Last Updated
Overview
Chatabox offers a user-friendly CRM platform to help small businesses simplify sales and client tracking. While its extensive features can include an onboarding period, its clean interface and efficient document management features make this software a practical choice for centralizing core business processes and improving productivity.
Overall Rating
Based on 5 users reviews
4.6
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Chatabox Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Chatabox?
Chatabox is a cloud-based CRM software designed for freelancers, small businesses, and financial service firms. It provides a centralized platform to simplify core business processes without the complexity of larger systems. Chatabox features tools for managing contacts, tracking sales leads, storing documents, and creating invoices. The system helps businesses reduce manual data entry, lower operational costs, and improve team productivity by organizing all client information and workflows in one accessible place.
Chatabox Pricing
The Chatabox cost breakdown includes the following options:
- Free Forever: $0/user/month
- Lite: $8 AUD/user/month
- Pro: $25 AUD/user/month
- Enterprise: $60 AUD/user/month
- Custom: Custom pricing
Disclaimer: The pricing is subject to change.
Chatabox Integrations
The software supports integration with multiple systems and platforms, such as:
- Google Calendar
- Microsoft Outlook
- Mailchimp Software
Who Is Chatabox For?
Chatabox software is ideal for a wide range of industries and sectors, including:
- Corporate firms
- Public sector
- Non-profit organizations
- Consulting services
- Financial service firms
Is Chatabox Right For You?
Chatabox is an excellent fit for freelancers and small businesses looking to upgrade from spreadsheets to their first dedicated CRM. Its standout value lies in its affordability and its combination of core CRM and document management features. Chatabox software is ideal for organizations that need a simple, self-contained solution to organize contacts, track sales, and manage invoices.
Still doubtful if Chatabox software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Chatabox Features
Contact And Lead Management
Chatabox provides a central database to organize all customer information, track interactions, and monitor leads through the sales funnel. This ensures all team members have access to up-to-date client data, improving communication and relationship management.
Sales Workflow Automation
The platform simplifies the sales process with customizable workflows designed to automate repetitive tasks. This feature helps reduce manual errors and improve productivity by automatically tracking documents, notes, emails, and other project activities for each deal.
Document Management
A key Chatabox feature is its integrated document management system. It allows users to store, share, and organize files securely with access controls, version tracking, and electronic signature capabilities, making it ideal for compliance-focused industries.
Quoting And Invoicing
Chatabox simplifies financial tasks by allowing users to create and send quotes, proposals, and invoices directly from the platform. This functionality supports the entire sales cycle, from initial contact to final payment, within a single environment.
Customizable Dashboards
Managers can gain a high-level overview of business performance using customizable dashboards. These visual reports display key metrics on sales figures, team tasks, project statuses, and campaign results, enabling better data-driven decision-making and strategic planning.
Pros And Cons of Chatabox
Pros
Beautifully designed UX, easy for new staff to master quickly
Highly customizable for small to mid-sized enterprises
Simple, clean interface usable out of the box
Intuitive, easy to navigate, allowing quick setup
Cons
Could improve lead monitoring between conversations
Invoice templates can add some company details, like ABN
Scheduling recurring tasks would be a helpful addition
Chatabox Reviews
Total 5 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars60%
4
Stars40%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Financial Services, 500+ employees
Less than a year
“An excellent CRM choice”
Pros
This is the most budget friendly option available. It boasts a beautifully designed user interface and user friendly software making it easy for our new team members to get up to speed quickly. And with lots of customization options, it meets the needs of most small to mid sized businesses. Plus it definitely helps us track our prospects and move them through the sales funnel, ultimately converting them into customers. From there it also helps in managing these relationships effectively.
Cons
I have come to a conclusion that it could use improvement in tracking leads as they move through conversations before a sale is made. We are still figuring out the best way to track this and I think a feature should be added to support that.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
8
Non-Profit Organization Management, 11-50 employees
Free Trial
“Powerful CRM that delivers”
Pros
It is ready to use right out of the box as minimal setup was needed. Plus it includes tools for compliance, payments and reporting. The best thing is that everything is integrated into one data source and no coding is required.
Cons
Well it would be helpful if we could schedule recurring tasks.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Sporting Goods, 1-10 employees
Less than 6 months
“Great tool”
Pros
Chatabox software is easy to understand even for someone with no prior experience. Also I find it great for both large and small businesses since it offers a lot of customization options.
Cons
There is not much to dislike about it as it is a complete enterprise solution that we use regularly for both daily and weekly tasks.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What types of Chatabox pricing plans are available?
The Chatabox price structure includes a Free Forever plan ($0), Lite ($8 AUD/month), Pro ($25 AUD/month), and Enterprise ($60 AUD/month), plus a custom plan. Interested users can request personalized Chatabox price plans.
What level of support does Chatabox offer?
Chatabox provides customer support through email, phone, and live chat.
Does Chatabox offer an API?
Information regarding the vendor’s API availability is not publicly provided.
Who are the typical users of Chatabox?
The typical users of Chatabox include a variety of industries and sectors, such as corporate firms, public sector organizations, nonprofits, consulting services, and financial service firms.
Does Chatabox have a mobile app?
No, Chatabox does not have a mobile app.
What other apps does Chatabox integrate with?
Chatabox offers integrations with Microsoft Outlook, Google Calendar, and Mailchimp Software.
What language does Chatabox support?
Chatabox currently supports English.