Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Our innovative growth, efficiency, and intelligence (GEI) platform empowers you and your team to concentrate on the essential daily choices and actions that propel your business ahead. With a customizable dashboard, your crucial KPIs remain at the forefront, bolstered by the business intelligence required for informed decision-making. You can easily integrate additional tools from the Telagus marketplace; these features are already incorporated into our platform, allowing you to choose and activate them as needed. Drive sales and revenue by effectively engaging with and marketing to your prospects and existing clients. The platform comes equipped with form builders, a diverse collection of email templates, and auto-responders to streamline your communications. Furthermore, you can efficiently manage and oversee the workflow of your teams and individuals using our project management, task, and collaboration features. These tools allow you to monitor essential tasks, establish deadlines, assign collaborators, and much more, enhancing overall productivity across your organization. By utilizing our platform, you can ensure that every aspect of your business operations is organized and optimized for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Analytics No 
Google Calendar Yes 
Google Drive Yes 
Google Workspace No 
Instagram No 
LinkedIn No 
Mailchimp Yes 
Microsoft 365 No 
QuickBooks Online No 
X (Twitter) No 
Xero No 

Integrations

Gmail No 
Google Analytics Yes 
Google Calendar No 
Google Drive No 
Google Workspace Yes 
Instagram Yes 
LinkedIn Yes 
Mailchimp No 
Microsoft 365 Yes 
QuickBooks Online Yes 
X (Twitter) Yes 
Xero Yes 

Pricing Details

$9.99 per month
Free Trial Yes 
Free Version No 

Pricing Details

$371.66 per month
Free Trial No 
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 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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Platformax

Founded

2009

Country

Slovenia

Website

www.platformax.com

Vendor Details

Company Name

Telsa Media

Founded

2015

Country

United Kingdom

Website

telagus.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

Automotive CRM

Call Logging No 
Contact Management No 
Customer Support No 
Inventory Management No 
Lease Management No 
List Management No 
Marketing Automation No 
Product Catalog No 
Quotes / Proposals No 
Service Department Management No 
Showroom Management No 
Territory Management No 

CRM

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

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Alternatives

monday CRM Reviews

monday CRM

monday.com

Alternatives

monday CRM Reviews

monday CRM

monday.com