Everything you need in a CRM solution

Manage your contacts, keep up to date with all of the activities your team performs.
Get a 360 ° view of all the information you have on your customers.

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CRM

Manage your contacts

Follow up on sales and aftersales activities. Emails, planned activities, meetings, notes, documents, opportunities, orders, calls … all of them located in one place, giving you a useful overview of your potential & existing customers. Click here to learn more about contacts in Platformax

Activities

Check all interactions with the activity stream.

All contact interactions are recorded and saved in the activity stream. This gives a quick overview of who the contact was and what was discussed. It also records the past interactions with every contact. Click here to learn more on Contact home.

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