InfoFlo vs Platformax

Awards

Starting Price

Not provided by vendor

$11.73/month/user

Best For

We cater to any company as our CRM system can be easily customized to any industry.

Sales teams looking to automate their sales cycle (prospecting and pipeline management) from A to Z.

Ideal number of Users

1 - 1000+

1 - 499

Rating


4.5 / 5
(78)
Read All Reviews

4.7 / 5
(66)
Read All Reviews

Ease of Use


4.4 / 5


  • "Very reliable and easy to use CRM platform. Love the customization and upgrade abilities."

  • "Very easy to use, good value for the price, and with most of the needed functionality."


4.1 / 5


  • "Easy to use and helps make my daily tasks much simplier. This product helps keep me organized and is great for reporting."

  • "Easy to use , platformax is a very efficient product."

Customer Support


4.3 / 5


  • "Great Software, Easy to Use & awesome customer service."

  • "The ease of use and the customer service. They know what their talking about and spend the time to understand."


4.6 / 5


Features & Functionality


4.4 / 5


  • "Data organization is excellent. Custom fields allow for further customization which allows for even better categorization of data."

  • "Easy to use, easy to navigate, automatically updates when sending emails from outlook, Great way to keep track of customer communication."


4.5 / 5


  • "I like Platformax because It has a clean user-interface and integrations with gmail, outlook and some other apps."

  • "As said, the customer support has been great. They walked me through parts of the setup and quickly responded to any queries I had."

Value for Money


4.7 / 5


  • "The price is very market friendly without continuing fees, like most donor CRMs."

  • "1 time fee, simple to use and long term cost is amazing."


4.8 / 5


  • "As a sales oriented business , remembering to follow up with clients and nurturing leads is the only way to grow your revenue."

  • "It is fast and efficient for the price we pay, better than compared to other tools we looked for."

Product Features

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

Screenshots

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View 4 screenshots 86830 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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InfoFlo vs Platformax

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Platformax vs InfoFlo