Platformax Software

4.67 / 5 (66)

About Platformax


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.



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Supported Operating System(s):

Web browser (OS agnostic), Windows 10

66 Reviews of Platformax

Average User Ratings

Overall

4.67 / 5 stars

Ease-of-use

4.0

Value for money

5.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(45)

4 stars

(20)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 66 reviews

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December 2016

Igor from SmartPA d.o.o.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

Platfromax is a Mercedez Benz

We tried 7 different CRM tools, all international top sellers. 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. So one time guys from Platformax called our company and we started to talk about sales processes, not sales software. That was a game changer for me. Platformax is a sales platform, not CRM, which adapts to sales process we have in our company. All other providers, expected, that we will adapt our processes to their software, which is silly - it's 2017, not 1984. ;) Features I most like in Platformax are: - really simple and intuitive UI&UX. Not that ERPish table style UI. - easy cooperation inside sales team, sale management - sale team through reporting, customer cards - simple and easy change of lead ownership - this should be simple for all CRM tools, but it is not. - the killer feature for me as a CEO of the company is the integration of Android phones with Platformax web app. My sales team just clicks on a lead in Platformax and his or hers phone start calling the lead. This is also extremely useful from a management standpoint, because, just looking into call statistics (average call duration, a number of phone calls, daily/weekly / monthly call duration) I can see which salesperson requires help. So, for example, I know my sales guy should have 90s average call duration and around 50 calls/day and suddenly I see a flat line in Platformax report and 15 s average call duration, I know I have somebody to work on. ;)

Pros

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.

Cons

I know, guys are working on it, but I am really looking forward to an open API.

Response from Platformax of Platformax

Replied December 2016

Thank you very much for such a nice review. You're awesome.

September 2017

Eve from Vardas

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

September 2017

Stable and very powerful, a power-horse for sales

The benefits we got from Platformax are many. Before we started, we had problems following-up on tasks and opportunities, which resulted in wasted money. We also have a great way to prospect for new clients now, with emailing and calling-automation, the whole team is on-track about who is doing what, our current customers are well taken care off and the sales pipeline is full. Our new sales reps got used to Platformax quickly, after a few hours of tutoring, it seems to be intuitive for them, and the support-team of Platformax is always listening for new suggestions and improvements. We have more clients, which are better managed, more sales opportunities in the pipeline and I have a better overview of the situation inside the company.

Pros

Good to have for any business, that works in sales.

Platformax really helped us with further prospecting for our customer databases, since we were struggling with getting more customers while at the same time handling all the different spreadsheets.

Platformax is also making it easier to manage communications inside our team via smaller projects-cases, and see all communication and activity, that was done with any of our clients.

It solves the problem of not knowing which tasks are due and missing out on business opportunities, if a sales rep is missing for a few days.

There are many other features, and we really adapted it to our needs.

Cons

Seems difficult to use at first, due to its size and the UX is not quite as flattering, as some other apps. But it makes it up by functionality by a long-shot.

Response from Platformax of Platformax

Replied September 2017

Thank you for the great review Eve. We listen to our users and the team is developing a new UX, to make your use of Platformax even better.

September 2017

John from Vardas

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

September 2017

Easy to use and ready to go, no expensive investment in on-boarding or administration.

I got way less work with administrative tasks and working on daily issues, that happened when our client-base was not so well organized. 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. We work with our team closely in order to improve customer satisfaction and retention, which works great with opportunity management in Platformax. I surely would recommend it to any small or medium business, that is looking for a effective and affordable solution to further grow and improve it's sales process.

Pros

It's easy to use and it's ready to go, once you invest a few hours to set it up for the company.

No need for expensive on-boarding, no need for consultations. 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.

Our sales team is tells me, that they are more organized and efficient than before, since there is less confusion about what tasks are due today or this week. Even if somebody in the team gets sick or missing, the CSO always knows what to do and she can delegate the tasks around.

Using Platformax really feels natural and it's still growing.

Cons

it looked quite archaic, when I first used it. But apart from the visuals, it does the job as it should, even more than that. More function than we imagined and way less complications than with other sales tools we have tried.

September 2017

Martin from Vory

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Brilliant software! Complete solution, Flexible & Supported from very start

Reason why I chose Platformax over other, is not just to manage all my opportunities in one place, but also to manage practically all other activities (projects) too. All the flexibility is provides to add new custom fields is so extremly helpful. With new contacts and leads, we need sometimes more information on them - I added fields to each contact (where we meet and the date) so I can keep track of who's who instead of adding that information to the note for each one. Platformax provides me a single system that is - visual: clearly manage progression from start to finish - lets me manage deals and move them along the pipeline - flexible: I customise pipelines & their stages titles to set out project progression too - automated: setting timescales on each stage draws my attention to opportunites I that require checking or action taking -Well supported: I needed a few questions answered, and the support was just perfect (and fast to)! I'm recommending this to everyone I meet to quickly and easily manage their sales (and projects) without the need for any great effort or distraction. We train our users to take advantage of Platformax, taking the next step and finishing a business opportunity is always.

Pros

It's clean, it tracks everything we can think of, has flexibility to customise pipelines, stages and custom fields.

Cons

Sometimes it is a bit slow, but it only lasts a few minute if there are deploys on the product side.

Response from Platformax of Platformax

Replied October 2017

Appreciate it Martin, dankeschoeon!

September 2017

Kathrin from vory.info

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Great CRM for single user or large team

Lets not kid ourselves. Sales is a numbers game and when it come to setting up several appointments a day, to follow up task, and to consistently hit your to do list everyday, to bring it closer to the closing is not only exciting, but very motivating. If there is one thing I can say about Platformax, is it should be renamed to Do-it-max! As it is sales driven, task & result oriented, and you can see everything in terms of performance to make sense of your numbers and sales conversions. Platformax should be a tool that all sales person should use, no matter what you are selling! Its my bible and my daily bread. Thank you Platformax!

Pros

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'm not tech savvy at all yet found Platformax very simple to set-up, customize and use. I started as a single user and now we have a whole team using it.

Cons

The app could use with a little bit of improvements, also on the cosmetic side. It would also be nice, if it can detect all the call i make to clients who are within the Platformax database, instead of me searching from Platformax or my phone to make a call.

Response from Platformax of Platformax

Replied September 2017

Thanks Kathrin! Expect to see improvements soon.

September 2017

Mirza from Vardas

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2017

After using Platformax a few times, it's been pretty easy to learn!

Compared to my last sales app, it makes working with clients easier and way faster. I don't miss any calls or follow-up emails anymore. My tasks are organized, working on upcoming projects with colleagues is structured and organized, and I find it really simple to use prospecting feature, when we are reaching out for new leads. There are more benefits, but i do not use all of the features.

Pros

I really like the customer service they have (I had a bunch of questions and they got in touch with me right away, the educational videos online, and the filtering feature.

At one point I made a mistake with importing, and the support guys fixed it while I was chatting with them!

Filtering really helps me with my sales process as well, since I can segment the customers any way I want to , and use them for prospecting, cold calling or reporting.

Cons

It can be a bit overwhelming the first time you use the software! However, once you watch a few tutorials it gets easier and intuitive.

Response from Platformax of Platformax

Replied September 2017

Great review Mirza, thank you! We always have a dedicated support team on email and live - chat if you have questions. Enjoy your work!

September 2017

Marko from vory

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Without Platformax, we would faild

By using Platformax to track our leads, it has taken our business to the next level. As a sales oriented business , remembering to follow up with clients and nurturing leads is the only way to grow your revenue. The old fashion way of just letting emails sit in our inbox wasn't working, not well enough. We needed something to help us out, and then a recommendation from a fellow in the industry led us to try out Platformax. We closed a new deal that week! The integrations with Zapier , Twilio and Gmail really push it forward as well

Pros

It is solving core probably of letting potential leads and opportunities fall through the cracks. We do not miss a thing nowadays. I really recommend it.

Cons

Some templates could be useful for people trying to figure out what their process is, but that more of a starting learning issue. Some non-experienced people can have questions, others experienced in CRM will find it intuitive.

Response from Platformax of Platformax

Replied October 2017

Hey Marko, you have a good point. Experienced people find it more intuitive, but we make sure, that anybody can use Platformax from the first minute. Thanks for the review!

September 2017

Jürgen from Vory

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

5 of 5

September 2017

Like it and use it, but not complete

Pros

I like Platformax because It has a clean user-interface and integrations with gmail, outlook and some other apps. These things are really useful, but still some features are missing for me, to trust it whole-heartedly. These could be easily fixed, but I have no idea when that may happen (or if it's even on Platformax's list of To-dos).

1. It offers great filters for segmentation of contacts you work with, so I always know who to contact and what the status is
2) Sorts contacts by first name only. That is an greta oversight! With filter, I can find anybody fast, or simply use search engine in app.
3) I like the email syncing feature, and calendar as well. Always everything in one place and I never forget a date or appointment - meeting.

Cons

There are some things missing for me (I am used to work with may different apps), so I think it can still be made better. As said, it works great otherwise.
They update it often and add new stuff, but now all what i want.

Response from Platformax of Platformax

Replied October 2017

Cheers Jurgen. Syncing is what most of our users like you like as well :)

October 2017

Carl from Oflix

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2017

It is a cost effective sales tool

A 14 day trial is available for Platformax and I always recommend people I meet to try it out. If you are looking to find a professional solution for a competitive price, I think you will find that this more than meets your needs.

Pros

I will not say, that it has the most features I seen, but it offers every single thing, that your sales team needs in order, to get work done, and all that for a more than competitive price.

The email tracking for example is really handy, if you have team members who send out many emails to clients and communication can get lost easily. I have seen many other products with similar features, but for much higher monthly rates, so you're really getting a deal.

I also like the user-friendly interface, which really helps me when we tried to get the whole sale team onboard with this new tool.

Cons

No real issue, it is more than enough customisable to our process and adaptation was fast. If anything can be improved, it would maybe be more integrations with popular apps?

September 2017

Klaus from Vory

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Makes us money, simple and easy tracking of business opportunities

Using the sales pipeline feature stops business opportunities slipping through the cracks. Platformax is a nice, simple piece of software to keep track of prospects and deals on a daily basis, with a easy way to follow up and plan ahead. At a quick look we can see who we need to contact,send invoices or other stuff. It has become a discipline driver here, to make sure that we keep on doing the right things. Without it, I don't think we could have achieved what we have.

Pros

The main sales pipeline gives immediate information and overview of opportunities that have to be processed and how our team is doing.

I can see who is working on which clients and how far along the process they are. Great to keep track.

Cons

Would like a better way of importing contacts in masses. Other formats and easier mapping could make it easier.

Response from Platformax of Platformax

Replied October 2017

Klaus, thank you. We listen to your feedback and importing will be made even easier and more user-friendly.

September 2017

Dirk from vory

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2017

Platformax is the answer to our CRM needs

We have tried (without much success) to track our leads and sales using a very well-known offline CRM system. Platformax has been the answer to our needs and I wish , that we implemented it sooner. As well as being simple to use, it is very customisable. We have been able to configure it to suit the business environment in which we operate. The system is quick, I find it visually appealing and very intuitive. Thanks Platformax.

Pros

I like how It is simple to use and very customisable to our different business needs. It fills out most our requirements, we manage leads, sales and activities way better.

Cons

If it would come with integrated internal chat like we use now Skype or Slack, that would really be fantastic. Otherwise, no complaints., things work as they have to.

Response from Platformax of Platformax

Replied October 2017

Hey Drik. Thanks for the feedback. Integrated chat is not yet planned, but a better user experience will come out soon!

September 2017

Dennis from Vory

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Very user-friendly and structured

Really having all info in one place and at my fingertips, easy access and growing with the app. When we need something that is not there, they listen to us and help.

Pros

I used some sales tools before, and Platformax really is intuitive and also keeps all CRM info in one place.

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 platformax App was also a nice tool to use on finding more leads with prospecting!

Cons

Data input was sometimes cumbersome and time-consuming, but it all got improved after a few days, the tech support they have is one of a kind!

Response from Platformax of Platformax

Replied September 2017

THank you Dennis, our developers and supporters are one of a kind :)

October 2017

Mészáros from WAGU

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

5 of 5

October 2017

Transparency for salespeople and employees

I like that all sales people and other emoployess can see what is been done in the company and when somebody is on sick leave or other things, anybody can pick up the work for them.

Pros

I like that all sales people and employees are able to go in the system and see what other sales people have done before. If they visited a potencial client, what was done, who they emailed and who they spoke to. At what point they ar in the process, it is very transparent

Cons

There is not much training. You ar left and sometimes wonder how to work with some things in platform properly. They have support on email and live chat, but they do not come to your office and teach you.

Response from Platformax of Platformax

Replied October 2017

Hey Mészáros, thank you for you review. We try our best to support our clients and site-visitors with our friendly and professional support team. If there are ever any questions on your end, feel free to get in touch, or call us directly!

September 2017

Natalie from ilingo

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

Hands down, it is the best CRM in the market! And for this price!? Fantastic

Me and the team went through countless CRM tools before discovering Platformax. I remember the day that one of my colleagues showed me Platformax site and intro videos and on that day, I said, " Well, that is not impressive at all". But we gave it a try anyway, the support and sales team were super friendly. We have now been using Platformax for almost a year, and I've never been more satisfied with Platformax support, features, and user-friendliness. Very glad we made the decision to switch over to Platformax, and I don't see us changing to anything else anytime soon!

Pros

The support is super friendly and helpful
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

Cons

It does not look "impressive" like many competitors, design feels outdated and not so modern. Otherwise, all is great

Response from Platformax of Platformax

Replied October 2017

Thanks Natalie, good to hear you like it :)

September 2017

Miroslava from jabar

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

It is powerful and customizable software

Pros

platformax has been our CRM of choice for the last year. Its the most powerful, customizable and add on rich option in the market as we found. I have been also able to use it in a Saas company as well as for a B2B ecommerce marketplace. Even though the user flows and workings were much different, platformax easily adapted to both use cases. Platformax allow us to do exactly what we want.

Cons

Sometimes it does not do process 100% the way you are used to, but at least they do not charge every thing separate.
- The UI is ugly - definitely could look prettier.
-The low-cost plans (specially for startups) does not have all functions

Otherwise is graet, getting help is fast by using in-app feedback and live chat, they care a lot.

October 2017

Stanisawa from jmcie

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

October 2017

Is a great tool, but the hype is greater than performance

A one-stop solution for managing projects, clients and deals.

Pros

It is a great solution for customer management, performs a lot of functions that are needed in the company. Integration is a lot of time challenging with most software providers. 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. Some more advanced features take a few days to master and use properly.

Cons

It tries to do to much, so in some parts it does not do so well like specialist competitors. The interface is not the best , so they should work on improving that. Would like to see more integrations and maybe offline mode , for when the internet is down in the area you work in.

September 2017

Lærke from Oflix

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2017

Neat, clean and seamless integrated

It was easy for us to implement and good daily expirience for the whole team. The sales team likes me even more now (and that is no joke), and we get more work done.

Pros

Seamless integration with outlook and calendar, seamless integration with our own solution. The phone integration might be the best I have expirienced in my 20 year career (but most of the ones I tested were pretty bad). Tracking and managing of events, clients and communication is just fascinating.

Cons

Custom listing of how many contacts you want displayed at one point would be great, a manager might need more or less than what is provided by the system.

Response from Platformax of Platformax

Replied October 2017

Hello Lærke, we appreciate your feedback! Many of our users have already pointed out, how much they like the phone integration. Great, that you like it as well!

September 2017

Barbora from jabar

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

September 2017

A well designed CRM , that allows a business to find better leads, save time and huge profits

It saves time for organize and sales, money and increase profit of the business or organization. I like it, our team likes it.

Pros

I find it easy to navigate. A simple navigation bar exists at the top of the window. The tabs are separated into various categories, such as Contacts, Tasks, Opportunities, Callendar and Mailer among others.
This makes it very easy to find what you need and collaborate with the team, when they have a need for it. Platformax provides businesses with a SaaS product that reaches every stage and point of the customer life cycle.

Cons

Advanced tools may require a company CRM administrator or somebody who invests some time in platform. Very affordable for business of any size.

Response from Platformax of Platformax

Replied September 2017

Thank you Barbora

October 2017

Stine from oflix

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2017

It s hard to beat the value for money

Tracking more and better for customers and leads, emailing and calling made really easy. Good value for money.

Pros

I find it easy to use and ultimately tracking customers. You get a good range of flexibility. The email integration and phone using with basic package alone is pretty great, compared to what "free providers" offered.

Cons

I wish I could get better layout in the mobile app. It is not so mobile friendly, when you want to work on customer information from mobile.

Response from Platformax of Platformax

Replied October 2017

Hello Stine, thank you for the review. Most of our users work on Platformax with a laptop or tablet, but mobile works great with the calling-app as well already. Have a great day!

October 2017

Donat from Jmcie

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

October 2017

Integrates easy with company

I work as project manager for integrating software. Platformax has tool available for a wide variety of integrations for different solutions and they support you fast as well.

Pros

Normally integration is challenge with most software. Advantage of Platformax is it is easy to set up for users and does not take much time to learn for set up.

Cons

It is not a on premise solution and there is no off-line option. But most software works this way, so it is not a big problem.

Response from Platformax of Platformax

Replied October 2017

Hey Donat, thanks for your review. There are even more integrations in progress, so get in touch with us, we will be happy to give you the latest news!