Centralize your contact database

With Platformax you can add contacts directly from all mailboxes that you connect, transfer from your Pipedrive account as well as using existing XLS and CSV databases. Once the upload is done, you can map the rows of your database and let Platformax build your database.

Adapt the CRM to your company’s needs by adding all the custom fields your team needs. In case your lead’s shoe size, high school diploma or number of children is important to you, simply create those fields before importing your data and then store all additional data you need.

If you have any documents exchanged with your leads, you can share them with the team and keep them at hand right there in the CRM. These can be invoices, purchase orders, scanned documents, or anything else, now available to your whole team.

The powerful built in filtering engine comes with a plethora of available conditions and variables, making it simple for you to find exactly the contacts you need. Whether you want to create a segment for a prospecting campaign or bulk-edit contacts right there on the spot, you’ll spend far less time doing it.

All interactions with your contacts are saved and available in their activity stream. There you will find a compact overview of who reached out to them and everything that happened so far as well as all planned activities and meetings. This makes it incredibly easy for anyone on the team to update on the status on any lead.