CRM for Consultants: More control and scale for consultative operations
Consultancy firms deal with long sales cycles, multiple decision-makers, personalized proposals, and recurring contracts. Ploomes CRM organizes the entire business operation into a single system.
+3000 companies use Ploomes to optimize their commercial management
The main challenges of B2B consultancies
Lack of visibility of the funnel and revenue
Difficulty keeping track of opportunities and accurately predicting results.
Proposals and contracts without standardization
Manual processes that generate rework, errors, and loss of business agility.
Absence of control over follow-ups and renewals
Recurring negotiations and contracts are lost due to lack of structured monitoring.
Decentralized customer information
Fragmented client data generates risk, rework, and dependence on the broker's memory.
The Ideal Solution
How Ploomes boosts sales in consultancies
Ploomes organizes processes, centralizes data, and accelerates proposals, giving scale to consultative sales.
Complete management of the advisory funnel
Structure customized funnels for each type of service or line of action and define what information is mandatory at each stage. Ensure full visibility of the operation.
Control of contracts, renewals, and recurrence
Revenue indicators and predictability
Integrations
Integrations that make sense for consultancies
Ploomes connects to your operation's ecosystem: ERPs, marketing and lead generation tools, electronic contract signing, email, schedules, and other productivity solutions. All synchronized to eliminate rework and information gaps.
See all Ploomes integrations
Mobile app
Ideal for teams with external routines
Ideal for consultants at external meetings or strategic visits. Update opportunities, record interactions, and view customer information in real time, right from the app.
Library with AI
Artificial Intelligence applied to sales management
Use AI to analyze data, organize customer information, and support decisions that increase business operation efficiency.
Security and Governance
Safety and reliability for strategic operations
What types of consultancies is Ploomes suitable for?
Management and strategy consultancies
Technology and digital transformation consultancies
Financial, accounting and legal consultancies
Consultancy firms specialized in B2B projects
HR and organizational development consultancies
Results your business can expect
“Ploomes' CRM for us is a fundamental piece. We achieved the unification of operations with Ploomes CRM, which surprised us by delivering reports and the possibility of seeing the entire customer journey in a unified way.”
Soulan Group
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.
Ready to professionalize the commercial management of your consultancy?
Centralize processes, gain visibility, and sell more intelligently.
Perguntas Frequentes
Sim. O CRM permite criar funis e etapas personalizadas para cada tipo de serviço, solução ou modelo de contrato da consultoria.
Sim. O Ploomes tem um módulo de automação de propostas e um de CPQ que automatiza a criação de propostas e contratos, com modelos padronizados, cálculos automáticos de valores e controle de versões.
O sistema centraliza contratos, datas de vigência, renovações e reajustes, garantindo mais controle e previsibilidade de receita.
Sim. O Ploomes possui integrações nativas com diversas soluções de mercado e também permite integrações sob demanda via API.
Sim. O Ploomes oferece dashboards e relatórios para análise de funil, forecast, taxa de conversão, ciclo de vendas e desempenho da equipe.
Sim. O CRM conta com aplicativo mobile, ideal para consultores que realizam reuniões externas e precisam acessar ou atualizar informações em tempo real.
Sim. O CRM é altamente flexível e acompanha o crescimento da operação, seja em número de usuários, complexidade de processos ou volume de negócios.
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