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Chatabox
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
A user-friendly CRM software for small to medium business.
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Chatabox - 2026 Pricing, Features, Reviews & Alternatives
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Chatabox overview
What is Chatabox?
Chatabox is a cloud-based user-friendly CRM that is highly scalable based on a user's needs and designed to help small to medium businesses manage their client management and contact management needs in one spot, including for marketing campaigns, appointments and reminders, leads and pipeline management and more. Monitor and track client interactions with our built-in search functionality so users can locate reports, emails, files, and calendar items based on your clients using customised criteria.
Chatabox includes a document management system, which lets organisations store documents and collaborate with internal and external stakeholders in a centralised repository. It offers a host of features such as customizable templates, predefined reports, data synchronization, custom fields, data import, audit logs, a drag-and-drop interface, and more. Administrators can also create, share, and manage projects and design workflows to store and monitor documents, notes, emails, and other project activities.
Chatabox allows users to schedule one-time or recurring reminders and appointments, add private or public notes with digital signatures, maintain a client database, and generate and share invoices with clients. Users can also gain insights into recent sales, tasks, project progress, campaign performance, and opportunities via a centralised dashboards. The dashboards are customisable.
The software also integrates with Google calendar and Microsoft Outlook and Mailchimp for easy use, so users don't need to flip between different applications to update their calendar or run marketing emails. The software also includes features for the investment industry or financial planning to record client information on their investment profile, investments and risk profile to sort for mailing campaigns.
Chatabox has 5 pricing models on offer with pricing based in Australian (AUD) dollars for each user.
Free Forever - $0 for life.
Lite - $6 monthly paid annually or $8 paid monthly.
Pro - $20 monthly paid annually or $25 paid monthly.
Enterprise - $50 monthly paid annually or $60 paid monthly.
Custom - we provide a price and time to build what you want.
Please try Chatabox to learn more.
Key benefits of using Chatabox
* User-friendly User Interface (UI) design: means that you spend more time organising and less time working out how to do things.
* Client centric tools: Users stay on top of things with their clients by using our client-centric tools. Users can 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.
* Integrations: Our MailChimp, Google calendar and Outlook calendar integrations allows users to undertake email marketing and manage client meetings from Chatabox. There is no need to switch browsers saving you time and allowing you to spend more time with your clients.
* Contact Management and User Tracking: Chatabox allows users to scale their business needs using our workflow and low code automation features. This means users can undertake contact management and tracking of user interactions in real time and with ease, including for appointments and reminders, client tasks and sales and leads pipeline monitoring with dashboards populated to meet your reporting needs. Client management captures all client details, investment categories, client risk profile, client investment structures and more.
*Additional Tools: Chatabox is also inbuilt with payments and collections, quotes and proposals, invoicing and its dashboards are customisable making it a versatile tool for all types of users.
* Interface to Other Modules: There is no time delays in accessing our other modules such as our Regtech products, document population tool and our AML/CTF solution for money laundering verification. Separate fees can apply for their use.
* Audit and controls: predefined reports, tracking and audit logs are also available.
Please try Chatabox to learn more.
Starting price
per month
Alternatives
with better value for money
Chatabox’s user interface
Chatabox reviews
Overall rating
4.6
/5
5
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.2/10
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2
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Chatabox's key features
Most critical features, based on insights from Chatabox users:
All Chatabox features
Features rating:
Chatabox alternatives
Chatabox
Starting from
6
/user
Per month
HoneyBook
Starting from
36
Per month
HubSpot CRM
Starting from
20
Per month
Odoo
Starting from
31.10
Per month
Chatabox pricing
Value for money rating:
Starting from
6
/user
Per month
User opinions about Chatabox price and value
Value for money rating:
Chatabox integrations (3)
Top integrations
Chatabox support options
Typical customers
Platforms supported
Support options
Training options
Chatabox FAQs
Chatabox has the following pricing plans:
Starting from: $6.00/month
Pricing model: Free, Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of Chatabox?
Chatabox has the following typical customers:
Freelancers, Mid Size Business, Public Administrations, Small Business
Q. What languages does Chatabox support?
Chatabox supports the following languages:
English
Q. Does Chatabox offer an API?
Yes, Chatabox has an API available for use.
Q. What other apps does Chatabox integrate with?
Chatabox integrates with the following applications:
Microsoft Outlook, Google Calendar, Mailchimp
Q. What level of support does Chatabox offer?
Chatabox offers the following support options:
Email/Help Desk, Phone Support, Chat, FAQs/Forum, Knowledge Base