Keep up to date with new Karbon features and functionality. Every product update is made to address customer requests, enhance performance, and improve the work day for customers.
September 05, 2023
September 052023
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Action emails on your terms, more control over user permissions, track time based on profile roles. Client team custom fields to oversee work items, and beta test new features—duplicate contacts, bill by colleague rate, and control budgets by amounts.
August 21, 2023
August 212023
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Enhance the security of the client portal by offering optional Two-Factor Authentication (2FA) for clients. Plus, it's easier than ever to track and reset client access.
August 14, 2023
August 142023
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Send Client Requests to multiple clients with ease, condense more emails into concise summaries with Karbon AI, and create bulk work items from a single template. In Billing and Payments, clients can securely store payment details for future use.
July 25, 2023
July 252023
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Create an email task directly in a work template, and use it for future work items.
July 06, 2023
July 062023
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Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.
July 03, 2023
July 032023
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One of the most highly requested features by our community—email templates—are now available.
June 14, 2023
June 142023
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Synchronize your Karbon contacts with VXT, and automatically generate work items and contact notes from calls. In other updates, easily access KPI workbooks on the intelligence tab and harness the power of AI in email and tasks.
May 24, 2023
May 242023
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The latest KPI workbooks provide work-in-progress (WIP) and budget insights, while Billing and Payments beta enhancements improve the billing process for greater efficiency.
May 12, 2023
May 122023
A new external name field for work items gives you greater flexibility, while more new functionality has been added to the Billing and Payments beta.
May 03, 2023
May 032023
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Karbon AI in beta. Summarize emails, prioritize your inbox, draft emails and adjust your tone.