We have been using Karbon for a few years now and had previously switched from a few different CRM's. Karbon is the most interactive, customizable, and helpful one we have found. Everyone in our firm has picked it up, and it's so great for prioritizing and...
Firstly the clunkiness of it. It is time-consuming to set it up and utilize, and as much as things should follow the same process month on month, they don't. Ad hoc meetings or quick items to do can take forever to log. You need an Office Microsoft...
Find an account in seconds! Send out invoices after only taking 20 seconds to make them. The payment graph makes for easy reference to payments made.
It is over complicated to use without proper training
We have been using Karbon for a few years now and had previously switched from a few different CRM's. Karbon is the most interactive, customizable, and helpful one we have found. Everyone in our firm has picked it up, and it's so great for prioritizing and...
Find an account in seconds! Send out invoices after only taking 20 seconds to make them. The payment graph makes for easy reference to payments made.
Firstly the clunkiness of it. It is time-consuming to set it up and utilize, and as much as things should follow the same process month on month, they don't. Ad hoc meetings or quick items to do can take forever to log. You need an Office Microsoft...
It is over complicated to use without proper training