Understand Your Customers Using the Multi-channel Marketing Automation Software

Reading Time: 5 minutes

Customers are essential for every business, isn’t it? The increasing demand for various products and services resulted in more opportunities for entrepreneurs to enter the market. This led to an increase in competition among businesses. 

The customer is the king (or the queen). Providing them personalized and high-quality services are the only way for a business to survive the competitive markets. But how can you provide customized services without knowing what the customers want? 

There are many software tools available to understand customer behavior and help businesses develop a great marketing plan. One such tool is Platformly, a next-generation, multi-channel, marketing automation software. 

Overview of Platformly 

Platformly is a marketing automation software that helps online businesses manage and automate their sales right from lead capturing to improving customer satisfaction. The software has many features that have been designed to assist you in promoting your business and attracting new customers. The software streamlines the marketing and sales processes and helps you expand the business in less time, and increase ROI. 

Shall we take a look at the features in detail and understand what the software is capable of? 

Features of Platformly 

The following are the eight features of the marketing automation software that can change the way you handle your sales and customers and help you expand the business into new markets with confidence.

Link Tracking

This feature allows you to track and measure which marketing strategy is delivering the best results. When you know which channel is generating the most number of leads, you will obviously want to invest more in that channel (Facebook, YouTube, email marketing, etc.) 

Get detailed reports of the number of leads generated and customers gained for 30/60/90 days. Not just that, you can also know how a customer came across your business and how they purchased the product/ service. This will allow you to personalize the offerings to suit customers’ requirements. 

Lead Capture

Leads are vital to growing the business. But creating pages and optins for lead forms was a lengthy process. Not anymore. Platformly allows you to design and load forms within a few seconds or minutes using the existing templates. You can customize the forms using the ‘drag-drop’ method even if you have no technical expertise. 

You also have the alternative to use the URL provided by the software or the one that belongs to your domain. Simply publish the forms using the WordPress plugin of the same company. Edit the form in real-time and see the changes being updated immediately. 

Email Marketing 

Personalization is the keyword when it comes to email marketing. Customers and subscribers don’t want to be treated as one of the many. Platformly allows you to customize every element of the email to suit the customer’s interests that too, without wasting too much time in the process. The aim is to increase user engagement and convert more subscribers to customers. 


Your sales team must know as much as possible to ensure that leads don’t slip away or customers end up going to a competitor. Platformly’s CRM feature (Rich Profile Data) helps your team thoroughly understand the leads to follow up and close up successfully at the right time. 


Platformly can be integrated with a whole lot of other software tools and applications to collect, sync, analyze, and share data with your team. Be it Zaiper, Google Analytics, JotForm, Serped.net, EmailListVerify, Facebook, Lob, Sociamonials, Convertful, ConvertBox, PHP Point of Sales, Integromat.

Marketing Automation

Automation saves time, energy, and resources while increasing the efficiency and effectiveness of the business model. Platformly allows you to set up automation for recurring processes such as sending emails, creating coupon codes, routing leads, sending orders and gifts, etc. 

You can customize the automation process by segmenting your customers based on various metrics such as user behavior, purchase history, locations, and special preferences. You can also automate campaigns after fully customizing them. 


If you don’t have the complete picture of the business, you might not be able to make the right decisions. Platfromly generates advanced and detailed reports that allow you to measure the performance of the business against the key indicators and identify the areas for improvement. The reports are generated using real-time data for increased accuracy. 

Business Dashboard 

An interactive dashboard that can be accessed from any device – who doesn’t want that? Platformly offers exactly that and more. Anything you wish to see or know is at your fingertips, thanks to the highly functional and customizable business dashboard.  

Pricing Options 

The company offers a free 15-day trial for you to observe how the software works. Post the trial period, you can choose a plan of your choice depending on the volume of the business. The plan starts at just $19/ month for 1000 contacts and goes up to more than 1000k contacts. This shows the scalability of the software. 

You can either opt for the monthly package or the yearly one. Apart from the basic plan, you can also choose feature packages. The company offers a 30-day money-back guarantee.

There are three feature packages available:-

  1. Starter ($69 per month)
  • 10,000 emails/mo  
  • 1 dashboard  
  • 1 domain  
  • 5 integrations  
  • 10,000 link visits/mo  
  • 10,000 page visits/mo  

2. Growth ($49 per month)

  • 100,000 emails/mo  
  • More with SMTP
  • 5 dashboards  
  • 5 domains  
  • unlimited integrations  
  • 25,000 link visits/mo  
  • 25,000 page visits/mo  
  • Webhooks included

3. Unlimited ($99 per month)

  • Unlimited emails/mo  
  • More with SMTP
  • Unlimited dashboards  
  • Unlimited domains  
  • Unlimited integrations  
  • 100,000 link visits/mo  
  • 100,000 page visits/mo  
  • Webhooks included

Why Choose Platformly?

  • Ease of Use
  • Value for Money
  • Exceptional Customer Service
  • Beautiful and Functional Interfaces
  • Easily connect other tools and send data into Platformly
  • Wide variety of Integration options

Platformly Testimonials

Final Conclusion

Whether you are a startup or have a multinational enterprise, the software can be scaled to suit your business needs. There are no geographical restrictions to use the software either. 

You don’t have to pay an additional setup fee or sign any contract with the company. And if you don’t like the software, you are free to cancel your package anytime. Of course, that won’t be necessary since Platformly is highly recommended by entrepreneurs and enterprises from across the globe as all the marketing tools are in one place. 


1. Does Platformly Provide API?

Yes, Platformly provide API.

2. Does Platformly offer any free plan?

Not offering free plan but you can take a 15 days trial.

3. What are the top alternatives of Platformly?

  • Active Campaign
  • Marketo
  • SharpSpring
  • Pardot
  • Marketing 360

Connect Platformly via Social media