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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 Flantie?

Flantie allows you to effortlessly kickstart new projects specifically designed for individual clients. By automatically filling in fields with data derived from previous client or vendor interactions, the software enhances the project management process, saving you valuable time and resources, enabling you to focus on your core services. With Flantie, tracking invoice payments is simplified as it organizes non-invoiced projects for both individual and aggregate billing. The application also alerts you to overdue invoices and facilitates data export for accounting, taxation, and integration with other financial systems. When creating new projects or invoices, you can conveniently choose the necessary billing information from an existing database. Flantie gathers and displays comprehensive filtered statistics, allowing you to examine vital data, develop strategies for increasing revenue, and improve your operational efficiency. You can export most statistical data from the database, meaning you can retrieve invoices while using Flantie primarily for project management and documentation, ensuring your preferred invoicing system remains intact. This adaptability guarantees that you can oversee your projects with ease while preserving a smooth invoicing workflow. Additionally, the user-friendly interface of Flantie enhances the overall experience, making it a valuable tool for any business aiming to improve its project management and invoicing processes.

Media

Media

Integrations Supported

Stripe

Integrations Supported

Desktop.com

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

$6.90 per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Karlia

Date Founded

2019

Company Location

France

Company Website

karlia.fr

Company Facts

Organization Name

Flantie

Date Founded

2017

Company Location

Slovakia

Company Website

www.flantie.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

Task Management

Create Subtasks
Mobile Access
Reporting/Analytics
Time Tracking

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