We like simple.
That is what Chatabox does.
You get to spend more time on your customer and not on complex software.
Build your CRM needs easily. We grow with you for your business.
Chatabox is easy to set up, grow and track your customer relationships and hold their data, email and more - all in one place.
CRM FEATURES
1000 Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Security & Permissions
SALES FEATURES
10 Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
DATA STORAGE
Centralised Data Base
1 GB Data Included
SUPPORT
Phone, Email, Chat
OPTIONAL MODULES
Nil
CRM FEATURES
1000 Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Document Management
20 Workflows
Security & Permissions
Custom Fields
SALES FEATURES
50 Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
Quotations
Invoicing
DATA STORAGE
Centralised Data Base
5 GB Data Included
SUPPORT
Phone, Email, Chat
Account Manager
OPTIONAL MODULES
2
CRM FEATURES
2000 Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Document Management
20 Workflows
Security & Permissions
Custom Fields
Two Factor Security
SALES FEATURES
100 Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
Quotations
Invoicing
Charting
DATA STORAGE
Centralised Data Base
10 GB Data Included
SUPPORT
Phone, Email, Chat
Account Manager
OPTIONAL MODULES
2
CRM FEATURES
Unlimited Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Document Management
Unlimited Workflows
Security & Permissions
Custom Fields
Two Factor Security
SALES FEATURES
Unlimited Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
Quotations
Invoicing
Charting
Customisation
Document Population
Investor Profile, Rating & Details
DATA STORAGE
Centralised Data Base
15 GB Data Included
SUPPORT
Phone, Email, Chat
Account Manager
OPTIONAL MODULES
4
UNLIMITED FEATURES
CRM FEATURES
1000 Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Security & Permissions
SALES FEATURES
10 Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
Quotations
DATA STORAGE
Centralised Data Base
1 GB Data Included
SUPPORT
Phone, Email, Chat
OPTIONAL MODULES
Nil
CRM FEATURES
1000 Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Document Management
20 Workflows
Security & Permissions
Custom Fields
SALES FEATURES
50 Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
Quotations
Invoicing
DATA STORAGE
Centralised Data Base
5 GB Data Included
SUPPORT
Phone, Email, Chat
Account Manager
OPTIONAL MODULES
2
CRM FEATURES
2000 Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Document Management
20 Workflows
Security & Permissions
Custom Fields
Two Factor Security
SALES FEATURES
100 Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
Quotations
Invoicing
Charting
DATA STORAGE
Centralised Data Base
10 GB Data Included
SUPPORT
Phone, Email, Chat
Account Manager
OPTIONAL MODULES
2
CRM FEATURES
5000 Contacts
Contact Management
Unlimited Tasks
Tracking Interactions
Calendar
Document Management
Unlimited Workflows
Security & Permissions
Custom Fields
Two Factor Security
SALES FEATURES
Unlimited Campaigns
Deal Management
Kanban Boards
BONUS FEATURES
Product List
Quotations
Invoicing
Charting
Customisation
Document Population
Investor Profile, Rating & Details
DATA STORAGE
Centralised Data Base
15 GB Data Included
SUPPORT
Phone, Email, Chat
Account Manager
OPTIONAL MODULES
4
UNLIMITED FEATURES
| Free | Lite | Pro | Enterprise | |
| Cloud | ||||
| On-Premises |
| Free | Lite | Pro | Enterprise | |
| Contacts | 1000 | 1000 | 2000 | 5000 |
| Contact Management | ||||
| Tasks (unlimited) | ||||
| Tracking Interactions | ||||
| Document Management | ||||
| Calendar (with Google and Outlook interfacing) | ||||
| Audit Logs | 1 month | 3 months | 6 months | 1 year |
| Workflows | 20 | 20 | Custom | |
| Web Forms (basic) | ||||
| Migration from other CRM's (data import) | ||||
| Mobile Friendly | ||||
| Mobile App (coming soon) | ||||
| Security & Permissions | ||||
| Two Factor Authentication (2FA) | ||||
| Custom Fields |
| Free | Lite | Pro | Enterprise | |
| Deal Management (with Kanban) | ||||
| Active Campaigns | 10 | 50 | 100 | Unlimited |
| Sales Analytics (coming soon) | ||||
| Lists & Segments | ||||
| Customised Sales Scoring | ||||
| Campaign Tracking | ||||
| Mailchimp |
| Free | Lite | Pro | Enterprise | |
| Customisation | ||||
| Quotations (unlimited) | ||||
| Invoicing (unlimited) | ||||
| Product List | ||||
| Charting (unlimited) | ||||
| Document Population for Invoices and Quotes | ||||
| Investor Profile, Investor Rating & Investor Details |
| Centralised Data Base | ||||
| Allocated Data Included (GB) | 1 | 5 | 10 | 15 |
| Cost for additional data excess3 | $1.50 / GB | $1.50 / GB | $1.50 / GB |
| Free | Lite | Pro | Enterprise | |
| Phone | ||||
| Chat | ||||
| Dedicated Account Manager |
($10 each per user to add to your Plan)
| Free | Lite | Pro | Enterprise | |
| Help Desk Integration | ||||
| Document Management | Included | Included | ||
| Address Validation | ||||
| Call Script (coming soon) | ||||
| Mailchimp | Included | Included | ||
| Charting | Included | Included | Included | |
| Complaints |
# Customisation covers up to 8 hours in time under this pricing model and works outside of this time are charged at commercial rates for development time. Prices include a Goods and Services Tax (GST) for each Plan and are in Australian dollars with a currency conversion required for overseas clients. 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. Please note that if any user does not renew their Free version within 90 days from each access period their access will be terminated and a loss of data could occur. Users will be sent notification prior to the end of their access period to ensure continued use. Customised integrations to specific third-party software are available based upon cost and time.
Simply a CRM is a software tool that helps a person or a business organise their clients, sales leads and customer data to help them grow their business. Today, the modern CRM is more complex with many different applications utilised by the user to format, integrate data, undertake simple task processing and add different applications for use.
What is important to us for the user is simplicity and performance. In other words, our CRM is simple to use and that it provides information in a user-friendly format to meet the client’s needs. We believe that if a CRM becomes too complex the user spends more time on software than on growing their business.
Chatabox is designed for individual users, small to medium business or other users wanting a simple user-friendly CRM. Chatabox will evolve further with more modules (which some will have a financial services theme) but each module must be easy to use.
Yes, a user can select the free option or another option and upgrade based on their spend in $ and user requirements.
Our support services are listed on the website, including phone, email chat, etc.
We integrate with Google Calendar, Microsoft Outlook and Mailchimp and our own document population solution we built. For a customised solution Werkflo can undertake greater integration to other software systems.
No, not yet but we are mobile friendly that means you access your information but we are presently completing Android and Apple APPs to come by year-end. However, given phones have limited screen space we envisage that most users will not do more detailed work from their mobile phone.
Free training for set up and to get going. Ongoing training is agreed based on the user’s ongoing needs and $ dollars.
No, we instead offer a free version for use for life.
Yes, to upgrade is easy just go on-line at no cost to do this. To downgrade, we can manually adjust this with our tech team.
Yes, you can if let us know in the first 30 days of your application. Otherwise, we charge up until you leave the software.
Yes, please reach out to us via our contact page.
