Chatabox

RATING:

4.6

(5)
Overview

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, customis...

Chatabox Pricing

Chatabox offers 5 pricing models for subscription. Pricing is based in Australian (AUD) dollars. Free Forever - $0 for life just tell us every 90 days you're staying. Lite - $6 each user monthly paid annually or $8 each user paid monthly. Pro - $20 each user monthly paid annually or $25 each user paid monthly. Enterprise - $50 each user monthly paid annually or $60 each user paid monthly. Custom - we will provide a price and time to build you what you want. Payments are made by credit card if you sign up to a paid subscription.

Starting price: 

A$6.00 per month

Free trial: 

Available

Free version: 

Available

Chatabox dashboard

Chatabox Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Chatabox

5 Reviews

Debbie

Cosmetics, 1 employee

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

Intuitive and easy to use

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.

User Profile

Nurul Salimah

Verified reviewer

Financial Services, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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.

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

Mardi

Non-Profit Organization Management, 11-50 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

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.

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

Brendan

Capital Markets, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

Fantastic Product with extensive features

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.

Reason for choosing Chatabox

Value for money, integrated product with extensive features

Marc

Sporting Goods, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

An effective and efficient tool

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

5 Reviews