Platformax CRM Overview

This is a summary of the comprehensive capabilities and benefits of Platformax CRM based on over 729 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Platformax CRM, SalesNexus, Claritysoft CRM, PlanPlus Online, Bigcontacts CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Platformax CRM is right for your needs? Our Cuspera AI engine can evaluate how Platformax CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Platformax CRM supports business activities such as:

  • Engagement Management
  • Helpdesk Management
  • Communication Management
  • Contact List Management
  • Lead Tracking

Platformax CRM can help you with many business goals, such as Increase Sales & Revenue, Enhance Customer Relationships, and Acquire Customers. It can help manage these activities if you use E-Mail Phone Calls and Website for these needs. As a solution, Platformax CRM's capabilities include Personalization, and Templates.

Platformax CRM was founded in 2014. Management Consulting Vertical is its biggest customer base.

Reviews

"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. " - Igor Panjan

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Platformax CRM solved their CRM needs. Cuspera uses 729 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities peers achieved using Platformax CRM.

Other priorities:

  • Acquire Customers
See all business priorities See less business priorities

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engagement Management with E-Mail and Phone Calls

4.93/5 ★

Read Reviews (29)

"...Platformax is a nice, simple piece of software to keep track of prospects and deals on a daily basis, with a easy way to follow up and plan ahead...."
engaging and following up

4.88/5 ★

Read Reviews (18)

"...I particularly like all the follow-up functionalities and the smooth layout of the interface...."
Helpdesk Management with Website and Phone Calls

4.00/5 ★

Read Reviews (25)

"...That site is probably the best approach I've seen for online support/help...."
Communication Management with E-Mail

4.89/5 ★

Read Reviews (20)

"...The email tracking for example is really handy, if you have team members who send out many emails to clients and communication can get lost easily...."
tracking & monitoring communications

4.74/5 ★

Read Reviews (9)

"...It has got basic functions in the email tracking, it allows you to run email campaigns and also tracks results...."
sending & publishing communications

4.46/5 ★

Read Reviews (4)

"...Ability, to send out mass emails and use reporting...."
PEER EXPERIENCES
Engagement Management with E-Mail and Phone Calls

4.93/5 ★

Read Reviews (29)

"...Platformax is a nice, simple piece of software to keep track of prospects and deals on a daily basis, with a easy way to follow up and plan ahead...." Peer review by Klaus Baier
engaging and following up

4.93/5 ★

Read Reviews (18)

Helpdesk Management with Website and Phone Calls

4.00/5 ★

Read Reviews (25)

"...That site is probably the best approach I've seen for online support/help...." Peer review by Karol J., Systms Manager, Management Consulting
Communication Management with E-Mail

4.89/5 ★

Read Reviews (20)

"...The email tracking for example is really handy, if you have team members who send out many emails to clients and communication can get lost easily...." Peer review by Carl K., Sales representative, Marketing and Advertising
tracking & monitoring communications

4.89/5 ★

Read Reviews (9)

sending & publishing communications

4.89/5 ★

Read Reviews (4)

32+ more Business Use Cases

Our AI advisor, Wyz, harnessed 729 insights from peers and experts to help you assess how these Platformax CRM use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

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

Matjaz Miskec

Project Manager

Rittal.si

For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It's simple to use, yet it offers so much more than your average CRM. Testimonial By Matjaz Miskec

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
CUSTOMERS TESTIMONIALS

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

Matjaz Miskec

Project Manager

Rittal.si

For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It's simple to use, yet it offers so much more than your average CRM. Testimonial By Matjaz Miskec

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

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.

What is Platformax CRM used for?

Platformax CRM is a CRM Software 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.

What are Platformax CRM alternatives?

SalesNexus, Claritysoft CRM, PlanPlus Online and Bigcontacts CRM are popular alternatives for Platformax CRM.

Where is Platformax CRM located?

Platformax CRM is headquartered at Celovška 175 1000 Ljubljana Slovenia.

Popular Business Setting

for Platformax CRM

Top Industries

  • Management Consulting
  • Computer Software
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market

Peers used Platformax CRM to Increase sales & revenue and Enhance customer relationships

Peer and Expert Opinion on Features

for Platformax CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.54/5 ★

Read Reviews (12)
Templates

3.51/5 ★

Read Reviews (9)
FEATURES RATINGS AND REVIEWS
Personalization

4.54/5 ★

Read Reviews (12)
Templates

3.51/5 ★

Read Reviews (9)

IT and Other Capabilities

for Platformax CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.11/5 ★

Read Reviews (65)
Data Export

3.04/5 ★

Read Reviews (13)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.11/5 ★

Read Reviews (65)
Data Export

3.04/5 ★

Read Reviews (13)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.72/5 ★

Read Reviews (32)
Email Support

3.64/5 ★

Read Reviews (16)
24/7 Support

3.64/5 ★

Read Reviews (111)
Chat Support

2.99/5 ★

Read Reviews (21)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.72/5 ★

Read Reviews (32)
Email Support

3.64/5 ★

Read Reviews (16)
24/7 Support

3.64/5 ★

Read Reviews (111)
Chat Support

2.99/5 ★

Read Reviews (21)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.71/5 ★

Read Reviews (9)
Custom Reports

4.27/5 ★

Read Reviews (104)
CAPABILITIES (OTHER) 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

Vendor Profile Details

Company Name

Platformax

Company Website

https://platformax.com/

Year Founded

2014

HQ Location

Celovška 175 1000 Ljubljana Slovenia

Employees

11-50

Social

Financials

PRIVATE