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What Is Chatabox?

Chatabox is a simple, user-friendly CRM that is highly scalable, with workflow and low code automation features for contact management, a centralised database, tracking user interactions like task management, appointments and reminders, email marketing, customer relationships, sales and leads pipeline monitoring, payments and collections, quotes and proposals, invoicing, integrations plus customisable dashboards and many other features. Learn more about Chatabox.

Who Uses Chatabox?

Chatabox is a simple, user-friendly CRM solution that scales to meet a users' needs. We like simple, so users don't waste time on complex applications.

Chatabox Software - Dashboard 1
Chatabox Software - Dashboard 2
Chatabox Software - Dashboard 3
Chatabox Software - Dashboard 4
Chatabox Software - Campaign Leads

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Reviews of Chatabox

Average score

Overall
4.6
Ease of Use
5.0
Customer Service
5.0
Features
4.6
Value for Money
4.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
60%
4
40%
Debbie
Owner in Australia
Cosmetics, Self Employed
Used the Software for: Free Trial
Reviewer Source

Alternatives Considered:

Intuitive and easy to use

5.0 3 years ago

Comments: 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.

Nurul Salimah
Nurul Salimah
Oracle Database Administrator in Malaysia
Verified LinkedIn User
Financial Services Software, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Chatabox is one of the best CRM options

4.0 2 years ago

Comments: 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.

Werkflo Response

last year

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
Administrator in Australia
Nonprofit Organization Management, 11–50 Employees
Used the Software for: Free Trial
Reviewer Source

Great CRM that packs a punch!

4.0 2 years ago

Comments: 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.

Werkflo Response

2 years ago

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

Brendan
CEO and Portfolio Manager in Australia
Capital Markets, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Fantastic Product with extensive features

5.0 2 years ago

Comments: 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
Transport Coordinator in Australia
Sporting Goods, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

An effective and efficient tool

5.0 2 years ago

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.

Werkflo Response

last year

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