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Description

Enhance customer interactions by gaining offline mobile access to Salesforce. By integrating CT Mobile with the CT suite of products, you can significantly boost your sales and improve the productivity of your field teams. Designed specifically to optimize sales cycle performance, CT Mobile enables you to focus on customer success. Whether you're online or offline, the application enhances your field team's productivity through AI-driven features tailored to meet your specific customer needs. You can access vital data from your Salesforce system regardless of your network status, ensuring you have the necessary information to keep your appointments on schedule. With just a single click, you can provide access to account, contact, contract, and special request data, streamlining your workflow. By leveraging additional capabilities within CT Mobile, you empower your field sales team to automate and expedite their daily tasks. Furthermore, you can enhance sales productivity by creating specialized modules for presentations, retail execution, order management, and a variety of other functions, ultimately driving better results for your business. This comprehensive approach not only saves time but also ensures that your team is always prepared and informed.

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 

Screenshots View All

Screenshots View All

Integrations

Gmail No 
Google Calendar No 
Google Drive No 
Mailchimp No 
SAP Cloud Platform Yes 
Salesforce Yes 
Salesforce Agentforce Commerce Yes 
Salesforce Agentforce Service Yes 

Integrations

Gmail Yes 
Google Calendar Yes 
Google Drive Yes 
Mailchimp Yes 
SAP Cloud Platform No 
Salesforce No 
Salesforce Agentforce Commerce No 
Salesforce Agentforce Service No 

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 Yes 
iPad App Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Customertimes

Country

Ukraine

Website

ctsoftware.net/ct-mobile/

Vendor Details

Company Name

Platformax

Founded

2009

Country

Slovenia

Website

www.platformax.com

Product Features

Audit

Alerts / Notifications Yes 
Audit Planning No 
Compliance Management No 
Dashboard Yes 
Exceptions Management No 
Forms Management No 
Issue Management No 
Mobile Access Yes 
Multi-Year Planning No 
Risk Assessment No 
Workflow Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Mobility

App Management No 
Barcode Scanning No 
Compliance Management No 
Content Management No 
Data Collection No 
Data Management No 
File Management No 
Forms Automation No 
Mobile Messaging No 
Remote Access No 
Remote Systems Monitoring No 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Retail Management

CRM Yes 
Commission Management No 
Email Marketing No 
Employee Management No 
Loyalty Program No 
Mail Order No 
Merchandise Management No 
Multi-Location No 
Order Management No 
Purchase Order Management No 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Retail POS Systems

Barcode Scanning No 
Commission Management No 
Discount Management No 
Gift Card Management No 
Inventory Management No 
Loyalty Program Support No 
Pricing Management No 
Returns Tracking No 
Sales Tracking Yes 
Touch Screen No 
eCommerce No 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management Yes 

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 

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