Structure your sales process

Sales management and prospecting platform for sales teams


Sales Pipeline Management

Create a repeatable sales process by defining clear steps and activities that will turn you opportunities into successful sales.

Learn more about Sales Management


Acquire new leads with personalized automated email sequences or call your prospects with a single click.

Learn more about Prospecting


Turn issues into cases and collaborate with your team and your customers to resolve them.

Learn more about Collaboration

Why is Platformax the right choice for me?



  • Get an overview of your company’s business processes
  • Maintain full records of all work completed and all communications with customers.
  • Standardize your work process, shorten the training period for your new employees, incorporate more individual roles into your company’s workflow
  • Create an efficient business ecosystem that works according to pre-set rules and ensure an orderly workflow
  • Monitor business performance in real-time
  • Make strategic business decisions based on reports and analyses


Sales Manager

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

Platformax_Vodja klicnega centra

Call Center Manager

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

Platformax_Vodja podpore

Customer Service Manager

  • View all support request statuses in real-time (how many tickets are open, who’s on the waiting list…)
  • Give your support agents access to all of the client information they need to handle 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 personnel to collaborate between each other to resolve issues
  • Track time spent on individual support requests (eg. in cases of maintenance or contact support)
  • VoIP technology connects the entire system, so no additional hardware is required


Head of IT Department

Platformax is an all-in-one business application used by your entire team, but especially by: sales, customer service, your call center and the back office. This means you now have a single solution to all of your CRM needs: Platformax.

Some technical aspects that may pique your interest:

  • Platformax is hosted on a modern server infrastructure located in a state of the art datacenter
  • Safety backups are made daily at two different locations and kept up to 30 days
  • Platformax Standalone can be installed on your servers at your location
  • All Platformax pages are secured with SSL encryption
  • Platformax is developed by an experienced team of developers and based on a hybrid of technologies, however Ruby on Rails and Python in particular.


Head of Administration

All your orders and documentation (e.g. contracts) will be stored in one place, which makes it easy to prepare quotes and issue invoices. The invoices that have already been paid are marked for delivery.

Clients can see all open transactions, which means less questions for the administration 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, Complete sales management features, prospecting and collaboration, full email tracking.


29,99per month per user
  • (billed annually)
  • 39,99€ per user – billed monthly
  • Complete sales management features, prospecting, collaboration, simple workflow and product catalogue, phone integration.


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

Compare plans

This what our customers have to say

“Platformax is a Mercedes-Benz in the field of CRM and Sales management solutions, but first you need to learn how to drive it.”

Igor Panjan, CEO

“Platformax has completely transformed the way we work with out clients and how we manage our daily work. We don’t forward emails to each other anymore because all of our client’s communications is in one place. Before Platformax we were loosing many opportunities, now that is the past.”

Gregor K., Quality manager, Omega Ltd

Struggling with sales?

Our experts can help you – Use the salesjedi tool to diagnose your sales and find areas to improve!

Diagnose my sales

From our Blog

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Do Your Actions Speak Louder Than Words?

5. 3. 2017|0 Comments

In my experience of steering Platformax and my other startup ventures, we get paid for implementing our thoughts, if you cannot translate your ideas into action. You will be priceless, by this I mean to [...]

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Five underhand tactics that buyers play on you

1. 3. 2017|0 Comments

A sale is an art accentuated by science, and not many sales people understand this confluence. They either make it too mushy, full of emotions and relationship or just go by data. Both choices are [...]

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How I became the best sales person in my country

20. 2. 2017|0 Comments

The early years of my career were laced with eighteen hours of work in double shifts; the hunger to work more and craft a place for myself drove me to extreme penance. On the hindsight, [...]

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