Related Products
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About
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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About
Put the power of the #1 CRM to work, at a price that works for you.
Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth.
Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser.
Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses searching for an inside sales CRM solution to improve their processes
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Audience
Businesses and growing companies seeking flexible CRM solutions with scalable marketing, sales, service, and commerce tools tailored to evolving business needs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$9.99 per month
Free Version
Free Trial
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Pricing
$25.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPlatformax
Founded: 2009
Slovenia
www.platformax.com
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Company InformationSalesforce
Founded: 1999
United States
www.salesforce.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
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 Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management Features
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 Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Inside Sales Features
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Force Automation Features
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
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CRM Features
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 Features
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management Features
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
Inside Sales Features
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Force Automation Features
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Forecasting Features
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
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Integrations
Gmail
Mailchimp
AgentAuth
Ameyo by Exotel
BOTNATION AI
Booking Automation
Callab AI
ConventionSuite
D&B Optimizer
Dealfront
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Integrations
Gmail
Mailchimp
AgentAuth
Ameyo by Exotel
BOTNATION AI
Booking Automation
Callab AI
ConventionSuite
D&B Optimizer
Dealfront
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