Platformax CRM Overview

Platformax CRM optimizes sales processes, centralizes contacts, and tracks opportunities. Features include email campaigns, cold-calling, performance reports, and third-party integrations.

Use Cases

Customers recommend Engagement Management, Helpdesk Management, Communication Management, as the business use cases that they have been most satisfied with while using Platformax CRM.

Other use cases:

  • Contact List Management
  • Lead Tracking
  • Relationship Management
  • Pipeline Management
  • Generation Of New Leads
  • Lead Management
  • Drip Marketing
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Platformax CRM.

Other priorities:

  • Acquire Customers
See all business priorities See less business priorities

Platformax CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Platformax CRM works with different mediums / channels such as E-Mail. Phone Calls. and Website.

Platformax CRM's features include Personalization, and Templates. and Platformax CRM support capabilities include Phone Support, Email Support, 24/7 Support, etc. also Platformax CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it." - Paromita Sanatani

Popular Business Setting

for Platformax CRM

Top Industries

  • Management Consulting
  • Computer Software
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market

Platformax CRM is popular in Management Consulting, Computer Software, and Information Technology And Services and is widely used by Small Business, and Mid Market,

Comprehensive Insights on Platformax CRM Use Cases

What Are the key features of Platformax CRM for Engagement Management?

How does Platformax CRM address your Helpdesk Management Challenges?

Why is Platformax CRM the best choice for Communication Management?

Why is Platformax CRM the best choice for Contact List Management?

What Are the key features of Platformax CRM for Lead Tracking?

Customer Testimonials

CUSTOMERS TESTIMONIALS
Platformax CRM testimonial

Paromita Sanatani

CEO

InYourPocket.com

Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it. Testimonial By Paromita Sanatani
Platformax CRM testimonial

Igor Panjan

CEO

Datafy.it

We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It's a one-stop shop for all our needs and we love it. Testimonial By Igor Panjan
Platformax CRM testimonial

Sergio Ermacora

CEO

Koola.io

Platformax is a great tool to keep track of and chase clients, especially the Prospecting tool. Besides that, the guys have been extremely kind in helping us set everything up and configuring some key functionalities for our business. Testimonial By Sergio Ermacora
CUSTOMERS TESTIMONIALS
Platformax CRM testimonial

Paromita Sanatani

CEO

InYourPocket.com

Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it. Testimonial By Paromita Sanatani
Platformax CRM testimonial

Igor Panjan

CEO

Datafy.it

We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It's a one-stop shop for all our needs and we love it. Testimonial By Igor Panjan
Platformax CRM testimonial

Sergio Ermacora

CEO

Koola.io

Platformax is a great tool to keep track of and chase clients, especially the Prospecting tool. Besides that, the guys have been extremely kind in helping us set everything up and configuring some key functionalities for our business. Testimonial By Sergio Ermacora

Frequently Asked Questions(FAQ)

for Platformax CRM

What is Platformax CRM?

Platformax CRM is an inside sales CRM that optimizes all steps of the sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support. It helps users to centralize their contacts database, organize their sales pipeline and keep track of prospective customers and opportunities.

It centralizes contacts database, a prospect with emails and calls, organizes pipeline and track opportunities, manages team and schedule activities, collaborates on resolving cases, analyzes performance with reports and integrates with favorite tools.

Some of its features include document templates, segmentation filters, automated email drip campaigns, cold-calling scenarios, a live case monitor and multiple order fulfillment workflows. It supports integration with various third-party applications such as Google Apps, Mailchimp, Twilio and more.

What is Platformax CRM used for?

Platformax CRM is mainly used by its customers to Increase Sales & Revenue and Enhance Customer Relationships by Engagement Management, Helpdesk Management and Communication Management .

What are the top features of Platformax CRM?

Personalization, Templates are some of the top features of Platformax CRM.

Who uses Platformax CRM?

Platformax CRM is used by Management Consulting, Computer Software and Information Technology And Services among other industries.

Where is Platformax CRM located?

Platformax CRM is headquartered at Celovška 175 1000 Ljubljana Slovenia.

Platformax CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.71/5

Read Reviews (9)
Custom Reports

4.27/5

Read Reviews (104)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.71/5

Read Reviews (9)
Custom Reports

4.27/5

Read Reviews (104)

Software Failure Risk Guidance

?

for Platformax CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Platformax CRM

Platformax Profile

Company Name

Platformax

Year Founded

2014

HQ Location

Celovška 175 1000 Ljubljana Slovenia

Employees

11-50

Social

Financials

PRIVATE