Mass mailing system – Corporate SMS

By Contacts, New arrivals, Your CRM

*Enhanced function*

Collabox offers the possibility of obtaining a corporate SMS sending system for your clients, contacts or employees. The benefits are numerous and increase the efficiency of communication with your customers and employees.

Collabox has improved the functionality of the corporate SMS. Thus, the recipient can choose to receive the alerts directly to his personal account without having to check the corporate account in question.

Customer Communication

Give the corporate number to your clients and contacts for more effective communication. They will be able to reach you quickly and you will also be able to inform them about the progress of their project, send them order reminders or announce a new feature.

Internal use of corporate SMS

Use the corporate SMS number to manage your company’s internal communication. Assign all your employees to an appointment or assign them common tasks. Also, notify your team of a new project or other pertinent information such as an emergency, change in priority or change in schedule. Even faster than email!

How to write an SMS

You have two options for writing a text message via the Collabox. It is possible to write messages in advance and keep them in memory or to write a more personalized message live. Attention, the message has a maximum capacity of 160 characters.

The pre-recording of messages is done from the “SMS messages” tab.

Give a title and write a message that will be saved in Collabox.

Then, go to the tab “Send SMS” in the left menu.

Select a pre-recorded message or opt for live texting.

Then fill in the information relevant to the shipment. You can add distribution lists, for example a group of customers, a delivery route, a work team or a prospecting list.

It is also possible to send mass SMS to delivery routes. For example, to notify customers that there will be a delivery to their business or for marketing messages.

Delivery routes are set up from your contact list (CRM).

In the“Contact Form”, you have to check the SMS box to access this list.

Corporate SMS management

Collabox records all corporate SMS messages received and sent.

To access it, first go to the Tools menu and select Send SMS.

Then, several filter options are available to you. Search for a message quickly by customer, contact or employee. You can also filter the results by date.

Terms and conditions

To access the corporate SMS, you must contact us by email at info@collabox.com or by phone (418) 907-9274. Collabox will assign you a specific email number. A fixed monthly subscription fee and a usage fee per SMS apply.

Electronic signature tool for service offers

By Digital transformation, Follow-ups, New arrivals, Service offerings

Are you wasting a lot of time getting your service offers signed electronically? Collabox has introduced a feature that allows your customers to sign the service offer you send them directly in the email. Here is how to use this function.

Write a message

When your service offer is ready to be sent to your client or prospect, go to the “Email” tab of the form.

Emailing" tab in the form for creating a service offering.

Then, write your message with a subject and a sending email. Note that your service offer is automatically added as an attachment.

An example of a message to be sent to a client via the Collabox email platform.

Add the option of electronic signature

Below the message are several options in the form of check boxes. First choose who will receive a copy of the message, then select the “Signature Required” box.

Check box to determine to whom the copy of the message will be sent. In addition, a "signature required" box is checked to allow customer signature.

When the customer opens the message, they will have the option to sign the service offer by clicking on a link.

This is an image showing the text sent to the customer for the online signature of the service offer.

Here is a preview of the Collabox signature visual.

This is an image showing how the customer will be able to sign the service offer.

When the customer has signed the offer, you will receive a notification.

Message sent to the Collabox user when the customer has signed the online offer.

In addition, the service offer icon turns green. This way, it is easily identifiable and you don’t have to open the document to check that the signature is present.

When the service offering is signed by the customer, a green icon appears next to the service offering number in the Collabox list.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue using Collabox!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Bookkeeping service

By Accounting, New arrivals
Collabox Accounting
Collabox Accounting

Collabox offers a bookkeeping service to help you perform!

Bookkeeping outsourcing with Collabox’s accounting module
BOOK THE SERVICE NOW!

Do you need support in your bookkeeping, but don’t want to hire a resource just to do the job?

You are using the Collabox accounting module and you have some bookkeeping tasks to do periodically?

Whether it’s 5 hours a month, 2 hours a week or more, we can do it for you with Collabox Bookkeeping Service.

Here are some examples of tasks performed by our team:

– Prepare and process tax remittances
– Manage accounts receivable
– Manage suppliers to track accounts payable
– Do the monthly bank reconciliation
– Perform billing related tasks
– Prepare payroll files
– Entering expenses (disbursements)
– Produce different reports as needed

– Other services according to your needs, we are listening!

This service is charged by the hour

A minimum of 2 hours per month must be reserved.

At any time to know the terms and conditions, contact us and we will be pleased to answer you.

louise.lahaie@collabox.com or 418 907-9274, ext. 120

Contact us

By Collabox application, New arrivals

You are a Collabox customer and have a question or need help? Here is the new procedure to follow to communicate with us. Please follow these steps to ensure a quick and efficient follow-up from our team.

To optimize the efficiency of the requests, the “super-user” is the only person who can communicate with us. The super-user is the person dedicated to Collabox selected by your company.

Email

1- Send an email to the project manager at Collabox

2- For an emergency, use the following email address: urgence@collabox.com

Project manager’s phone number

Give preference to communication by telephone. SMS is not a way to notify us of a problem or request.

Content of an application

Here is the content to send us for an information request or to report a problem.

First, add a clear description of the current situation. Then, describe your wish in relation to this situation. In order to understand each other, do not hesitate to accompany your messages with screenshots that illustrate the situation.

Thank you for your cooperation, it helps us to improve our customer service!

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue using the Collabox!

Gantt chart

By Calendar, Digital transformation, New arrivals, Tasks

Tracking an organization’s projects and tasks sometimes requires the use of a Gantt chart. Collabox has added this functionality to its ERP system.

What is a Gantt chart

It is a visual graphic tool that highlights the start and end dates of the project. Thus, at a glance, the manager can see the progress of his projects in real time according to the planned deadlines. He can then identify the tasks to be carried out in order to accomplish his project in the allotted time.

Schedule and timelines

When you are subscribed to the Gantt chart and want to see your schedules, first go to the main “Calendar” menu at the top of the page.

Location of the Calendar module in the Collabox main menu.

Then select the “Project” tab.

This image shows the location of the Project tab in the calendar.

Choose the period, the project manager and the desired employee. Then click on the “ok” button.

This image shows the search options for the Gantt chart. You can choose the start and end dates of the project, the name of the project manager and the name of the assigned employee.

Then you will see the list of projects according to the chosen criteria. Horizontal bands are visible and show the progress of the project according to the deadlines.

Here is an example of a Gantt chart where you can see the due dates of the different projects that are displayed.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274