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What is Platformax?

Leverage your existing contacts database, whether in an Excel spreadsheet or CSV format, to securely store all your contacts for upcoming projects. With the ability to apply various filters, you can categorize contacts by criteria such as country, company, position, or any other personalized field, and save these segments for future marketing initiatives. After identifying your target audience, you can kick off your first automated email campaign, which utilizes both behavioral and time-based triggers to ensure the messages resonate with recipients through the use of personalized snippets. As your campaigns unfold, monitor their performance with detailed reports that will aid in converting leads into opportunities and ultimately securing finalized deals. Platformax serves as an inside sales CRM, drawing on over four decades of sales experience from our founders, and is designed as a modular sales platform to enhance every phase of your sales journey, from prospecting and lead nurturing to opportunity tracking and post-sales support. By bringing together these essential functions, Platformax not only optimizes your sales workflow but also helps in fostering stronger relationships with clients through effective communication and diligent follow-up practices. Furthermore, its user-friendly interface ensures that you can easily navigate and adapt the platform to suit your specific sales needs.

What is Cogmento CRM?

Cogmento provides a complimentary cloud-based CRM solution that is specifically tailored for overseeing customer interactions and streamlining sales workflows. This top-tier CRM software enables users to efficiently convert leads into accounts, thereby improving customer acquisition strategies and ensuring faster deal closures from virtually anywhere. You can easily follow up with potential clients, identify key contacts, and manage numerous tasks with minimal effort. The platform's intuitive and customizable interface makes it simple to access all sales information in one place, enhancing your team's operational efficiency. By optimizing your sales pipeline, you can significantly increase productivity and ensure that every customer receives thorough support across all communication channels. Moreover, the system allows for tailored customer service, speeding up case resolutions and offering assistance on a global scale. It consolidates all customer data and support channels onto a single dashboard, facilitating prompt client support, accurate inquiry routing, and task assignment based on team members' skills and availability. Actively engaging with your clients will help build enduring relationships, while the platform also enhances your email marketing initiatives and leverages impactful social media channels to broaden your audience reach. Furthermore, the adaptability of the platform empowers businesses to modify their approaches in response to changing customer requirements, ensuring sustained relevance in a dynamic market. This adaptability is crucial for long-term success, as it allows businesses to remain agile and responsive to their clients' evolving needs.

Media

Media

Integrations Supported

Facebook
Gmail
Google Calendar
Google Cloud Platform
Google Drive
Mailchimp
QuickBooks Online
X (Twitter)

Integrations Supported

Facebook
Gmail
Google Calendar
Google Cloud Platform
Google Drive
Mailchimp
QuickBooks Online
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Pricing Information

$2 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Platformax

Date Founded

2009

Company Location

Slovenia

Company Website

www.platformax.com

Company Facts

Organization Name

FreeCRM.com

Date Founded

2003

Company Location

United States

Company Website

www.freecrm.com

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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