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.

Find answers and get help from Intercom Support and Community Experts

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