Your CRM

Your CRM

A tool for customer relationship management (in English Customer Relationship Management – CRM). Its objective is to retain customers by offering them the best service. Here is what this function looks like in Collabox.

A dynamic database:

Working with a tool that helps you in an easy and fast way to reference information about your customers within the company, CRM is the best.

Collaboration is now a must in the life of a company. All customer information should be shared within a team.

If the reference to your customer information is on your accounting software (many of our customers were), it’s high time to use a CRM.

A reminder system

A CRM allows us to remember things and tasks for us. It can mean doing or postponing a follow-up with a client and remembering that you have been in contact with someone before, even if you don’t remember it at the time.

You shouldn’t be “behind” in following up with your contacts. If you are late, you have to take care of it, or push back in time. It shouldn’t be negotiable, and a CRM is a good way to manage those dunning dates.

A tool to measure our solicitation work

English speakers speak of the “sales funnel”. This is the sales funnel. From a large customer base, what revenue can you expect to get from them? In Collabox, you can specify for each quote, the percentage of chance of concluding that you estimate to have for each contract.

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 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.

Configuring your Collabox: the opportunity table

By Configure your Collabox, Contacts, Follow-ups, Your CRM

One of the features offered by Collabox CRM to manage your sales in real time is the opportunity table.

Efforts to acquire new customers are among the activities that must be constantly reviewed and updated. Management tools such as the CRM (Customer Relationship Management) are therefore becoming essential in the search for sustainability and growth of companies.

Efficient and customizable, the Collabox opportunity board allows you to “click and drag” and dynamically process your sales opportunities. At a glance, visualize a “sales funnel” by customer, by product, by amount or by service sold.

The basic steps for configuration are as follows.

Step 1

Types of intervention contact

Turn your Collabox CRM into a memory aid.

First, create your own types of interventions to keep notes on the products/services that have been presented to prospects. All this in order to obtain very detailed reports of your salespeople’s activities, among others by Solicitation report.

The following are examples of the types of interventions:

  • Telephone prospecting
  • Video conferencing
  • Email prospecting
Types of intervention

Contact qualifications

Then label the contacts, for example “A” or “Platinum“. Collabox gives you the possibility to customize your tracking system. By categorizing your contacts, you will be able to sort them according to their order of importance.

Examples of Contact Qualifications:

  • GOLD
Types of contact qualifications

Opportunity products

Then, make a directory of all your products or services to follow up and find out the potential revenue per opportunity.

First, go to the “Opportunity Product” tab in the left menu. Then add a product.

Types of opportunity products

Opportunity statuses

In the methodologies related to the use of a CRM, it is recommended to use a BOM system to help track the evolution of sales opportunities.

Opportunity status” is a term used to describe a factual situation regarding a potential sale. This way, it is easier to determine at a glance the different statuses of the sales opportunity according to the stage of the sales process in which it is located.

Create your own BOM or use the one proposed by the Collabox.

Here is an example of nomenclature:

Types of opportunity status


Finally, the procedure for customizing the opportunity status nomenclature is available here.

2nd step

When your initial configuration is complete, perform step 2 from the contact form. Each tab will give you the ability to customize the contact management experience.

Assignment of “sellers ” to the contact

First go to a contact record and select the “Assignments” tab. Then check the employees who will be able to manage the selected contact.

Contact qualification

Then select the “Info” tab of the contact. Then choose the appropriate qualification type for that contact.

Follow-up date

While remaining in the “Info” tab, then add a follow-up date for the contact in the “Seller” box.

You are now ready to use the CRM function of the Collabox!

If you have any questions, do not hesitate to contact us, we will be happy to answer you. (418) 907-9274

Opportunity statuses

By Configure your Collabox, Contacts, Your CRM

The Collabox CRM module allows you to assign opportunity statuses to your customer records. These opportunities complement the skills to better manage your sales activities by showing you where to find the ripest fruit.

Create your opportunity statuses

You will be able to use the basic statuses that we have created for you, but we have also given you the possibility to create your own opportunity statuses so that they better fit your business. To use this new functionality, you will have to start by determining the number of statuses required, their respective names and the percentages to close (chances of obtaining the contract) that will be associated with them. To determine the opportunity statuses that you will use in your Collabox, click on the module Contacts .

‘opens in a new window) In the left menu, select Opportunity statuses .

To use the basic statuses, click on Add basic opportunity statuses , then on Okay .

The following statuses will appear on your page:

To create your own statutes, click on the menu Add an opportunity status. This will create your first status, or a new one, if applicable.
Note: If you have never created a status, you will come across a blank page with the menu at the top.

Simply fill in the blank fields and click Save. Your first opportunity status is created! Repeat the previous step, followed by this one, to complete your status creation.
Note: The % to close that you determine in this section will correspond to a default value used in the Projections report sale to weight the sums of the contracts in tender. For example, if you made a bid of $ 25,000 to a client for whom you estimate the percentage of close at 75 %, the weighted income in the report will be $ 18,750.

Sales projections report

Here’s a look at one of those reports we mentioned earlier. It is presented to you with graphics, but also with the data written in tabular form.

One of the statuses no longer suits you? No problem! You can deactivate it at any time by selecting said status, then clicking on Deactivate.

Assign opportunity statuses to customers

Knowing how to create opportunity statuses is good, but you also have to use them! After having completed the creation of the statuses, you must go to your customer files to assign an opportunity status to each person.

In the module Contacts , click on Contacts list , then on the name of the person you are interested in.

You will enter this person’s file and automatically arrive in the tab Info . The first box on this tab includes the qualifications and the opportunities .
In the red box that you see, you can: indicate the title of the opportunity in the empty field; choose the opportunity status with the drop-down menu located just below; and select a submission.

Then you need to add a follow-up date , as you can see in the following red box. You will see, in the fields under the follow-up date, an estimate of what the customer is reporting to you based on the percentage granted to their opportunity status. This is also what is found in the Sales projections report .

Edit an opportunity status

When you want to change a customer’s opportunity status, you have two choices. You can make the change from the opportunities table, with its “drag and drop” formula, or go directly back to the client file.

To access the table, go to the tab Opportunity table .

You will see this table appear, offering you an overview of the progress of the files. You will see all of your customers based on their opportunity statuses. The table is sorted by date or by amount, depending on the option you choose. Each column corresponds to a status. It includes customers who share this same status, as well as a total of the weighted sums in the last row of the table.

To change the opportunity status of a customer, select the check box corresponding to the customer using your mouse. Hold down the left click while dragging the box to below the new status, then drop it to its new location. The new status will be saved in the table and in the customer file, and the color of the rectangle will automatically change.

List of follow-up dates on mobile device

By Contacts, Follow-ups, Your CRM

Get a list of follow-up dates for each of your assigned contacts via your computer or mobile device. Our CRM has all the advantages for a complete management of your business! You can take a look at the Contacts module for more details.

List of follow-up dates on mobile device

The list of follow-up dates and its display is totally adapted to your mobile devices. So you can easily consult it wherever you are. To find it on your smartphone or tablet, open the main menu of Collabox and select Contacts.

Visual of the home page of the Contacts module on mobile devices.

You will come across a page allowing you to perform a quick search or a specific search in your contacts. At the bottom of the page, click on the link List of follow-ups to search for traces based on a predefined period of time.

Visual of the Follow-up List page

Select the time period that interests you. A new page will open and display the clients, as well as the follow-up dates that correspond to this period.

List of follow-ups : to come

If you want to do a new search, click on the drop-down menu, p uis, select a new period.

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274


By Contacts, Your CRM

The Collabox CRM Module is a Customer Relationship Management (CRM) tool. Its objective is to retain customers by offering them the best service. Here is what this function looks like in Collabox.

A dynamic database

Get a tool that helps you easily and quickly reference your customers’ information within the company. The Collabox CRM Module is powerful, reliable and fast to use.

Today, certain customer information must often be shared within a team. Share them quickly with CRM software rather than accounting software.

A reminder system

CRM software remembers things and tasks for us. For example, it means you have to follow up or postpone a follow-up with a client. Then, it keeps in memory your various exchanges.

You shouldn’t be “behind” in following up with your contacts. If you are late, you have to take care of it, or push back in time. It shouldn’t be negotiable, and a CRM is a good way to manage those dunning dates.

See how the follow-up of the relaunch looks on the Collabox

In the Collabox, contacts whose follow-ups are overdue appear in red. Those for the same day are in green and those planned for the future are in blue.

A qualification system

Collecting a massive callback list is easy. So easy that you can quickly get overwhelmed with the number of follow-ups to do. The solution would then be qualification. You “qualify” your contacts so that you can sort them according to their importance to you. So you will do the “A” clients first (or “Platinum”, or “premium”, or “+”, you decide) and roll over the others’ follow-up date for when you have time.

Procedures for dealing with our most valuable contacts

First of all, you need to decide on your criteria for qualification. You have complete freedom; you decide what your most qualified and least qualified contacts will be called.

Then, when you access the list of contacts, you can decide to display only those who are of a certain qualification level (or combine this criterion with another, for example to which salesperson it has been assigned).

The inventory of our offers to present

When you are in a relationship with a customer, you often have all kinds of products and services to offer them. In a business development context, for prospects or for existing customers, a well-designed CRM will highlight the products and services you can offer your customers.

Configuration of 'intervention types'

In the contact card, Collabox users can configure types of interventions. These allow you to keep notes on the products that have been presented to prospects to easily produce reports of their activities.

Here is an example of a report produced when you click on “Sales activities”, in the left bar under the “Contacts” tab, in Collabox.

The memory of your relationship with your customers

A CRM is the tool that remembers everything: discussions, agreements, multiple contacts, etc. It is perfect when you need to know what you, or one of your associates has agreed with a client. CRM therefore becomes your memory aid for your customers. Over the years, you will accumulate a real story about your relationship with your customers.

A tool to measure our solicitation work

English speakers speak of the “funnel”. This is the sales funnel. From a large customer base, what revenue can you expect to get from them? In Collabox, you can specify for each quote, the percentage of chance of concluding that you estimate to have for each contract.

If you have any questions, please contact us and we will be happy to answer them. (418) 907-9274

Sales management

By Your CRM

Effectively manage your customer relationships and sales

Our CRM tools for sales management. Email solicitation and our sales goal boards allow you to quickly obtain information to manage your activities and your customer follow-ups.
Here is a rundown of everything you can do.

1. The follow-up dates

Don’t miss opportunities to communicate at the right time with all your prospects to follow up on sales management. Easy, user-friendly, accessible at all times.

2. The solicitation history

Consult the entire history of your solicitation actions, client by client. Your memory will thank you!

3. The projection table

Get an overview with graphs on the closing rate , in number of proposals , in money in addition to obtaining statistics by customer type . This valuable data will optimize your sales actions. In addition, the list of proposals makes it possible to check and validate these results.

4. The opportunities table

Use a table in which you can “click and drag” and bring your business opportunities related to amounts to life in real time. Dynamic and motivating!

5. The solicitation report

Track your salespeople’s actions weekly, by type of activity or by prospect. A tool that allows you to support your team and direct efforts.

6. Dashboards by product, by customer

Get results tracking tables by product or customer. Having all the information in hand allows you to make the right decisions.

Bonus alerts and notifications: a system that watches over you

The Collabox offers a series of alerts and warnings to warn you that a task has been completed, that an appointment is scheduled, that a follow-up must be carried out.

Be in control of your business! Contact us to subscribe now.

418 907-9274 or

Sales projections report

By Reports, Your CRM

The sales projections report is available in the Collabox CRM module. It is a basic CRM tool that is essential to the management of your company, just like customer follow-ups and appointment management.

The Collabox makes it possible to obtain this information thanks to several types of reports according to the chosen criteria.
When using the CRM module, you can generate sales projection reports. Get an overview with graphs on the closing rate , in number of proposals , in money in addition to obtaining statistics by customer type . This valuable data will optimize your sales actions. In addition, the list of proposals makes it possible to check and validate these results.

In your top menu, select the Reports icon

To obtain relevant data, you need to create your service offers in the Collabox (accounting module) and manage your opportunities through the functions of the CRM module.

In your left side menu, click on Sales Projections

Collabox menu

Then you can choose the elements you want to display in your report.

A given period, by salesperson or all salespersons, by customers or all customers and by product, if you use the notion of products in your Collabox.

Selection of the elements of the projection report

You get the report that presents different data.

1- overall success rate

2- breakdown of amounts sold and pending

3- sales to existing or new customers

Sales projections report

Details of the data that creates the sales projections report

Sales Data Details

Opportunity table

By Your CRM

CRM Module

The module CRM from Collabox module provides access to many functions to manage your sales and customers .The opportunity table is the star of the CRM and allows you to track your sales activities in real time. This is your “sales tunnel” that gives you all your business opportunities at a glance.

Opportunity table

Use this powerful board and customizable in which you can “ click and drag »And bring to life your business opportunities linked to amounts in real time, by customer, by product or by service sold.
Here is a fictitious example of an opportunity chart:

Sales funnel

On the main page of your opportunity board, you can directly view your sales funnel. First click on the sales amount to unfold it. Get at a glance the amounts related to the different phases related to your opportunity status.

Customize your opportunity table

Customize all the variables of your opportunity table in your Collabox: colors, expressions, types of products and services sold. A complete, dynamic and motivating tool for all!

Structure your table

Click in your “Contacts” module in the main menu.

Then access the main functions of the “Contacts” module of your Collabox in the left-hand menu. They allow you to customize your table yourself so that it becomes a powerful tool.

1- Contact and follow-up dates

Access the contact form directly by clicking on the link in the box. Change the follow-up date of your contact by clicking on the link of your contact’s name. It will take you to your contact file where you can modify the information necessary for your follow-up.

2- The qualification of your contact

You can “to qualify” your contact as you wish according to the practices of your company.
For example: Gold, Silver, Bronze

3- The status of opportunities

You can enter the different opportunity statuses according to your sales process.
You indicate the name, the color, the percentage of possibility of closing the mandate according to your tastes, in addition you can do it yourself.

4- Links to your service offers

You can view the service offer (in pdf) which is linked to the opportunity directly in the opportunities table.

5- The products or services of your organization

The opportunities table allows you to consult your “sales funnel” by product or service or for the whole.
In this example, the company Nova has 3 products: Delivery boxes, professional consultation, observation reports.
If you want to see all the opportunities grouped into one table = Check = Combine the products into one table and voila!

Whether you are in professional consultation, in the construction, manufacturing and other sectors, you can establish the directory of all your products or services and even, if necessary, explode the specificities of these. From the simplest to the most detailed according to your needs.
For example, categories, supplier of that product or service, cost and selling price, weight, etc.
To do this you must enter them in the list of your products or services.

You have more questions ? Do you want to subscribe to Collabox CRM?
It’s easy: or 418 907-9274, ext. 120
Good discoveries and above all good sales!

Service offer – Sales opportunity

By Service offerings, Your CRM

Create your service offers in Collabox and assign them a“probability of closing” or a“sales opportunity“. Depending on your needs, you will have access to one or the other of these options.

Probability of closing

When you fill in your service offer, the mandatory “probability of closing” box in the “Info” tab is displayed. This is for information purposes only, to enter a percentage based on the chance of closing or not closing the contract or sale. This gives you control over priority service offerings.

Sales opportunity

Use the Collabox CRM module to change the display from “probability of closing” to “sales opportunity”. The latter consists of a drop-down menu linked to the customizable opportunities of your CRM module.

First, select the desired opportunity status based on the parameters already established by your organization.

Then, if applicable, select an associated product.

Finally, check or uncheck the small box under the probability percentage to create a customer follow-up in your CRM.

Make sure you have a contact name for the opportunity to be assigned to.

Upon registration, a link to the opportunity will replace the checkbox. Click on it to go to the contact form.

Contact Form

Find the opportunity in the contact form. The tracking date is the delivery date of the service offering (SO). You can see the percentage of close and the name of the ODS. On the right, the amount sold corresponds to the amount of the service offer.

Opportunity table

By Your CRM

Opportunity table

New for CRM users

Detailed sales funnel

Get more information about your business opportunities in your opportunity board.

To the right of your table, by clicking on the sales amount, it unfolds and you get at a glance the amounts related to the different phases related to your opportunity statuses