Karlia

  • Mise à jour le 30/01/20

Karlia brings together everything that concerns your customers: sales opportunities, sales documents and projects.

Karlia simplifies your daily life: commercial management saves you precious seconds. With article management, you can register your products and services and see at the end of a period which article is the most sold or generates the highest margin. You can create and personalize your business documents in an unlimited number of ways: this is done in one click in Karlia. The documents of the same opportunity are linked, which means that a quote will be attached to its corresponding invoice. Transformation is possible for any document: editing an invoice has never been easier. Inventory management is also available: it is activated directly when a delivery note is issued.

The CRM function allows you to get to know your customers better: everything is recorded in it. You can manage your opportunities according to the way you work and in particular on the prospecting part. In an opportunity, you will find everything you need: your exchanges with the customer, your quotes and invoices and attachments if necessary. It is possible to record appointments and reminders with an online calendar. You know what you have to do at all times.

If you have tasks and projects to do, you organize them the way you want. Create Kanban tables and improve your productivity. Put tasks on your deadlines to prioritize them and find in the dashboard what you need to do.

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