Chatabox 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Chatabox

4.6

(5)

Pricing

Starting at A$6.00 per month

About Chatabox

We like simple. Chatabox is a user-friendly customer relationship management (CRM) solution that is highly scalable for small to medium business including in the financial services sector and other business sectors and is coupled with automation features to assist with contact management, client management, client structures and investment profiles, customisable dashboard reporting and gives the ability to undertake task management activities for clients like updating contact details, creating marketing campaigns, adding appointments, sales monitoring, payments and collections, quotes and proposals, invoicing and more all through one centralised location.

Chatabox also helps users create and share multiple projects with teams and add public and private notes, customisable forms, predefined templates and reports, data synchronization, a drag-and-drop interface, data import, audit logs, client database, invoice management, electronic signatures and more. Teams can search emails, documents, and calendar items using the built-in search functionality. Additionally, enterprises can collaborate with internal and external stakeholders and store files in a centralised data repository for...

Chatabox Screenshots

Chatabox Pricing and Plans

Starting price: A$6.00 per month

Free Trial

Free Version

Basic

A$6.00

per user, per month

No plan information available

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Chatabox Features

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

Chatabox Integrations

Google Calendar

Microsoft Outlook

Mailchimp

Chatabox User Reviews

Overall Rating

4.6

Ratings Breakdown

60%

40%

Secondary Ratings

Ease of Use

5.0

Value for money

4.8

Customer support

5.0

Functionality

4.6

Have you used Chatabox and would like to share your experience with others?

Nurul Salimah H.

Verified reviewer

Financial Services

10000+ employees

Used daily for less than 2 years

Review source

Reviewed May 2022

Chatabox is one of the best CRM options

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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.

Replied May 2022

Brendan D.

Verified reviewer

Capital Markets

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2021

Fantastic Product with extensive features

I find Chatabox to be a great product

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Chatabox

Value for money, integrated product with extensive features

Mardi L.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for free trial

Review source

Reviewed March 2022

Great CRM that packs a punch!

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.

Ratings Breakdown

Ease of use

Value for money

Functionality

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.

Vendor Response

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

Replied April 2022

Debbie P.

Verified reviewer

Cosmetics

Self-Employed

Used daily for free trial

Review source

Reviewed May 2021

Intuitive and easy to use

Very good. Responsive to queries.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Marc T.

Verified reviewer

Sporting Goods

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed March 2022

An effective and efficient tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied July 2022

Showing 1 - 5 of 5 Reviews