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Platformax CRM vs Sage CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Platformax CRM medium Failure Risk for Sage CRM medium
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Comparison Summary

This comparison report of Platformax CRM vs. Sage CRM is based on a specific set of business needs and context. The comparison uses 4113 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Sage CRM

Platformax CRM, Sage 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.

Sage CRM focuses on Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.

"For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It's simple to use, yet it offers so much more ...than your average CRM. " - Matjaz Miskec

"What an amazing difference and lean way to operate our business, in the past, we used to maintain manual files for all our customers and our properties. " - Philip Meyer

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 Sage CRM

Focus area

Sage CRM is better than Platformax CRM for

Software Failure Risk

  • medium

About

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

Top-rated cloud financial management

Age

2014

2002

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

42

67

Total Goals
(we found evidences for)

3

13

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (48)

engaging and following up

Read Reviews (18)

Read Reviews (33)

helpdesk management

Read Reviews (25)

Read Reviews (26)

communication management

Read Reviews (20)

Read Reviews (18)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (4)

sending & publishing communications

Read Reviews (4)

Read Reviews (12)

contact list management

Read Reviews (20)

Read Reviews (15)

contacts history

Read Reviews (3)

Read Reviews (5)

lead tracking

Read Reviews (17)

Read Reviews (31)

relationship management

Read Reviews (14)

Read Reviews (11)

pipeline management

Read Reviews (12)

Read Reviews (12)

generation of new leads

Read Reviews (11)

Read Reviews (17)

training & onboarding

Read Reviews (7)

Read Reviews (1)

workflow management

Read Reviews (5)

Read Reviews (57)

sales review & feedback

Read Reviews (4)

Read Reviews (2)

campaign management

Read Reviews (3)

Read Reviews (30)

campaign monitoring

Read Reviews (3)

Read Reviews (1)

sales call management

Read Reviews (3)

Read Reviews (2)

opportunity management

Read Reviews (2)

Read Reviews (5)

performance management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (1)

customer feedback management

Read Reviews (2)

Read Reviews (6)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (2)

discount management

Read Reviews (2)

Read Reviews (1)

promotion management

Read Reviews (2)

Read Reviews (1)

social media management

Read Reviews (1)

Read Reviews (10)

social media analytics

Read Reviews (1)

Read Reviews (9)

competitive intelligence

Read Reviews (1)

Read Reviews (7)

account management

Read Reviews (1)

Read Reviews (3)

proposal & quote management

Read Reviews (0)

Read Reviews (29)

contract management

Read Reviews (0)

Read Reviews (24)

sales document management

Read Reviews (0)

Read Reviews (113)

proposal & quote management

Read Reviews (0)

Read Reviews (29)

contract management

Read Reviews (0)

Read Reviews (24)

business development

Read Reviews (0)

Read Reviews (58)

customer case management

Read Reviews (0)

Read Reviews (11)

rating and review management

Read Reviews (0)

Read Reviews (8)

products & pricelist management

Read Reviews (0)

Read Reviews (6)

conversion management

Read Reviews (0)

Read Reviews (4)

trade show marketing

Read Reviews (0)

Read Reviews (3)

content sharing

Read Reviews (0)

Read Reviews (3)

content management

Read Reviews (0)

Read Reviews (3)

content sharing

Read Reviews (0)

Read Reviews (3)

billing and invoice management

Read Reviews (0)

Read Reviews (3)

loyalty management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • social media

  • offline

  • on premises

  • phone calls

  • trade shows

  • website

  • promotions

  • blogs

  • user generated content

  • point of sale

  • causes and charity

  • chat

  • Whatsapp

  • games

  • video

  • out of home

  • brochure

  • newsletter

  • See 17 more

  • mobile

  • e-mail

  • social media

  • offline

  • on premises

  • phone calls

  • trade shows

  • website

  • promotions

  • blogs

  • user generated content

  • point of sale

  • causes and charity

  • chat

  • Whatsapp

  • games

  • video

  • out of home

  • brochure

  • newsletter

  • See 17 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

{{{rsh_C_1}}}

medium

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Integration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting