Automated prospecting campaigns

Platformax connects and synchronizes with your email provider, just like any email client would. Our native Gmail support enables 2-click setup, but you can also use any other email with IMAP. Once you connect, Platformax will start tracking all your emails automatically.

Use our powerful filtering engine and segment your contacts into different prospecting lists, so you can engage them with prospecting campaigns customized specifically for them. You can filter by any field or condition and you can save filtered segments for any future campaigns.

Put in your emails’ copy and include custom fields and snippets to make them sound natural. You can also save all of your emails as templates in different categories and re-use them at any point in the future. Well crafted email templates are an essential part of every sales playbook and with Platformax they are always ready and available to all team members.

Reach out to your prospects at predefined time intervals and configure conditional triggers for each of your follow-ups. You can customize next emails of the sequence based on whether your target audience opened, replied or ignored your previous email.

Switch to the reports section to see the performance of your campaigns. Our prospecting dashboard makes it simple to track the statistics of all your campaigns, and diving deeper into the data is intuitive and only a click away.