A sales management platform covering the whole sales process from start to end.
Prospecting campaigns automated
Acquire new leads with personalized email drip campaigns or call your prospects with a single click or do a little mix and create a combination of cold calling and emailing that works best for you.
Follow steps to a successful sale
Create a sales pipeline consisting of steps everyone on your team can easily understand and define actions that need to be taken in each step to win that sale. Standardizing your sales processes gives you constant performance and it saves time on training and deploying new sales people.
Manage your contacts in a powerful but simple CRM
Have complete control of you contacts data all located in one place. Use our powerful filters to segment your contact data any way you like. Each contact has a timeline of all your past touchpoints your team has ever made with this contact e.g. like emails, calls, tasks, opportunities and other things that matter.
Collaborate with your team and customers
Use Cases to collaborate with customers on business opportunities and invite your team to join whenever you need help resolving issues around pre-sales or after-sales questions. Cases are a neat way to keep communication about a specific issue organized in a single thread.
Make business decisions based upon reports, insights and dashboards. Monitor any part of your business or team at any time. Think of a question related to your sales process and Platformax will give you the answer.
Productivity tools & Email tracking
At Platformax we work to automate processes so you can work smarter. With our tight email integration and built in phone calling sometimes you will forget you’re using a CRM. But you will also love our other goodies such as email templates, email open rate tracking, zero inbox for shared mailboxes, sales documents generator, global shared documents and many others.
Integration with 3rd party apps
Platformax’s CRM Sales works seamlessly with Google Drive, Gmail and Google Calendar. However it integrates with other third-party systems as well (ERP, marketing automation, Accounting, VoIP etc) speeding up your business processes.
Structure your sales process!