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What is Zumzum Financials?

Zumzum Financials is a comprehensive accounting solution specifically crafted for small and medium enterprises, providing all essential features in one convenient package at a single price. Its rapid and streamlined implementation process is designed to enhance user experience. Built entirely on the Salesforce platform, Zumzum Financials enables businesses to integrate their front and back office operations seamlessly, thereby elevating customer service levels. The absence of manual data entry ensures that all information is readily accessible on the Account, empowering employees across departments to address customer inquiries promptly and effectively. By fostering collaboration and offering a complete view of customer interactions, Zumzum Financials simplifies financial processes and enhances overall efficiency. To embark on your journey toward an integrated CRM and Finance system, simply install Zumzum Financials from the Salesforce AppExchange. This step will significantly transform how your organization manages its financial tasks.

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.

Media

Media

Integrations Supported

Integrations Supported

Stripe

API Availability

API Availability

Has API

Pricing Information

$45.00/month/user
Price is per user per month based on an annual pre pay subscription.
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Webinars
On-Site Training

Company Facts

Organization Name

Zumzum

Date Founded

2007

Company Location

United Kingdom

Company Website

www.zumzum.co.uk

Company Facts

Organization Name

Karlia

Date Founded

2019

Company Location

France

Company Website

karlia.fr

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
General Ledger
Multi-Currency
Nonprofits
Purchase Orders
Tax Management

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
General Ledger Entry
Vendor Management

Accounts Receivable

Billing & Invoicing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

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

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
General Ledger
Revenue Recognition
Spend Management
Tax Management

Expense Report

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

Financial Reporting

Audit Trail
Balance Sheet
Cash Management
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Procure to Pay

Not specified

Purchasing

Catalog Management
Inventory Management
Invoice Processing
Purchase Order Management
Requisitions & Approvals
Supplier Management

Recurring Billing

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

Sales Tax

Audit Trail
Tax Calculator
Transaction Tracking
Value Added Tax (VAT)

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

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