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About the Collabox

The Collabox is an ERP business management software that is accessible online and at all times. 100% Quebecois.
About the Collabox

An ERP  (company resource planning) complete adapted to a wide range of companies (1 to 700 employees)
Access “ à la carte ”By monthly subscription
A product  100% Quebecois  whose head office is in Quebec but which has clients across Quebec and in France.
CRM  powerful that allows you to be in control of your sales and communications with your customers and colleagues
A multiplatform tool and interconnected while being scalable in addition to being compatible with more than 35 systems.
Fully software  in the cloud  and in the internet since 1988
22 years old  of existence and experience put to the benefit of our customers

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

Credit limit

By Accounting, New arrivals

Since we don’t live in a perfect world, sometimes customers are slow to pay us. In order to avoid overflow, Collabox has created a customizable credit limit system that alerts you to a payment problem.

Setting up the credit limit

When you create a new customer or need to change credit information, go to the desired customer record. Among the fields that are displayed is a series of three fields dedicated to credit. Add a limit amount tolerable for you, as well as a maximum number of days for payment. Here is an example of $5,000 and 90 days.

Example of the customer file where we can see the three fields related to the credit limit.

The addition of this information indicates that above $5,000 in credit, your company stops working for this customer until paid by the customer.

During this downtime, it is suggested that you check the “suspended credit” box.

In the customer file, an example of the "suspended credit" box checked.

Continue to prepare your bids for this client as needed. The suspension of credit does not prevent you from preparing new service offers, but they will remain “on tender”. The production can be resumed when the box is unchecked, therefore when the customer has paid his due.

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

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

info@collabox.com (418) 907-9274 ext. 120

Geolocated timesheet

By 10 advantages of working with Collabox, Digital transformation, Employees, Timesheet

A new feature has just been added to Collabox: the geolocated timesheet! This addition allows you to know where your employees enter their hours. This monitoring tool is super handy to know if the little latecomer in the office is entering his hours while still on the bus.

How to activate or deactivate geolocation?

Whether you want to enable or disable this option for your organization, the path is the same, you will only have to check the box or not. To do this, you must display the settings of the organization by clicking on “Organization”.

Organization

To activate the function, all you have to do is check the “Geolocation of timesheets” box. However, don’t forget to save the changes!
screen-shot-2016-11-10-at-14-23-23

Do you want to consult the geolocation data of your employees? Nothing could be simpler, since the report by employees tells you so. We even thought about giving you a Google Maps link to view the entries on a map. 

To access the report, you must first click on the “Reports” icon in the navigation bar at the top of the page. 

Then you must at least choose an option in the category “Report by employees” like “Include details of hours” in the example below. Don’t forget to check “Include geolocation”! 

screen-shot-2016-11-10-at-14-24-30

Here is an example of a report by employees of the geolocated timesheet entries. As you can see in the column on the right, the entries with a geolocation have a location link.


screen-shot-2016-11-10-at-14-25-46

If you click on the link, you will see the position where the entry was made on the map.

screen-shot-2016-11-10-at-14-27-02

Types of timesheets

By 10 advantages of working with Collabox, Digital transformation, Employees, The Collabox, an ERP à la carte, Timesheet

Getting the most out of the Collabox timesheet

The timesheet is an indispensable tool for any business that needs to measure and bill hours to clients. Collabox offers you the possibility to choose between 4 types of reflected timesheets:

  • For those who like to keep their habits
  • With a trendy aesthetic
  • For those who need to see the big picture
  • The most accessible from phones

1. The Standard

The first type of timesheet is designed for people who like to keep their habits. Its design is reminiscent of traditional timesheets, while offering the advantages of digital. Detail your different tasks! Take a look at the standard timesheet

Example of a standard timesheet

2. The techno

Among the timesheet types, this template is the only one to offer a new “drag and drop” design that will appeal to techies. The more modern aesthetic of its new graphical interface retains all the standard timesheet options you love and use.

Example of a techno timesheet (“click-and-drag” design)

3. The weekly newspaper

With this timesheet, enter your hours per week rather than per day. It is perfect for generalists who want to register tasks with large blocks of time. It is also ideal when working on a project where the steps do not need to be detailed.

Example of a weekly timesheet

4. The express timesheet, the most accessible from phones

Although timesheets all complement each other on desktop or mobile, the express timesheet is best suited for the interface of phones. And as the name suggests, it complements itself very, very quickly. Fill it in just 3 clicks!

Note: At any time you can switch from the express timesheet to the detailed timesheet (standard or techno) by clicking on the blue link Detailed timesheet .

The express time sheet

Example of an express time sheet

See how to complete your express timesheet

The same day is already selected for you by default. To start your time recording, go to the first step with the button Following.

Express timesheet: home page

1) Select the project you worked on.

Express timesheet: project selection

2) Choose your service.

Express timesheet: choice of a service

3) Enter the number of hours worked. Don’t forget to save!

Express timesheet: registration of hours worked

You can then repeat these steps to list other projects you worked on during the day.
Note: The entries in the express timesheet will be concurrent in the standard or techno timesheets, that is, they will all start at midnight. This data conversion is perfect if you don’t need to know when or how long your employees have been working on a particular project.

Have you made your choice? Contact us to change your timesheet, we will be happy to tell you how to proceed!

Alertbox

By Research and development

No, you’ve never heard of the Alertbox before today! This is a product that the team created a few years ago.

We had a little fun with “mini computers” that we call “micro-controllers”, some wires and a flashing light…

Eager to know what we could have created as a system? Here it is!


Why an Alertbox

Your Alertbox can communicate with your Collabox. Depending on your preferences, it will be linked to different types of intervention in the software, for example to sales, and when one of your salespeople makes a new sale, the light on the top of the box will come on for a few seconds for you. ‘announce. Motivating, isn’t it?

The possibilities of the Alertbox are endless! All the notifications that already exist in Collabox can be announced by your new “alert box”, but we don’t limit ourselves to that!

Do you have an idea to motivate your troops? Let us know! Do not hesitate to come and discuss with us your ideas for using the Alertbox, we will be happy to adapt this tool to your needs.

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

Collabox is 20 years old

By Our history

In the fall of 2018, Collabox celebrated its 20th anniversary. We organized an evening with our friends and clients to celebrate it.

A scotch tasting with photos from our trip to Scotland.

Thank you to all our loyal partners, customers, family and friends for following us for 20 years.