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Platformax CRM vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Platformax CRM medium Failure Risk for Referral Maker CRM medium
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Comparison Summary

This comparison report of Platformax CRM vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 1008 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Referral Maker CRM

Platformax CRM, Referral Maker CRM, 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.

Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

"Thanks to Platformax we are now building and customizing our sales campaigns in much less time. It has also increased our conversion rate and streamlined our processes, and that's what we needed. " - Federico Nuccio

"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA

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 Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

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

Real estate CRM with lead generation tool offering realtor training and support

Age

2014

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

35

Total Goals
(we found evidences for)

3

3

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (8)

engaging and following up

Read Reviews (18)

Read Reviews (8)

helpdesk management

Read Reviews (25)

Read Reviews (3)

communication management

Read Reviews (20)

Read Reviews (5)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (1)

sending & publishing communications

Read Reviews (4)

Read Reviews (4)

contact list management

Read Reviews (20)

Read Reviews (7)

contacts history

Read Reviews (3)

Read Reviews (1)

lead tracking

Read Reviews (17)

Read Reviews (3)

relationship management

Read Reviews (14)

Read Reviews (1)

pipeline management

Read Reviews (12)

Read Reviews (0)

generation of new leads

Read Reviews (11)

Read Reviews (34)

training & onboarding

Read Reviews (7)

Read Reviews (2)

workflow management

Read Reviews (5)

Read Reviews (0)

sales review & feedback

Read Reviews (4)

Read Reviews (1)

campaign management

Read Reviews (3)

Read Reviews (1)

campaign monitoring

Read Reviews (3)

Read Reviews (1)

sales call management

Read Reviews (3)

Read Reviews (0)

opportunity management

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (1)

customer feedback management

Read Reviews (2)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (0)

discount management

Read Reviews (2)

Read Reviews (0)

promotion management

Read Reviews (2)

Read Reviews (0)

contract management

Read Reviews (0)

Read Reviews (2)

sales document management

Read Reviews (0)

Read Reviews (3)

contract management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

Top Channels

Channels Used

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting