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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.
Description
CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams.
TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.
API Access
Has API
No
API Access
Has API
No
Integrations
Mailchimp
Yes
Dubb
No
Gmail
Yes
Google Calendar
Yes
Google Drive
Yes
Microsoft Excel
No
QuickBooks Online
No
Wufoo
No
Zapier
No
Integrations
Mailchimp
Yes
Dubb
Yes
Gmail
No
Google Calendar
No
Google Drive
No
Microsoft Excel
Yes
QuickBooks Online
Yes
Wufoo
Yes
Zapier
Yes
Pricing Details
$9.99 per month
Free Trial
Yes
Free Version
No
Pricing Details
$12 per user 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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Platformax
Founded
2009
Country
Slovenia
Website
www.platformax.com
Vendor Details
Company Name
TeamGram
Founded
2015
Country
Canada
Website
www.teamgram.com
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
Product Features
Contact Management
Activity Management
Yes
Appointment Management
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
No
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
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
No
Product Configurator
No
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
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
Inside Sales
Auto-Dialing
No
Call List Management
Yes
Call Recording
Yes
Campaign Management
No
Dashboard
Yes
Data Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Capture
Business Card / Badge Scanning
Yes
Dashboard
Yes
Data Extraction
No
Lead Distribution
Yes
Lead Notifications
Yes
Lead Nurturing
Yes
Lead Qualification
No
Lead Scoring
Yes
Online Forms
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
No
Knowledge Library
No
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
No