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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 Donarius for Business?

Donarius® streamlines the management of customer relationships, sales records, leads, and accounts receivable. It enables you to effectively track sales, handle customer data, generate invoices, deliver invoices as PDFs through email, and pursue leads to gain new clients. Moreover, the software provides options for customizing customer categories and characteristics, prevents duplicate entries by verifying existing customers, and includes a range of other functionalities designed to boost your business efficiency. These features not only save time but also improve accuracy in customer management.

Media

Media

Integrations Supported

Stripe

Integrations Supported

Stripe
DonorDirect
Givelify
MoonClerk
PayPal
Tithe.ly
Worldline

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

$47.98 as a one-time payment
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows
Mac

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Karlia

Date Founded

2019

Company Location

France

Company Website

karlia.fr

Company Facts

Organization Name

Nuverb Systems

Date Founded

1993

Company Location

Canada

Company Website

www.donarius.com/contact.html

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

Multi-Currency
Online Invoicing
Online Payments

CRM

Email Marketing

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