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The venture between Ignition and Karbon automates the complete client lifecycle from initial engagement through service delivery. It eliminates manual data entry and reduces administrative bottlenecks. The integration automatically generates work items in Karbon when clients sign proposals in Ignition, maintains synchronized client records between both platforms, and provides continuous two-way data updates to minimize errors.
Designed to support firms of varying sizes, the workflow automation solution aims to accelerate cash flow by reducing the time between client acquisition and revenue realization while improving operational efficiency. The partnership builds upon a successful integration first established in 2018, now refined to offer greater customization and control over practice management processes.
Image Credit: Ignition and Karbon
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