Product
Increase the satisfaction of your clients by bringing them into your workflow. Shared contact profiles, activity timelines, automated client requests and third-party integrations allow your team to service more clients even faster.
Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said, and when that was.
Everything is searchable, so when a client calls you will instantly know where things stand. Managing client relationships has never been easier.
Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.
The moment a client sends documents and comments, you are notified right where you need them.
Begin every client relationship painlessly. Standardizing your onboarding process with templates allows you to take on more clients and still give each one the red carpet treatment.
Integrate Karbon with other systems to trigger workflows the moment a new proposal is accepted, creating seamless efficiency for everyone.
