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Platformax CRM vs Pipedrive: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Pipedrive is based on a specific set of business needs and context. The comparison uses 19632 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Pipedrive

Platformax CRM, Pipedrive, 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.

Pipedrive focuses on Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document Management with E-Mail, etc.

"We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It's a one-stop shop for all our needs and we love it. " - Igor Panjan

"We’re using some Google Sheets, so when we update them, Pipedrive gets updated too. The same goes with other third-party tools that we use; we just integrate anything related whenever we want to have information pushed into the CRM. It was an easy t...hing to do with Pipedrive; you have a lot of integrations. " - Brian Hadi Attarbashi

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 Pipedrive

Focus area

Pipedrive is better than Platformax CRM for

Software Failure Risk

  • medium

About

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

Sales CRM & Pipeline Management Software

Age

2014

2010

Financials

PRIVATE

SERIES C

Business Need

Total Processes
(we found evidences for)

42

128

Total Goals
(we found evidences for)

3

20

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



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


proposal & quote management


contract management




sales document management

proposal & quote management

contract management


business development


conversion management


lead qualification: demographic


lead qualification: technographic


lead qualification: firmographic


lead qualification

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic


products & pricelist management








content management



lifetime value management



revenue cycle management


identify target customers


loyalty management

identify target customers


rating and review management



calendar management



touchpoint management


channel management





motivation management


international marketing


social media marketing


community building


conference call management


trade show marketing


outbound marketing


referral management




payment management



subscription management


sales commission management



community marketing


advocacy management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • point of sale

  • social media

  • mobile app

  • on premises

  • chat

  • newsletter

  • promotions

  • games

  • video

  • user generated content

  • blogs

  • text SMS

  • Facebook

  • Slack

  • causes and charity

  • trade shows

  • support groups

  • LinkedIn

  • review sites

  • coupons

  • Amazon

  • events

  • channel partners

  • G2crowd

  • Skype

  • See 27 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • point of sale

  • social media

  • mobile app

  • on premises

  • chat

  • newsletter

  • promotions

  • games

  • video

  • user generated content

  • blogs

  • text SMS

  • Facebook

  • Slack

  • causes and charity

  • trade shows

  • support groups

  • LinkedIn

  • review sites

  • coupons

  • Amazon

  • events

  • channel partners

  • G2crowd

  • Skype

  • See 27 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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low

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Business Setting