not Supported
Cryptocurrency Support
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
General Ledger
Not Supported
Government
Not Supported
Multi-Currency
Not Supported
Nonprofits
Not Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Not Supported
Billing and Invoicing
Billing Portal
Supported
Contact Database
Supported
Customizable Invoices
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Recurring/Subscription Billing
Supported
Tax Calculator
Supported
Contingency Billing
Not Supported
Customer Portal
Not Supported
Dunning Management
Not Supported
Hourly Billing
Not Supported
Invoice History
Not Supported
Mobile Payments
Not Supported
Multi-Currency
Not Supported
Project Billing
Not Supported
Service Ticket Billing
Not Supported
CRM
Calendar/Reminder System
Supported
Document Storage
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Task Management
Supported
Call Logging
Not Supported
Email Marketing
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Social Media Integration
Not Supported
Territory Management
Not Supported
ERP
CRM
Supported
Financial Management
Supported
Inventory Management
Supported
Order Management
Supported
Project Management
Supported
Reporting/Analytics
Supported
Accounting Integration
Not Supported
Accounting Management
Not Supported
Dashboard
Not Supported
Distribution Management
Not Supported
Enterprise Asset Management
Not Supported
HR Management
Not Supported
Purchase Order Management
Not Supported
Purchasing
Not Supported
Sales Management
Not Supported
Supply Chain Management
Not Supported
Warehouse Management
Not Supported
Project Management
Collaboration Tools
Supported
Customizable Templates
Supported
Kanban Board
Supported
Time & Expense Tracking
Supported
Agile Methodologies
Not Supported
Budget Management
Not Supported
Client Portal
Not Supported
Cost-to-Completion Tracking
Not Supported
Gantt Charts
Not Supported
Idea Management
Not Supported
Milestone Tracking
Not Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Traditional Methodologies
Not Supported
Task Management
Collaboration
Supported
Create Subtasks
Supported
Task Board View
Supported
Time Tracking
Supported
To-Do List View
Supported
Gamification
Not Supported
Gantt Charts
Not Supported
Mobile Access
Not Supported
Percent-Complete Tracking
Not Supported
Progress Tracking
Not Supported
Recurring Tasks
Not Supported
Reporting/Analytics
Not Supported
Spreadsheet View
Not Supported
Task Planning
Not Supported
Task Scheduling
Not Supported
Task Tracking
Not Supported
