Centralize customer history and gain a 360º view of sales
Ploomes Sales CRM is a software for organizing the sales process, centralizing customer history, and integrating different systems, increasing the productivity of your sales team.
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+ 3000 companies trust and use the Ploomes Sales CRM
Why Ploomes
How Ploomes' Sales CRM transforms your business operation
High adoption rate
by the sales team
Ploomes was designed to facilitate the seller's routine, not to add administrative overhead. The team uses CRM because it helps, not out of obligation.
Customize CRM for your company
Ploomes CRM offers several options for fields, forms, rules, and automations to adapt to your business. Our CRM fits your organization, not the other way around.
Complete integration with other company systems
Ploomes integrates with ERPs and marketing platforms. This allows for unified management of processes, increasing efficiency and providing a 360° view of the customer.
Key resources
Features and benefits of Ploomes Sales CRM
Essential for the success of companies that seek commercial organization or more efficient processes.
Centralization of your customer information and history
Don’t lose customers due to sales team turnover. Get a 360º view of your customers, including their data their data, history, and definition of next actions with each one.
See the entire timeline between your company and each customer, including visits, emails, Whatsapp messages, calls, proposals, and sales.
Customizable fields
Use the Sales CRM to configure more than twenty types of mandatory fields, identification of duplicate data, and conditional display and editing.
Customer portfolio segmentation and management
Filter your client portfolio based on specific criteria in tables, columns, and customizable filters to view your base from different perspectives. Then, direct them to specific offers or campaigns, such as resell, cross-sell, and upsell.
PRODUCTIVITY WITH AI
Ploomes AI Assistant: Accelerate your business routine
The Ploomes Sales CRM now has an AI Assistant. Speed up your business routine with the Ploomes AI Assistant.
- Record activities automatically (tasks, follow-ups, notes).
- Access customer information in seconds without navigating the system.
- Eliminate repetitive tasks, increasing team productivity.
Customizable sales funnels
Create multiple sales funnels with customizable steps and rules that can be viewed in a Kanban or table format.
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Task management
Definition of next steps and commitments. Calendar task management integrated with Google Calendar and Outlook 365.
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Management reports
Multiple panels with graphs, indicators and tables for consolidating and monitoring results in real time.
additional modules
Boost your Ploomes: extra modules for tailor-made growth
Add advanced functionality as your operation evolves, without complication or rework.
Real results
See what customers have to say
"With Ploomes, we manage our funnel, opportunities, proposals, documents, and clients all in one place. It’s become the complete solution for our sales."
Market, Unimed SC
“Ploomes is a complete system, easy to configure and now includes several Vydence operations, from sales to technical assistance.”
Sales Department, Truckvan
“Ploomes enabled contract management that no solution was able to provide.”
EASE Group
INTEGRATIONS
Connect your technology tools to Ploomes
Ploomes connects to more than 100 tools on the market, such as:
ERPs:
Sankhya, Omie, Dataplace, and more.
Marketing and Communication:
Neppo, RD Station, ActiveCampaign, and more.
Automation and Productivity:
Google Calendar, Outlook 365, and more.
API access:
Build integrations with other software and have everything centralized.
Real impact
Who is Ploomes CRM for?
Companies with at least two sales reps. who want to organize sales and client portfolio.
Managers who have limited vision of what happens before closing, either due to lack of indicators or lack of data entry.
Organizations that want to move away from spreadsheets and dispersed emails and migrate to a more structured, professional and scalable management.
Ploomes' Sales CRM is also available on mobile app
Manage customers, opportunities, and tasks from anywhere. More productivity for your workflow, in the palm of your hand.
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The same platform.
The same power.
Your brand's interface
Offer a personalized experience and ensure focus on your brand for those who access the platform as employees, representatives, and partners.
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services
Implementation and support
from Ploomes CRM
We have exceptional people to run your business
to take your business to new heights using Ploomes CRM
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.
How much does a Sales CRM cost?
Start organizing your sales now! Try Ploomes free for 14 days or starting at $22.00 per user (minimum of 3 users).
Frequently Asked Questions
CRM (Customer Relationship Management) is a system that centralizes the information and history of customers and prospects, helping companies to organize sales processes, improve customer relationships and increase their commercial revenues.
Ploomes CRM does everything a Sales CRM does, but it goes beyond the control of the sales funnel, bringing together CRM, CPQ, generation of proposals, requests, contracts and Workflows on a single platform, fully customizable for complex B2B sales. It also stands out for its strength IIntegration with ERPs, through the automation of end-to-end business processes, the automation of end-to-end business processes, the high flexibility to adapt business rules, and the consultative implementation with local support in Portuguese, ensuring greater adoption, visibility and real control of operations.
A Sales CRM serves to improve customer portfolio management, organize the sales funnel (pipeline), record activities and standardize business team processes. It helps to keep the customer history accessible, reduces the loss of information with the exchange of sellers, and provides visibility for managers to follow what happens before closing.
A CRM increases sales by improving cadence and follow-up, reducing manual tasks, and avoiding overlooked opportunities. With a centralized history and registered tasks/commitments, the team gains productivity, the manager sees bottlenecks and the company improves the conversion rate.
Yes. Ploomes Sales CRM is used by companies of different sizes, including SMEs that want to get out of scattered spreadsheets and emails and gain a more structured business process. Today, more than 3,000 companies use Ploomes' CRM, including small, medium and large.
Ploomes combines high usability (facilitates adoption by the team) with customization and integration with other tools. In addition, it offers Native CPQ to support the generation of proposals, orders, and contracts from the CRM, keeping the business process and customer history connected.
The implementation is consultative and adapted to your company's processes. In addition, support is provided in Portuguese via online chat, with the option of hiring premium support for companies that require specialized assistance.
Yes. Ploomes has an integrations hub that allows you to connect the CRM with other complementary solutions. It also offers API for developers who want to create custom integrations. Access all the integrations enabled in Ploomes CRM here.
You can try Ploomes free of charge for 14 days. Create free trial account (14 days).
Do you have other questions? Get in touch
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