--- title: "Chatabox Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Chatabox Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more." source_url: "https://www.capterra.com/p/218866/Chatabox/" page_type: "product" language: "en" --- # Chatabox Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Chatabox ## What is Chatabox? Chatabox is a simple, user-friendly CRM that is highly scalable, with workflow and low code automation features for contact management, a centralised database, tracking user interactions like task management, appointments and reminders, email marketing, customer relationships, sales and leads pipeline monitoring, payments and collections, quotes and proposals, invoicing, integrations plus customisable dashboards and many other features. Learn more about Chatabox. ## What is Chatabox used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Online CRM](https://www.capterra.com/online-crm-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$6 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Chatabox?[Manage this product listing](https://www.g2.com/products/flowbiz-technology-platform/claim_requests/new?auto=true) ## 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. ### Chatabox 4.6 (5) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price A$6 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (5) Ease Of Use 4.5 (6,068) Value For Money 4.8 (4) Value For Money 4.3 (4,685) Customer Service 5.0 (4) Customer Service 4.4 (4,478) ## Chatabox alternatives [4.3 (6,999)](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 Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about Chatabox Overview ### What company size and specific industries is Chatabox built for? Chatabox is designed for small businesses and growing teams that want a simple CRM without complex setup. It suits companies across industries that need an easy-to-use system for managing customer relationships and can scale as needs expand. Features and Usability ### What are the key features of Chatabox? Chatabox offers deal management, pipeline management, lead management, and opportunity management for sales tracking. It also includes document management and document storage, contact and customer databases, calendar management and reminders, email management and templates, reporting and statistics, workflow management, and third-party integrations. Integrations ### Which third-party tools and platforms does Chatabox integrate with? Chatabox integrates with 3 third-party tools for calendar and email workflows: Google Calendar, Microsoft Outlook, and Mailchimp. These catalog integrations cover scheduling, inbox connectivity, and marketing communications, giving teams a straightforward set of options for linking Chatabox with common business platforms. Getting Started and Support ### What training and onboarding options does Chatabox offer? Chatabox provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided setup, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does Chatabox offer? Chatabox provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback is available here to describe response times or support quality, so the support experience cannot be assessed from user sentiment in this dataset. ## Features AI summary Based on 14,838 Workflow Management reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Chatabox includes **Customer Database**, which gives teams a central place to store and review customer information. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other features that reviewers also rate as important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact records, find information faster, and manage customer details more efficiently, allowing teams to keep daily CRM work clear and consistent. Customer Database 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Contact Database 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Calendar/Reminder System 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks CRM 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Fields 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Chatabox 45 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Small Businesses: Designed for small businesses - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (5) 4.6 Based on 5 reviews ## Pricing Value for money 4.8 (4) Free Trial Free Version Basic A$6.00 Per User,Per Month Value for money 4.8 (4) 4.8 Based on 4 reviews ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) 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 5.0 (4) 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 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 4.6 Based on 5 reviews Filter by rating 5(3) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Nurul Salimah H. Oracle Database Administrator Financial Services ### "Chatabox is one of the best CRM options" 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 9/10 May 18, 2022 It is a great CRM software that has helped us managing our leads and current client. Pros This is the most cost-effective option. It has a beautifully designed UX and reasonably straightforward software, making it incredibly easy for new staff to master it quickly. Tons of customization to satisfy the demands of most smaller to mid-sized enterprises. It certainly does assist us in monitoring our prospects to continue to advance them through to the sales funnel, converting them into customers. Then it helps us handle such connections successfully. Cons I discovered that it needs improvement by monitoring leads as they go from one conversation to the next before making a sale. We're attempting to find out the best approach to monitoring such information, and I think something should be introduced to aid that. Switched from [CentralStationCRM](https://www.capterra.com/p/148510/CentralStationCRM/) [ELMA365](https://www.capterra.com/p/219939/ELMA365/) 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 May 31, 2022 Dear Nurul thank you for your response. We will review our lead tracking process and file notes that attach for the timing on conversion of a lead to an actual sale. ML Mardi L. Administrator Non-Profit Organization Management ### "Great CRM that packs a punch!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 17, 2022 A simple, clean interface that is usable out of the box with minimum effort required to configure. Saves time and is excellent value for money. Pros Useable out of the box – minimal configuration required plus related Compliance, Payments, and Reporting tools - one source of data truth and no coding required. Cons It would be great if you could schedule re-occurring tasks. 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 April 6, 2022 Hi Mardi thank you for your review. We will include this item in our next development schedule. MT Marc T. Transport Coordinator Sporting Goods ### "An effective and efficient tool " 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 15, 2022 Pros Easy to grasp the basic concepts of how to use this platform if someone has no experience with it. A platform perfect for big or small businesses as it allows for a lot of customization. Cons Well there is nothing much to dislike about Chatabox as it is a complete enterprise solution for our daily/weekly use. 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 July 19, 2022 Marc thanks you for kind response. We really appreciate feedback and our developers will be pleased. Kind regards BD Brendan D. CEO and Portfolio Manager Capital Markets ### "Fantastic Product with extensive features" 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 9/10 September 30, 2021 I find Chatabox to be a great product Pros Its extensive features and simple layout, coupled with its value for money, makes it one of the pre-eminent CRM providers. Cons The invoice template could have slightly more company information, such as the ABN details. Reasons for choosing Chatabox Value for money, integrated product with extensive features 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. DP Debbie P. Owner Cosmetics ### "Intuitive and easy to use" 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 May 14, 2021 Very good. Responsive to queries. Pros This is an intuitive CRM. Easy to navigate and use. I found I was able to set up what I needed in a relatively short space of time. Cons Occasionally when logging on there is a lag in loading. Once logged-in everything works efficiently and speedily. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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