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features
design
support

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Write a Review

Description

Imagine being able to access your contacts seamlessly from any device at your convenience. Instantly find your clients by their profiles to make calls, send WhatsApp messages, emails, or SMS, visit their websites, or navigate using Google Maps, all from wherever you are, whenever you need to. This includes a variety of contacts such as clients, suppliers, sellers, creditors, debtors, employees, branches, shipping agencies, and banks. Additionally, you can manage your appointments and meetings within a planner that offers monthly, weekly, daily, and agenda list views. For each event, you can record important details such as the title, description, color coding, participants, location, website, and attach relevant files. The platform also allows you to save links or codes for joining online meetings on platforms like Google Meet, Microsoft Teams, or Zoom, and offers a user-friendly drag-and-drop interface for event management. Furthermore, you can organize and save important documents related to each contact, such as contracts, offers, and reports, ensuring that everything is easily accessible. Your data is securely stored in the cloud, allowing for instant availability whenever you need it. Finally, the multi-device feature ensures that you can access your information from any device, whether it be a computer, tablet, or smartphone, making it a truly versatile solution for all your contact management needs.

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

No images available

Screenshots View All

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 Yes 

Pricing Details

$9.99 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
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 Yes 

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

My Contacts Cloud

Founded

1994

Country

Spain

Website

mycontacts.cloud/

Vendor Details

Company Name

Platformax

Founded

2009

Country

Slovenia

Website

www.platformax.com

Product Features

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration 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 

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