Helps you structure your complete sales and operations process. Tool is very intuitive and can be customised easily to ones specific requirement.

Contacts are managed better and there is more business opportunity. Our sales team is more managed and follows up on clients, we can see all communication with everybody, it is effective.

It's great to see exactly how well we perform and where the bottlenecks of our sales department are, so we can focus on such issues on monthly meetings and improve the company as a whole.

From our day one, Platformax has been fantastic. We used the other large guys in the industry,  and the ease of use,  data organization and customization are more, than any organization needs.

One advantage I see in Platformax is, that it is easy to connect and learn, with help of integration to other apps and natural layout.

Great workflows and approvals. Platformax forecasts are awesome.

The interface is user friendly and easy to navigate once you get used to it. It provides a lot of benefits, specially for that price.

We have tried around 10 different CRMs system and there was always something missing. With Platformax we have everything we need for our sales process to run smoothly.

Its UI and features puts it right next to Pipedrive and Teamgate in my opinion. It’s an efficient way of keeping track of prospects and monitoring opportunities.

But at the end of the day, there was always something missing, like reporting, no support for call center sales activities, no integration to 3rd party tools, bad UI &UX and so on.

The Sales opportunity pipeline  was also very useful and allowed me to know exactly where the opportunity was, as well as next steps to move the Sales opportunity forward.

The in-built features like customer management with communication tracking, marketing management, automation, automated dialer etc. Everything has its own great features.

Simple and intuitive UI & UX, top notch customer care, Platformax web app and smartphone connection (this is a killer feature for me), 3rd party tools integration.

Everybody has overview of tasks ahead. We have reports and can see problems in sales, to work on them.

It is not a on premise solution and there is no off-line option.

Before we started, we had problems following-up on tasks and opportunities, which resulted in wasted money.

After looking at 4 or 5 other CRM systems, I decided to go with Platformax after hearing about the ease of use and I'm glad I did.

I like Platformax because It has a clean user-interface and integrations with gmail, outlook and some other apps.

I could set-up all we needed for our business in 4 hours, and if there is ever anything I need help with, the support team of Platformax is ready to help out in an instant.

Platformax is a great CRM system, that has lots of features and useful integrations.

Our organization expects to increase revenues by 20% this year just by implementing this tool. We're very excited to see what the future will bring, and we're really happy with our partnership so far.

Sometimes the emails get lost in spam or are hard to find so people can miss updates. I wish it has a desktop notifications.

Actually I do not have any complaints about the software, it has work greatly. Maybe the only problem would be that you need internet connection.

Trello has lend a great helping hand in organizing my projects and improves my productivity in then professional environment.

I found the software user friendly and I enjoyed the responsive design and easy to understand pricing system. I also liked the familiar Kanban board design.

I liked the ease of use, the interactivity, and the great features that it has, even in the free version.

While you can utilize board histories to access lost cards, I found that too often some of our cards were inadvertently deleted by users.

Everyone in the company can see what is going on and what they need to do, and no information is lost.

Fantastic on mobile which is a brilliant plus especially when on-the-go. Reasonably priced if you want to upgrade to the paid version.

The seamless integration of features. It's so easy to switch between boards, clearly see all projects, and the timeline of all upcoming deadlines thanks to the wonderful (and rare) calendar feature.

I am able to help my Clients keep track of the candidates I have recruited for them on a very user friendly platform and they are always pleased.

The cost to benefit of Trello is competitive, The way it helps boost efficiency and helps streamline communication is fantastic.

For a free option, it's fantastic and I highly recommend it for project management on a budget.

I want full functionally for free. I realize how ridiculous that is, but if pressed for a complaint, that's the worst I can come up with.

Very fun and playful feel to it. Love the backgrounds and the ease of dragging from one card to another.

I love the layout, it's the perfect project and task management program. I take advantage of their referral program so I am on the free plan.

I love being able to use this to organize my notes through my phone. Super user friendly and I love that too.

Second beatifull feature is butler that help to create quick button like complete etc. This is an awesome and very effective for team meeting update as anyone from them and update.

Availability of templates shared by community. The tool is so popular that you can get easily get the template if you don't want to start from the scratch.

I love how user friendly it is, super simple to understand and get around. I love that i5 helps organize my tasks.

I wish more of the aesthetic features were not restricted to those who pay a subscription. But that is a very minor complaint.

I did not find a serious con that made me dislike this product. The only negative side I can think of is that, given its structure, it may be hard to envision it as a calendar.

For such a helpful tool, it is pretty simple to navigate. The interface is clean and user friendly for instance there a templates included to help guide users who may not know where to start.

The title says it all, if you like to be organized then this is fantastic software. After using it for a long time I realized that I do NOT like to be organized.

Because the text was automatically all highlighted when clicking on the box, I have accidentally deleted texts from description boxes before and was unable to recover it.

What I like most about Trello is the ability to neatly lay out tasks and share those tasks with other users that have an interest in the progress or users that will also be working on the tasks.

Great YouTube community. I love that it integrates with Gmail.

I like the fact that it integrates with other tools we use, and this is amazing for me because I don't have to do a lot of manual work.

I love that each team member can be assigned tasks and the whole team can see where everyone is at with their specific tasks. I love the ease of collaboration.

Very good and easy to use tool with very good integration with a popular set of web-based apps.

Very good to keep track of task with team members. Love the way the app is very stable and has many useful functions.

I love the design and the usefulness of every single feature. It helps me organize all my tasks and projects and keeps me super productive.

Trello helps us share our construction schedule with our clients in a fun and visually appealing presentation.

This has been a lifesaver in helping to define our project management structure and strategy. It is really a top notch product with a top notch customer service team.

I love that there is so much free with Trello, I also like the flexibility to set trello up however you want to, it is very easy to use.

Overall I'm super satisfied to have come across a tool like this one as it's functions are perfect for my job.

I love that it is easy to use, colorful, shareable and free. And that I can integrate it with other tools, like Slack.

The software is really easy to use and has very good customer support. We really like it for our company as a great collaborative tool.

Euro

Platformax is a cloud-based customer relationship management (CRM) solution that caters to businesses across various industries such as IT, marketing, advertising,  accounting, consulting and more. Key features include lead scoring, task management, email marketing and internal-chat integration.


Platformax helps users centralize their contacts database, organize their sales pipeline and keep track of prospective customers and opportunities. The solution also enables sales managers to schedule activities for their team members and analyze their performance by generating custom reports.


Additionally, Platformax features document templates, segmentation filters, automated email drip campaigns, cold-calling scenarios, a live case monitor and multiple order fulfilment workflows. It supports integration with various third-party applications such as Google Apps, Mailchimp, Twilio and more.


Services are offered on a monthly subscription basis that includes support via email, FAQs and an online support center.



LongDescription

Forecasting

Meeting Management

Internal Chat Integration

Product Catalog

Lead Capture

Performance Management

Document Storage

Proposal Generation

Activity Tracking

Sales Pipeline Management

Contract/License Management

Project Management

Auto-Dialer

Lead Distribution

Pipeline Management

Customer Database

Call Recording

Call Management

Customizable Fields

Collaboration Tools

Call Center Management

Scheduling

Data Import/Export

Call List Management

Customer Support

Self Service Portal

Contact Management

Opportunity Management

Lead Management

Email Marketing

Performance Metrics

Shared Contacts

Marketing Automation

Lead Segmentation

Source Tracking

Segmentation

Lead Nurturing

Interaction Tracking

Dashboard

Contact Database

Lead Qualification

Quotes/Estimates

Task Management

Campaign Management

Sales Forecasting

Document Management

Prospecting Tools

Data Management

Email Response Control

Search/Filter

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Platformax

In Person

Live Online

Webinars

Documentation

Videos

US Dollar

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based solution provides tools to define projects, their requirements and the workflow to ensure projects are completed in a planned sequential manner.


Trello offers a digital board to create, organize and prioritize actions. Administrators or managers can even define workflows, assign tasks to individuals or teams, set deadlines and monitor progress. Trello cards allow users to collaborate with each other. Users can add comments, add members, and attach documents to the tasks assigned to them.


Trello offers a professional package that includes the privacy and administrative settings required by large enterprises. Trello integrates with a number of online applications including JIRA Cloud, Bitbucket Cloud, Google Drive, GitHub and Slack.



File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Project Workflow

Employee Management

Messaging

Surveys & Feedback

Status Tracking

Visual Workflow Management

Idea Management

Due Date Tracking

Time Tracking

Access Controls/Permissions

Process Change Tracking

Data Synchronization

Activity/News Feed

Templates

Progress Tracking

Task Board View

Workflow Configuration

Task Scheduling

SSL Security

Real Time Editing

Marketing Calendar

Order Management

Portfolio Management

Project Planning/Scheduling

Strategic Planning

Task Planning

Gantt/Timeline View

Rules-Based Workflow

Projections

Product Roadmapping

Knowledge Management

Communication Management

Brainstorming

Resource Management

No-Code

Guest Access

Calendar Management

Goal Management

Assignment Management

Template Management

Risk Management

Multiple Projects

File Transfer

Process Modeling & Designing

Testing/QA Management

Media Planning

Content Management

Notes Management

Configurable Workflow

Project Time Tracking

Email-to-Task Conversion

Cost-to-Completion Tracking

Mobile Access

Planning Tools

Orientation Workflow Management

Requirements Management

Skills Tracking

Resource Request

Real-Time Data

Discussions/Forums

Channel Management

Vendor Management

Training Management

Agile Methodologies

Issue Management

Resource Scheduling

Supports Scrum

$5.00 per user per month for Standard, $10 per user per month for Premium. Pricing starts at $17.50 per user per month (starting for 250 users, billed annually) for Enterprise.

Platformax vs Trello

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