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.
A comprehensive contact management solution that tracks, manages, and automatically links specified contact information in one single spot.
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.
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.
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.
A search feature that allows you to search for emails, reports, files, and calendar items by typing in your query in the search box.
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.
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.
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.
Have a single repository for your documents and collaborate on documents including check-in and check-out version controls.
You can import your contacts, company details, categories, projects and tasks either directly from a CSV or Excel file.
We can customise fields and tasks based on your chosen option. Some you can also do for yourself.
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.
You can link to MYOB or Zero accounting packages to save time and money.
You can share contacts, companies, projects and create a role-based security to control each users’ access right to add, edit, delete or share.
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.
Grab pre-built reports spanning information on Chatabox. This way users can also create custom features on their reports.
Build templates in Microsoft Word and save them to Chatabox. Once created, you can automatically populate those fields in your template.
Create, share and manage projects as you need. Build workflows, store and track related documents, emails, notes, and other activities.
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
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
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.
