Karbon Software


 

Karbon is a task management tool that offers functionalities such as task-scheduling templates, automated reminders, kanban boards and more. Along with task management, the solution offers features such as job management and client management. This makes the tool suitable for businesses that need a central repository of contacts as well as tasks.

One of the core capabilities of Karbon is its kanban board, which can be used to visualize and track tasks. The tool also allows businesses to sort tasks according to clients and team members, making it possible to understand project status in relation to employee capacity.

Additionally, the tool offers integrations with Gmail and Office 365. This allows users to turn emails into tasks. Likewise, details of email contacts can be directly added to the tool.  As a cloud-based solution, the tool can be accessed via web browsers.

 

Karbon - Task checklist
 
  • Karbon - Task checklist
    Task checklist
  • Karbon - Task tracking
    Task tracking
  • Karbon - Workflow
    Workflow
Supported Operating System(s):
Web browser (OS agnostic)

71 Reviews of Karbon

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Amy from Streamlined Accounting Strategies
Specialty: Accounting
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Not worth the money - there are lots of other options

Ease-of-use

Functionality

Product Quality

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Value for Money

I hope it's improved since I tried using it. I know Karbon has a lot of positive reviews, and it has always confused me because I liked a lot of the other project management applications we looked at better than it. But who knows - maybe my brain just doesn't work right for this particular piece of software.

Pros

It's a good-looking, flashy app. I liked being able to assign emails to coworkers and clients and my own tasks. Full disclosure: we used this for about three months at my company and then abandoned it. It just was not helpful to us.

Cons

My list of complaints about Karbon is long. Mostly, I feel like they hint at features that only technically exist. For example, Karbon integrates with QuickBooks Online, but I cannot understand why. It doesn't pull in relevant company information from QBO - not even company addresses. Those have to be manually entered. And yes, you can read your emails in Karbon, but you lose a lot of Gmail functionality when you make the switch: you can't sort emails into folders, save contacts into segmented lists, etc. Emails aren't even marked as read in Gmail! And, Karbon doesn't sync your contacts from Gmail. It brings in everyone you've emailed with. This is not helpful and extremely messy. There is no Google Calendar sync, which is what I use to sync my iCalendar and send my times and dates to all of my devices. So I just found Karbon really frustrating, especially at the price point - I feel like a lot was promised that wasn't delivered.

Review Source
 
 
 
Showing 1-20 of 70


March 2018

March 2018

Revolutionary accounting software that, if used to its full, will transform your practice or firm.

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Increased visibility of all projects and undertakings in the practice. Ability to monitor deadlines and schedule reminders.
The automated aspect of the software is an indispensable quality for our industry and the option to create client tasks which are housed in their own space (outside of email threads where they often end up getting lost or missed) and the automatic reminders that underpin these, have transform our service delivery times and accountability measures.

Pros

The templates for work items which serve as company systems and procedures as well as project management allows us to monitor staff performance while resting assured that work is completed accurately and timely.
We have more visibility than ever before and the software promotes the creation of new work in a way which defines 'how' it should be completed and so we now have operating systems and checklists for all our work. We know exactly what is and isn't being done.

Cons

Integration with 3rd party applications is still quite limited - we find ourselves duplicating data entry in some areas.
It would be great if the software allowed the use of custom fields to record data not currently catered for by the preset data fields.

Review Source: Capterra
 

Alison from HPC Accounting & Tax

March 2018

March 2018

Good Project Management - Still Needs a Little Work

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Pros

I like that the app looks great, it has really great potential to be the perfect project management software in the future. I use it as a checklist for all my work items. The client task option is also great for reminding our clients of outstanding items we need from them.

Cons

It's slow to load your work and sometimes work gets lost in the To-do's if they aren't assigned correctly by your colleagues (which is common when we are really busy). Karbon is willing to take our comments and ideas into consideration and always have great customer service.

Review Source: Capterra
 

Greg from Accounting

February 2018

February 2018

Great client management app

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Pros

I really love the email triage feature and this is what drew me to the product in the first place. Works really good for people that work from there email lots.

Cons

I'm still in the beginning stages of learning the product but I'd like to have a way to bring in more communication streams in the same way as email into triage. I have clients that message me via sms, whatsapp, telegram, etc. Now I have to paste those conversations into karbon which works but.

Review Source: GetApp
 

Diane from Accounting

February 2018

February 2018

Great practice management tool

Ease-of-use

Functionality

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Pros

The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines. In one view I can see what work is planned, in progress, what is waiting on the client etc. With so many records being electronic you can't just look around the office anymore to see what's physically there, Karbon is the solution to the digital record management.

Cons

The client tasks need to be little easier to manage. It would be nice to be able to send just a form email rather than a checklist type of communication and changing the date it is being sent should be able to be done within the task rather than the work template.

Review Source: GetApp
 


January 2018

January 2018

Good app if you commit to use it

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Pros

This is a great app that can save time and make your team more efficient
All the process get streamline and all your staff would treat each client the same way!

Cons

You have to make a habit of opening karbon app first thing in the morning and get everyone in to the same tune as well
If one team member is not working on the app properly it is hard to track and pay per user could be quite expensive.
So nothing wrong with the app but with the commitment of using

Review Source: GetApp
 


December 2017

December 2017

Seemless

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Pros

Email integration, and the level and ability of their support team to help with all our issues. They offer fantastic training and are very much there for you when you need them.

Cons

It would be nice to have an internal timer that can be allocated to each project, so we do not have to use external apps.

Review Source: GetApp
 


December 2017

December 2017

Awesome

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Pros

I like that I can clear emails when they've been dealt with and I don't have to see them again until or unless I need them. Also like the assigning of emails to colleagues.

Cons

I'd like to be able to track my files coming in that I'm not the client owner on and I wish there was some autocorrect on my typing like there is in Outlook.

Review Source: GetApp
 


December 2017

December 2017

and now, I sleep better

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Pros

For us, the best feature is the work templates. These are training tool and ensure our processes are documented and regularly updated. Also, the ability to schedule repeating work helps make sure nothing falls through the cracks.

Cons

The contact info isn't seamless. It could be better organized and it seems that we have to enter information in more than one place sometimes. Also, it doesn't seem to me that the contact info is linked to Xero, even though there is a link showing in Karbon, it doesn't work for us.

Review Source: GetApp
 


December 2017

December 2017

Fantastic approach to workflow management

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Pros

I love how it has now become difficult for something to slip through the cracks. I no longer use Outlook for my emails as Karbon has the functionality that I need.

Cons

I wish there was an on-the-go app instead of having to log into their website when I am not on my computer.

Review Source: GetApp
 


November 2017

November 2017

A great app that makes managing emails and tasks to easy.

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Pros

It's the best platform for managing (particularly email based) tasks I've found. No longer do emails get lost on a big list, Its super easy to assign them to a task and clear them out of the inbox without forgetting them.

Cons

No real cons I can list at the moment. The team are always quick to respond if I have an issue and they're constantly adding new features.

Review Source: GetApp
 

Tania from Legal Eagle Admin Services

November 2017

November 2017

Amazing CRM Program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Love that I can see what is going on within my company & with my clients from the dashboard. Also love being able to turn my emails into tasks. So easy to assign tasks to colleagues or clients. The customer service is always willing to help walk you through stuff & ask any questions you many have.

Cons

Would be good to assign tasks to multiple people in 1 task. Takes a bit of effort to initially set up but well worth it!

Review Source: GetApp
 


November 2017

November 2017

Great customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

We have only been running on Karbon for a short period of time but the Karbon team was very proactive and supportive in the whole migration process from our previous task managing system.

Cons

I would appreciate a little more flexibility when it comes to exports and imports. Although the Karbon team was supportive so far in helping us with these, I hope they will eventually be working on this, if not already, in order for us to be more independent regarding this.

Review Source: GetApp
 

John from design and manufacturing

November 2017

November 2017

Great tool for managing our team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Centralized tool to manage remote teams.
Automated emails to clients for open items.
Clear dashboard visuals for open items for users and staff.
Integration with Office 365 email.
Excellent support and training.

Cons

Pricing can feel a little high when you roll it out to a large team.
Training is necessary to push out to a team (Karbon does provide this).

Review Source: GetApp
 

Beth from Raedan Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Love Karbon, has helped us streamline our processes and centralize our emails

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

I love the templates for work flows and the ability to customize these to suit your needs. The filing of emails is a very easy process with a lovely interface to go with it. Its great that Karbon take on board our suggestions and there seem to be new releases all the time so the product just keeps getting better and better.

Cons

Only downside is the search function on emails, currently there is no ability to filter by a client or individual however we have been informed this is coming soon.

Review Source: GetApp
 

Jessica from Xcelerate Business Solutions, LLC

November 2017

November 2017

Karbon allows us to stay focused!

Ease-of-use

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Pros

I love the support Karbon has to offer. I love the work templates that allow our work flow to be consistent among clients. And, I love focusing on work instead of email.

Cons

It takes a while to get used to focusing on task management instead of your email. However, it's worth it because you become more focused.

Review Source: GetApp
 

Brent from Pentins
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Helpful, efficient and a real solution

Ease-of-use

Functionality

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Value for Money

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Pros

The flexibility around managing workflows and engaging with the team. It provides clarity to workflows, completely cloud-based and is an aesthetically pleasing product.

Cons

Build on the reporting features and more customisation to some of the templates and client checklists. However, I'm sure this will all be introduced in time.

Review Source: GetApp
 

Jonathan from Raedan Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Getting organised has never been so easy.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Most of our team already used their email inbox as a todo list, Karbon takes this functionality so much further and incorporates other workflows, CRM and team management.
Client Tasks allow automation of regular information requests from clients helping our team focus on the actual work.
The fortnightly release sprints are one of our favourite things about Karbon. When we on boarded the Karbon team promised lots of features and everyone has materialised.

Cons

Karbon is still missing some basic email functions that can prove frustrating and mean you still need to occasionally switch back to Gmail to get something setup.

Review Source: GetApp
 

Jeffrey from Jeffrey D. Reimer, CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Great app for remote teams tracking customer communications and projects

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

Karbon is a flexible kanban style project management app that provides a visual way of seeing the status of various work items in process. I like that you can move work items between kanban columns with a simple click and drag feature. Also, the Karbon team is constantly improving the app and rolling out significant improvements on a regular basis.

Cons

Currently, Karbon does not integrate with other apps. I use a third-party app to integrate the apps in our processes, and it would be helpful to be able to pull Karbon into this type of process development.

Review Source: GetApp
 

Sinead from Bookkeeping

November 2017

November 2017

has been amazing by getting the whole team organised in what they need to do

Ease-of-use

Functionality

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Value for Money

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Pros

Visibility on the team and
Workflow management and transparency
Checklists for all work items

Cons

The search function in emails is not as cohesive as gmail and find myself jumping back to gmail for specific searches

Review Source: GetApp
 

Justin from Accounts

November 2017

November 2017

Karbon is a great project management tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Ease of use and constantly added features. There is not much leadtime required to get setup and provides a "command and control" feel.

Cons

Lack of Xero integration, which I understand to be a Xero problem, not a Karbon problem. Xero and Karbon need to kiss and make up.

Review Source: GetApp