Chatabox

Chatabox

Werkflo Software Solutions Pty Limited
Navatar

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Navatar Group
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Investment management firms, private equity firms, M&A firms, financial services firms seeking a tool to manage their operations

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)
Free Version
Free Trial

Pricing

No information available.
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:

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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

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

Navatar Group
Founded: 2004
United States
www.navatargroup.com

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden

Alternatives

SYDLE ONE

SYDLE ONE

SYDLE
AIM

AIM

Altvia Solutions
Freshsales

Freshsales

Freshworks

Categories

Categories

Financial CRM Features

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

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

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

Financial CRM Features

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

Integrations

Mailchimp
Adobe Acrobat Sign
Box
Cirrus Insight
Conga Contracts
Constant Contact
DocuSign
Google Calendar
HubSpot CRM
HubSpot Marketing Hub
LinkPoint Connect
Microsoft Outlook
PitchBook
Preqin
Salesforce
SyncApps

Integrations

Mailchimp
Adobe Acrobat Sign
Box
Cirrus Insight
Conga Contracts
Constant Contact
DocuSign
Google Calendar
HubSpot CRM
HubSpot Marketing Hub
LinkPoint Connect
Microsoft Outlook
PitchBook
Preqin
Salesforce
SyncApps
Claim Chatabox and update features and information
Claim Chatabox and update features and information
Claim Navatar and update features and information
Claim Navatar and update features and information