Platformax

Platformax

Effective inside sales management with automated prospecting.

4.7/5 (66 reviews)

Platformax Overview

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.

Pricing

Starting from
US$10,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa

Supported Languages

English

Platformax Reviews

Overall rating
4.7/5
98% positive reviews
45
Excellent
20
Very good
1
Average
0
Poor
0
Terrible
Igor P.

Platfromax is a Mercedez Benz

Used Daily for 1+ year
Reviewed on 2016/12/14
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Eve D.

Stable and very powerful, a power-horse for sales

Used Daily for 1+ year
Reviewed on 2017/09/11
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
John S.

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

Used Daily for 1+ year
Reviewed on 2017/09/11
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Martin D.

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

Used Daily for 1+ year
Reviewed on 2017/09/27
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kathrin P.

Great CRM for single user or large team

Used Daily for 1+ year
Reviewed on 2017/09/20
Review Source: Capterra

Lets not kid ourselves. Sales is a numbers game and when it come to setting up several appointments a day, to follow up task, and to consistently hit your to do list everyday, to bring it closer to the closing is not only exciting, but very motivating. If there is one thing I can say about Platformax, is it should be renamed to Do-it-max! As it is sales driven, task & result oriented, and you can see everything in terms of performance to make sense of your numbers and sales conversions. Platformax should be a tool that all sales person should use, no matter what you are selling! Its my bible and my daily bread. Thank you Platformax!

Pros

After looking at 4 or 5 other CRM systems, I decided to go with Platformax after hearing about the ease of use and I'm glad I did. I'm not tech savvy at all yet found Platformax very simple to set-up, customize and use. I started as a single user and now we have a whole team using it.

Cons

The app could use with a little bit of improvements, also on the cosmetic side. It would also be nice, if it can detect all the call i make to clients who are within the Platformax database, instead of me searching from Platformax or my phone to make a call.

Response from Platformax

Thanks Kathrin! Expect to see improvements soon.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Platformax Pricing

Starting from
US$10,00/month
Pricing options
Free Trial
Subscription
Value for money

$9.99/month per user for our basic plan

Platformax Features

  • API
  • Activity Tracking
  • Custom Fields

  • Activity Dashboard
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Platformax

Key features of Platformax

  • CRM
  • Click to call / Make calls inside app
  • Contact management
  • Email integration
  • Google apps integration (Gmail, Calendar, Drive)
  • Lead management
  • Opportunity management
  • Pre-sales and after sales customer service
  • Prospecting
  • Sales automation
  • Sales pipeline management
  • Team collaboration

Benefits

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

Platformax FAQs

Below are some frequently asked questions for Platformax.

Q. What type of pricing plans does Platformax offer?

Platformax offers the following pricing plans:

Starting from: US$10,00/month

Pricing model: Subscription

Free Trial: Available

$9.99/month per user for our basic plan

Q. What are the main features of Platformax?

Platformax offers the following features:

  • CRM
  • Click to call / Make calls inside app
  • Contact management
  • Email integration
  • Google apps integration (Gmail, Calendar, Drive)
  • Lead management
  • Opportunity management
  • Pre-sales and after sales customer service
  • Prospecting
  • Sales automation
  • Sales pipeline management
  • Team collaboration

Q. Who are the typical users of Platformax?

Platformax has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Platformax support?

Platformax supports the following languages:

English

Q. What type of pricing plans does Platformax offer?

Platformax has the following pricing plans:

Subscription

Q. Does Platformax support mobile devices?

We do not have any information about what devices Platformax supports

Q. What other apps does Platformax integrate with?

Platformax integrates with the following applications:

FreshBooks, Gmail, Google Calendar, Google Drive, Mailchimp, Twilio Communications Cloud, Zapier

Q. What level of support does Platformax offer?

Platformax offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials