Chatabox

Chatabox

Werkflo Software Solutions Pty Limited
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About

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly starting from $6 AUD dollars with seamless workflow and automation features to simplify the sales and lead management process. The software has an array of features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus more. Access the right information at the right time from anywhere, whether you're at your desk or in the field. Rely on our proven efficient and intelligent platform designed to integrate and scale with your needs. Lower costs, reduce errors, and improve productivity with efficient processes that fit your requirements.

About

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Cloud-based out of box CRM solution for multiple user types.

Audience

Startups and small to mid-sized businesses that want to win more deals faster than ever.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0 (free version)
There are 5 simple pricing models per user.
Free Forever - $0 AUD.
Light - $6 AUD per user paid annually or $8 AUD per user paid monthly.
Pro - $20 per user paid annually or $25 AUD per user paid monthly.
Enterprise - $50 AUD dollars per user paid annually or $60 AUD dollars per user paid monthly.
Custom - this is based on time and cost of individual client specifications.
Free Version
Free Trial

Pricing

$49.00/month
Pricing starts at $49/month.

Start a 14 day free trial, no credit card required. For full pricing details, visit the pricing page on our website.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • Everything works very well and customer support replies very very fast in any situation I had. Hands down!
  • Clean and user-friendly interface. Have calling, SMS, email, all in-built. Integrates wonderfully with other Apps, directly or via Zapier. A++ Support Team!!!
  • Intuitive Interface: Close boasts an intuitive and user-friendly interface that makes it easy to navigate and use, even for those who are not tech-savvy. Seamless Communication: Close offers integration with various communication channels, facilitating seamless interactions with leads and clients through email, calling, and more. Responsive Customer Support: Close’s responsive and helpful customer support team are always ready to assist with any queries or technical issues that may arise. These are just a few of the many advantages that Close offers to businesses aiming to optimize their sales processes and improve customer relationship management.
  • I have used close over the years and I must say that it is one of my favorites. The dialing part of the platform is great. You can text and send emails with just a few clicks and the layout is just simple to follow. The support staff is beyond awesome, they respond usually within the hour or max 2. The issues are resolved within the same working day.
  • Close is great because it’s all one email text call I would recommend this to a friend I would use this for my own shop.

Cons

  • Get logged out very often on internet, but maybe it’s my device.
  • Nothing really. Their team is great. They are always deploying new features. Pricing is fair.
  • One drawback of Close, and this is getting very nit picky, could be the absence of certain integrations with niche or specialized software that some businesses might require. This could potentially limit its seamless integration with the entire tech stack of certain companies.
  • Sometimes the audio isn't perfect and the dialing does become slow and laggy.
  • I like everything expect sometimes technical issues.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Werkflo Software Solutions Pty Limited
Founded: 2020
Australia
www.werkflo.com.au

Company Information

Close
Founded: 2013
United States
close.com

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden

Alternatives

SYDLE ONE

SYDLE ONE

SYDLE
Salentica

Salentica

SS&C Salentica
monday CRM

monday CRM

monday.com
WinLine

WinLine

Mesonic

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Call Tracking Features

Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
CRM
IVR / Voice Recognition
Keyword Tracking

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Predictive Dialer Features

Call Monitoring
Call Recording
Call Results
Call Transfer
Callback Scheduling
Campaign Specific Caller ID
Contact Management
FCC Compliance
FTC Compliance
Lead Capture
Lead Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

SMS Marketing Features

2-Way Messaging
Artificial Intelligence
Contact Management
Mass Texting
Message Personalization
MMS
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Google Calendar
Mailchimp
BrightStage AI
Drip
HummingDeck
Incredible
Integry
Jiminny
Kolvera
MeetMinutes
Phonely
QuotaPath
Rafiki
SavvyCal
Scispot
Seekwell
SignWell
Stitch
VoilaNorbert
Zoom

Integrations

Google Calendar
Mailchimp
BrightStage AI
Drip
HummingDeck
Incredible
Integry
Jiminny
Kolvera
MeetMinutes
Phonely
QuotaPath
Rafiki
SavvyCal
Scispot
Seekwell
SignWell
Stitch
VoilaNorbert
Zoom
Claim Chatabox and update features and information
Claim Chatabox and update features and information
Claim Close and update features and information
Claim Close and update features and information