CORE PLATFORM: INCLUDED IN EVERY TIER
Run the whole business from one screen.
Every SYMPHONIC subscription ships with the full core platform. No hidden fees. The core platform is complete. Add optional modules only if you want them.
CRM that works
Customers, contacts, and conversations, all in one place.
Track every customer interaction without the spreadsheet sprawl. VIP flags, tax-exempt status, multiple contacts per business, and a full activity timeline for every account.
- Multiple contacts per customer (name, title, email, phone)
- Per-customer activity log (calls, emails, meetings, notes)
- VIP and tax-exempt flags with custom reasons
- Built-in billable-time tracker (start, stop, pause)
- Multi-DBA support: run multiple business identities from one login
Quotes that win the work
Send polished quotes in minutes.
Build line-item quotes with your product catalog, discounts, and two-jurisdiction tax. One click converts an accepted quote into an invoice. No re-typing, no copy-paste errors.
- Drag-in line items from your product catalog
- Line-item discounts and percentage discounts
- City + state tax handling with per-quote tax-exempt override
- Branded PDF export with your business identity
- One-click conversion to invoice
Invoicing built for cashflow
Send, track, get paid.
Status workflow that actually reflects how invoices move: DRAFT, SENT, PAID, OVERDUE, VOID. Send through your own Outlook or Gmail. Customers pay through a secure hosted page.
- Status workflow: DRAFT / SENT / PAID / OVERDUE / VOID
- Send via your Outlook or Gmail with PDF auto-attached
- Recurring invoices (weekly / monthly / quarterly / yearly)
- Customer-facing Pay Now page: secure token per invoice
- Historical invoice snapshots: the record never changes even if you edit the customer later
Bring your own payments
Stripe: your processor, your fees.
Connect your existing Stripe account and SYMPHONIC never touches a credit card. Card data goes directly to Stripe's hosted checkout. Optional pass-through processing fees if you want them.
- Connect Stripe in Settings
- Hosted card capture: PCI handled by Stripe
- Optional pass-through processing fees
- Customers pay online by card through your Stripe checkout
Documents without the cloud sprawl
Your files. Your cloud. Your control.
Connect your own Microsoft OneDrive and browse files from inside SYMPHONIC. File contents never live on SYMPHONIC's servers, only the pointers to your cloud. Privacy by design, not afterthought.
- Microsoft OneDrive connection (browse + download)
- File contents never stored on SYMPHONIC infrastructure
- Pinned quick-access folders
- Token encrypted at rest
Email that's actually integrated
Your inbox does the sending.
Connect your Microsoft Outlook or Google Gmail account and SYMPHONIC sends quotes and invoices through your real mailbox, with your real From name, your real signature, your real deliverability. Switch providers any time without losing history.
- Microsoft Outlook (Graph API): full OAuth send
- Google Gmail: full OAuth send
- Per-client From name + Reply-To using your business identity
- Full send log per message (status, recipient, subject, errors)
- Automatic token refresh
Support that respects your data
Help that asks permission.
Built-in support ticket inbox with a real workflow. When you need our team to investigate something in your account, routine support edits require your explicit 24-hour per-ticket permission grant. Emergency access is logged and disclosed to you within 24 hours. No silent admin access, ever.
- Ticket inbox with status workflow
- Markdown comments per ticket
- 24-hour, per-ticket edit-access grants: you control when support can touch your data
- Full audit trail of every change made
AI assistants you control
Ask questions, draft records, nothing ships without you.
Connect your own Claude API key and SYMPHONIC's built-in AI assistants go to work across your customers, quotes, invoicing, and support: finding information fast and drafting records so you're not starting from a blank page. Every draft waits for your confirmation before anything is saved or sent.
- Bring your own Claude API key: no shared usage, no markup
- AI-assisted search and record drafting across CRM, quotes, invoicing, and support
- Every AI draft requires human confirmation before it saves or sends
- No key, no AI calls: nothing runs until you connect your own
