How Does PLATMA Redifine Sales and Automate Flows
CRM

This is Jill. She has a small business and uses the No/Low-code PLATMA platform to change how it works. As a person who sells courses and training classes and actively monitors KPIs for her business, Jill decided to use the PLATMA platform. And it was a life-changing decision for her.

Before PLATMA, Jill didn’t feel confident about her business’s growth and KPIs metrics. She wanted to monitor sales, maintain analytics for courses and clients, and gather data for comparison. Thanks to PLATMA, she managed to automate the routine flows, releasing valuable time and resources.

One of the most astonishing features of PLATMA is the opportunity to use ready templates after customization. With the help of the user-friendly “drag-and-drop” interface, Jill made fine-tuned statistics dashboards for orders, customers, and products. She also adjusted notifications for pre-defined events and linked necessary data sources. Now, she can gather all statistical data and KPIs to track the results of her work.

This valuable PLATMA template allowed Jill to benefit from comparing it to a heavy-weighted CRM system. She didn’t have to hire IT developers or give it to outsource; she didn’t need to choose from CRM systems with paid subscription plans or even require solid coding skills. Jill combined a low-cost solution with her restricted but precise SMB needs. The UI builder at the PLATMA platform has an intuitive design; the data sources can be linked seamlessly, and it’s even possible to manage relational databases. All these features dramatically differ from heavy and complicated CRM systems. Using this CRM system from PLATMA’s template, Jill keeps track of her sales, makes timely changes according to order amount or client satisfaction, and holds her hand on the pulse of the current trends.

PLATMA can be a powerful solution for any business owner who wants to stay on the same page with the current market needs. Whether you’re in the business of selling courses or something completely different, PLATMA’s No/Low-code platform makes it easy to create customized solutions. The benefits of using PLATMA include increased efficiency, reduced costs, and improved KPI metrics.