Platform profiles | karbon
PRACTICE MGMT ERP / WORKLOAD BALANCING (KPI) / TIME ENTRY / PROJECT MANAGEMENT / TIME ENTRY / DASHBOARDS + REPORTING
"Client tasks kick-start my projects
Karbon's automatic client tasks kick-start my projects without me needing to think about it. This means that when I am ready to start a job, I have everything I need."
Sabrina Johnson
Essina Business Financial Services
"Our rocket booster
Karbon is our rocket booster that's allowing us to grow at 40% to 50% year over year."
Jeremy Allen
System Six
Included:
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Migrate legacy data:
Emails
Documents
Billing
Training
Additional:
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E-Signatures
-
+ Emails Syncing
-
Processing
4.8
G2
4.7
Capterra
4.7
Getapp
Since deploying Karbon, HD Growth Partners has seen a dramatic improvement in efficiency. We had a 5,800 Hr reduction while increasing service volume.
“This technology will revolutionize your business. Take it seriously.”
- HD Growth Partners
Empower your team
Karbon organizes work, tasks and email into a manageable action plan for each staff member.
Distractions and noise are filtered to reveal only the work items that matter to each person, what they are responsible for, what is most urgent, and the context they need to plan ahead.
Track work with total visibility
Optimize everyone’s workload for a more efficient, productive team. Allocate resources by verifying capacity for more work, so no one’s overburdened.
In one single view you can track the progression of jobs, identify bottlenecks and avoid work falling through the cracks, with complete confidence that you have the full picture.
Project Management Features
My Week
Organize your work, tasks and email into a manageable action plan.
Job Estimates
Estimate time and budget for every job to help make better-informed decisions.
AI Smart Suggestions
Work faster with smart suggestions and summaries embedded within your workflows.
Checklists
Work tasks and sub-tasks ensure everyone knows their own responsibility.
Global Search
Everything in Karbon is searchable. Find anything across your organization in seconds
Work Templates
Standardize your common processes and workflows in customizable templates.
Document Storage
Files and documents automatically stored and organized against clients and jobs.
Integrated Email
Every email between your client and anyone on your team, in one single place.
Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.
Work Scheduler
Set recurring work to repeat on automatic schedules.
