Robust workflow automation and work templates help standardize tasks and boost productivity and performance which is so helpful.<br><br>The email integration lets me turn emails into tasks and tag team members, which improves transparency across the team and unable to miss a task<br><br>I use it on a daily basis.

The ability to see all information relating to clients and their work so that the communications are saved appropriately and search makes it easy to find specific topics. The ability bulk create work based on specific criteria is a great tool for a migrating firm. The workflow is a beast to be tamed as people who are not used to proper workflow methods can sometimes cause holes to appear in the flow. The integrations with Xero XPM and Xero Blue make a single source of truth for contacts. The performance of the product is good not excellent. The pricing is reasonable for what you get. Support is very responsive but a more transparent development schedule for enhancement would be appreciated.

Karbon has been a valuable addition to our workflow. It’s made it much easier for us to stay on top of day-to-day tasks, deadlines, and client work, and to keep everything organized as we move through the week.