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What is the Collabox?

What is the Collabox?

Efficient, efficient and easy-to-use ERP business management software.

Accessible online on all types of devices, it can be personalized according to your needs.

Its various functionalities fall under three main categories. Accounting, project or production management and customer-CRM relationship.

With the Collabox, track your expenses and income at any time on your smartphone, tablet or computer. Use our different modules to manage all your business activities. Timesheets, CRM, agenda, invoicing … and more! Take a look at the management tools we offer you.

Accountability

Accounting

You will find in this  perfectly secure module a panoply of services which will be of great help to you. You will be able to  create invoices, enter payments from your customers and disbursements from your business. You will also have access to various reports essential to the day-to-day management of your business, such as  : disbursement reports, statement of account, remittance of taxes, etc.

Billing

The tool that is likely to be the most used of your Collabox, invoicing, is very easy to master. All you need to do is add an invoice in the name of your customer, enter the renewal dates if applicable, save it and you’re done! Your invoice appears in your list of invoices. You can even send it by email.

Reports

Collabox offers you a variety of reports allowing you to take stock of your business. You can, among other things, know the workload of your employees, the progress of projects, but also your profitability. These detailed reports will prove to be of great help in the management of your business.

Tax remission

Not always easy to keep track of the taxes you owe the government? Collabox does the math for you. It tracks payments already made and those to come. In the form of a report (summary or detailed), you will see all the taxes charged for each project, but also those paid with your disbursements.

Account statements

You can view on the Collabox an overview of the account statements of all your customers in the form of a list, and over defined time periods. It is also possible to display the information in detailed form. Thanks to this function, you will more easily keep an eye on the amounts owed to you and will not forget any more unpaid invoices.

Printing checks

To make your life easier, we have added a function to the accounting module to print checks. You can write the exact amount on your checks and personalize them with your wording.

Management

Suppliers

You can keep  all the contact details of your suppliers in one place  in the Collabox. You  will only have to enter their information once and it  you will then be able to update them at any time. A list of suppliers is automatically created in alphabetical order. Gone are the days when you struggled to find this information!

Projects

With Collabox, you will have a panoramic view of all your clients’ projects. As soon as they are activated, they are displayed in the tab P rojet in the form of a complete list with the name of the project manager, the type of project, the delivery date and the compilation of hours. At a glance, you will spot projects whose time has been exceeded thanks to their display in red. You can also add new projects  for your customers at all times.

Disbursed

You will find, on the Collabox, a database of all your disbursements that you can distribute according to the projects and add to the invoices. You can modify the information listed there at any time. The list of disbursements classifies the elements according to their number and takes into account your sorting preferences. Disbursements in bold represent accounts payable.

Purchase Orders

Purchase orders allow you to instantly create disbursements. They are considered future expenses when you check out  your project profitability reports. Collabox makes it easier for you when it comes to tracking orders from different suppliers. You now have the opportunity to send your purchase orders by email to your suppliers as is the case for invoices, statements of account and service offers. The order form gathers all the important information by presenting the details of your order, the address of your supplier and a description of the work requested.

Employees

With Collabox, you will have a panoramic view of all your clients’ projects. As soon as they are activated, they are displayed in the tab P rojet in the form of a complete list with the name of the project manager, the type of project, the delivery date and the compilation of hours. At a glance, you will spot projects whose time has been exceeded thanks to their display in red. You can also add new projects  for your customers at all times.

Thanks to Collabox, you have access to the complete list of your active employees. You can, with a few clicks, manage the list by adding or deactivating an employee. All information entered concerning your employees will be kept even in the event of deactivation. You can therefore access it at any time and even reactivate the employee if necessary.

Timesheet

With Collabox, you will have a panoramic view of all your clients’ projects. As soon as they are activated, they are displayed in the tab P rojet in the form of a complete list with the name of the project manager, the type of project, the delivery date and the compilation of hours. At a glance, you will spot projects whose time has been exceeded thanks to their display in red. You can also add new projects  for your customers at all times.

Agenda

The agenda  du Collabox is an excellent planner. You have the option of viewing the collective agenda, which displays the schedule and tasks of all employees on a single page, or of selecting only the employees whose schedule you want to see. You can also register meetings there, and the time slot will be reserved in the agenda of each person concerned. In addition, change the date and time of an appointment with a single click, directly in the calendar. It has never been easier to plan a meeting!

Telephony

Make a ton of calls in a day and have no way to get rigorous follow-up? The Collabox telephony module is perfect for you. It allows you to list calls, consult faxes and even dial your numbers automatically. Not only does the module display the summary of your previous calls, but it also compiles statistics on the time spent on the phone. By using this module, you no longer have to worry about who is communicating with you. Collabox does it for you, it automatically recognizes the caller and allows you to quickly access their file.

Service offerings

This is a very powerful module in the Collabox, since your service offers can become the starting point of a project. Offers are often personalized to suit customer needs. The way you present your prices, like your service offerings, remains very strategic. This is why we have created very detailed sheets, but also a list of offers that are easy to consult.

Detailed steps

The module Detailed steps  complements that of service offers. It is intended to be a rigorous means of determining the cost of a project. In the service offer, you can list the stages of completion of a project and associate a price to each of them. These detailed steps automatically become tasks assigned to the stakeholders of your team for the realization of the project. They are listed with a due date, a number of hours and a percentage completed. All of this allows you to monitor the progress of the project. 

The document Work order,  which is in the service offer, presents the budgets in hours granted at each stage. It can be a very interesting tool to guide the team in their work.

Tasks

This module  allows you to assign tasks to your employees. When you create a new task, several parameters are customizable  : assignment of an order of priority, use of a color code, addition of a description, entry of a due date, etc. The employee can view the tasks you have assigned to them by viewing a list that provides a summary of them, along with the percentage completed. It can also manage the display by day or by week. It’s now easier to delegate tasks to the right people and track their completion!

Task template

This tool is used to create a template, i.e. a model, of a task and all the steps necessary for its realization (sub-tasks). Once the template is created, you can apply it to as many projects as you want and the tasks are all displayed with their respective due dates, according to their hierarchy that you have previously determined.

The customer relationship

Clients

You want to have access to the list of all your customers without losing  your  time? It is possible thanks to Collabox.  The software gives you  access to  the  list of all your active customers, and a search engine  allows  to find their file quickly.

The files bring together the contact details of your clients, the list of all the projects  assigned to them, as well as the history of  invoices and installments.  All important information  is so  gathered  in  one place. 

CRM – Contacts

The module Contact persons , which is the basis of the Collabox CRM system, plays three roles.
It serves you first of all as a follow-up schedule with your contacts . You will avoid little tracking oversights while using it. You can also define an opportunity status and a qualification for each of your contacts to know who to devote the most energy to and when.  Another role of the module is to archive a history of all interactions with your contacts. You will no longer doubt the last thing you said to Madame Unetelle, it will be written in black and white! Finally, the module will become your directory of professional contacts. You will not lose a single number again!

Little extra for big results: The data produced by the CRM form the basis of  R contribution of  sales projections , a tool that will help you see better into the future.

The seller activity report

The Collabox generates seller activity reports , which portray the work of your salespeople for a given period. You get the details of all the contacts and all the contacts made by your salespeople at a glance.  Reports can be categorized by type of intervention or person contacted.

Massive sending of emails 

With Collabox, you will have a panoramic view of all your clients’ projects. As soon as they are activated, they are displayed in the tab P rojet in the form of a complete list with the name of the project manager, the type of project, the delivery date and the compilation of hours. At a glance, you will spot projects whose time has been exceeded thanks to their display in red. You can also add new projects  for your customers at all times.

This feature gives you the ability to write messages, build recipient lists, schedule sends, and then track email open rate and hyperlink clicks. It is ideal for soliciting or send a newsletter . Collabox offers you all the tools to carry out your next E-Marketing campaign, all fully integrated into your CRM.

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