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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 ChargeOver?

ChargeOver is an independent, online billing and invoicing platform suitable for businesses across various sectors. This cost-effective solution for recurring billing and payments is packed with features, including a self-service portal for customers and both standard and customizable reporting options. Users can set up invoicing and billing processes tailored to their needs, along with the ability to personalize communications related to billing. ChargeOver streamlines the management of recurring subscriptions and payments, enhancing customer service while saving time and boosting cash flow, ultimately leading to reduced expenses. Additional functionalities encompass automated dunning processes, support via phone, chat, and email, a fully searchable database, a customer payment portal, custom payment links, and a wide array of other features designed to facilitate seamless financial management. Overall, ChargeOver empowers businesses to manage their billing systems efficiently and effectively.

Media

Media

Integrations Supported

Stripe

Integrations Supported

Stripe
ActiveCampaign
Avalara
Braintree
COZYROC SSIS+ Suite
Eway
Mailchimp
Mailchimp Transactional Email (Mandrill)
PayPal
Peaka
Pin Payments
QuickBooks Online
QuickBooks Online Advanced
RNDpoint
Salesforce
SendGrid
Stackreaction
Windcave
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$0
Offers smart pricing for modern sales teams. Pricing is based on the number of customers billed.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

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

Company Facts

Organization Name

Karlia

Date Founded

2019

Company Location

France

Company Website

karlia.fr

Company Facts

Organization Name

ChargeOver

Date Founded

2010

Company Location

United States

Company Website

chargeover.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

Accounting

Accounts Receivable
Billing & Invoicing
CPA Firms
General Ledger
Multi-Currency
Nonprofits
Purchase Orders
Tax Management

Billing and Invoicing

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

Bookkeeping

Accounts Receivable
Billing & Invoicing
Collections
General Ledger
Revenue Recognition
Tax Management

Currency Exchange

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
Transaction Management

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing

Recurring Billing

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

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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