Collaborate on resolving cases

Platformax has a built-in case management system that makes it simple to provide support, resolve customer requests and communicate internal team projects. This makes it a one of a kind complete solution for driving sales, providing after-sales support and managing internal projects, all in one place.

Working as a team on solving problems will always produce results faster. You can use built-in email communication tools to share updates with your teammates, your clients, or both at the same time.

The Platformax Dashboard will always keep a live feed of currently open cases and the work that has been done during the day, so you’ll instantly know if the team is on top of everything or lagging behind. You can also keep the Dashboard loaded on a screen in the office so no one loses sight of waiting customers.

The case management system can help you organize additional work in any part of the sales process. You can use it for additional sales tasks, administration arrangements, responding to support requests, exchanging feedback with your team and almost anything else you can think of. Cases in Platformax are there for you to keep all your work in the CRM.

You can set up a customer support portal using Platformax, letting your customers open support tickets or check the current status of existing, already open ones. This way your clients can constantly access