Ideal features to
transform
your productivity
Delight customers, from the first contact, by placing all sales activities in one place.
Ploomes Lite
The foundation for companies seeking organization
commercial or more efficient processes.
Customizable forms and fields
Configure more than twenty types of fields with mandatory fields, identification of duplicates, display, and conditional editing.
Advanced segmentations
Segmentable data in tables, columns, and customizable filters for viewing a base from different perspectives.
Customizable pipes
Multiple funnels/workflows with customizable steps and rules that can be viewed in a kanban or table format.
Interaction histories
Record of interactions such as visits (check-in), meetings, conferences, calls, emails and WhatsApp messages.
Task management
Definition of next steps and appointments. Calendar task management integrated with Google Calendar and Outlook 365.
Management reports
Multiple dashboards with graphs, indicators and tables for consolidating and monitoring results in real time.
Schedule a demo
to learn more
Ploomes Add-ons
Empower your plan with the addition of modules. You will only pay for what is actually relevant to your company with add-ons.
Workflow
Transform processes into fluid experiences with BPM. Create, manage, and constantly improve sales, after-sales, operations, legal, HR, and other departments.
“Today, we were able to provide better service to our customers and increase our efficiency with the help of Ploomes.”
Smart flows
Automation of multiple funnels and processes with obligations, deadlines, conditionals and batons required fields, deadlines, conditionals and baton passes.
Required lists
Conditional checklists of actions, questions, and mandatory data to advance the workflow.
Automatic actions
Automation triggers for charging deadlines, creating tasks, sending emails, and others.
External forms
Control requests with customized forms that initiate or feed your processes, such as contact forms, inquiries, HR and legal requests, and many others.
“We are now able to centralize all our business information and increase team productivity.”
External data feed
Forms with customizable fields (accessed via URL) that can be filled out by anyone, taking this data to Ploomes.
Personalization
Definition of name, description, image, color, mandatory filling and identification of duplicates.
Insertion in html pages
Insertion of forms on pages of your site or landing pages using an iframe.
Proposals and documents
Generate, send, track, and sign proposals, quotes, contracts, technical data sheets, and other personalized documents.
“We generated proposals much faster and reduced the rework we had with the spreadsheets.”
Custom templates
Automatic generation and completion of fields for proposals, quotes, orders, work orders, contracts, and other documents.
Trigger and electronic signature
Send documents via PDF, e-mail, WhatsApp, electronic signature or dedicated hyperlink that notifies the sender each time the document is accessed by the receiver.
Approval rules and flows
Define standards that, when disrespected, block document generation or initiate a flow of one or more approvals at various levels.
CPQ -
Configure Price Quote
Configure products, services, and solutions and calculate prices with taxes, rules, variables, and margins with advanced formulas and external API queries.
“We were able to make quotes, grant discounts to customers, and charge that quote after it’s made”
Price calculations
Conditional formulas for complex pricing including variables, taxes, margin, discount rules, ranges, and commissions.
External Consultations
Sending and receiving data from the ERP, spreadsheets, or other APIs for queries or calculations that depend on external means.
Optionals and kits
Combinations of products and services with variables, characteristics, and options with intelligent exclusion, recommendation, or requirement relationship.
Analytics
Make decisions based on data and gain real-time visibility using dashboards with customized charts, indicators, and charts.
“Thanks to Ploomes, I can see everything my sales people do and measure the chance of success of each negotiation.”
Dashboards
Multiple panels with customizable charts, tables, and indicators with filters and viewing permissions.
Goals
Definition of metrics, desired results, stakeholders and period to be achieved.
Analysis of funnels and processes
Visualization of the current or historical situation of the funnels and workflows for the constant implementation of improvements and efficiency gains.
Customer products
Link active products, services, and contracts to customers for better management of the installed base and gain proactivity in renovations, replacements, and cross-sales.
“Ploomes provided a better profit forecast for our products and increased the productivity of our sales people.”
Installed base
Links of products (and serial number), services, and contracts active to customers and organization of the installed base with segmentations and filters.
Control of cycles and renewals
Storage of dates of last interactions, last sales, and contract term for proactive retention and loyalty actions.
Integration between sales and after-sales
Trigger automations to press for deadlines, create tasks, send e-mails and others.
In addition to Features
Learn how to further enhance the use of your Ploomes CRM.
The same platform. The same power. Your interface.
Offer a personalized experience and ensure focus on your brand for those who will access the platform as collaborators, representatives, and partners.
Ploomes talks with the other systems that your company uses.
Complex processes often rely on data and files from a variety of sources.
Ploomes CRM is also available in mobile app
Integrate more than 100
CRM tools
Ploomes is connected with several solutions
that you already use in your company.
For every company there is a suitable Ploomes
Increase your productivity with powerful features.