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...


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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)

45

4 stars

(20)

20

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 66 results

December 2016

Igor from SmartPA d.o.o.

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

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

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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

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

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

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

Ella A from Oflix

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

September 2017

Promises, or Promising

It is one of the few complete solutions out there, that allows it to grow with your company as you develop and expand your needs.

Pros

I like the functionality, and the promise of more seamless integration with some of my other favorite tools I also use . Platformax has a robust set of tools and and can fill out most roles your company needs. Gets it done when you need it.

Cons

I've been using Platformax for almost one year now. It is growing as a software and there is no doubt, that they have listened to their clients on the need for more and better improvements. My greatest complaint, however, has not been addressed yet. Ease of use in some departments is still not what I would like it it to be, and not all of the tools I wish have been added yet.

September 2017

Martin from Vory

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

Replied October 2017

Appreciate it Martin, dankeschoeon!