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Symphony Core Platform Features

Marketing & Lead Generation​

Websites​

Create and host professional websites with drag-and-drop tools, no coding required.

Funnels​

Build step-by-step web pages that guide visitors toward taking action, like booking appointments or making purchases.

Forms​

Build custom forms to collect customer information on your website, automatically saving leads to your contact database.

Surveys​

Create questionnaires to gather feedback and information from customers, with responses automatically organized for review.

Email Marketing​

Design and send email campaigns to your contact lists, with tracking to see who opens and clicks.

Social Planner​

Schedule and publish posts across your social media accounts from one dashboard, maintaining consistent online presence.

Blogs​

Create and publish blog posts to attract visitors to your website and establish your expertise.

QR Codes​

Generate scannable codes that instantly connect customers to your forms, websites, or special offers.

Quizzes​

Create interactive quizzes that engage visitors and collect lead information while providing personalized results.

Sales & Payment Tools​

CRM​

Store and manage all your customer information, track interactions, and see complete history with each contact in one organized system.

Opportunities​

Track potential sales through visual pipelines, moving deals from initial contact to closed sale with clear stages.

Invoice​

Create and send professional invoices to customers, track payment status, and collect payments online.

Text To Pay​

Send payment requests via text message, allowing customers to pay instantly from their phones.

Proposals & Estimates​

Create professional proposals and estimates with digital signatures, helping you close deals faster.

Automation & Efficiency​

Workflows​

Automate repetitive tasks like sending follow-up messages, booking appointments, or moving contacts through your sales process. Workflows are grouped into prefixed folders — Understanding the Folders in Your Account explains what the A-, B- and C- codes mean and what each standard folder holds.

Campaigns​

Coordinate multi-channel marketing efforts combining emails, texts, and calls in organized sequences.

SMS & Email Templates​

Save and reuse message templates for common communications, ensuring consistency while saving time.

Triggers​

Set specific events that automatically start actions, like sending a welcome message when someone fills out a form.

Create special links that automatically perform actions when clicked, like adding tags or starting workflows.

Core Communication Features​

2 Way Text & Email Conversation​

Send and receive text messages and emails with your customers from one central inbox, keeping all conversations organized in one place.

Missed Call Text Back​

Automatically send a text message to anyone who calls but doesn't reach you, ensuring no potential customer goes uncontacted.

Web Chat​

Add a chat widget to your website that lets visitors instantly message you and start conversations while they browse.

Facebook Messenger​

Manage and respond to Facebook messages alongside your other communications without switching between platforms.

GMB Messaging​

Respond to messages from customers who contact you through your Google Business Profile directly from the platform.

GMB Call Tracking​

Track and record phone calls that come through your Google Business Profile to understand how customers find and contact you.

Business Management​

Calendar​

Let customers book appointments online while managing your schedule and availability in one place.

Reputation Management​

Monitor and respond to online reviews, plus automatically request reviews from satisfied customers.

All Reporting​

Access comprehensive analytics showing your marketing performance, sales metrics, and customer engagement data.

Memberships​

Create and sell access to exclusive content, courses, or resources with built-in payment processing.

Affiliate Manager​

Create referral programs where partners can promote your business and earn commissions for successful referrals.

Launchpad​

Access a guided setup process that helps you configure and launch your system step-by-step.