Chatabox

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.

Occasionally when logging on there is a lag in loading. Once logged-in everything works efficiently and speedily.

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.

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.

Useable out of the box – minimal configuration required plus related Compliance, Payments, and Reporting tools - one source of data truth and no coding required.

It would be great if you could schedule re-occurring tasks.

Its extensive features and simple layout, coupled with its value for money, makes it one of the pre-eminent CRM providers.

The invoice template could have slightly more company information, such as the ABN details.

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.

Well there is nothing much to dislike about Chatabox as it is a complete enterprise solution for our daily/weekly use.