# Boxly Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Boxly Software - reviews, pricing plans, popular comparisons to other Lead Management products and more. Source: https://www.capterra.com/p/10024244/Boxly --- # Boxly Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Boxly ## What is Boxly? Boxly is a cloud-based platform designed to simplify lead management for small businesses. It brings together leads from multiple channels into one shared inbox and leverages artificial intelligence to help teams organize, prioritize, and convert more leads into sales. Key features include lead routing, automated workflows, contextual reply suggestions, and sales and marketing analytics. ## What is Boxly used for? [Lead Management](https://www.capterra.com/lead-management-software/) Recognitions Best ease of use Top alternative Featured Overall rating Based on 27 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price £97 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Lead Management / 2026 Our "Best of" badge program showcases products with the highest ratings... - Lead Management / 2026 Do you work for Boxly?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.enquirybot.com&name=Boxly) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Boxly 4.8 (27) VS. [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price £97 Flat Rate, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (27) Ease Of Use 4.4 (4,359) Value For Money 4.8 (26) Value For Money 4.3 (3,493) Customer Service 4.8 (26) Customer Service 4.4 (3,502) ## Boxly alternatives [4.4 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.7 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (529)](https://www.capterra.com/p/207295/Seamless-AI/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10024244/Boxly/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Generation 4.6 (21) 95.24% of 21 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads Real-Time Data 4.6 (19) 89.47% of 19 reviewers that rated this feature as important or highly important Receive data and information in real time Interaction Tracking 4.4 (18) 83.33% of 18 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Lead Nurturing 4.6 (17) 105.88% of 17 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information Email Tracking 4.6 (16) 93.75% of 16 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails Lead Qualification 4.2 (16) 93.75% of 16 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors Boxly 23 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Assemble applications and processes by dragging over and arranging pre-built components Track delivered, received, and opened emails Caters to sales teams Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Observe and track the demand, usage, progress or quality of a system, product, or user Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Reports specific to sales analysis for trends and strategies Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Web form that allows users to enter data that is sent and processed for different reasons Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (27) 4.7 Based on 27 reviews ## Pricing Value for money 4.8 (26) Free Trial [View pricing plan details](https://www.capterra.com/p/10024244/Boxly/pricing/) Starter £97.00 Flat Rate,Per Month It includes: - Unlimited users - Unlimited AI Lead Labelling - Unlimited AI Lead Routing - Unlimited Leads - Unlimited channel connections - Multi channel lead inbox - Unlimited Lead Boxes (Pipelines) - Lead Reporting - Task management - Standard channel auto replies - Standard website chatbot - Email & live chat support - Mobile App Grow £197.00 Flat Rate,Per Month It includes: - Unlimited users - Unlimited AI Lead Labelling - Unlimited AI Lead Routing - Unlimited Leads - Unlimited channel connections - Multi channel lead inbox - Unlimited Lead Boxes (Pipelines) - Lead Reporting - Task management - Standard channel auto replies - Standard website chatbot - Email & live chat support - Mobile App - Unlimited phone support - Custom built intelligent website chatbot - WhatsApp business channel - Advanced workflow automations Value for money 4.8 (26) 4.8 Based on 26 reviews ## Integrations [ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Typeform](https://www.capterra.com/p/137289/Typeform/)[ Unbounce](https://www.capterra.com/p/145639/Unbounce/)[ CareStack](https://www.capterra.com/p/176206/CareStack/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (26) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (26) 4.8 Based on 26 reviews ## User reviews Overall rating 4.8 Based on 27 reviews Filter by rating 5(22) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KK Kumar K. Dentist Health, Wellness and Fitness ### "wtg Boxly !!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2026 very happy so far- hopefully it will boost clinic sales once all automations are in order. it is good that all leads are divided in separate sections Pros streamlining and visualisation. ease to move appointments and different login details for different team members Cons i dont think it is syncing well with dentally- should be able to update in case any patient is booked and attends appointment- i think we still have to update manually is a patient actually attends- i may be wrong though- also- integration with \\tiktok- is a concern. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 17, 2026 Hi Kumar, Thank you so much for the thoughtful review and for sharing your early experience with Boxly. We really appreciate the kind words around visualisation and ease of use. I also want to thank you for the honest feedback regarding the Dentally sync and integrations. I’ve reached out to your Customer Success Specialist to ensure they support you in fully setting up your Dentally integration. We have a deep integration available, and from what I can see, it looks like you may not have gone through the full onboarding session yet, so there’s definitely more value still to unlock. Once onboarding is fully completed and automations are properly configured, the full Boxly experience really starts to come together, and I’m confident you and your team will see the impact. Thanks again for the great feedback and for being on this journey with us. We’re excited to support you and your team as you continue getting set up! SP Sangita P. Business Manager Health, Wellness and Fitness ### "Honest Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 23, 2026 It has been great so far, and I am still learning how to use it. It is very user friendly. Also each user has their own log in details. Pros This will help us track new leads, move them through different stages, and bring all leads from different platforms into one place. Cons As it integrates with Voice Stack, once a call is made it should automatically move to the next stage. It would also be helpful to have a snooze option, so when it’s due, it appears in the “Things to Do” list. Switched from [Othership](https://www.capterra.com/p/266602/Othership/) Was looking for platform where all the lead come to one platform Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 29, 2026 Hi Sangita, Thank you so much for taking the time to share your experience with Boxly, we really appreciate your thoughtful feedback! We’re thrilled to hear that Boxly is helping you track new leads, move them through different stages, and consolidate all leads from various platforms into one place. It’s also great to hear that you find it user-friendly and that each team member having their own login is helpful for your workflow. Thank you for your valuable suggestions regarding Voice Stack integration and the snooze option for the “Things to Do” list. I’ve shared your feedback with our product team these ideas make complete sense and are exactly the kind of insights that help us evolve Boxly to make it even more powerful and intuitive for teams like yours. We’re excited to see how your experience grows as you continue exploring Boxly, and we’re here to support you along the way! We’re really glad to have you aboard and look forward to supporting you and your team. CT Clare T. Practice Managere Hospital & Health Care ### "Make the change" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 29, 2025 Very delighted with Boxly all our enquiries in one place from our socials, emails and whatsapp, very easy to use, no leads lost or misplaced, picks everything up from dentally will be great to see the financial benefits in due course regards to our marketing. \[sensitive content hidden\] is most helpful and full of energy really east to speak with and most importantly very friendly. Highly recommended after using several CRM systems. Pros Lead Management and Customer Support from \[sensitive content hidden\] was exceptional service. Vey easy to use and straight forward, great value for money. Cons Nothing at present, still coming to grips, the training provided was excellent and we are able to review all the training taken place at our own leisure. Switched from [DenGro](https://www.capterra.com/p/179613/DenGro/) boxly has more to offer and less moving about different apps, easier to intergrate from dentally Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 29, 2026 Hi Clare, Thank you so much for sharing your experience with Boxly, we really appreciate you taking the time! We’re thrilled to hear that Boxly has made managing all your enquiries from socials, emails, and WhatsApp so easy and that no leads are lost or misplaced. It’s wonderful to know the training has been helpful and accessible at your own pace, and that our team has been supportive along the way. We also appreciate your feedback on the integration with Dentally, our goal is to make your workflow as seamless as possible, so it’s great to hear that’s coming through in your experience. We’re really glad to have you aboard and look forward to supporting your practice as you continue to grow and see the benefits of your marketing efforts. KR Kooper R. Dentist Hospital & Health Care ### "Great Value!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 November 20, 2025 Fantastic. Team was great and \[sensitive content hidden\] was wonderful. They all helped us with any questions or issues we had Pros Great lead management, helps with engaging prospective patients and keeps everything streamlined and in one place Cons Linking to currently website, took a few back and forth to get all of the website stuff linked up but is great now Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 24, 2025 Hi Kooper, Thank you so much for taking the time to leave such a fantastic review, we truly appreciate it! We’re delighted to hear that Boxly has helped streamline your lead management and engagement with prospective patients. It’s always our goal to make your workflow easier and more organised, so it’s wonderful to know the system is doing exactly that for you. Thank you also for your patience while we worked through the website linking. Sometimes it takes a bit of fine-tuning, and we’re glad everything is running smoothly now. Your kind words about our team, especially the shout-out to the person who supported you. We’re thrilled to hear you felt supported every step of the way. If you ever need anything, have ideas, or want help exploring more features, we’re always here for you. Thank you again for taking the time to share your experience and for being such a valued part of the Boxly community. GS Georgia S. Practice Manager Hospital & Health Care ### "Boxly is great for managing online leads" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 19, 2025 Pros The customer support from \[sensitive content hidden\] particularly has been great! Boxly has been a great help in helping us manage leads via our website Cons The website sometimes sticks/freezes, which can cause a delay, but nothing major. Otherwise Boxly has been great so far Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 24, 2025 Hi Georgia, Thank you so much for taking the time to leave a review, we really appreciate it! We’re thrilled to hear that Boxly has been helpful for managing your website leads and that you’ve had such a positive experience with our support team. Your kind words truly mean a lot. Thank you as well for highlighting the occasional website freezing. We know how important smooth performance is, and feedback like this helps us continue improving. Our team will review this to ensure we keep things running as seamlessly as possible. If you ever need anything, or if there’s anything you’d like to explore further in Boxly, We are always here to help. Thank you again for taking the time to share your experience and for being such a valued part of the Boxly community. CM cristian m. Practice Manager Health, Wellness and Fitness ### "Boxly is the way" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 11, 2025 Really good experience We are now using Boxly for everything as it's so easy to have all the info in one place! Pros The lead management is really good with Boxly and I appreciate how easy is to integrate other apps like VoiceStack etc Cons I wish they can integrate everything,including the people coming of the street and enquiring...;) Honestly,there is nothing I don't like Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 12, 2025 Thank you so much for your incredible review. We’re thrilled to hear that your experience with Boxly has been so positive and that it’s become your go-to platform for managing everything in one place. We love your optimism about “integrating people coming off the street” You never know what the future holds 😄 It’s great to know that the integrations and lead management tools are making things easier for your team. Your feedback means a lot to us and helps us continue improving. I’ve shared your review with the team, and they were delighted to see how much value Boxly is bringing to your practice. Thank you again for taking the time to share your experience and for being such a valued part of the Boxly community. MS Mustapha S. Principle Dentist Health, Wellness and Fitness ### "Fab experience " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 7, 2025 Admin team has been fantastic and checking up with support and help. We had our handler changed and it took off smoothly. Very professional and good level of experience and knowledge to problem solve. Pros The flow work set for each patient that moves accross. The integration to dentally. The ease it will make to follow up patients and check the previous conversations. Cons The ai bot isnt as advanced as i thought it would be. Seems there is only click button options to reply. If someone wanted to suddenly ask about another topic I dont see how they can do. Maybe they have to refreshen the page to start the chat again. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 10, 2025 Thank you so much for taking the time to share your feedback. We truly appreciate it. I’m so glad to hear that you’ve found Boxly’s workflow, Dentally integration, and patient follow-up features helpful. We are pleased to hear that your experience with our support and handover process has been smooth and professional, and your experience has been nothing short of fabulous. Thank you for your feedback on the chatbot our bot team is continuously working on enhancing flexibility and intelligence. I’ve shared your feedback with them, and they’ll be reaching out to review your current setup to assist with making adjustments and improvements for your practice. Thank you once again for your thoughtful review and for being part of the Boxly community. FV Felix v. CEO Health, Wellness and Fitness ### "wello review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 3, 2025 WE have only just started using the system and need to built and optimise all automations. Looking forward to using it. Pros Boxly CRM made lead management seamless—intuitive interface, fast follow-ups, and great team support! Cons The email marketing suite is not easy to handle. It would be great if Boxly helped with the generation of new leads. The bot is not responsive. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reasons for choosing Boxly Because Boxly has developed a dentally api Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 4, 2025 Hi Felix, Thank you so much for taking the time to share your experience with Boxly! We’re thrilled to hear that our CRM has made lead management seamless for you and that our team support has been helpful. We really appreciate your feedback regarding the email marketing suite and the bot, and we want to make sure you get the most out of all Boxly features. One of our Customer Success consultants will be reaching out to assist you with the marketing suite training and any other support you might find helpful as you continue to set up and optimise your automations. We’re excited to see your journey with Boxly grow, and we’re here to ensure it’s as smooth and effective as possible! Thank you once again for being part of the Boxly community. KW Karen W. Operational Support manager Health, Wellness and Fitness ### "Boxly set up " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 27, 2025 A really positive experience. A very smooth and easy transition. Across six sites training was delivered well, and prompt action is taken whenever we have any issues. Pros We have been really pleased with Boxly since moving over from another lead management system. A user friendly dashboard, and brilliant customer service. Each and every question we have had has been answered promptly Cons We have not encountered anything negative to date. We have been using the system now for 3months and all teething issues sorted promptly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 29, 2025 Thank you for your wonderful feedback! We’re thrilled to hear that your transition to Boxly has been smooth and that your team is enjoying the dashboard and support experience. It’s been a pleasure working with you across your six sites, and we’re so glad our training and response times have met your expectations. Your feedback is incredibly valuable to us. It helps our team continue improving and ensures we keep delivering a consistently high level of service and support. Thank you once again for being part of the Boxly community. SS Shilan S. PRACTICE MANAGER Hospital & Health Care ### "Boxly is very good for lead management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 1, 2025 Overall, we have had a good experience with Boxly. Help is there when required, we have has significant training and boxly ai really helps with halving the work load for our treatment co-ordinators Pros Boxly is very good for lead management and makes it so much easier to manage all of the dental practice ad leads in one place. Cons we would say the WhatsApp system is not so convenient as we are unable to actually send whatsapps as seamlessly as we would like - the WhatsApp management only allows us to send messages if the person replies within 24 hours. Sometimes this is not the case so it can be quite inconvenient Switched from [Zapier](https://www.capterra.com/p/130182/Zapier/) [EnquiryBot](https://www.capterra.com/p/266541/EnquiryBot/) to have all lead management in one place Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 6, 2025 Thank you so much for your thoughtful review and for choosing Boxly! We’re delighted to hear that Boxly has made managing your dental practice leads easier and that the AI features have helped lighten the workload for your team. We truly appreciate your feedback regarding the WhatsApp channel. Your Customer Success Specialist has reached out to assist with this and help make the most of the feature. Please don’t hesitate to get in touch with any challenges or suggestions you may have. Your input is incredibly valuable in helping us improve and enhance Boxly for you and all our customers. Thank you once again for being part of the Boxly community! RT Rachael T. Business Manager Hospital & Health Care ### "User-friendly, versatile, and always improving to make patient management easier" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 17, 2025 Team are excellent, very well managed company and as I said above. Would recommend to any practice looking to grow. Pros What I like most about Boxly is how the platform is continuously evolving to improve user ability and adapt to the needs of its practices. Having one central, versatile, and user-friendly platform to manage the majority of patient enquiries has transformed how my team works. It has streamlined our processes, made our workload much more efficient, and given us the confidence that Boxly will continue to grow alongside us Cons Cannot incorporate traffic light system for each lead in a box as this is a useful way of my team tracking. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 18, 2025 Thank you so much for your thoughtful feedback! 🌟 We’re delighted to hear how Boxly has helped streamline your processes, make your team’s workload more efficient, and give you confidence in growing with the platform. It means a lot to us that you see the value in having everything in one central, user-friendly place. We also really appreciate your suggestion about a traffic light system for leads, feedback like this is exactly what helps us keep evolving. I’ve shared this with our product team so they can explore how best to incorporate it in future updates. We’re grateful for your recommendation and so pleased to be part of your practice’s growth journey. Thanks again for being part of the Boxly journey. We’re so happy to have you on board! ZC Zaynah C. Marketing Manager Medical Practice ### "Loveeeee Boxly!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 4, 2025 We’ve tried several different CRMs over the years, and Boxly is by far the most intuitive, reliable, and effective platform we’ve ever used—it’s made a noticeable difference to our workflow. Pros Automations of emails and tasks has really helped to streamline our workflow, makes it incredibly easy to follow up on enquiries efficiently without missing any, and there are definitely opportunities that we would have missed out on without Boxly. Cons There’s genuinely nothing about Boxly that we as a business don’t like—it’s efficient, intuitive, and has transformed the way we operate on a daily basis. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 6, 2025 Thank you so much for your amazing review, we absolutely love hearing how Boxly has helped streamline your workflow! It’s fantastic to know that our automations have made following up with enquiries easier and more efficient, and even better to hear that it’s helped you catch opportunities that may have otherwise been missed. That’s exactly what we designed Boxly for, to take the pressure off your team and let the platform do the heavy lifting. We're beyond grateful to hear that Boxly stands out from the other CRMs you’ve tried. Feedback like yours truly motivates us to keep building a product that’s intuitive, reliable, and genuinely helpful to our customers. Thanks again for being part of the Boxly journey. We’re so happy to have you on board! SS Sanjog S. Operations Director Hospital & Health Care ### "Boxly is brilliant!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 May 13, 2025 Absolutely brilliant, I would highly recommend it. It's such a game changer. Pros It's amazing. Love being able to reply via WhatsApp - that is an absolute game changer. Also people actually use the chatbot, whereas they would never use the contact form. Cons You can't directly drag a lead into the left hand column, into a category. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 14, 2025 Thank you so much for your fantastic review, we’re thrilled to hear you’re loving Boxly! We’re especially glad to hear that the WhatsApp integration and chatbot have made such a difference for you, it’s exactly what we hoped to create: something simple, effective, and engaging for both you and your customers. We also really appreciate your feedback about dragging leads into the left-hand column, that’s a great insight, and we’ll definitely pass it along to our product team as we continue improving the platform. Thanks again for choosing Boxly. We're so glad to have you with us! HB Harriet B. Dentist Medical Practice ### "Fantastic product - would recommend!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 15, 2025 Great! We have had an awesome onboarding system and the team is very approachable with all questions Pros Great communication and \[sensitive content hidden\] is very knowledgeable. I feel confident using the product. Cons Needs a lot of set up but understandable to make it a personalised product for our practice Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 16, 2025 Thank you so much for the fantastic review! We’re thrilled to hear you’re feeling confident with the product and found the onboarding experience awesome that’s exactly what we aim for! 🙌 You're absolutely right, is all about creating a system that’s fully tailored to your practice. We’re so glad you felt supported throughout, and we’re always here for any questions that pop up along the way! Thanks again for the recommendation, it means the world to us! The Boxly Team ER Edward R. Medical Director Health, Wellness and Fitness ### "Makes my life so much easier!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 19, 2025 Pros Easy set up. Fantastic support and highly configurable system which allows me to get the most out of my business. I am confident that all leads are being captured and addressed appropriately. Cons Notifications for leads from certain platforms can be a little overwhelming but configurable and once this was sorted, I've had no issues. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 20, 2025 Hi Edward, Thank you so much for your wonderful review! We're thrilled to hear that Boxly has made your life easier and that you’re finding value in its flexibility and support. We also appreciate your feedback on notifications, it’s great to hear that configuring them has resolved the issue. If you ever need further adjustments or have any suggestions, we’re always happy to help. Thanks again for being a part of the Boxly community! VM Vicky M. Practice Manager Health, Wellness and Fitness ### "Boxly makes it easier!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 7, 2025 \[sensitive content hidden\] at Boxly has been great; she is always helpful and patient when teaching the team how to go through new processes. Pros It's great that Boxly can be customised to the individual business, and it's so easy to do. Simple and effective. The Boxly team are really friendly and helpful. They are always on top of amending their processes for the better and providing updates. Cons Nothing yet! There isn't really anything not to like! Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) Boxly offered more control and flexibility. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 10, 2025 Thank you so much for your kind words! We're delighted to hear that Boxly has made things easier for you and that you appreciate its flexibility and simplicity. Our team is committed to improving and providing the best experience possible, so it means a lot to know that our efforts are making a difference. We value working with you and are always here to support you. Thank you for choosing Boxly. AM Ajay M. Clinical Director Hospital & Health Care ### "Great product " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2025 Great customer service, knowledgeable and fast responses Pros Great on boarding experience and a very clever product! Cons Nothing not to like about Boxly and everything that they do! Switched from [Robly](https://www.capterra.com/p/149327/Robly/) Slow product development with robo reception Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 6, 2025 Thank you for your wonderful review! It’s fantastic to know that your onboarding experience went smoothly and that Boxly is adding value to your workflow. We’re also glad to hear you find the product innovative and that our customer service team has provided the prompt, knowledgeable support you deserve. Thank you for choosing Boxly :) We're excited to be a part of your journey and can’t wait to see all the ways it helps your team grow. 🚀 GD Giles D. Director Medical Practice ### "Review of Boxly " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 12, 2024 Very good service and onboarding process Pros Ease of use and customisation of workflow Cons A little difficult to navigate but minor issues Alternatives considered [Chatra](https://www.capterra.com/p/144752/Chatra/) Reasons for choosing Boxly Better product with more features overall Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 13, 2024 Hi Giles, Thank you so much for taking the time to leave such a thoughtful review! 😊 We’re thrilled to hear that you’re enjoying the ease of use and customization that Boxly offers. Our goal is to make workflows as seamless as possible, so it’s wonderful to know that it’s making a difference for you. We also appreciate your constructive feedback about navigation. Even minor issues are important to us, and our Customer Success team would love to provide you with training to ensure the platform is as user-friendly as possible for you and your team. It’s especially rewarding to hear that you found the onboarding process and service to be very good—we’re passionate about setting our customers up for success right from the start! Thank you for choosing Boxly over alternatives and recognizing the value of our features. It means the world to us to have you on board! If you ever have suggestions or need assistance, please don’t hesitate to reach out. Warm regards, Immelde SV Sara V. Administrator Medical Practice ### "Easy UI and user friendly" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 29, 2024 Still quite new to the system so finding my feet, but seems very user friendly overall Pros Easy UI and user friendly. Like the way tasks and leads can be assigned and re-assigned to show who's dealing. Cons Sometimes too many options in tasks automation Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) more user friendly and easy for multiple users to see progress etc. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 12, 2024 Thank you so much for sharing your experience! 🌟 We're thrilled to hear that Boxly’s user-friendly interface and task management are hitting the mark for you! Making lead assignment and tracking smooth and easy is exactly what we’re all about, so it’s wonderful to know it’s helping you and your team stay on top of things. We totally get your point about task automation options—there’s definitely a lot to explore! As you get more familiar with the system, we’re here to help you find the perfect setup for your needs. 😊 Welcome again to Boxly! We're excited to be a part of your journey and can’t wait to see all the ways it helps your team grow. 🚀 SD Sarah D. Clinic Manager Health, Wellness and Fitness ### "A game changer in lead management!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 28, 2024 Brilliant from start to finish. Yolandi is amazing, really patient, knowledgeable and has been there every step of the way for me. Nothing is too much trouble. The after service is just as great as the onboarding! Pros Thorough training and their understanding of our processes. After service is great. Operationally, the platform has halved our administration work and we have far more transparency on our leads and their origins, etc. Cons Social media - likes or replies to stories from our followers come in as a lead and can skew our reporting. I know this is something Boxly is working hard on but for now I have toggled it off. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 5, 2024 Thank you so much for sharing your experience with Boxly! 🌟 We’re thrilled to hear that the platform has been a game-changer for your lead management and that the transparency and efficiency are making such a positive impact on your operations. It’s wonderful to know the training and ongoing support have been valuable. We also appreciate your feedback on social media interactions being tracked as leads. This is definitely on our radar, and we're working hard on refining that feature to make sure your reporting remains as accurate as possible. Thank you for your patience and understanding as we continue to enhance the platform. We’re here for you every step of the way, and we are excited to support your journey even further! 😊 Warm regards, Immelde Botha Head Of Customer Success CA Chloe A. Treatment Coordinator Health, Wellness and Fitness ### "It's a yes from me!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 23, 2024 Easy to use. Helps me work as efficiently as I can. The team are very supportive and always assist me in a timely manner. Pros Very simple to use. Efficient. Convenient. Lots of features. Cons Nothing. Third management portal I have used and love it. Switched from [Mint](https://www.capterra.com/p/213530/Mint/) Not easy to use. Pipelines looked very messy. Hard to keep track of everything. Too many tabs to keep an eye on. Alternatives considered [DenGro](https://www.capterra.com/p/179613/DenGro/) Reasons for choosing Boxly Cost was the main factor in this decision and based on a recommendation from the marketing company we used at the time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 29, 2024 Thank you so much for your fantastic review! 🎉 We're thrilled to hear that Boxly has been a great fit for you and that you’re finding it simple, efficient, and packed with useful features. It’s also wonderful to hear that our support team has been there for you when needed – we’re always here to help! We truly value your feedback and are so happy that Boxly is helping you work as efficiently as possible. If you ever need anything or have suggestions, don’t hesitate to reach out! Thanks again for choosing Boxly and for your continued support! JD James D. CTO Health, Wellness and Fitness ### "Fits right in to our medical practice" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2024 I've really enjoyed seeing boxly grow. The AI features are nifty and the team is very responsive. We're finding our sales pipeline is much smoother and has more oversight than when we were relying on manually looking at calls and emails. Pros I love the integration between boxly and enquirybot - this has began to capture 50% of our leads. I also love the fact that we can automate email & sms right away to people that message - this is key to converting leads we've spent time and money gaining. Cons It can be challenging to figure out where ROI is coming from via the reports - probably due to lack of functionality on our end. If there was a way for boxly to interpret and segment sources (per page, ad campaign etc) so that we know what's performing best in terms of conversions, that would be helpful. Alternatives considered [DearDoc](https://www.capterra.com/p/233420/DearDoc/) Reasons for choosing Boxly Cheaper, simpler, and the sales staff didn't try to sell us the world and then leave us in the hands of customer success. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 24, 2024 Thank you so much for your thoughtful feedback! We're thrilled to hear that Boxly’s integration with EnquiryBot has helped you capture 50% of your leads and that the email and SMS automation is proving valuable for converting them. It's fantastic to know that Boxly is making a real difference in your practice! We also appreciate your suggestion about tracking ROI and segmenting performance by source—it’s incredibly valuable feedback. Our team is always looking for ways to enhance the platform. We’re excited to announce that we’ll be launching a brand-new reporting feature soon, packed with rich data on ROI and more! Once it’s live, we’ll be sure to reach out and guide you through all the new capabilities. Thank you for choosing Boxly, and we’re excited to keep supporting your success! LK Laura K. Practice Manager Hospital & Health Care ### "Very Happy Customer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 13, 2024 very happy I used to do everything manually and this defiantly helps streamline everything Pros once set you to your work flow so easy to follow, and I love the task option Cons not that I like least I just struggle a bit with the automations Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 23, 2024 Thank you so much for your feedback! We’re thrilled to hear that Boxly is helping you streamline your workflow and that you're enjoying the task option. We understand that automations can sometimes be tricky, but great news—we’ve recently launched a feature designed to make automations even more user-friendly! Our team would love to assist you in getting the most out of it. Feel free to reach out, and we’d be happy to walk you through it. Thanks again for being a valued customer! EM Ella m. Administration Team Health, Wellness and Fitness ### "Boxly is very helpful " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 11, 2024 Boxly is very helpful, and the AI part is helpful as it gets a lot of the necessary information from patients before we contact them. Pros It is very convenient, and organises enquiries well. Helps me to keep on top of incoming enquiries and enquiries that have been followed up. Cons There is not much i dont like about boxly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 22, 2024 Thank you for your wonderful feedback! We're thrilled to hear that Boxly is helping you stay organised and on top of your enquiries. It's great to know that the AI feature is making a difference by gathering important information from patients before you connect with them. We truly appreciate your support and are here if you ever have suggestions or need assistance. Thanks again for being a valued Boxly user! VH Van H. Administrator Medical Practice ### "Boxly successful swap" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 October 4, 2024 Compared to our previous lead manager, Boxly is much easier to use, the automations are amazing and simple to set up. Pros The easy to manoeuvre UX. Bold, simple, interactive. Cons So far we have no negatives. I would like to be able to colour the lead cards. turn them a shade of blue or red for example. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) We have a lot of leads to manage. Monday is clunky and less interactive Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 11, 2024 Thank you so much for your valuable feedback! We're delighted to hear that you're enjoying Boxly’s intuitive interface and automation features. Your suggestion about adding colour options for lead cards is fantastic, and I’ll be passing it along to our product team for consideration in the near future. We're grateful to have you as a valued customer and truly appreciate your input as we keep working to make Boxly even better for you. Thanks again for choosing us! ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [HubSpot CRM vs Boxly](https://www.capterra.com/compare/152373-10024244/HubSpot-CRM-vs-Boxly)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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