Chatabox

A user-friendly CRM software for small to medium business.

About Chatabox

Chatabox is a cloud-based user-friendly CRM that is highly scalable based on a user's needs and designed to help small to medium businesses manage their client management and contact management needs in one spot, including for marketing campaigns, appointments and reminders, leads and pipeline management and more. Monitor and track client interactions with our built-in search functionality so users can locate reports, emails, files, and calendar items based on your clients using customised criteria.

Chatabox includes a document management system, which lets organisations store documents and collaborate with internal and external stakeholders in a centralised repository. It offers a host of features such as customizable templates, predefined reports, data synchronization, custom fields, data import, audit logs, a drag-and-drop interface, and more. Administrators can also create, share, and manage projects and design workflows to store and monitor documents, notes, emails, and other project activities.

Chatabox allows users to schedule one-time or recurring reminders and appointments, add private or public notes with digital signatures, maintain a client database, and generate and share invoices with clients. Users can also gain insights into recent sales, tasks, project progress, campaign performance, and opportunities via a centralised dashboards. The dashboards are customisable.

The software also integrates with Google calendar and Microsoft Outlook and Mailchimp for easy use, so users don't need to flip between different applications to update their calendar or run marketing emails. The software also includes features for the investment industry or financial planning to record client information on their investment profile, investments and risk profile to sort for mailing campaigns.

Chatabox has 5 pricing models on offer with pricing based in Australian (AUD) dollars for each user.
Free Forever - $0 for life.
Lite - $6 monthly paid annually or $8 paid monthly.
Pro - $20 monthly paid annually or $25 paid monthly.
Enterprise - $50 monthly paid annually or $60 paid monthly.
Custom - we provide a price and time to build what you want.

Please try Chatabox to learn more.

Pricing starting from:

A$6.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Chatabox

Key benefits of Chatabox

Chatabox is an easy to use, web-based CRM designed to manage unwieldy contact lists with ease. Featured benefits include:

* User-friendly User Interface (UI) design: means that you spend more time organising and less time working out how to do things.
* Client centric tools: Users stay on top of things with their clients by using our client-centric tools. Users can upload documents and files, assign tasks for a client all in one central location, set user levels and categories, run workflows on contacts, run a help desk system and investor profiles, manage and link investor profiles and fields and tasks can be made client centric.
* Integrations: Our MailChimp, Google calendar and Outlook calendar integrations allows users to undertake email marketing and manage client meetings from Chatabox. There is no need to switch browsers saving you time and allowing you to spend more time with your clients.
* Contact Management and User Tracking: Chatabox allows users to scale their business needs using our workflow and low code automation features. This means users can undertake contact management and tracking of user interactions in real time and with ease, including for appointments and reminders, client tasks and sales and leads pipeline monitoring with dashboards populated to meet your reporting needs. Client management captures all client details, investment categories, client risk profile, client investment structures and more.
*Additional Tools: Chatabox is also inbuilt with payments and collections, quotes and proposals, invoicing and its dashboards are customisable making it a versatile tool for all types of users.
* Interface to Other Modules: There is no time delays in accessing our other modules such as our Regtech products, document population tool and our AML/CTF solution for money laundering verification. Separate fees can apply for their use.
* Audit and controls: predefined reports, tracking and audit logs are also available.

Please try Chatabox to learn more.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, Switzerland, Germany, Spain , Fiji, United Kingdom, Indonesia, Japan, South Korea, New Zealand, Papua New Guinea, Philippines, Sweden, Singapore, Thailand, United States

Supported Languages

English

Pricing starting from:

A$6.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Chatabox

Images

Chatabox Software - Chatabox main dashboard
Chatabox Software - Chatabox combined dashboard
Chatabox Software - Chatabox sales dashboard
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Chatabox video
Chatabox video
Chatabox Software - Chatabox main dashboard
Chatabox Software - Chatabox combined dashboard
Chatabox Software - Chatabox sales dashboard

Features

Total features of Chatabox: 42

  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Management
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • For Financial Institutions
  • For Small Businesses
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Quotes/Estimates
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

Alternatives

HubSpot CRM

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Zoho CRM

4.3
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monday.com

4.6
#2 Alternative to Chatabox
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

ELMA365

4.9
#3 Alternative to Chatabox
ELMA365 is a low-code business process management (BPM) software that helps businesses model, monitor, execute, and...

Reviews

Overall rating

4.6 /5
(5)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
5/5
Customer Support Software
5/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 5
Debbie
Overall rating
  • Industry: Cosmetics
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Intuitive and easy to use

Reviewed on 14/05/2021

Very good. Responsive to queries.

Very good. Responsive to queries.

Pros

This is an intuitive CRM. Easy to navigate and use. I found I was able to set up what I needed in a relatively short space of time.

Cons

Occasionally when logging on there is a lag in loading. Once logged-in everything works efficiently and speedily.

Alternatives Considered

Zoho CRM, monday.com, and HubSpot CRM
Nurul Salimah
Overall rating
  • Industry: Financial Services Software
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Chatabox is one of the best CRM options

Reviewed on 18/05/2022

It is a great CRM software that has helped us managing our leads and current client.

It is a great CRM software that has helped us managing our leads and current client.

Pros

This is the most cost-effective option. It has a beautifully designed UX and reasonably straightforward software, making it incredibly easy for new staff to master it quickly. Tons of customization to satisfy the demands of most smaller to mid-sized enterprises. It certainly does assist us in monitoring our prospects to continue to advance them through to the sales funnel, converting them into customers. Then it helps us handle such connections successfully.

Cons

I discovered that it needs improvement by monitoring leads as they go from one conversation to the next before making a sale. We're attempting to find out the best approach to monitoring such information, and I think something should be introduced to aid that.

Response from Werkflo

Dear Nurul thank you for your response. We will review our lead tracking process and file notes that attach for the timing on conversion of a lead to an actual sale.

Mardi
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Great CRM that packs a punch!

Reviewed on 17/03/2022

A simple, clean interface that is usable out of the box with minimum effort required to configure....

A simple, clean interface that is usable out of the box with minimum effort required to configure. Saves time and is excellent value for money.

Pros

Useable out of the box – minimal configuration required plus related Compliance, Payments, and Reporting tools - one source of data truth and no coding required.

Cons

It would be great if you could schedule re-occurring tasks.

Response from Werkflo

Hi Mardi thank you for your review. We will include this item in our next development schedule.

Brendan
Overall rating
  • Industry: Capital Markets
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Fantastic Product with extensive features

Reviewed on 30/09/2021

I find Chatabox to be a great product

I find Chatabox to be a great product

Pros

Its extensive features and simple layout, coupled with its value for money, makes it one of the pre-eminent CRM providers.

Cons

The invoice template could have slightly more company information, such as the ABN details.

Marc
Overall rating
  • Industry: Sporting Goods
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

An effective and efficient tool

Reviewed on 15/03/2022

Pros

Easy to grasp the basic concepts of how to use this platform if someone has no experience with it. A platform perfect for big or small businesses as it allows for a lot of customization.

Cons

Well there is nothing much to dislike about Chatabox as it is a complete enterprise solution for our daily/weekly use.

Response from Werkflo

Marc thanks you for kind response. We really appreciate feedback and our developers will be pleased. Kind regards

Showing 5 reviews of 5 Read all reviews

Chatabox FAQs

Below are some frequently asked questions for Chatabox.

Chatabox offers the following pricing plans:

  • Starting from: A$6.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Chatabox offers 5 pricing models for subscription. Pricing is based in Australian (AUD) dollars. Free Forever - $0 for life just tell us every 90 days you're staying. Lite - $6 each user monthly paid annually or $8 each user paid monthly. Pro - $20 each user monthly paid annually or $25 each user paid monthly. Enterprise - $50 each user monthly paid annually or $60 each user paid monthly. Custom - we will provide a price and time to build you what you want. Payments are made by credit card if you sign up to a paid subscription.

Chatabox has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

Chatabox supports the following languages:

English

Chatabox supports the following devices:

Chatabox integrates with the following applications:

Google Calendar, Mailchimp, Microsoft Outlook

Chatabox offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for Chatabox.