Chatabox

Chatabox is a simple CRM platform to set up and to use.

It can also be customised as your business matures.

We grow with you.

Calendar
Management

Your new or reoccurring appointments, reminders, security management and recording linking can be found in one spot along with colour coding and synchronisation with MS outlook calendar.


Contact Management

A comprehensive contact management solution that tracks, manages, and automatically links specified contact information in one single spot.  

Sales Leads

Your deal details you and your team are working on, quotes, emails, notes, and tasks centralised plus create your own custom leads and map opportunity stages.

Client
Management

Unlimited users, diagrams, business analysis, formatting of text, shapes, version controls, reports, tempates, tasks, audit logs, security and permissions, dashboards with customisation based on package chosen.

Dashboards

Standard and customizable dashboards based on your chosen product option that shows relevant information, such as recent sales, opportunities, or task charts. This way you can drill down to find specific user activities. 

Single Search

A search feature that allows you to search for emails, reports, files, and calendar items by typing in your query in the search box. 

Drop and drag

Instantly drag and drop a document and link it to a contact, company, category or shared project entity and it will be automatically archived – making files quickly and easily retrievable.

File Notes

Get a complete notes management solution. Track all personal and shared notes. Each note will include a time stamp and digital signature. Users can create a new note or append to an existing note.

Email Linking

Instantly see all emails that are linked to a specific contact, while you can at the same time see all emails that are incoming and outgoing.

Document Management System

Have a single repository for your documents and collaborate on documents including check-in and check-out version controls.

Data Import

You can import your contacts, company details, categories, projects and tasks either directly from a CSV or Excel file. 

Customised Fields

We can customise fields and tasks based on your chosen option. Some you can also do for yourself.

Customised workflow and automation solutions

We can automate and talk to different systems that will enhance your sales lead and management system. We do this based on time and cost. 

Customised Sync with accounting packages

You can link to MYOB or Zero accounting packages to save time and money.

Advanced
permissions

You can share contacts, companies, projects and create a role-based security to control each users’ access right to add, edit, delete or share.

Invoicing


You can now create, review, send your invoicing from one spot to get paid faster. This feature will be available in March 2021 for the Enterprise option only.

Reports

Grab pre-built reports spanning information on Chatabox. This way users can also create custom features on their reports. 

Templates

Build templates in Microsoft Word and save them to Chatabox. Once created, you can automatically populate those fields in your template.

Project Management

Create, share and manage projects as you need. Build workflows, store and track related documents, emails, notes, and other activities.


Lite

AVAILABLE FEB 2021

Growing Business


$ 35 AUD

per user, per month, billed annually

5GB included Data

Cloud based application

2000 Contacts

Contact, Account and Deal management

Tasks and calendar

Web Forms (basic)

Email connectivity and integration

2-way Email Sync

Customised Sales Scoring

Field-level permissions

Lists and segments

Audit logs

50 Active Marketing
Journey

Sales Forecasting

20 Workflows

Sales Analytics

Campaign Tracking

Migration from other CRMs

Mobile App

Security & Permissions

OPTIONAL ADDITIONAL MODULES
$25 each to add to your Plan

Help Desk Integration

Document Management

Address Validation

Call Script

Pro

AVAILABLE FEB 2021

Maturing Business wanting efficiencies

$ 66 AUD

per user, per month, billed annually

10GB included Data

Cloud based application

5000 Contacts

Contact, Account and Deal management

Tasks and calendar

Web Forms (basic) 

Email connectivity and integration

2-way Email Sync

Customised Sales Scoring

Field-level permissions

Lists and segments

Audit logs

100 Active Marketing Journey

Sales Forecasting

20 Workflows

Unlimited

Campaign Tracking

Migration from other CRMs

Product Catalogue

Security & Permissions

OPTIONAL ADDITIONAL MODULES
$25 each to add to your Plan

Help Desk Integration

Document Management

Address Validation

Call Script

Enterprise

AVAILABLE NOW

Advanced Business seeking control and customisation*

$ 90 AUD

per user, per month, billed annually

15GB included Data

Cloud based application

Unlimited

Contact, Account and Deal management

Tasks and calendar

Web Forms (customised by request)

Email connectivity and integration

2-way Email Sync

Customised Sales Scoring

Field-level permissions

Deal Teams (we group people into teams - unlimited)

Audit logs

Unlimited

Sales Forecasting & cusom fields

Customised Workflows

Unlimited

Campaign Tracking

Migration from other CRMs

Advanced Metrics

Security & Permissions

OPTIONAL ADDITIONAL MODULES
$25 each to add to your Plan

Dedicated Account Manager

Document Management

Address Validation

Call Script

*Customisation covers up to 10 hours in time under this pricing model and works outside of this time frame are charged at commercial rates for development time.
Prices exclude Goods and Services Tax (GST) for each Plan and are in Australian dollars with a currency conversion required for overseas clients. Australian clients only will pay GST.
Corporate clients may open an account with us upon written approval.
Data is included to the limit set in each Plan and any data used above these limits is passed on at a cost basis only.
The data used will be included in your payment plan.

Follow Us

SOCIAL MEDIA CHANNELS


Head Office

Ground Floor 
50 Miller Street
North Sydney NSW 2060

PO Box 1948
North Sydney  NSW 2059

Copyright (c) 2021 Werkflo

Media

Press Releases

Videos

Research

Head Office: +61 2 9994 8062
Support: +61 7 3495 0224
Support Portal: Click here