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Platformly

by Platformly · Since 2017
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ActiveAvailable globallyCloud
Quick facts
VendorPlatformly
Year launched2017
StatusActive
LocationCraigmuir Chambers, Road Town, Tortola VG1110, British Virgin Islands
Countries servedGlobal
Languages11
Integrations18+
Free tier
Free trialYES
Contact sales

About Platformly

Platformly is a marketing automation platform from Platformly designed to help users run, automate, and scale the business. It provides Marketing CRM, Segmentation, and Email Marketing so users can effectively manage customer relationships and improve campaign targeting. With advanced features like Sales Pipelines and SMS Marketing, users can increase sales, improve brand loyalty, and minimize workload through automation. The platform supports various integrations, allowing for a customized marketing approach tailored to specific business needs. Key capabilities: CRM Messaging Automation Analytics Segmentation Best for: businesses that need to automate marketing processes and manage customer interactions efficiently.

Platformly presents itself as a comprehensive, all-in-one business management and marketing automation solution, designed to streamline operations for small to medium-sized businesses, e-commerce stores, and marketing agencies. Its core strength lies in its ability to consolidate key marketing functionalities—such as a CRM, email marketing, and automation workflows—into a single, unified interface. This integration allows users to manage everything from lead capture and nurturing to sales and reporting without needing to constantly switch between different applications. A standout feature is the advanced link tracking and marketing attribution, which provides granular insights into which campaigns and channels are most effective at driving revenue, enabling data-driven decisions. The platform also includes a drag-and-drop landing page and email builder, which, while sometimes reported to have a slight learning curve or a need for more templates, simplifies the creation of responsive, high-converting assets without requiring any coding knowledge. Ultimately, the goal is to provide a complete view of the customer journey, from initial interaction through to conversion and retention. The software's performance and deployment are designed for modern web-based workflows.

Pros & Cons

What users like
  • +Easy to keep in touch with a large number of clients
  • +Strong email marketing and automation features boost sales
  • +Flexible automation workflows with lead scoring and rules
  • +Simple onboarding and user-friendly learning experience
  • +Helps automate customer onboarding and promotional campaigns
What users flag
  • Smaller brand recognition compared to market leaders
  • Documentation and resources could be more comprehensive
  • No in-app community forum for peer support
  • Some integrations are limited to third-party connectors
  • Occasional concerns about scalability for very large enterprises

Features

Key features

CRM & Contacts management
Manage customer data with advanced segmentation and insights.
Sales Pipelines
Track deals and opportunities using built-in pipeline management.
Email Marketing
Create, send, and optimize email campaigns with deliverability tools.
SMS Marketing
Run SMS campaigns through Twilio and Nexmo integrations.
Push Notifications
Send direct push messages to engage users.
Marketing Automation / Workflows
Build automated, multi-channel workflows for personalization.
Lead Generation & Opt-in Forms
Capture leads quickly with forms and integrations.
Link Tracking
Monitor clicks and user activity with link tracking and analytics.
Business Dashboards & Sales Reporting
Gain real-time visibility into sales and performance.
Advanced API & Webhooks
Extend the platform with developer APIs and integrations.

Additional features

Contacts CRM
Store and manage customer profiles with personalization features.
Segmentation
Organize contacts into dynamic or static segments for targeted campaigns.
Sales Pipelines
Visualize and manage deals across pipeline stages with analytics.
Email Marketing
Design and deliver professional campaigns with templates and deliverability features.
SMS Marketing
Reach audiences with SMS powered by Twilio/Nexmo integrations.
Push Notifications
Deliver push alerts for timely customer engagement.
Marketing Automation
Automate customer journeys with workflows and conditional logic.
Lead Generation
Collect leads using integrated forms and opt-in tools.
Link Tracking
Track clicks and conversions with detailed UTM and link analytics.
Business Dashboards
Monitor business data with customizable real-time dashboards.
Sales Reporting
Track revenue, recurring income, and forecasts for better decisions.
Top Integrations
Connect with Shopify, WooCommerce, ClickBank, PayPal, Paddle, Stripe, Slack, Zapier, and more.
Advanced API & Webhooks
Enable deep system integrations for developers.
Apps
Use Platformly via Chrome extension, WordPress plugin, and WooCommerce add-ons.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
24
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseArabic.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇧🇷BRL🇷🇺RUB🇰🇷KRW🇿🇦ZAR🇮🇩IDR🇸🇬SGD🇹🇭THB🇭🇰HKD🇹🇼TWD🇲🇽MXN🇨🇭CHF🇹🇷TRY🇲🇾MYR🇵🇱PLN🇻🇳VND🇸🇦SAR

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