ESSENTIAL DIGITAL OFFICE

Because SMEs deserve the best digital tools to compete and grow, the Simbiozo Essential Digital Office offers the vital digital applications you need, seamlessly  integrated so your office can be super-efficient, highly productive,  and profitable.

Attract and Welcome Your Customers so They Stay

forms on your website that really convert
a crisp and easy-to-use deal funnel
hyper-relevance through fine-grained segmentation
maximal automation of messages
secure import/export of customer data
manage your events
a true SME Customer Data Platform

Your Company Portal

the heart of your Essential Digital Office
your digital office's cockpit
brand it to reflect your company
choose what your customers can access
easy and user-friendly
gated portal access
manage your suppliers too

Never Miss a Deadline

built-in project management function
dashboard to keep you on schedule and within budget
project & task files
auto-generate project
trigger / actions automations
project overview dashboard
email notification for all actions

MarTec Campaigns Like the Pros

edit your engagement-ready messages
capture leads in convenient lists
automate drip campaigns for success
use your preferred e-mail provider

Keep Track of Appointments

appointment scheduling toolkit
overview of all tasks
intuitive filtering
granular task management

Quote, Invoice & Bill

one-time estimates & invoices
cloud based proposals
recurring invoice profiles
subscription dashboard
time tracking & billing
Stripe, Braintree, PayPal & Authorize.Net geatways

Securely Share Files

highly organized file structure
powerfull shared folders
convinient file request feature
folder structure profiles
simple file versioning
no limit to file size or type
download folder as zip file

Get In Touch & Chat

chat in real-time
one-on-one or in group
built-in browser notifications
chat sidebar always available
Copyright © Simbiozo 2021
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