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…

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Tutorial Videos

Sales CRM Overview



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Sales CRM - Sales Managers & Sales Persons



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Sales CRM Options in Automation Rules



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Sales CRM Options in Automation Builder



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