Aazar Ali Shad - Head of Growth at Userpilot
Capture, nurture and close leads from first visit to payment tracking. See reports that show you what’s working,
what can be optimized and how to fix your funnels.
Your crucial business data updated in real-time dashboards that track your customers from lead to revenue
You don’t have to pay for email systems, a CRM or a shopping cart app. It’s all done in Platformly.
Capture and segment leads to trigger automations that match where they are at in their journey.
Whenever someone clicks on a link you create on Platformly, we start tracking their actions. Once they opt in or buy something from you, all their actions are assigned back to them, so you can track which ads or content is actually making you money.
Understand every nook and cranny of your business. Reports include the usual lead and conversion data, but also sales charting, MRR tracking and forecasting.
“Platformly is the most is the seamless combination of CRM with email marketing and automation tools. The reporting possibilities (which I haven't even leveraged yet) look super awesome.”
Paul Lacey
Co-Founder at
The Dickiebirds Studio
Set up Automation Rules once and let them run in the background cleaning and segmenting your audience. Rules put the right users into the right sequences, before they even get an initial message from you.
“Platformly is very easy to use! It’s user-friendly, easy to navigate, everything is super intuitive. I love that I can create automated workflow sequences based on segments, tags, and triggers.”
Kate Kvakhnenko
Global Partnership Manager at
Serpstat
Andrew Agafonov
Project Manager at
HiTech Service LLC
“Finally the ease of automation I've been looking for. We build our subscriber list with ease and are able to automatically drop new subscribers into a drip funnel, depending on where they came from. What I like most about Platformly is its simplicity, how easy it is to create a campaign and, of course, its deliverability.”
Platformly | InfusionSoft (now Keap) |
|
---|---|---|
MARKETING AUTOMATION | ||
Drag & drop workflow builder | ||
Triggered emails | ||
Email autoresponders | ||
Email funnels | ||
Lead scoring | ||
Automation templates | ||
Native integrations | ||
Zapier integration | ||
Webhooks | ||
EMAIL MARKETING | ||
Broadcast emails | ||
Targeted messages | ||
Ready-made templates | ||
Email scheduling | ||
High deliverability | ||
Mobile optimized | ||
Audience segmentation | ||
CRM | ||
Lead nurturing | ||
Lifetime value tracking | ||
Lead scoring | ||
Segmentation | ||
Activity tracking | ||
Enriched profiles | ||
Contact management | ||
BUSINESS DASHBOARDS | ||
Business intelligence | ||
Real-time data | ||
On-the-fly analytics | ||
Mobile friendly dashboards | ||
Drag & drop dashboard builder | ||
Dashboard templates | ||
Shareable dashboards | ||
LEAD CAPTURE | ||
Option form builder | ||
Landing page builder | ||
Mobile ready forms | ||
Drag & drop form builder | ||
Custom domains | ||
LINK TRACKING | ||
Custom parameters | ||
UTM tracking | ||
Custom domains | ||
User-based tracking | ||
Income tracking | ||
Split tracking links | ||
Ad costs import | ||
Social links | ||
REPORTING | ||
Real-time data | ||
Sales reports | ||
Link tracking reports | ||
Email reports | ||
Funnel conversion reports | ||
Forecasting | ||
Payment processor integrations |
Our core automation, emailing and CRM features are included on all plans.
Get started with automation in a breeze.
Is it their automated follow-ups? Or their CRM? Whatever it may be, you can be sure Platformly does it, and does it with ease.
If after 30 days you don’t feel Platformly makes your life easier than InfusionSoft, we’ll give you your money back — no questions asked.
Get the Concierge Experience from our Customer Support team.
We’ll help you migrate and organize your current automations and funnels to make the switch effortless.
“The best part about Platformly is that you see the big picture of how your business is performing in real time. You can generate leads, onboard new customers, track the channels that generate revenue for you and automate your marketing. ”
Sergei Kharchenko
Product Marketing Manager at
Skyvia Data Platform