What Is Chatabox?

Chatabox is a cloud-based user-friendly CRM that is highly scalable, with workflow and low code automation features for contact management, a centralised database and tracking of user interactions for 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 user-friendly style CRM solution for small to medium business including in the financial services sector and other business sectors.

Where can Chatabox be deployed?

Cloud-based
On-premise

About the vendor

  • Werkflo

Chatabox support

  • Phone Support
  • Chat

Countries available

Albania, American Samoa, Argentina, Armenia, Australia and 126 others

Languages

English

Chatabox pricing

Starting Price:

A$6.00/month
  • Yes, has free trial
  • No free version

Chatabox does not have a free version but does offer a free trial. Chatabox paid version starts at A$6.00/month.

Pricing plans get a free trial

About the vendor

  • Werkflo

Chatabox support

  • Phone Support
  • Chat

Countries available

Albania, American Samoa, Argentina, Armenia, Australia and 126 others

Languages

English

Chatabox videos and images

Chatabox Software - Dashboard 1
Chatabox Software - Dashboard 2
Chatabox Software - Dashboard 3
Chatabox Software - Dashboard 4
Chatabox Software - Campaign Leads
View 6 more
Chatabox video
Chatabox Software - Dashboard 1
Chatabox Software - Dashboard 2
Chatabox Software - Dashboard 3
Chatabox Software - Dashboard 4
Chatabox Software - Campaign Leads

Features of Chatabox

  • Activity Dashboard
  • CRM Software
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Data Import/Export
  • Document Storage
  • Email Management Software
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Sales Pipeline Management
  • Segmentation
  • Task Management Software
  • Third Party Integrations
  • Workflow Management Software

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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%
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 7 months 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

6 months ago

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.

Debbie
Owner in Australia
Cosmetics, Self Employed
Used the Software for: Free Trial
Reviewer Source

Intuitive and easy to use

5.0 2 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.

Alternatives Considered: Zoho CRM, monday.com and HubSpot CRM

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 9 months 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

8 months 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 last year

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 9 months 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

5 months ago

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