Simplify outside sales with the Ploomes sales force

Ploomes is the complete sales system that brings together everything your operation needs: order registration, sales automation, and product management in one place.

+3000 companies use Ploomes to optimize their commercial management

Why Ploomes?

We centralize the entire customer journey in one place

Client portfolio management

360º view of customers for better portfolio management and loyalty.

Interface do aplicativo Ploomes exibindo o perfil do cliente com histórico de negócios, propostas e reuniões agendadas.

Order registration via App

Application to increase the productivity of external sellers.

Tela de criação de nova proposta comercial no aplicativo de força de vendas Ploomes, destacando a facilidade de uso móvel.

Product Management

Register your products and link to customers to encourage repurchase and expansion

Get the full picture of your sales process and increase your efficiency.

Complete control

You will have complete control over your customers. All information, such as conversation history, activities performed, orders placed, and others, will be in one place.

Tela de perfil de cliente no CRM com dados da empresa, linha do tempo e histórico de interações
Painel do CRM com indicadores de receita mensal, clientes ativos e gráfico de vendas por período

Increase in sales

With up-to-date customer relationship management, you will have a complete view of your customer's journey. This will help identify repurchase and expansion opportunities, increasing your sales and profitability.

Time Gain and Productivity

Automate order issuance, free up more time for strategic activities, and improve information quality. This will bring efficiency to your team, improving your results.

Interface móvel do aplicativo Ploomes exibindo a tela de 'Resumo da proposta'

Integrate

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.

In addition, Ploomes can also be integrated with more than 100 solutions, such as service tools, marketing automation, document management, and more.

Rated and recommended on major B2B software platforms

Avaliações de clientes: Capterra 4,9 de 5 estrelas, Software Advice 4,9 de 5 estrelas, GetApp 4,9 de 5 estrelas e B2B Stack 4,8 de 5 estrelas.

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.

Tela de clientes do Ploomes, com informações fictícias de clientes, como nome e mensalidade

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.

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.

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.

Who is the Ploomes Sales Force suitable for?

Representante comercial da indústria utilizando tablet para criar uma nova proposta de venda no sistema Ploomes.

Industries

Industries that sell inputs or consumables on a recurring basis to clients that are already in the portfolio

Vendedora externa do varejo utilizando aplicativo móvel Ploomes para adicionar produtos ao pedido de forma rápida

Retail

Companies that work with external teams of sellers to replace products at points of sale and distributors

Schedule your demo now

See in practice how Ploomes CRM can transform your daily life and that of your sellers.