Confidently scope and schedule work, automatically collect client information and onboard new clients at scale.
Confidently scope work
Analyse past performance to plan and scope work with accuracy. Allocate time and budgets and understand your team’s capacity to deliver.
Automate data collection
Gather everything you need with Client Tasks and Auto-Reminders. Automatically file relevant information against the job to ensure your team has what they need.
Scale client onboarding
Standardise onboarding processes and trigger automated workflows the moment a new proposal is accepted. Take on more clients without over-stretching your team.
“Improving our onboarding process was critical if we wanted to grow. With Karbon we managed to reduce client onboarding time from 180 days to 30 days.”
Karbon to Plan Work
