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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Description

Our CRM solutions stand out for their unparalleled flexibility in the industry. With an open and customizable framework, users can implement substantial modifications across the various modules that make up the software suite. To assist you in navigating these configurations and customizations, our skilled teams are readily available to provide guidance. We tailor your CRM solution to align seamlessly with your organization’s structure, processes, teams, events, projects, sales framework, customer support, and help desk systems, among other components. Efficy Group boosts the efficiency of your sales teams by offering a comprehensive suite of CRM tools, including a customer database, business activity tracking, opportunity management, and a portfolio of offerings. Whether working from the office or on the go, your sales representatives gain a holistic 360° view of their customers and prospects, along with their proposals. Additionally, they will have the ability to segment their database effectively, allowing for the execution of targeted multi-channel marketing campaigns that can drive better engagement and results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Mailchimp
Microsoft Outlook
Alcméon
Campaign Monitor
Constant Contact
Constant Contact Lead Gen & CRM
Eureka ERP
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Mindsay
Qlik Application Automation
Webmecanik

Integrations

Mailchimp
Microsoft Outlook
Alcméon
Campaign Monitor
Constant Contact
Constant Contact Lead Gen & CRM
Eureka ERP
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Mindsay
Qlik Application Automation
Webmecanik

Pricing Details

$0 (free version)
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Werkflo Software Solutions Pty Limited

Founded

2020

Country

Australia

Website

www.werkflo.com.au

Vendor Details

Company Name

efficy

Founded

2005

Country

Belgium

Website

www.efficy.com

Product Features

CRM

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

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

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

Product Features

CRM

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

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