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
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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
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
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Sales Management
Scheduling
Time Management
Quote Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Financial CRM
Lead Management
Relationship Tracking
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Marketing Management
Team Assignments
Territory Management
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate CRM
Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Segmentation
Client / Property Matching
Property Alerts
Referral Tracking
Sales Enablement
Collaboration
Contact Management
Document Management
Lead Management
Meeting Management
Proposal Management
Content Management
Goals / Quota Management
Performance Management
Presentation Management
Territory Management
Training Management
Sales Force Automation
Call Management
Contact Management
Contract Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Proposal Generation
Sales Forecasting
Campaign Management
Channel Management
Commission Management
Field Sales Management
Performance Metrics
Referral Tracking
Territory Management
