SYMPHONIC by Digi Labs Core, LLCSYMPHONIC

FEATURES

Everything your business needs. Nothing it doesn't.

One login. One dashboard. The CRM, quoting, invoicing, documents, and support tools that small businesses actually use — without paying for seven different platforms.

CORE PLATFORM — INCLUDED IN EVERY TIER

Run the whole business from one screen.

Every SYMPHONIC subscription ships with the full core platform. No upsells for basic functionality.

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 or Square — your processor, your fees.

Connect your existing Stripe or Square account and SYMPHONIC never touches a credit card. Card data goes directly to your processor's hosted checkout. Optional pass-through processing fees if you want them.

  • Connect Stripe and/or Square in Settings
  • Hosted card capture: PCI handled by the processor
  • Optional pass-through processing fees
  • Customer picks Stripe or Square at checkout when both are connected

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, we can only edit your data with your explicit 24-hour permission grant per ticket. 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

BUILT ON PRINCIPLE

The architecture you actually want.

Most SaaS platforms pile millions of customers into one shared database. We do the opposite, and the difference shows up in privacy, speed, and trust.

Your own database

Every SYMPHONIC customer gets their own Postgres database, on their own infrastructure. We don't filter rows by client ID. We don't have your data sitting next to anyone else's.

Your own subdomain

yourcompany.symphonicco.com — issued automatically with a valid SSL certificate. Your customers see your brand, not ours.

Encrypted where it matters

OAuth tokens, payment provider credentials, and storage connections are all encrypted at rest using industry-standard AES-GCM. Daily Postgres backups managed at the infrastructure layer.

No ads. No data sales. Ever.

We make money from subscriptions. That's the whole business model. Your business data is yours. We don't sell it, share it, or train AI models on it.

ADD-ON MODULES — OPT-IN, INDUSTRY-SPECIFIC

Tailor it to how you actually work.

Optional modules light up extra capabilities for specific industries and workflows. Add what fits your business. Skip what doesn't. See Pricing for module rates.

INDUSTRY MODULES

Catalog

Product and SKU management, including pricing tiers and variants.

Best for: Product sellers, makers, e-commerce

Materials

Bill-of-materials tracking, materials inventory, cost roll-ups.

Best for: Makers, manufacturers, builders

Vendors

Supplier management, vendor records, purchase tracking.

Best for: Operations with supply-chain dependencies

Equipment

Asset registry, maintenance logs, equipment scheduling.

Best for: Asset-heavy ops like print shops, contractors, gyms

Artists

Commission tracking, gallery management, custom work pipeline.

Best for: Creative shops, commissions, custom request workflows

PREMIUM MODULES

Financials

Advanced P&L, cash flow analysis, custom dashboards, forecasting.

Best for: Operators who outgrew the basic financials view

PM Pro

Kanban boards, Gantt charts, time tracking, recurring tasks, dependencies.

Best for: Teams running complex multi-step projects

All modules can be enabled or disabled any time from your admin panel. Module pricing on the Pricing page.

WHY ONE PLATFORM

Stop paying seven companies for what one should do.

Most small businesses end up with a tool for CRM, another for quoting, another for invoicing, another for tickets, another for documents, and a separate spreadsheet just to track which one to update. We replaced that whole stack.

Instead of paying for...

SYMPHONIC gives you...

Your CRM tool

Customer records, activity logs, and contact management

Your quoting tool

Branded quote builder with one-click invoice conversion

Your invoicing tool

Status-tracked invoices with recurring schedules and Pay Now

Your help desk tool

Built-in support ticket inbox with permission-gated access

Your document tool

Connected cloud storage with zero data duplication

Your email blast tool

Send through your real Outlook or Gmail account

A spreadsheet to track all of them

One dashboard with KPI tiles for every area

See what you'll be paying.

Founding Member rates locked for 36 months. Sign-ups open June 2, 2026.