cuspera logo CUSPERA

Platformax CRM vs Simpleview DMS: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Simpleview DMS is based on a specific set of business needs and context. The comparison uses 926 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Simpleview DMS

Platformax CRM, Simpleview DMS, 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.

Simpleview DMS focuses on Workflow Management, Sales Document Management with Promotions, Helpdesk Management, Distribution Management with Promotions, 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

"The Cvent integration with Simpleview's CRM has been tremendously helpful for our team. We are not only saving time with data entry, we are more productive overall. Our response times are quicker and our communication has been streamlined internally..., along with our planners and hoteliers. Our team really appreciates having everything in one platform. " - Brad Kent

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

Platformax CRM is better than Simpleview DMS for

Software Failure Risk

  • medium

logo Simpleview DMS

Focus area

Software Failure Risk

  • medium

About

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

Destination Management System most advanced solution

Age

2014

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

24

Total Goals
(we found evidences for)

3

4

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


helpdesk management


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




proposal & quote management


sales document management

proposal & quote management


distribution management


content publishing


content management

content publishing


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Grow market share

  • Improve digital and social presence

  • Acquire customers

  • Improve stakeholder relations

  • See 1 more

Top Channels

Channels Used

  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 more
  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting