Name: Karlia
Author: Karlia

Call Center Workforce Optimization

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Batch Management Software

Version Control

Development

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Facility Management

Transportation & Logistics

Enterprise

Accounting

Accounts Payable

Anti-Money Laundering (AML)

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Cloud Storage

Complex Event Processing

Consulting and Advisory Services

Data Center Virtualization

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Remote Desktop

Robotic Process Automation (RPA)

SaaS Backup

Server Management

System Monitoring

Time Series Databases

Unified Communications Monitoring

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Contest Management

Email Marketing

Marketing Automation

Mobile Advertising

Mobile Analytics

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Product Configuration

Quote to Cash

Sales Engagement

Social Commerce

Sales

Secure Access Service Edge (SASE)

Security

Camp Management

Construction Workforce Management

Dental

Loan Servicing

Nonprofit CRM

Vertical-Specific

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Karlia is a CRM software designed to streamline customer relationship management for small to medium-sized businesses. According to the vendor, Karlia offers a range of features to enhance productivity and efficiency for sales, customer service, and marketing teams, as well as freelancers and consulting firms.

## Key Features

**Tâches et rendez-vous**: According to the vendor, Karlia allows users to schedule tasks, events, and appointments for each company or contact. Users can sync their calendars to schedule appointments and events and keep track of important details by creating and saving notes on each client's profile.

**Notes et comptes-rendus**: Karlia enables users to create and save notes directly on each client's profile to capture important information or details. Users can use notes to record meeting summaries or other relevant information.

**Historique des interactions et communications**: With Karlia, users can view a chronological timeline of all interactions and communications with a client. According to the vendor, this feature helps users stay updated on upcoming appointments and the latest notes.

**Boîtes mails individuelles**: Karlia allows users to sync their individual mailboxes and compose emails directly from a client's profile. According to the vendor, all emails sent and received will be organized and linked to the corresponding contact.

**Boîtes partagées et génériques**: Users can also sync shared or team mailboxes with Karlia and send emails from a client's profile. This feature centralizes all emails based on the contact or company, according to the vendor.

**Classement automatique des emails**: Karlia offers automatic classification of received emails by synchronizing mailboxes. According to the vendor, this feature categorizes and links emails to the corresponding email address.

**Facturation et gestion commerciale**: According to the vendor, Karlia allows users to centralize all commercial management and invoicing on the client's profile. Users can access all documents, such as quotes, orders, delivery notes, down payments, and invoices.

**Créez depuis de chaque fiche client**: Karlia enables users to generate commercial documents directly from a prospect or client's profile. According to the vendor, users can easily transform documents for invoicing purposes.

**Personnalisation des préférences de chaque client**: According to the vendor, Karlia allows users to customize pricing preferences, specific grids, or default discounts for each client.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Forever Free

Solo

InvoiceBerry

Karlia

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Karlia

Overview

What is Karlia?