Karbon

Download your client data as a spreadsheet to sort and analyze outside of Karbon.

Export, download and edit contact data

If you no longer wish to keep any record of a contact within Karbon, you can choose to delete them.

Client teams lets you specify which colleagues work with specific clients.

When a single email address is stored against multiple contacts, you will have to choose a primary owner.

Use client groups to manage people and organizations that are related by ownership or financial structure.

Documents or files can be added to a client so that everyone on your team, or the client team, can access them.

Merge two similar contacts, including contact data and work.

Enter and manage detailed accounting information for individuals and organizations in Karbon, tailored by country.

Tailor and save custom contact views to manage client relationships with precision and efficiency.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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