About Platformax

Platformax let's you organize an effective sales process, by letting you manage your leads and customers in one place, track your sales pipeline and manage your sales reps' tasks and prospect faster than ever, with automated email campaigns and calls straight from the CRM.

It's simple to use and it even automatically tracks all your emails and phone calls. It's very configurable and can easily adapt to your workflow.

Our ideal users are:
- inside sales teams with many customer interactions (calls, emails, meetings)
- sales development and prospecting teams
- teams that need a powerful, but simple CRM

Platformax also integrates with Google Apps (Gmail, Drive, Contacts, Calendar), MailChimp, Twillio, Freshbooks, Zappier (coming soon) and Analytics.

Key benefits of Platformax

Platformax allows you to:
- manage your sales activities from the point a lead enters the pipeline to the point when you deliver your product.
- collaborate with your team members on deals and customer issues
- automatically track emails and calls

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

English

Images

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Platformax video
Platformax video
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Features

Total features of Platformax: 53

  • API
  • Activity Tracking
  • Auto-Dialer
  • Automatic Lead Distribution
  • Call Center Management
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Case Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Support
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Data Management
  • Document Management
  • Document Storage
  • Email Marketing
  • Email Response Control
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Meeting Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Sales Forecasting
  • Sales Pipeline Management
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Task Management

Alternatives

Salesforce Sales Cloud

4,4
#1 Alternative to Platformax
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Zoho CRM

4,2
#2 Alternative to Platformax
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

amoCRM

4,5
#3 Alternative to Platformax
amoCRM is the world's first messaging-powered CRM. It features customizable sales pipelines, lead tracking,...

Bitrix24

4
#4 Alternative to Platformax
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time...

Reviews

Overall rating

4,7 /5
(44)
Value for Money
4,8/5
Features
4,6/5
Ease of Use
4,2/5
Customer Support
4,6/5

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Showing 5 reviews of 44
Igor P.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Platfromax is a Mercedez Benz

Reviewed on 2016/12/14

We tried 7 different CRM tools, all international top sellers. But at the end of the day, there was...

We tried 7 different CRM tools, all international top sellers. But at the end of the day, there was always something missing, like reporting, no support for call center sales activities, no integration to 3rd party tools, bad UI &UX and so on. So one time guys from Platformax called our company and we started to talk about sales processes, not sales software. That was a game changer for me. Platformax is a sales platform, not CRM, which adapts to sales process we have in our company. All other providers, expected, that we will adapt our processes to their software, which is silly - it's 2017, not 1984. ;)

Features I most like in Platformax are:
- really simple and intuitive UI&UX. Not that ERPish table style UI.
- easy cooperation inside sales team, sale management - sale team through reporting, customer cards
- simple and easy change of lead ownership - this should be simple for all CRM tools, but it is not.
- the killer feature for me as a CEO of the company is the integration of Android phones with Platformax web app. My sales team just clicks on a lead in Platformax and his or hers phone start calling the lead. This is also extremely useful from a management standpoint, because, just looking into call statistics (average call duration, a number of phone calls, daily/weekly / monthly call duration) I can see which salesperson requires help. So, for example, I know my sales guy should have 90s average call duration and around 50 calls/day and suddenly I see a flat line in Platformax report and 15 s average call duration, I know I have somebody to work on. ;)

Pros

Simple and intuitive UI & UX, top notch customer care, Platformax web app and smartphone connection (this is a killer feature for me), 3rd party tools integration.

Cons

I know, guys are working on it, but I am really looking forward to an open API.

Response from Platformax

Thank you very much for such a nice review. You're awesome.

Eve D.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Stable and very powerful, a power-horse for sales

Reviewed on 2017/09/11

The benefits we got from Platformax are many. Before we started, we had problems following-up on...

The benefits we got from Platformax are many. Before we started, we had problems following-up on tasks and opportunities, which resulted in wasted money.

We also have a great way to prospect for new clients now, with emailing and calling-automation, the whole team is on-track about who is doing what, our current customers are well taken care off and the sales pipeline is full.

Our new sales reps got used to Platformax quickly, after a few hours of tutoring, it seems to be intuitive for them, and the support-team of Platformax is always listening for new suggestions and improvements.

We have more clients, which are better managed, more sales opportunities in the pipeline and I have a better overview of the situation inside the company.

Pros

Good to have for any business, that works in sales.

Platformax really helped us with further prospecting for our customer databases, since we were struggling with getting more customers while at the same time handling all the different spreadsheets.

Platformax is also making it easier to manage communications inside our team via smaller projects-cases, and see all communication and activity, that was done with any of our clients.

It solves the problem of not knowing which tasks are due and missing out on business opportunities, if a sales rep is missing for a few days.

There are many other features, and we really adapted it to our needs.

Cons

Seems difficult to use at first, due to its size and the UX is not quite as flattering, as some other apps. But it makes it up by functionality by a long-shot.

Response from Platformax

Thank you for the great review Eve. We listen to our users and the team is developing a new UX, to make your use of Platformax even better.

Sandi M.
Overall rating
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

New workstyle

Reviewed on 2017/02/20

Well to be honest i am missing some functionality like reply to mail or maybe selecting multiple...

Well to be honest i am missing some functionality like reply to mail or maybe selecting multiple mails and asigning them to certain persons. I would also apreciate more if it wasn't so boring in terms of colours. Besides that i think it is ok.

Pros

Simplicity

Cons

Colour scheme could be better and more live, colorful.

Response from Platformax

Hi Sandi,

Thank you for your kind review. We will see what can be done in terms of color personalization to make it prettier for everyone's eyes :) But what caught my attention a bit more is the "..where some data could be autofilled..". We are actually going to release data enrichment which is going to autofill a lot of data on your contacts. I hope that will help. As always if you want to give us direct feedback use the in-app feedback button.

Thanx again for the review!

John S.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use and ready to go, no expensive investment in on-boarding or administration.

Reviewed on 2017/09/11

I got way less work with administrative tasks and working on daily issues, that happened when our...

I got way less work with administrative tasks and working on daily issues, that happened when our client-base was not so well organized.

It's great to see exactly how well we perform and where the bottlenecks of our sales department are, so we can focus on such issues on monthly meetings and improve the company as a whole. We work with our team closely in order to improve customer satisfaction and retention, which works great with opportunity management in Platformax.

I surely would recommend it to any small or medium business, that is looking for a effective and affordable solution to further grow and improve it's sales process.

Pros

It's easy to use and it's ready to go, once you invest a few hours to set it up for the company.

No need for expensive on-boarding, no need for consultations. I could set-up all we needed for our business in 4 hours, and if there is ever anything I need help with, the support team of Platformax is ready to help out in an instant.

Our sales team is tells me, that they are more organized and efficient than before, since there is less confusion about what tasks are due today or this week. Even if somebody in the team gets sick or missing, the CSO always knows what to do and she can delegate the tasks around.

Using Platformax really feels natural and it's still growing.

Cons

it looked quite archaic, when I first used it. But apart from the visuals, it does the job as it should, even more than that. More function than we imagined and way less complications than with other sales tools we have tried.

Martin D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Brilliant software! Complete solution, Flexible & Supported from very start

Reviewed on 2017/09/27

Reason why I chose Platformax over other, is not just to manage all my opportunities in one place,...

Reason why I chose Platformax over other, is not just to manage all my opportunities in one place, but also to manage practically all other activities (projects) too.

All the flexibility is provides to add new custom fields is so extremly helpful. With new contacts and leads, we need sometimes more information on them - I added fields to each contact (where we meet and the date) so I can keep track of who's who instead of adding that information to the note for each one.

Platformax provides me a single system that is
- visual: clearly manage progression from start to finish
- lets me manage deals and move them along the pipeline
- flexible: I customise pipelines & their stages titles to set out project progression too
- automated: setting timescales on each stage draws my attention to opportunites I that require
checking or action taking
-Well supported: I needed a few questions answered, and the support was just perfect (and fast to)!

I'm recommending this to everyone I meet to quickly and easily manage their sales (and projects) without the need for any great effort or distraction.

We train our users to take advantage of Platformax, taking the next step and finishing a business opportunity is always.

Pros

It's clean, it tracks everything we can think of, has flexibility to customise pipelines, stages and custom fields.

Cons

Sometimes it is a bit slow, but it only lasts a few minute if there are deploys on the product side.

Response from Platformax

Appreciate it Martin, dankeschoeon!

Showing 5 reviews of 44 Read all reviews

Platformax FAQs

Below are some frequently asked questions for Platformax.

Platformax offers the following pricing plans:

  • Starting from: US$9,99/month
  • Pricing model: Subscription
  • Free Trial: Available

$9.99/month per user for our basic plan

We do not have any information about Platformax features

Platformax has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Platformax supports the following languages:

English

Platformax supports the following devices:

Platformax integrates with the following applications:

FreshBooks, Gmail, Google Calendar, Google Drive, Mailchimp, Twilio Voice, Zapier

Platformax offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

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