Acquire new leads with personalized email drip campaigns or call your prospects with a single click.

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From cold calls to email drip campaigns, you will be able to book more meetings and feed more leads into your sales pipeline.

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Sales automation

Re: Automated

Send a series of personalized emails to your prospects at predefined time intervals or have them triggered by certain events. With our tracking tools you’ll know exactly when they open and respond to your emails.

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Centralized data

All information about your prospect in one screen

SDRs usually need to gather information from various sources, but Platformax gives you all the relevant information in one place, helping you work faster.

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Click-to-call

One click calls from your browser

Many times just sending an email simply isn’t enough. Platformax lets you call directly from your browser and all incoming and outgoing calls are automatically tracked. There’s no need for you to ever leave your CRM.

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Keep help at hand

Predefined sales scripts

Create your personalized sales scripts so you know exactly what you need to say on your next call. With solid sales scripts your team will deliver consistent information to your prospects ensuring great results every time.

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Save time on writing

Email templates and categories

Track your emails and templates open, reply and click rates, all in one place. Analyze and learn from your past performance and optimize your future email drip campaigns.

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Know your performance

Call statistics monitors

If you are engaged in high volume cold calling campaigns, you need to be efficient at every step of the way. Platformax helps you track calls in real-time and provides you with a detailed overview of your team’s call performance.

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Track and optimize

Email statistics

Track your emails and templates open, reply and click rates, all in one place. Analyze and learn from your past performance and optimize your future email drip campaigns.

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Optimized cold calling

Make more calls in less time

The auto dialer built into Platformax will automatically line up your next call, without requiring any SDR interaction. Our interface allows you to quickly access and update all your prospect’s information so you can jump on the next call as soon as possible.

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Import Excel and CSV contacts

Instantly import contacts from Excel and CSV databases, providing your agents with a call list in seconds.

Create segments from your contact lists

Use our powerful filters and segment your contacts into different prospecting lists, so you can engage in prospecting campaigns customized for each of these groups.

Optimize your sales process today.

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