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.
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
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.
See How It WorksThe 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.
See How It WorksA 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.
See How It WorksChatabox 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.
See How It WorksManagers 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.
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