# Chatabox Software Reviews, Demo & Pricing - 2026 > Review of Chatabox Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/chatabox-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Chatabox Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Chatabox 2026: Benefits, Features & Pricing Wondering if Chatabox is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Chatabox 4.6 [(5)](https://www.softwareadvice.com/crm/chatabox-profile/#reviews) 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... future reference. Predefined reports, tracking and audit logs are also available. Chatabox's client centric tools allows users to stay on top of things like to upload documents and files, assign tasks for a client all in one central location, set user levels and categories, run workflows on contacts, run a help desk system and investor profiles, manage and link investor profiles and fields and tasks can be made client centric. There are also integration capabilities that comes standard in our Pro and Enterprise versions that include MailChimp, Google calendar and Outlook calendar to allow users to undertake email marketing and manage client meetings from Chatabox. This way, there is no need to switch browsers saving a user time and to allow them to spend more time with their clients. Chatabox, additionally, interfaces to other Werkflo software applications so that there are no time delays in using our Regtech products, document population tool and our AML/CTF solution for money laundering verification. Separate fees can apply for their use. Please try Chatabox to learn more. Wondering if Chatabox is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Chatabox User Interface ## Popular Chatabox Alternatives Main Product Chatabox 4.6 [(5)](https://www.softwareadvice.com/crm/chatabox-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 4.75Value for money - 5.0Customer support - 4.60Functionality Pricing Starting at A$6.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6059)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(995)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Trello](https://www.softwareadvice.com/project-management/trello-profile/) 4.5 [(23548)](https://www.softwareadvice.com/project-management/trello-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.55Value for money - 4.31Customer support - 4.32Functionality Pricing Starting at $5.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review ## Chatabox User Reviews Overall Rating 4.6 Ratings Breakdown 5 60% 4 40% 3 0% 2 0% 1 0% 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 4 It is a great CRM software that has helped us managing our leads and current client. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 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 Read More BD 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 5 I find Chatabox to be a great product Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More ML 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! 4 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 5 Ease of use 5 Value for money 4 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 Read More DP Debbie P. Verified reviewer Cosmetics Self-Employed Used daily for free trial Review source Reviewed May 2021 Intuitive and easy to use 5 Very good. Responsive to queries. Ratings Breakdown 5 Ease of use 5 Customer support 5 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. Read More MT 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More Showing 1 - 5 of 5 Reviews ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **110** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **107** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **71** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **62** times Stuck Between Options? Our experts can help you compare Chatabox with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice