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.

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.

Categorize and filter contacts by priority levels in Karbon to manage client importance efficiently.

Organize work efficiently with service types, linking workflows to your firm's services for better management.

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