
Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it.

We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It’s a one-stop shop for all our needs and we love it.

Thanks to Platformax we are now building and customizing our sales campaigns in much less time. It has also increased our conversion rate and streamlined our processes, and that’s what we needed.

Platformax is a great tool to keep track of and chase clients, especially the Prospecting tool. Besides that, the guys have been extremely kind in helping us set everything up and configuring some key functionalities for our business.

For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It’s simple to use, yet it offers so much more than your average CRM.

Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it.

We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It’s a one-stop shop for all our needs and we love it.

Thanks to Platformax we are now building and customizing our sales campaigns in much less time. It has also increased our conversion rate and streamlined our processes, and that’s what we needed.

Platformax is a great tool to keep track of and chase clients, especially the Prospecting tool. Besides that, the guys have been extremely kind in helping us set everything up and configuring some key functionalities for our business.

For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It’s simple to use, yet it offers so much more than your average CRM.
Enterprise level features at a fraction of the cost
Starting from

Automated prospecting
Two-way email integration
Pipeline management
Team organization
Seamless phone integration
and much more!
OR
Enterprise level features at a fraction of the cost
Starting from

Automated prospecting
Seamless phone integration
Pipeline management
Team organization
Two-way email integration
and much more!
OR
Launch your prospecting campaign in 4 simple steps:
Launch your prospecting campaign in 4 simple steps:

Import Contacts
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.

Create Segment
Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too.

Setup Campaign
Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural.

Start Closing Deals
With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals.

Import Contacts
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.

Create Segment
Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too.

Setup Campaign
Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural.

Start Closing Deals
With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals.