Karlia

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.