Chatabox Review

Chatabox is an intuitive and highly scalable customer relationship management (CRM) solution. It features automation tools to support contact management, customer management, client structures, and investment profiles.
It provides customizable reporting dashboards and enables users to perform customer-related management tasks such as updating contact details, creating marketing campaigns, adding appointments, tracking sales, payments and collections, quotes and proposals, invoicing, and more—all from a single centralized location.
Chatabox also helps users create and share multiple projects with teams and add public and private notes, customizable forms, templates, predefined reports, data synchronization, a drag-and-drop interface, data import, audit logs, customer databases, invoice management, electronic signatures, and more.

CHATABOX – TUTORIAL

CHATABOX – FEATURES

• Contact and lead management: a centralized database to track customer details, interactions, sales leads, and guide prospects through the sales funnel.
• Financial tools: create and send quotes, proposals, and invoices directly from the platform to manage the full sales cycle.
• Document management: securely store, share, and organize files with access controls and electronic signature features.
• Workflow automation: customizable workflows to automate repetitive tasks and reduce manual data entry.
• Reporting and analytics: customizable dashboards with visual reports on sales data, team activity, and project status.
• Integrations: connections with tools such as mailchimp, google calendar, and outlook.
• Mobile access: access the platform from mobile devices.