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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 Bee Invoicing?

Invoicing software that simplifies the billing procedure does away with the necessity for ongoing subscriptions, requiring just a one-time modest fee while guaranteeing your data ownership remains intact. You have the convenience of generating and sending invoices and quotes in PDF format, and by utilizing your iCloud account, you can effortlessly synchronize your Bee Invoicing data across different Macs and iOS devices. Beyond that, the software enables you to produce PDF packing lists and customer statements, keep tabs on payments, and track any outstanding balances on your invoices. The intuitive dashboard presents a thorough snapshot of your business through various analytics and graphs, allowing efficient management of customers, projects, invoices, quotes, and time. You can create items individually or import them from a spreadsheet, arranging them by product categories for better organization, while customers can also be added one at a time or imported directly from your contacts, complete with the ability to tag important entries for easy access. Your data is securely kept on your local system, offering quick and easy access to all your information, and the platform accommodates multiple companies, making it suitable for businesses of varying sizes. With a focus on being user-friendly and approachable, this software equips users with robust tools to significantly improve their invoicing workflow. Furthermore, it empowers businesses to maintain control over their financial documentation while streamlining their operations for greater efficiency.

Media

Media

Integrations Supported

Stripe

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

iPhone
iPad
Mac

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Karlia

Date Founded

2019

Company Location

France

Company Website

karlia.fr

Company Facts

Organization Name

Bee Invoicing

Company Website

beeinvoicing.com

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

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Payment Processing
Tax Calculator

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