Audience
Businesses searching for an inside sales CRM solution to improve their processes
About Platformax
Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
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Pricing
Starting Price:
$9.99 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Platformax
Founded: 2009
Slovenia
www.platformax.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Platformax Frequently Asked Questions
Platformax Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
Construction CRM
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
Quote Management
Not Supported
Contact Management
Activity Management
Supported
Appointment Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Supported
Group Management
Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Supported
Sales Pipeline Management
Supported
Search / Filter
Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Not Supported
Financial CRM
Lead Management
Supported
Relationship Tracking
Supported
Account Alerts
Not Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Marketing Management
Not Supported
Team Assignments
Not Supported
Territory Management
Not Supported
Inside Sales
Auto-Dialing
Supported
Call List Management
Supported
Call Recording
Supported
Campaign Management
Supported
Dashboard
Supported
Data Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Scoring
Supported
Performance Management
Supported
Lead Management
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
Real Estate CRM
Campaign Management
Supported
Contact Management
Supported
Dashboard
Supported
Email Marketing
Supported
Interaction Tracking
Supported
Lead Management
Supported
Segmentation
Supported
Client / Property Matching
Not Supported
Property Alerts
Not Supported
Referral Tracking
Not Supported
Sales Enablement
Collaboration
Supported
Contact Management
Supported
Document Management
Supported
Lead Management
Supported
Meeting Management
Supported
Proposal Management
Supported
Content Management
Not Supported
Goals / Quota Management
Not Supported
Performance Management
Not Supported
Presentation Management
Not Supported
Territory Management
Not Supported
Training Management
Not Supported
Sales Force Automation
Call Management
Supported
Contact Management
Supported
Contract Management
Supported
Customer Database
Supported
Email Marketing
Supported
Lead Management
Supported
Opportunity Management
Supported
Proposal Generation
Supported
Sales Forecasting
Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Not Supported
Field Sales Management
Not Supported
Performance Metrics
Not Supported
Referral Tracking
Not Supported
Territory Management
Not Supported
