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What is Karlia?

Explore Karlia, an all-encompassing CRM solution that specializes in efficient customer tracking, invoicing, accounting, and project management. If your goal is to enhance your workflows and incorporate automation, Karlia is specifically designed to fulfill your needs with its powerful yet intuitive features. This comprehensive CRM platform merges invoicing, automated accounting, and project management into a unified and streamlined experience. Improve your pipeline visibility while effectively managing the business cycles of both potential and existing customers. You can personalize your experience by creating custom fields and adding tailored views to your directory for better organization. With a single click, you can modify quotes and invoices, effortlessly converting opportunities into actionable billing documents. Handle purchase orders, delivery notes, and inventory with ease while simplifying the management of your expenses and suppliers. You can conveniently log expenses alongside receipts and establish recurring purchases for a seamless procurement process with your suppliers. By linking your bank accounts, you can automate your accounting tasks, ensuring automatic reconciliation and a hassle-free export of your financial entries. Strengthen your customer relationships through effective communication, sharing vital business documents, and securing necessary validations for proofs. In this manner, Karlia not only addresses your operational requirements but also plays a pivotal role in nurturing enduring relationships with your clients, ultimately contributing to your business's long-term success.

What is Archipelia?

Boost your operational effectiveness through our ERP Cloud software available in a SaaS model. Archipelia Origin is perfectly suited for very small businesses, small to medium enterprises, and startups seeking growth. Built on Archipelia's foundational software, the Origin solution provides lasting support for various needs, from commercial management and accounting to logistics. For larger companies and integrators or resellers, Archipelia Unlimited offers an extensive range of functionalities tailored to their specific requirements. We also deliver specialized project support designed to promote sustainable, customized business initiatives. Our services include managing customer relationships, prospecting, commercial operations, and marketing strategies. Additionally, we prioritize margin management, offer predefined performance metrics, and enable the customization of KPIs, along with standard reporting on vital data related to purchases, sales, and inventory. Our accounting capabilities extend to general, auxiliary, and analytical functions, addressing customer and supplier regulations, financial reporting, and essential compliance controls. With Archipelia, businesses can not only streamline their workflows but also effectively adjust to meet their changing demands and aspirations for growth. This adaptability is crucial for maintaining a competitive edge in today's dynamic marketplace.

Media

Media

Integrations Supported

Stripe

Integrations Supported

Microsoft Excel
Microsoft PowerPoint

API Availability

Has API

API Availability

Pricing Information

$17.70 per user, per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Karlia

Date Founded

2019

Company Location

France

Company Website

karlia.fr

Company Facts

Organization Name

Archipelia

Date Founded

2004

Company Location

France

Company Website

www.archipelia.com/en/

Categories and Features

Accounting

Bank Reconciliation
Billing & Invoicing
Expense Tracking
Tax Management

Billing and Invoicing

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

CRM

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

ERP

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

Project Management

Collaboration Tools
Customizable Templates
Kanban Board
Time & Expense Tracking

Recurring Billing

Not specified

Task Management

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

Categories and Features

ERP

Accounting Integration
CRM
Distribution Management
Inventory Management
Order Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management

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