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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 Caflou?

Caflou empowers you to oversee your business operations, projects, team dynamics, and financials while enhancing your profitability. Designed as a comprehensive business management platform, Caflou is perfect for marketing firms, web developers, IT teams, and any service-oriented business, ensuring you receive exceptional value for your investment. With Caflou, you can efficiently handle customer relationships, manage projects along with their budgets, oversee finances and profitability, track time, organize team workloads, and even automate routine tasks, all accessible from a single platform and any location. Join a thriving community of over 3,500 businesses leveraging Caflou’s capabilities. Don't wait any longer—start your free trial today and transform your business management experience!

Media

Media

Integrations Supported

Stripe

Integrations Supported

Gmail
Google Calendar
Make
Microsoft Outlook
QuickBooks Online
Xero
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$13.00/month/user
Starting Price $13.00/month/user
Pricing is based on number of users and type of plan.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Customer Service / Support

Standard Support

Customer Service / Support

Standard 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

Caflou

Date Founded

2015

Company Location

Czech Republic

Company Website

www.caflou.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
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Online Payments
Project Billing

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Cash Management
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Scheduling
Time & Expense Tracking
Vendor Management

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration

CRM

Calendar/Reminder System
Document Storage
Internal Chat Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

ERP

Accounting Integration
CRM
Dashboard
Financial Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Sales Management
Warehouse Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Spend Control
Time Tracking
Workflow Management

Financial Management

Budgeting & Forecasting
Cash Management
Currency Management
Financial Reporting
Project Management
Revenue Recognition

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Kanban

Collaboration Tools
KPI Monitoring
Multi-Board
Prioritization
Project Planning
Supports Scrum
Task Management
Time Tracking

Project Management

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

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Recurring Billing

Discount Management
Invoice History
Multi-Currency

Task Management

Collaboration
Create Subtasks
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

Team Communication

Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Task Management
Video Conferencing

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Task Management
Time Tracking
Version Control
Workflow Management

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