---
description: Compare Chatabox vs InvestGlass to learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Chatabox vs InvestGlass Comparison - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Chatabox \<span\>vs\</span\> InvestGlass](https://www.capterra.co.nz/compare/218866/1012902/chatabox/vs/investglass-crm--pms)

# Compare Chatabox vs InvestGlass

Canonical: https://www.capterra.co.nz/compare/218866/1012902/chatabox/vs/investglass-crm--pms

> Detailed comparison between Chatabox and InvestGlass. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Chatabox | InvestGlass |
| **Overall rating** | 4.6/5 | - |
| **Total Reviews** | 5 | 0 |
| **Starting Price** | A$6.00 | CHF 50.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | Yes | Yes |
| **Deployment** | Cloud, SaaS, Web-based, Windows (On-Premise) | Cloud, SaaS, Web-based, Linux (On-Premise) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat |
| **Training** | In Person, Live Online, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### Chatabox

Chatabox is a simple, user-friendly CRM solution that scales to meet a users' needs. We like simple, so users don't waste time on complex applications.

### InvestGlass

Banks, brokers, private equity, neobanks

## Key features

### Chatabox

- API
- Activity Dashboard
- Calendar Management
- Campaign Management
- Customisable Reports
- Document Storage
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Reminders
- Sales Pipeline Management
- Segmentation
- Task Management
- Territory Management
- Workflow Management

### InvestGlass

- API
- Activity Dashboard
- Calendar Management
- Campaign Management
- Customisable Reports
- Document Storage
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Reminders
- Sales Pipeline Management
- Segmentation
- Task Management
- Territory Management
- Workflow Management

## Links

- [View Chatabox Profile](https://www.capterra.co.nz/software/218866/chatabox)
- [View InvestGlass Profile](https://www.capterra.co.nz/software/1012902/investglass-crm--pms)
- [View Original Comparison](https://www.capterra.co.nz/compare/218866/1012902/chatabox/vs/investglass-crm--pms)

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