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Platformax CRM vs Freshsales: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Freshsales is based on a specific set of business needs and context. The comparison uses 9095 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Freshsales

Platformax CRM, Freshsales, SalesNexus, Claritysoft CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

Freshsales focuses on Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead Management with E-Mail, etc.

"Platformax is a great tool to keep track of and chase clients, especially the Prospecting tool. Besides that, the guys have been extremely kind in helping us set everything up and configuring some key functionalities for our business. " - Sergio Ermacora

"Two years ago, we couldn’t measure our conversion rates. We didn’t know which leads went from sign-up, to demo, to closing. Our account executives didn’t know where our leads are coming from, how each deal is progressing, at which stage the deals ar...e dropping off, where they should focus their efforts better and more. We were able to do all this with Freshsales CRM. And these metrics have helped our MRE, SDR and other teams beat all records in Chargebee history on the number of leads enriched, number of demos booked, pipelines created, deals closed and more. " - Germain Brion

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Platformax CRM

Focus area

Software Failure Risk

  • medium

logo Freshsales

Focus area

Freshsales is better than Platformax CRM for

Software Failure Risk

  • medium

About

Inside sales CRM, generate more leads with prospecting and sales management

AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure

Age

2014

2010

Financials

PRIVATE

SERIES H

Business Need

Total Processes
(we found evidences for)

42

107

Total Goals
(we found evidences for)

3

13

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management


pipeline management


generation of new leads





training & onboarding


workflow management



sales review & feedback



campaign management

campaign monitoring


sales call management


opportunity management




performance management


follower management


customer feedback management

measuring customer satisfaction



discount management


promotion management



segmentation and targeting


social media management

social media analytics


competitive intelligence



account management


knowledge management


conversion management


lead qualification: demographic


lead qualification: behavioural


lead qualification: technographic


lead qualification: firmographic


lead qualification

lead qualification: demographic

lead qualification: behavioural

lead qualification: technographic

lead qualification: firmographic



proposal & quote management


contract management


sales document management

proposal & quote management

contract management



business development


products & pricelist management






customer case management


relationship marketing



rating and review management





lifetime value management


revenue cycle management


loyalty management



content management


database marketing



conference call management


touchpoint management


calendar management


billing and invoice management



motivation management


channel management



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve efficiency

  • Improve internal communications

  • Improve ROI

  • Improve visibility

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Grow market share

  • Launch new products

  • Shorten ramp up time

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • website

  • chat

  • mobile

  • social media

  • offline

  • mobile app

  • video

  • text SMS

  • user generated content

  • blogs

  • point of sale

  • Skype

  • Facebook

  • on premises

  • promotions

  • events

  • trade shows

  • Twitter

  • Slack

  • games

  • LinkedIn

  • newsletter

  • omnichannel

  • See 22 more
  • e-mail

  • phone calls

  • website

  • chat

  • mobile

  • social media

  • offline

  • mobile app

  • video

  • text SMS

  • user generated content

  • blogs

  • point of sale

  • Skype

  • Facebook

  • on premises

  • promotions

  • events

  • trade shows

  • Twitter

  • Slack

  • games

  • LinkedIn

  • newsletter

  • omnichannel

  • See 22 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting