Symbifox user guide
Everything Symbifox does, application by application, menu by menu: where to find each feature, how to use it, and what the Symbifox modules add to the base applications.
0 Getting started with Symbifox
What to know before opening an application: signing in, finding your way, and the actions common to the whole tool.
Welcome to SymbifoxWhat Symbifox is, who this guide is for, how it is organized, its reading conventions, its demo company and where to find help.
Signing in and finding your waySigning in, the home screen, the application menu, the top bar, universal search, your preferences and switching between companies.
Common actions in every applicationThe views, search, the actions for creating and archiving, exporting, the chatter and activities, shared by every Symbifox application.
My desk, Dashboard and ProgressBuild a multi-pane desk, read the unified dashboard, follow the progress of client mandates, and consult the standard spreadsheet dashboards.
To-do, Notepad and TimerPersonal to-dos, quick notes linked to records and convertible into activities, the timesheet timer, and the daily digest email.
1 Communicating and meeting
Email, calendar, appointments, meetings, phone and SMS: everything that connects your team to the outside world.
DiscussSymbifox's internal messaging: team channels, direct messages, the notification inbox, mentions, attachments, canned responses and built-in video calls.
EmailEach person's email inside Symbifox: personal accounts, a unified inbox, sorting rules, filing to records, out-of-office replies and signatures per company.
CalendarThe team's calendar: schedule a meeting, invite people, send a real invitation, cancel cleanly and sync with Nextcloud or Google.
AppointmentsPublish booking pages fed by your real availability, send personal booking links, poll a group for a time, and manage property visits.
MeetingsPrepare the agenda, run the meeting, record decisions and attendance, then deliver a meeting report that the client finds in their portal.
SMS, calls and SIP phoneExchange text messages from Symbifox, archive the texts and calls from your cell phone, and place calls from a built-in softphone.
LettersWrite official letters in your company's image, with a locked letterhead, templates, reusable text blocks and one letter per recipient.
Link pagesPublish a public page that gathers the links of each person or of an event, with a QR code to place in an email signature.
2 Clients, sales and relationships
Contacts, opportunities, outreach, customer experience, subscriptions, signatures and support.
ContactsThe shared Symbifox address book, its company and person records, their AI enrichment, the relationship persona and Nextcloud synchronization.
CRMThe Symbifox opportunity pipeline, its leads, activities, teams and reports, and the survey sent automatically when an opportunity is lost.
OutreachOutreach campaigns by phone, email and letter, their follow-up cadence, overdue targets, replies detected automatically and do-not-contact requests.
Customer experienceMeasure client satisfaction through NPS waves and continuous feedback, handle complaints and publish consented testimonials, without over-surveying anyone.
SubscriptionsKeep the register of recurring payments, track their renewals and vendor bills, and rebill the ones you administer on a client's behalf.
Electronic signaturesHave a PDF signed by one or more signers from Symbifox, with a public signing page, a sealed document, a certificate and an audit trail.
Helpdesk (tickets)Receive, sort and resolve support requests from clients and your team in a single ticket queue linked to projects and the hour bank.
Email Marketing and Link TrackerCompose and send mass mailings to mailing lists, measure what they bring back, and track every shared link through a shortened address.
SurveysBuild questionnaires, share them by link or by invitation, collect the responses and the files received, then read the results.
Website, blog and eLearningBuild and maintain the organization's public website, publish a blog and online courses on it, then measure who reads them.
Editorial WorkshopThe blog's publishing calendar, its measured cadence, the automatic checks, and the guard that holds back an article that is not ready.
3 Projects, time and knowledge
Tracking the work: projects and tasks, schedule, timesheets, hour banks, knowledge base, process maps and files.
ProjectOrganize engagements into projects and tasks, track their progress by stage and by state, and log work as the day goes on.
Schedule (Gantt)Draw a project or service proposal timeline as bars, publish it to customers without an account, and exchange it as PDF, image or Microsoft Project.
TimesheetsLog the hours worked on projects and tasks, correct them, and analyze them by employee, by project or by task.
Hour bankSell prepaid blocks of hours, track their use through timesheets, get alerted before they run out, and show the balance to the client.
Knowledge baseKeep the organization's policies, procedures and registers, track the decisions of an engagement, and prove who received which version.
Process mapsDraw, validate, version and export BPMN process maps whose model lives in Symbifox, with the gaps to the target process.
Nextcloud and CollaboraBrowse, preview, upload and share the files of your Nextcloud from Symbifox, and edit office documents online.
4 Finance
Invoicing, purchasing, expenses, budgets and donations.
InvoicingInvoice customers, enter vendor bills, collect payments, follow up on late accounts and manage recurring contracts, with AI reading of vendor bills.
PurchaseRequest a price, place a purchase order, follow the receipt and create the vendor bill without retyping a single line.
ExpensesEnter, photograph, group and submit expense claims for approval, with the receipt reading and tax-free tip that Symbifox adds.
Operating budgetsSet an operating budget on the chart of accounts, compare it to actuals without re-entry, and redo a rolling forecast every month, comparable to the last.
Donations and fundraisingTrack donors, structure fundraising into funds, campaigns and appeals, record donations and issue official receipts that meet CRA and Revenu Québec rules.
5 People and team
Employees, recruitment, employee experience, gamification, security awareness, celebrations and floor plans.
EmployeesMaintain employee records, departments, skills and the org chart, then manage employee benefits, their use and the retention indicators.
RecruitmentTrack job positions and applications, assess candidates as a panel on frozen grids, and measure the cost and the source of each hire.
Fox Quest (gamification)Experience points, levels, badges and rewards earned on real work: check your progress, claim a reward and adjust the rules.
Security awarenessSimulated phishing campaigns, per-person risk profiles, cybersecurity training, reporting of suspicious emails and removal of a malicious email from every mailbox.
CelebrationsGroup greeting cards signed through a link or a QR code, a calendar of occasions, and the celebrated person's consent before any date appears.
Floor plansEach floor's plan drawn from records: zones, workstations, devices and cables, with the occupant of each workstation and the device behind each shape.
6 Security, compliance and privacy
Law 25 and other frameworks, IT audits, OTP tokens, secure transfers and music licensing.
Privacy (Law 25 and other frameworks)Provable consents, document classification, a retention schedule, destruction campaigns and a sealed register, under Law 25 or another privacy framework.
IT auditRun an IT security audit engagement under Québec's Law 25, from assessed items and watch points to the report delivered to the client.
Secure transfersSend large files through a link that expires, keep the access log Law 25 requires, and open a data room under a confidentiality agreement.
OTP tokensKeep your one-time codes in a personal vault encrypted in the browser, file them by client, and share them with your phone.
Music licensingTrack the royalties owed to SOCAN and Re:Sound for music played on your premises, with the proposed tariff, the certified tariff and the adjustment.
7 Platform, hosting and artificial intelligence
What keeps the instance running: hosting, seats, Gen, Forge, settings and mobile applications.
Hosting managementInventory of servers, services, domains, licences and client devices, with the monitoring, maintenance and backups that go with them.
Fleet updatesTrack the update state of every machine in the fleet, read its agent's reports, and order updates applied remotely.
SeatsThe seat entitlement of a hosted instance: what was purchased, what is occupied, how to add a seat and how to free one up.
Gen, the assistantChat with the Gen assistant inside Symbifox, from the side panel or the full-width page, and set the frame for what it does.
Forge (no-code customization)Add fields, stat buttons, default values and shared filters to Symbifox forms, without writing any code.
Settings and brand identitySymbifox general settings, users and access rights, companies, languages, brand identity, and how to install applications.
Mobile apps and browser extensionThe three Symbifox Android apps and the browser extension: what they provide, how to install and pair them, and how to revoke their access.