Simplify your sales with Ploomes CRM
Ploomes is the complete CRM that brings together everything your operation needs: sales, automations, and proposals in one place.
Avaliado e recomendado nas principais plataformas de software B2B
We centralize the entire customer journey in one place
Delight customers, from first contact to loyalty
Client portfolio management
Sales funnel and process automation
Proposals, Requests, and Contracts
+ 2000 companies trust and use Ploomes CRM
Get a complete view of your sales process and increase your efficiency. With Ploomes CRM you will achieve:
Complete control
You will have complete control over your customers. All information, such as conversation history, activities carried out, negotiations in progress, and others, will be in one place.
Increase in sales
With up-to-date customer relationship management, you'll have a complete view of your sales funnel. This will help identify potential bottlenecks and business opportunities, increasing your sales and profitability.
Time Gain and Productivity
Automate repetitive tasks, free up more time for strategic activities, and improve information quality. This will bring efficiency to your team, improving your results.
Integrate Over 100 tools for Ploomes CRM
Ploomes' technology allows it to be integrated with various platforms, from the most modern to the most traditional, in addition to being integrated with the main ERPs in the market.
Features for enhance your efficiency and productivity
Record all your customer information in one place.
Get a 360º view of your customers, register contacts, proposals, sales, contracts, products, attachments, history and in a unique environment.
Record all conversations and interactions with your customers.
See the entire timeline between your company and each customer, including visits, emails, Whatsapp messages, calls, proposals, and sales.
Each opportunity must be within the field of vision of managers.
Customize your funnel with custom forms, fields, icons, naming, rules, automations, checklists, permissions, and approval flows.
Schedule tasks and activities related to your clients.
Calls, meetings, and sending emails. Create automations for contact reminders, follow-up, meetings, and next steps with your customers.
Get access to complete reports on the performance of your sales team.
Get access to goals, graphs, indicators, and filterable tables that allow the manager full visibility, without the need for spreadsheets.
Automate and standardize the creation of documents and business proposals.
Reduce time, eliminate errors, and standardize your business proposals in a few minutes, without having to spend hours creating each one from scratch.
Eliminate failures and oversights with automated processes from start to finish.
Automatic tasks remove the dependence on employees' memory, ensuring integrity and efficiency.
Customer registration
Record all your customer information in one place.
Get a 360º view of your customers, register contacts, proposals, sales, contracts, products, attachments, history and in a unique environment.
History of Interactions
History of Interactions
Record all conversations and interactions with your customers.
See the entire timeline between your company and each customer, including visits, emails, Whatsapp messages, calls, proposals, and sales.
Sales Funnel
Each opportunity must be within the field of vision of managers.
Customize your funnel with custom forms, fields, icons, naming, rules, automations, checklists, permissions, and approval flows.
Scheduling activities
Schedule tasks and activities related to your clients.
Calls, meetings, and sending emails. Create automations for contact reminders, follow-up, meetings, and next steps with your customers.
Reports
Get access to complete reports on the performance of your sales team.
Get access to goals, graphs, indicators, and filterable tables that allow the manager full visibility, without the need for spreadsheets.
Document and Proposal Automation
Automate and standardize the creation of documents and business proposals.
Reduce time, eliminate errors, and standardize your business proposals in a few minutes, without having to spend hours creating each one from scratch.
Workflow
Eliminate failures and oversights with automated processes from start to finish.
Automatic tasks remove the dependence on employees' memory, ensuring integrity and efficiency.
Ploomes' CRM is also available in Mobile app
Learn how Ploomes CRM does Difference in routine Who does it use
“Ploomes stood out among the others by demonstrating the competence and expertise needed to achieve the project's ROI.”
Schedule your demo now
See in practice how Ploomes CRM can transform your daily life and that of your sellers.
