--- description: Review of Chatabox Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Chatabox | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [CRM Systems](/directory/4153/crm/software) > [Chatabox](/software/192439/chatabox) # Chatabox Canonical: https://www.softwareadvice.ie/software/192439/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. > > Verdict: Rated **4.6/5** by 5 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 5 Reviews | | Ease of Use | 5.0/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Werkflo ## Commercial Context - **Starting Price**: A$6.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: 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. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise) - **Supported Languages**: English - **Available Countries**: American Samoa, Australia, Canada, Cook Islands, Fiji, Germany, Indonesia, Japan, Micronesia, New Caledonia, New Zealand, Norfolk Island, Papua New Guinea, Philippines, Singapore, Solomon Islands, South Korea, Spain, Sweden, Switzerland and 4 more ## Features - API - Activity Dashboard - Activity Tracking - CRM - Calendar Management - Calendar/Reminder System - Campaign Management - Client Management - Contact Database - Contact Management - Customer Database - Customisable Reports - Customisable Templates - Customizable Fields - Data Import/Export - Deal Management - Document Management - Document Storage - Drag & Drop - Email Management ## Integrations (3 total) - Google Calendar - Mailchimp - Microsoft Outlook ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software) ## Related Categories - [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software) - [CRM for Small Business Software](https://www.softwareadvice.ie/directory/489/small-business/software) - [Online CRM Software](https://www.softwareadvice.ie/directory/387/online-crm/software) - [Financial CRM Software](https://www.softwareadvice.ie/directory/3247/financial/software) - [Healthcare CRM Software](https://www.softwareadvice.ie/directory/393/healthcare-crm/software) ## Alternatives 1. 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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. > > It is a great CRM software that has helped us managing our leads and current client. ----- ### "Fantastic Product with extensive features" — 5.0/5 > **Brendan** | *30 September 2021* | Capital Markets | Recommendation rating: 9.0/10 > > **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. > > I find Chatabox to be a great product ----- ### "Great CRM that packs a punch\!" — 4.0/5 > **Mardi** | *17 March 2022* | Nonprofit Organisation Management | Recommendation rating: 8.0/10 > > **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. > > 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. ----- ### "Intuitive and easy to use" — 5.0/5 > **Debbie** | *14 May 2021* | Cosmetics | Recommendation rating: 10.0/10 > > **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. > > Very good. Responsive to queries. ----- ### "An effective and efficient tool" — 5.0/5 > **Marc** | *15 March 2022* | Sporting Goods | Recommendation rating: 10.0/10 > > **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. ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/192439/chatabox) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data