Full email integration and zero Inbox
Centralized e-mail communication
Platformax comes with a state of the art email system with advanced tracking. Emails can be connected to new contacts, new opportunities, and new or existing cases. Once you connect them to the relevant person or action, you’re all set and all future tracing will simply work.
You can send emails directly from Platformax or integrate with GMail, Outlook or Apple Mail so that all emails sent from there appear in Platformax right away. You can click here to see how email tracking works.
All tasks and critical work information in one place
Dashboard and control panel
The control panel gives you access to vital work related information, so you always know what needs to be done next.
Never miss the important things
Platformax notifications engine
Get email, SMS or in-app notifications when a planned activity is coming up, a customer replies to an email, or your colleague needs your help.
Create offers, orders or contracts with just one click
Document Management system
Instantly prepare documents that need to be sent or printed and signed (e.g. supply contracts, purchase orders, etc.) and share all documents in one location, with the option to integrate with Google Drive, too.
Adjust Platformax to your needs
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 and work becomes smooth and easy, since less communication is required.Everyone knows their responsibilities and all actions and tasks are clearly assigned.
Simple data import and export
Import your existing customer base and contacts from Excel or CSV. Click here to see how to import data. Or you can export to either format, too.
Start utilizing the power of CRM to maximise productivity.