The “all-in-one” Sales Management and Collaboration Platform


Poslovni sistem s CRM

Sales Automation

Organize effective sales and after-sales processes that customers love!

Learn more about Sales Automation



Improve customer loyalty and satisfaction in an efficient way.

Learn more about Collaboration

call center


Deploy your own sales development for prospecting or lead generation purposes.

Learn more about Prospecting

Why is Platformax the right choice for me?



  • Get an overview on the company’s business processes
  • Have full record of work completed and all customer communications made.
  • Standardize your work process, shorten the training process for new employees, incorporate more individual roles into your company’s workflow
  • Create an efficient business eco-system that works according to preset rules (workflow)
  • Monitors business performance in real-time
  • Make strategic business decisions based on reports and analysis


Sales Manager

  • Implement a measurable and scalable sales process step-by-step
  • Monitor activities of an individual sales rep or the whole team
  • Access key metrics and insights about sales activites that matter to you most in real-time
  • Manage your sales reps in a predefined sales funnel
  • Automate your sales process (contract drafts, tender applications)

Platformax_Vodja klicnega centra

Call Center Manager

  • Increase outbound call volume and quality of conversations
  • Improve sales call consistency with built in call scripts
  • Control call agents’ performance with live statistics and reports
  • Collect all the necessary customer information about the customer in one place, so agents can have meaningful interactions
  • Keep call costs with integrated VoIP telephony and phone equipment costs low with “call from the browser” abilty

Platformax_Vodja podpore

Customer Service Manager

  • View all support requests statuses in real-time (how many are open, which are on the waiting list…)
  • Give your support agents access to all the client information needed to close a support request
  • Respond to support requests via email, your call center or the customer service user portal. The user portal gives customers a chance to check the status of their support requests.
  • Allow support people to collaborate between eachother to resolve an issue
  • Track time spent on individual support requests (eg. in case of maintenance / support contracts)
  • VoIP telephony connects the entire system, so additional hardware is not required


Head of IT Department

Platformax is an all-in-one business application used by your whole team, particularly: sales, call center, customer service and backoffice. This means you have a single solution to all your CRM needs: Platformax.

Some technical aspects that may interest you:

  • Platformax is hosted on a modern server infrastructure located in the state of the art datacenter
  • Safety backups are made daily at two different locations and kept for 30 days
  • Platformax Standalone can be installed on your servers at your location
  • All Platformax instances are on SSL
  • Platformax is developed by an experienced team of developers and is based on different technologies, but mainly on Ruby on Rails and Python.


Head of Administration

All the orders and documents (eg. contracts) are in one place, which makes it easy to prepare quotes and issue invoices. The invoices that have been already paid are marked for delivery.

Clients can see open transactions, which means less questions for the administation department. Staff can also inform customers about their open transactions via text (SMS) message.



9,99per month per user
  • (billed annually)
  • 15,99€ per user – billed monthly
  • Easy on-boarding, Basic sales automation, Prospecting and Collaboration. For teams up to 15 users.


29,99per month per user
  • (billed annually)
  • 39,99€ per user – billed monthly
  • Sales automation, Prospecting, Collaboration, Simple workflow. For teams more than 15 users.


99,99per month per user
  • (billed annually)
  • 139,99€ per user – billed monthly
  • Sales automation with multple pipelines, advanced prospecting, collaboration with client portal, multiple advanced workflows.

Compare packages

Don’t listen to us, listen to our customers


“We use platformax for managing our business processes and to build relationships with our customers.
Since we’ve introduced it into our workflow our productivity skyrocketed.”

Aleksandar V., Salviol LTD

Would you like to organize an effective sales process and after-sales support?