Karlia

About

Karlia is a platform designed for customer success (CS) teams to streamline follow-up processes using sales pipelines and tunnels. It offers a centralized repository for quotes, delivery or credit notes, order forms, and documents. The platform enables managers to export invoices, automate bank reconciliation, and facilitate communication between employees, freelancers, stakeholders, suppliers, and clients. Karlia supports VAT calculation, task creation and assignment with deadlines, and expense report validation. It also allows employees, customers, and freelancers to collaborate on tasks, provide feedback, and comment on attachments. Karlia offers both free and subscription-based models, with a free trial available. It has a rating of 4.4 based on 18.7K reviews.