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Users of Platformax have reported a wide range of use cases and benefits from using the software. One common use case is the efficient …
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Enterprise
$0
Cloud
Basic
$15.99
Cloud
per month
Business
$39.99
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Platformax?
Platformax Features
- Supported: Contact Management
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Internal Chat Integration
- Supported: Lead Management
- Supported: Marketing Automation
- Supported: Quotes/Estimates
- Supported: Sales Pipeline Management
- Supported: Segmentation
- Supported: Task Management
- Supported: Performance Metrics
- Supported: Project Management
- Supported: Scheduling
- Supported: Contact Database
- Supported: Data Import/Export
- Supported: Prospecting Tools
- Supported: Search/Filter
- Supported: Shared Contacts
- Supported: Auto-Dialer
- Supported: Call List Management
- Supported: Call Recording
- Supported: Lead Capture
- Supported: Performance Management
- Supported: Collaboration Tools
- Supported: Self Service Portal
- Supported: Campaign Management
- Supported: Lead Distribution
- Supported: Lead Nurturing
- Supported: Lead Qualification
- Supported: Lead Segmentation
- Supported: Pipeline Management
- Supported: Source Tracking
- Supported: Customer Support
- Supported: Email Response Control
- Supported: Call Management
- Supported: Contract/License Management
- Supported: Customer Database
- Supported: Opportunity Management
- Supported: Proposal Generation
- Supported: Sales Forecasting
- Supported: Document Management
Platformax Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of Platformax have reported a wide range of use cases and benefits from using the software. One common use case is the efficient management of projects, clients, and deals. The platform serves as a one-stop solution, providing users with easy information sharing and integration capabilities that enhance communication within their work teams. With a variety of integrations available, such as Zapier, Twilio, and Gmail, users can further enhance the functionality of Platformax to suit their specific needs.
Another key use case of Platformax is lead tracking and sales nurturing. Users have praised the lead tracking feature, stating that it has taken their businesses to the next level by aiding in revenue growth and ensuring that no sales opportunities slip through the cracks. Compared to other offline CRM systems, Platformax has proven to be a more effective solution for tracking leads and sales. Its simplicity, visual appeal, and intuitiveness make it suitable for various business environments.
Platformax also excels in its ability to provide users with a clear overview of project progression through its customizable sales pipeline feature. This allows for easy prospect and deal tracking, facilitating follow-up and planning. The software's automated features, such as setting timescales and drawing attention to opportunities, contribute to improved efficiency in daily sales tasks.
Users highly appreciate the support provided by Platformax, describing it as responsive and helpful. The software's ability to centralize customer data, information, and communication is highly valued by its user base. Additionally, users find Platformax to be a valuable tool for adding custom fields to contacts and leads, allowing for more detailed information tracking.
Overall, Platformax has garnered high satisfaction among users due to its support, features, user-friendliness, performance tracking capabilities, and comprehensive sales conversion analysis. It serves as an effective solution for managing sales processes in small and medium businesses while enhancing productivity and streamlining operations.
Flexible Integration: Many users have praised the flexibility of Platformax, with multiple reviewers stating that it allows for seamless integration with other software. This feature makes Platformax a complete and versatile tool for businesses, enabling them to streamline their workflows by connecting different applications.
User-Friendly Interface: The clean and user-friendly interface of Platformax has received high praise from several users. They appreciate how easy it is to navigate and manage the system without requiring extensive technical knowledge. This intuitive design helps users quickly adapt to using Platformax and ensures a positive user experience.
Effective Sales Process Management: Multiple reviewers have highlighted the effectiveness of Platformax in managing sales processes. They specifically mention features such as task assignment and direct client communication through email integration. Users find these functionalities valuable in ensuring that potential leads and opportunities are not overlooked or lost, making Platformax a comprehensive solution for sales management.
Error Occurrences: Some users have experienced occasional errors while using Platformax, which has caused discomfort. The support team is actively working on finding a solution to address this issue.
Interface Usability: Several users find the interface of Platformax to be lacking and not user-friendly. They believe that it requires some time to get used to and could benefit from improvements in terms of usability.
Limited Integrations and Offline Mode: Users have expressed a desire for more integrations with other platforms as well as an offline mode option, especially for areas with unreliable internet connectivity. However, they understand that this limitation is common among most software solutions.