Platformly’s Sales CRM Explained

A few days ago we announced the release of our Sales CRM, which is designed to help you sell more, by streamlining and automating your sales process. Whether you are already familiar with sales pipelines or are a complete newbie, we highly recommend that you watch our tutorial videos… That way you don’t miss a…

by Julien Duc

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Platform.ly Fall 2020 Update 🍂 New Features, Improvements…

It’s already Fall in the Northern Hemisphere and thus time for us to give you a quick recap of the new features and improvements we released over the past few weeks. ➡️ Just in case you missed it, here is our Summer update… ☀️ ➡️ We have since then released a couple of new features:…

by Julien Duc

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Our Sales CRM is Live! 🤩

📢 MAJOR ANNOUNCEMENT 📢 Great news! Today we have released the most requested feature ever… A powerful yet easy-to-use Sales CRM, designed to help you increase your sales and grow your business 🚀 The best part is that it is included in your Platformly membership, at no extra cost. In short, our Sales CRM allows…

by Julien Duc

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New Improvements: 🏖️ Projects Overview & Shortcut Menu

Just a quick update to let you know about a couple of new features… We just couldn’t wait until the next update (Fall update) to tell you about them 😉 Projects Overview First, let’s talk about the ‘Projects Overview’, which is a new section, accessible from the project selector located at the top left of…

by Julien Duc

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Platform.ly Summer 2020 Update ☀️ New Features, Improvements…

In the Northern Hemisphere, it’s now Summer and thus time for us to give you a quick recap of the new features and improvements we released over the past few weeks. As you will see, we have kept ourselves quite busy during lockdown 😄 First, a quick reminder… We released many new features since our…

by Julien Duc

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Platformly’s New UI Design is Live! 🎉

Great news today! Our new UI design is live 🤩 We thought it was time to give Platformly a more modern look, and most importantly make it more user-friendly. This new design comes with plenty of cool features that we’re sure you’ll love! This new UI design is the result of months of hard work….

by Julien Duc

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Our New Automation Builder is Live! 🤩

📢 MAJOR ANNOUNCEMENT 📢 Today we are super excited to announce the release of our new automation builder! This new builder is the result of weeks, even months of hard work. Kudos to our team 👍 for revamping this builder, which was no walk in the park. They’ve done a tremendous job that took close…

by Colin Klinkert

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Platformly Now Integrates With WooCommerce! 🛒🤩

BIG NEWS! 📢 Today we are super excited to officially announce the release of the Platform.ly for WooCommerce plugin 🤩 This was a highly requested integration, and it’s now available, for all members! We’ll be honest with you… This integration took us looong months of hard work, but it’s finally there! In short, this WordPress…

by Julien Duc

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New Custom Field Types, Sections & More 🎉

We have some great news for you today… This time it’s about custom fields 🥳 As you know, our CRM provides you with several default fields: First Name Last Name Email Address Company Name Website Address Phone Number Address City State ZIP Code Country… These are common fields that are included by default in our…

by Julien Duc

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Platform.ly Spring 2020 Update – New Features, Improvements…

In the Northern Hemisphere, it’s now Spring and thus time for us to give you a quick recap of the new features and improvements we released these past few weeks. Let’s get right into it! SMS Marketing First of all, we’d like to remind you about our Text Message & SMS Marketing feature, released just…

by Julien Duc

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