Karbon Pricing, Features, Reviews and Alternatives

I love the system in general. The personal training for team members was amazing. Additionally, it is wonderful to work with a company that really listens to feedback and suggestions. There are constant improvements and upgrades that the development team rolls out based on customer needs. All of the above combined with the basic features have made the product addictive! I truly cannot imagine my workday without Karbon.

It's a big investment for a small firm. I wish that the cost would come down a bit. However, if used properly this product can increase efficiency assisting to create capacity within a firm. It was also difficult to get full team "buy-in". There is a lot of initial set-up required to create full usability; however, once the time is invested it pays HUGE dividends by way of efficiency and standardized processes.

Our staff enjoys the Triage function and visibility of communication most about Karbon. With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient.

I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type.

Email tracking and assigning to clients and their monthly projects

The workflow was harder to use and the learning curve much longer than I wanted to spend

I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.

The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook.

Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return!

Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item.