Karbon
Karbon empowers firms by enhancing visibility and control, streamlining tasks through automation and standardized processes. It fosters team collaboration with tools like customizable work templates and a Kanban board, while providing insights and metrics for informed decision-making. With integrated email actions and auto-reminders, efficiency improves significantly, enabling teams to deliver superior client service effortlessly.
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Top Karbon Features
- Increased firm visibility
- Task automation capabilities
- Standardized workflow templates
- Kanban board visualization
- Recurring work scheduling
- Logical task automations
- Client task auto-reminders
- Third-party data integrations
- Email action assignments
- Personalized weekly action plans
- Critical efficiency insights
- Time tracking and budgeting
- Inter-firm collaborative learning
- Real-time client relationship tracking
- Single source of truth
- Goal alignment for teams
- Email workflow integration
- Comprehensive onboarding workshops
- Official education and certification
- Access to industry expert advice
