CRM for SaaS: Predictability, control, and scale for your Business
Technology companies are growing fast and the business process needs to keep pace. Ploomes CRM for SaaS is for consultative, recurring, and data-driven sales operations.
+3000 companies use Ploomes to optimize their commercial management
Main challenges of
SaaS sales
Lack of visibility of the funnel and the forecast
Without consolidated data, the sales forecast becomes inaccurate.
Manual, slow and poorly scalable contract proposals
Manual processes delay negotiations and stall scale.
Low team engagement with CRM
An unintuitive CRM reduces adhesion and data quality.
Lack of reliable data for strategic decisions
Inconsistent data makes secure and strategic decisions difficult.
The Ideal Solution
How Ploomes solves These Challenges in Practice
Ploomes solves these challenges with automated processes, centralized data, and an intuitive platform.
Complete pipeline management
Create custom funnels and track each stage with clear conversion indicators, sales cycle, and bottlenecks.
Process automation and SLAs
Automate operational tasks and ensure commercial discipline with automatic lead distribution, creation of activities by funnel stage, SLA alerts, and follow-ups. Less manual effort, more focus on closing deals.
Proposals and contracts in a few clicks
Create commercial proposals personalized and scalable with templates standardized by plan or customer profile. It also integrates with electronic signature tools. It's more speed and professionalism in every negotiation.
Integrations
Connect CRM to tools that make sense for SaaS
Ploomes connects to your ecosystem.
All synchronized in one place.
Native integrations
Ploomes natively integrates with the main solutions used by SaaS.
Development
We have a team to develop integrations on demand with systems or other applications.
Mobile app for agile SaaS sales
Ideal for SaaS operations with dynamic routines
Access leads, opportunities, and activities in real time, from anywhere, even outside the desktop.
Library with AI
Artificial Intelligence applied to your sales
Use AI to support analysis, organize information, and increase business operation efficiency.
Who is Ploomes for?
Ploomes CRM is ideal for technology companies that have complex business operations, consultative sales, and a need for predictability.
B2B SaaS
On-Demand Software Companies (custom software)
Tech companies with enterprise sales
Technology platforms with a hybrid sales model
Medical technology companies and B2B healthtechs
Industrial Technology Companies (Indtech)
Startups in the scaling phase
Results your SaaS business can expect
“Ploomes enabled contract management that no solution was able to provide.”
EASE Group
“Ploomes is a complete system, easy to configure and now includes several Vydence operations, from sales to technical assistance.”
Digital Jundiaí
services
Implementation and support
from Ploomes CRM
We have exceptional people to run your business
to larger flights using Ploomes CRM and its modules
Consultative implementation
You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.
The CRM that grows with your SaaS
Talk to an expert and see how Ploomes fits your operation.
Perguntas Frequentes
Sim. O Ploomes CRM foi desenvolvido para operações B2B complexas, comuns em empresas SaaS, com vendas recorrentes, múltiplos canais (inbound, outbound e parcerias) e necessidade de previsibilidade de receita.
Sim. A plataforma permite estruturar propostas e contratos com recorrência, setup, planos, upgrades (upsell) e expansões de conta (cross-sell), acompanhando todo o ciclo de vida do cliente.
Sim. O Ploomes permite criar funis personalizados por canal ou unificados, garantindo visão completa do pipeline e comparativos de performance entre inbound, outbound e parcerias.
Totalmente. O CRM centraliza dados, automatiza tarefas, SLAs, follow-ups e geração de propostas, reduzindo erros manuais e aumentando a produtividade do time comercial.
Sim. O Ploomes é altamente personalizável e pensado para gerar engajamento, com interface intuitiva, automações e app mobile que facilitam o uso no dia a dia.
Sim. Com dados centralizados e indicadores claros, o Ploomes entrega forecast confiável, métricas como MRR, ARR, ticket médio e taxas de conversão por etapa do funil.
Sim. O Ploomes se integra a ferramentas de marketing, prospecção outbound, ERPs, sistemas financeiros, BI e outras soluções do ecossistema SaaS.
Sim. O Ploomes oferece controle de acessos, rastreabilidade de ações, armazenamento seguro de dados e conformidade com a LGPD, garantindo segurança e governança da informação.
O Ploomes atende desde startups em fase de estruturação até empresas SaaS em escala, adaptando-se à maturidade e complexidade da operação comercial.
Sim. Funis, campos, regras de automação, propostas e relatórios podem ser personalizados conforme o modelo comercial do seu SaaS.
Possui outras dúvidas? Entre em contato