How Karbon Works

Collaborate in context.

Karbon combines email, discussions, tasks and powerful workflows to keep everything your team needs to get work done in one place and in context.

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Integrated Email

Karbon enhances your email with Triage — an action-focused inbox. Packed with collaboration features, Triage breaks email out of silos and into your team’s workflow, so everyone has visibility to discuss, assign and action.

“Karbon gives us visibility and accountability that we never had. We can now see who owns something and what conversations are being had.”

— C. Catherine, Armanino
integrated email

Team Collaboration

Karbon enables your team to get more done in less time by putting their conversations to work. Whether it’s a major project, recurring job, or a one-off task, Karbon provides the transparency, efficiency and flexibility to make it happen faster.

“Karbon helps our team stay up-to-date with everything going on and work together in a much more efficient way.”

— Megan Burger, The Bottom Line
team collaboration

Flexible Workflows

All work is managed in Karbon which means you always know where things stand. Look at the big picture or hone in on what’s most important. Everyone is aligned to the same goals, and priorities can be adjusted to ensure work is always delivered on target.

“With Karbon, we can see everything. We can share with everyone how we’re tracking, where we want to be, and what we need to do to meet those goals”

— Jason Ackerman, BNA
flexible workflows


Automate your most common and time-consuming processes: customer data collection, reminders, recurring work creation, process documentation, and conditional rules to trigger activities as work progresses.

“Karbon has driven massive time-savings, business process improvements, and significantly enhanced our client engagement experience.”

— Billy Lacey, Ipsum Advisors

Centralized Knowledge

Karbon is the foundation of your workstreams, giving you a single place for everything: work, customer relationships, email and internal discussions. Everything is searchable and always available, turning your previously-scattered data into common knowledge.

“The one system that everyone opens every morning, and our go-to for all information about clients and work that needs to be done.”

— Steph Hinds, Growthwise
centralized knowledge


Karbon integrates with Office 365, Google, Microsoft Exchange, GoProposal, TSheets, and an ever-increasing suite of apps that you already know and love. Streamline your data, automate your processes, and manage everything in one place.

“There is accountability now that we never had before. I can see for sure how we are tracking in Karbon.”

— Adam Slack, Two Roads

Increase your team’s output

2018 Karbon Customer Research findings.


Users who say Karbon gives them full 
visibility across their work


Average time saved per employee each week


Increase in revenue per employee

“Karbon is so well-thought-out and robust, but still simple to use. It would take at least three different systems to replace what Karbon gives us today, if we could even do it all.”
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Karbon is trusted by teams worldwide.

“Karbon lets me see what's going on anywhere within my business. It allows me to sleep well knowing that what we’ve promised as a business, we’re delivering.”

— Timothy Munro, Change Accountants & Advisors —

“Karbon has been the single greatest difference for us this year. Without Karbon, we would not have been able to fully take advantage of the growth opportunities we were presented.”

— John Bovard, The Bovard CPA Group —

“This may be the single greatest piece of technology I've ever personally worked with. It actually works the way we need it to work.”

— Danie Ives, Adjusted Balance Inc. —