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Platformax CRM vs Wise Agent: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Platformax CRM medium Failure Risk for Wise Agent medium
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Comparison Summary

This comparison report of Platformax CRM vs. Wise Agent is based on a specific set of business needs and context. The comparison uses 2515 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Wise Agent

Platformax CRM, Wise Agent, 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.

Wise Agent focuses on Contact List Management with Phone Calls, Drip Marketing with E-Mail, Engagement Management with Phone Calls, Communication Management with E-Mail, 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

"It’s a great way to keep in contact with my clients through my holiday mailings and client updates. It works great! " - Kelly Mattice

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 Wise Agent for

Software Failure Risk

  • medium

logo Wise Agent

Focus area

Software Failure Risk

  • medium

About

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

Real Estate CRM Software to increase the productivity

Age

2014

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

58

Total Goals
(we found evidences for)

3

5

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (41)

engaging and following up

Read Reviews (18)

Read Reviews (41)

helpdesk management

Read Reviews (25)

Read Reviews (16)

communication management

Read Reviews (20)

Read Reviews (35)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (2)

sending & publishing communications

Read Reviews (4)

Read Reviews (32)

contact list management

Read Reviews (20)

Read Reviews (120)

contacts history

Read Reviews (3)

Read Reviews (18)

lead tracking

Read Reviews (17)

Read Reviews (5)

relationship management

Read Reviews (14)

Read Reviews (2)

pipeline management

Read Reviews (12)

Read Reviews (0)

generation of new leads

Read Reviews (11)

Read Reviews (25)

training & onboarding

Read Reviews (7)

Read Reviews (17)

workflow management

Read Reviews (5)

Read Reviews (3)

sales review & feedback

Read Reviews (4)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (19)

campaign monitoring

Read Reviews (3)

Read Reviews (0)

sales call management

Read Reviews (3)

Read Reviews (1)

opportunity management

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (0)

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)

social media management

Read Reviews (1)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • See 2 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 more

  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 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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high

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting