Proposals to payments. All in one platform.
Bring every step of the client engagement process together, from proposals and work, to billing and payments.
Create engagement letters
Win clients and set clear expectations with professional client proposals that build trust and mutual success right from the start.
Create personalized team introductions, outline services, pricing, and billing schedule, collect payment details up front, and send to clients for approval instantly – all in one proposal package.
Connect work to engagements
Once an engagement is signed or accepted, work will be connected, triggering automatic task assignment to your team and providing visibility between what was promised to your clients and what will be delivered.
No delays or back-and-forth, just smooth handoffs that keep your teams moving, the work flowing, and your clients happy.
Get paid effortlessly
Automate invoice creation for recurring fixed-fee, or time & materials work, saving your team hours on manual billing and reducing aged WIP.
Collect payment details up front and enable auto-payments to eliminate the client chase and get paid quicker.
Price confidently with AI
Make smart renewal pricing decisions with AI summaries and recommendations that analyze previous year’s profitability data on every engagement.
Take the guesswork out of pricing for good and maximize the revenue potential of every client.
We have been able to save countless hours
Through Karbon we have been able to save countless hours of time on work and have the sense of peace that we aren’t forgetting to deliver something.
G2
Capterra
Getapp
