4.5 / 5 65 reviews

Who Uses This Software?

Sales teams looking to automate their sales cycle (prospecting and pipeline management) from A to Z.

Average Ratings

65 reviews
  • 4.5 / 5
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service
  • 4.5 / 5
  • 5 / 5
    Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • Platformax
  • Founded 2009

About This Software

Platformax is an inside sales CRM for small and medium businesses, created by salespeople with 40 years of sales experience and research. It helps you maximize your team's productivity and your pipeline's output with a platform that covers every step of the sales process. From the first email or call to your prospect, to the point when the deal is won. Platformax is easy to use and the clean interface lets you focus on meaningful work and measurable results.

  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Auto-Dialing
  • Call List Management
  • Call Logging
  • Call Management
  • Call Recording
  • Campaign Management
  • Cataloging / Categorization
  • Channel Management
  • Commission Management
  • Contact History
  • Contact Import/Export
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Pipeline
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Survey Creation
  • Dashboard
  • Data Management
  • Document Management
  • Email Marketing
  • Email Response Control
  • FAQ
  • Field Sales Management
  • Group Management
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Product Catalog
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes / Proposals
  • Referral Tracking
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Search
  • Search / Filter
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Subscription Services
  • Survey Management
  • Territory Management
  • Workflow Management
  • XML / RSS

Platformax Latest Reviews

Automatically translated. Show original review

Platfromax is a Mercedez Benz

5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We tried 7 different CRM tools, all international top sellers. But at the end of the day, there was always something missing, like reporting, no support for call center sales activities, no integration to 3rd party tools, bad UI &UX and so on. So one time guys from Platformax called our company and we started to talk about sales processes, not sales software. That was a game changer for me. Platformax is a sales platform, not CRM, which adapts to sales process we have in our company. All other providers, expected, that we will adapt our processes to their software, which is silly - it's 2017, not 1984. ;) Features I most like in Platformax are:
- really simple and intuitive UI&UX. Not that ERPish table style UI.
- easy cooperation inside sales team, sale management - sale team through reporting, customer cards
- simple and easy change of lead ownership - this should be simple for all CRM tools, but it is not.
- the killer feature for me as a CEO of the company is the integration of Android phones with Platformax web app. My sales team just clicks on a lead in Platformax and his or hers phone start calling the lead. This is also extremely useful from a management standpoint, because, just looking into call statistics (average call duration, a number of phone calls, daily/weekly / monthly call duration) I can see which salesperson requires help. So, for example, I know my sales guy should have 90s average call duration and around 50 calls/day and suddenly I see a flat line in Platformax report and 15 s average call duration, I know I have somebody to work on. ;)

Pros: Simple and intuitive UI & UX, top notch customer care, Platformax web app and smartphone connection (this is a killer feature for me), 3rd party tools integration.

Cons: I know, guys are working on it, but I am really looking forward to an open API.

Automatically translated. Show original review

Stable and very powerful, a power-horse for sales

5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: The benefits we got from Platformax are many. Before we started, we had problems following-up on tasks and opportunities, which resulted in wasted money. We also have a great way to prospect for new clients now, with emailing and calling-automation, the whole team is on-track about who is doing what, our current customers are well taken care off and the sales pipeline is full. Our new sales reps got used to Platformax quickly, after a few hours of tutoring, it seems to be intuitive for them, and the support-team of Platformax is always listening for new suggestions and improvements. We have more clients, which are better managed, more sales opportunities in the pipeline and I have a better overview of the situation inside the company.

Pros: Good to have for any business, that works in sales. Platformax really helped us with further prospecting for our customer databases, since we were struggling with getting more customers while at the same time handling all the different spreadsheets. Platformax is also making it easier to manage communications inside our team via smaller projects-cases, and see all communication and activity, that was done with any of our clients. It solves the problem of not knowing which tasks are due and missing out on business opportunities, if a sales rep is missing for a few days. There are many other features, and we really adapted it to our needs.

Cons: Seems difficult to use at first, due to its size and the UX is not quite as flattering, as some other apps. But it makes it up by functionality by a long-shot.