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What is Sales Management Database?

This web-based CRM Sales Management software functions as both a customer relationship management platform and a performance tracking tool for sales, specifically designed for small to medium-sized businesses. Users can effectively manage and organize extensive information regarding clients, sales teams, market segments, and product lines with ease. There’s no need for expensive or complicated server setups at the client site; instead, it is accessible via a web browser, which empowers your sales team to perform more confidently and efficiently in a competitive environment. All functionalities are available through a single, intuitive interface that streamlines various sales activities with a modern design approach. By making a modest investment, you gain access not only to our online database templates but also to the Access 2010 source code, giving you the ability to customize the software to fit your business's growing requirements. This level of flexibility allows for ongoing adjustments to your sales strategies, ensuring you remain competitive in the market. Additionally, the software’s scalability ensures that as your business grows, your tools will adapt to support new challenges and opportunities.

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.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Google Calendar
Google Drive
Mailchimp

API Availability

API Availability

Pricing Information

$249.99 one-time payment

Pricing Information

$9.99 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Business Database Builder

Company Location

United States

Company Website

www.businessdbbuilder.com/salesmng.html

Company Facts

Organization Name

Platformax

Date Founded

2009

Company Location

Slovenia

Company Website

www.platformax.com

Categories and Features

Sales Force Automation

Contact Management
Contract Management
Customer Database
Lead Management
Sales Forecasting

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project 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

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

Financial CRM

Lead Management
Relationship Tracking

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
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Segmentation

Sales Enablement

Collaboration
Contact Management
Document Management
Lead Management
Meeting Management
Proposal Management

Sales Force Automation

Call Management
Contact Management
Contract Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Proposal Generation
Sales Forecasting

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