Platformax is in-house sales CRM software for small and medium businesses, created by salespeople with 40 years of sales experience and research. This software helps you maximize your team's productivity and pipeline output with a platform that covers every stage of the sales process. This software is with you from your first email or phone call to a prospect, until the deal is won.
Platformax is easy to use and the uncluttered interface allows you to focus on meaningful work and measurable results. This software is suitable for sales teams who want to automate their sales cycle (prospecting and pipeline management) from A to Z. This software is web-based SaaS and can run in the cloud, but does not have a version that can be installed on PCs and mobile phones.
Support for Platformax users is done by calling the support staff, the software help department, chatting with the support staff, and exchanging emails with the software support department. Users learn how to work with this software through in-person and online training services. The user can also learn more about working with the software by reading the educational documents that come with the software and by participating in educational webinars and watching educational videos.
Platformax has a 14-day free trial that the user can use to test the software and, if satisfied, purchase the original version. Software features include: automatic dialer, call log management, call management, call recording, campaign management, collaboration tools, contact database, contact management, contract and license management, customer database, customer support, data import and export, document management, document storage and email marketing.
With platformax, use your existing contact database, in Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, location, or a custom field. Also save segments for future campaigns. Choose your segment, create your first automated email sequence with behavioral and time-based triggers, and add bits to make it look natural.