IT Review

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Platformly will turn your mundane marketing tasks into opportunities for growth, insight, and income. This all-in-one marketing automation system will reduce the time you spend sending out emails, lower your cost to develop relationships with your customers, and instead create powerful systems to keep your clients coming back for more. Platformly guides you to build your own marketing automation systems, access live data dashboards, and better understand your clients needs with CRM. We recommend Platformly for people running small to large businesses looking to streamline their marketing processes.

Platformly: The Good and The Bad

First, let’s delve into what sets Platformly apart from other marketing automation systems.

The Good

Supports Multiple Domains: Whether you’re a part of a large enterprise or a side hustler with multiple websites, Platformly can support all of your domains. The amount of domains depends on the package you purchase, though. The Starter package includes only one, but with the Growth package, you can connect up to five domains. If you need more, you can upgrade to the Unlimited package which is, well, unlimited!

While some other marketing automation software tools do offer the ability to have multiple domains, what stands out about Platformly is the price. Competitors like SendInBlue and Hubspot charge hundreds of dollars more for the same features.

Customizable UI: From business dashboards to landing pages and templates, Platformly offers a plethora of opportunities to fine-tune the software to your taste. The UI is easy-to-use and has a clean design, with no coding required. Using Platformly will ensure that you have a variety of options to make the program perfectly suitable to your preferences. 

Customer-Centric Approach: Platformly has an excellent support team that is ready to help at the drop of a hat. No matter when you need help, Platformly has a series of resources in place to guide you along the way.

For immediate support, there is a live chat feature on the Platformly website. If live chat isn’t quite your style, there is also an option to email the Platformly team directly. Beyond that, in the help section there are categories for the most common types of issues, like Landing Pages, Contacts, Messages, and more. Not only that, but Platformly has a blog where their team members write about new features, common errors, and more. On the helpdesk page, there are links to the most frequently read articles.

The Bad

Some Learning Curve: Platformly is widely touted as one of the most easy-to-use marketing automations software options out there, but that isn’t without some commitment to learning from your end. With the huge volume of excellent tools, this also means that there can be a bit of a learning curve involved with using them.

Luckily the Platformly team is aware of this and has a thorough onboarding process to combat these difficulties. While the large volume of features can feel overwhelming, if you’re committed to spending a little time learning how the software operates, you’ll be comfortable before you know it. 

Like we mentioned before, Platformly also offers a blog where they detail the new features they release and show users how to implement them. The team will give you an overview of the feature and show you how it can help your business. These articles are complete with visuals of the software, as well as arrows and drawings on the images to show you exactly how to apply them to your account.

Despite the challenging aspects of learning everything, we also found that many features, such as implementing data dashboards and creating marketing automations, are as simple as dragging and dropping. 

Ultimately there is a learning curve, but this is only because of the wide variety of features that Platformly offers.

Overly Simple Templates: Platformly offers a wide selection of template options, mainly for forms and emails. While there are a lot of them, we found that many of them have a pretty basic look. Some people love the clean and simple design, but others find that it leaves more to be desired. 

There are still some opportunities to customize, though. For example, the Yakimbee template offers the option to replace the original stock photos with more than 55 million royalty photos, videos, and vector images.

If you’re someone who wants highly customizable and fashionable templates, you may find Platformly lacking. However, their options will still be able to get the job done, and will provide you with a simple, clean look.

Limited Integrations: The amount of integrations that Platformly offers is far below its competition. SendInBlue offers over 200, and ActiveBuilding offers 800+ integrations, where Platformly offers just 37.

Luckily, we found that the Platformly team has chosen some of the most relevant integrations to include. They offer Google Analytics to PayPal to Facebook to YouTube and more. See the rest of the 37 integrations here.

In addition, Platformly does allow users to add their own integrations. However, this does require some more advanced technical skills. It also suggests seven different “connector” applications that users can download to connect apps with no native navigation, like buying Integrately will allow you to connect Facebook ads and Google Sheets to Platformly. However, these will cost extra.

Platformly Pricing

Platformly pricing is right on par with its competitors. However, unlike its competitors, Platformly offers a wide range of capabilities, and includes many features that others charge extra for, like link tracking and CRM. While there are some less expensive options out there, those systems typically have more minimal tools.

Platformly’s pricing ranges by how many contacts your business has. The website offers a sliding scale, so users can see all of the different pricing options depending on their individual business needs.

The pricing starts as low as $19.99 a month for those who have 1,000 or fewer clients, and scales all the way up to 100,000 contacts at $499.99 a month. However, it also offers custom quotes for those who have even more contacts. In addition, if you choose to buy a yearly subscription, you’ll get your first two months free.

There are three packages for you to choose from: Starter, Growth, and Unlimited.

The prices at the bottom of each category are what is added to the baseline price depending on how many contacts your business costs from the sliding scale.

These prices are minimal when compared to one of the most popular marketing services, HubSpot, which costs close to $800 every month. However, if you don’t need as many advanced features and you are just looking for a simple email automation software, there are other options out there for a lower cost. While Platformly is great, we don’t want you to have to pay for what you don’t need!

Platformly can be slightly more expensive than some other marketing automation software options, but none in the same price range have the same level of capabilities and ease of use. 

Platformly Offerings

Platformly Marketing Automation

One of the primary reasons to get marketing automation software is to reduce the time you spend on repetitive tasks. With Platformly, you can set up a chain of reactions to take based on your customer’s behavior.

Automatic messaging is just one of these features. With the click of a few buttons, you will be able to send emails to thousands of your contacts. Not only that, but you can program your software to send different emails depending on your client’s previous reactions.

For example, if a customer has already bought a product, you can skip sending them promotional material for it. Instead, it would be savvier to send them promotional material for a product they haven’t bought yet. Platformly makes programming this sequence easy.

We also found that creating emails with Platformly can be faster than ever before. The software includes a drag and drop professional email builder, and will then be able to send it out to all of the contacts you want to receive it. 

Utilizing these features means that you can better connect with your customers and increase sales, all while saving time. 

Platformly CRM

One of the most unique aspects of Platformly is that it includes advanced CRM features in all of its packages. Other software companies require users to purchase the most advanced offering to access that feature, adding hundreds of dollars in cost every month.

Platformly’s CRM includes a complete database of every single one of your customers, both past and present. Each person has a profile, complete with their email address, the products they have purchased from you, and how much money they have spent on your business. There are even opportunities to connect with their social media accounts.

The most impressive ability is building your own “lead scoring” system. You can manually enter in characteristics to score your customers, from most engaged to least engaged. This means that you can be sure to send follow-ups and exclusive offers to those that may slip away, and show appreciation for your top buyers.

With Platformly’s CRM, you’ll be able to understand your customers better than ever before, allowing you to build powerful connections with your audience. Platformly will help you to analyze all of your customer relationships in one place and allow you to nurture them with efficiency and ease.

Platformly Customizable Business Dashboards

Platformly allows users to customize their experience by offering a variety of dashboards. You can choose to analyze all kinds of data pertaining to your business, from marketing to sales to finance to social media and more.

Whether you’re at the computer or on your phone, you can see exactly what is happening with your business in real time. The dashboards include all kinds of data about your business, from new email subscribers to how much money you’ve made that day.

These dashboards are also one of the easiest features to set up on Platformly. There are pre-created dashboards to choose from, as well as drag and drop options so you can see all of the data you desire in one place. With the clean design and simple setup, it will be easier than ever to understand exactly what is going on with your business, whether you’re at the office or relaxing before bed.

Platformly Advanced Data

Platformly gives users access to a variety of additional data, too. One of the primary characteristics is link tracking. With Platformly, you can see exactly what links on your emails and advertisements that your customers are pressing. With this data, you’ll be able to see exactly which techniques are garnering the most response and highest ROI. 

Another bonus is that Platformly does not charge for the number of links tracked. Your customers can click as much as they’d like, without you having to pay any extra. This data will help you save time and money in the long run. Over time, you’ll be able to get a clear picture of which marketing streams are garnering the most money, and which you shouldn’t invest any more into. This access to data will help you make the best business decisions you can.

Platformly also tracks the amount of money that is made from each email. So you’ll be able to see which offers, tone, and times garner the most response from your audience. Overall, we have found that Platformly allows you to better get to know your business, all in one place. Rather than juggling the data between multiple sources, you can see a complete picture on one software.


Platformly is a high-quality, fairly priced marketing automation software. We recommend this product to anyone, from small business owners, to side hustlers with multiple businesses, to larger enterprises. Platformly’s advanced tools and friendly UI is perfect for those with moderate technical skills and beginners eager to learn. Marketing automation software is perfect for anyone looking to streamline their marketing process and spend less time on emails and customer relationships, all while maintaining the quality of those elements.

Not totally sure you want to commit just yet? You’re in luck. Platformly offers a free trial. Click here to try it for 15 days.

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