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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 [Lead]Prime?

Enter the world of Sales CRM with [Lead]Prime and transform the way you market your products, services, or solutions. Say goodbye to outdated and complicated CRM systems, as [Lead]Prime offers a simplified solution that makes the process effortless. You won't have to struggle with a challenging learning curve, allowing you to dedicate your energy to expanding your business instead. Teams can effortlessly come together on a single platform, enabling swift collaboration. The system ensures thorough tracking of daily sales activities, forecasts for upcoming sales, and so much more. This method can greatly improve resource management and boost the efficiency of the sales team. Sales tracking is known for its capacity to provide valuable insights, which can lead to increased sales outcomes. The platform accurately logs activities and delivers essential data, leading to better decision-making. Data can be entered manually or imported from various platforms, such as Excel spreadsheets and Gmail contacts, providing a holistic view of sales initiatives. By adopting these strategies, organizations can create a more streamlined process that not only enhances productivity but also fosters ongoing growth while adapting to the evolving market demands.

Media

Media

Integrations Supported

Gmail
Google Calendar
Google Drive
Mailchimp

Integrations Supported

Gmail
Google Calendar
Google Drive
Mailchimp

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

LeadPrime

Date Founded

2007

Company Location

India

Company Website

www.leadprime.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

Lead Management

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

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