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Full email integration and zero Inbox

Centralized e-mail communication

Forget the BCC or copy/paste!  Platformax comes with a “state of art” email tracking solution. Emails can be related with new contacts, new opportunities, new/existing tickets. Once you make this relation, you’re done! Platformax will track your emails and automatically relate them with your contacts, opportunities and tickets.

You can send emails directly from Platformax and this also works the other way around, emails related to opportunities, tickets or contacts that you send from Gmail, Microsoft Outlook, Apple Mail or any other email client, will automatically appear in Platformax. Click here to see how email tracking works.

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Dashboard

Control panel and a user profile

The control panel gives you access to vital work related information, so you never forget about the important things

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Notifications

Don’t miss the important stuff

Get email, SMS or in-app notifications when a planned activity is approaching, a customer replies to an email, or your colleague needs your help.

Document Management system

Create offers, orders or contracts with just one click

Instantly create documents that need to be written and signed manually (eg. Supply contracts, purchase orders, etc.). Share all documents in one location and integrate with Google Drive.

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Workflow

Configure your workflow

Platformax is so customizable it adapts to your workflow – not the other way around.
Pre-defined work processes keep all of your employees on track. Work becomes smooth and easy. And it requires less communication, since responsibilities and actions are clearly assigned.

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Import / export

Simple data import and export

Import your existing customer base and contacts from Excel or CSV. Click here to see how to import data

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