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Platformax Software

Name: Platformax Software
Rating: 4.5 (2 reviews)

By Platformax

901 Interested

Highlights : About Platformax Software

Import Contacts

Create Segment

Setup Campaign

Start Closing Deals

About Platformax Software

Platformax is a cloud-based customer relationship management (CRM) solution that caters to businesses across various industries such as IT, marketing, advertising, accounting, consulting and more. Platformax helps users centralize their contacts database, organize their sales pipeline and keep track of prospective customers and opportunities. The solution also enables sales managers to schedule activities for their team members and analyze their performance by generating custom reports. Additionally, Platformax features document templates, segmentation filters, automated email drip campaigns, cold-calling scenarios, a live case monitor and multiple order fulfilment workflows. It supports integration with various third-party applications such as Google Apps, Mailchimp, Twilio and more. Services are offered on a monthly subscription basis that includes support via email, FAQs and an online support center.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

CRM

Contact management

Pre-sales and after sales customer service

Lead management

Google apps integration (Gmail, Calendar, Drive)

Team collaboration

Email integration

Click to call / Make calls inside app

Opportunity management

Sales automation

Prospecting

Sales pipeline management

Benefits

Manage your sales activities from the point a lead enters the pipeline to the point when you deliver your product.

Collaborate with your team members on deals and customer issues

Automatically track emails and calls

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