Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Introducing a comprehensive platform for managing inquiries and showroom operations, designed as a complete cloud-based solution to oversee your sales initiatives. This innovative system streamlines the sales process through a user-friendly interface tailored for sales teams, ensuring that every stage of the sales journey is digitized. With real-time transparency and visibility into showroom activities, you can effectively manage and convert every prospective lead. Enjoy the convenience of complete sales workflows, lead tracking, and inventory management right at your fingertips. This cloud solution is accessible on desktops, tablets, and mobile devices, making it versatile for any environment. Additionally, it features an automated queuing system for sales representatives, as well as tracking for phone calls and SMS interactions. You can effortlessly send personalized Electronic Direct Mails and text messages to clients at any time. Furthermore, set up automated contact triggers to streamline follow-up processes and establish business rules for your sales personnel. In case you need assistance, you can quickly create support tickets, typically receiving a response in under 10 minutes. Lastly, keep an eye on your sales performance, KPIs, and key metrics in real-time, ensuring you have the information you need at any location and any time. This unified solution provides the tools necessary to elevate your sales strategy effectively.
Description
Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
No
Google Calendar
No
Google Drive
No
Mailchimp
No
Integrations
Gmail
Yes
Google Calendar
Yes
Google Drive
Yes
Mailchimp
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$9.99 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Fusion Software Development
Country
Australia
Website
www.fusionsd.com.au
Vendor Details
Company Name
Platformax
Founded
2009
Country
Slovenia
Website
www.platformax.com
Product Features
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Product Features
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
No
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
No
Territory Management
No
Inside Sales
Auto-Dialing
Yes
Call List Management
Yes
Call Recording
Yes
Campaign Management
Yes
Dashboard
Yes
Data Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
No
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
Yes
Performance Management
No
Presentation Management
No
Proposal Management
Yes
Territory Management
No
Training Management
No
Sales Force Automation
Call Management
Yes
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
No
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No