Articles on: Sales CRM

Platformly's Sales CRM

Platformly's Sales CRM is a powerful yet easy-to-use Sales CRM, designed to help you increase your sales and grow your business. It is included in your Platformly membership, at no extra cost.


In short, Platformly's Sales CRM allows you to:


  • Create Sales Pipelines for different stages: Lead, Contacted, Qualified, Proposal Made…
  • Create Deals, representing business opportunities, that you can move from one stage to another, either manually or automatically
  • Create Deal Activities, to organize your daily schedule: phone calls, meetings, tasks, emails, business lunches…


Read our blog to learn more...


Tutorial Videos


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Sales CRM Options in Automation Builder



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Updated on: 16/10/2020

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