CRM for SaaS
Connect multiple processes
We're also SaaS. Using the same CRM that we sold to our clients, we grew 80% in the last year.
Reduction of time spent generating reports by 50%.
“We halved the time spent analyzing data, previously done in spreadsheets. I have reports of conversion rates and lead goals by week and month.”
CRM for all company sizes
Your small SaaS business Are you facing one or more of the following sales problems?
It uses a free or very limited CRM, with few customization and automation possibilities.
The CRM in the free version was not setup accompanied by specialists, nor does it offer a support channel.
Current CRM or sales funnel tool doesn't offer the possibility to edit process steps or create multiple funnels.
CRM or current system doesn't have an API and doesn't integrate with the tools you need.
Register leads and opportunities manually in the CRM, generating rework and high time expenditure.
You don't know what happens at each stage of the sale, and you don't have defined strategies for each stage of the business process.
He spends a lot of time collecting data and assembling sales reports in spreadsheets, and the data is not 100% reliable.
You don't know or take too long to collect sales funnel indicators, such as conversion rates, average ticket, and sales cycle.
Ploomes delivers more possibilities with a robust and easy-to-use CRM. In addition, we offer implementation and support with extensive experience in the SaaS landscape
Robust CRM,
user-friendly and customizable
Get software adapted to your company, with advanced automations and multiple funnels. Count on our implementation and support to get the most out of CRM.
Integrations that automate and connect
Stop doing manual registrations. Integrate site forms and other lead sources with the CRM. Also connect with other everyday platforms with the API.
Sales funnel view
With well-defined stages, know how many opportunities are cold or hot. Also define checklists to have all the necessary information along the funnel.
Full reports
vending
Generate reports on any metric, including conversion rates, average ticket, and sales cycle. Also analyze your team's performance and financial goals.
Main functions of Ploomes that Help small SaaS businesses
Multiple workflows
Agenda integration
Advanced automations
Sales funnel
abetting
via chat
Required checklist
Plug-and-play integrations
Advanced reports
Access to the API
Report
From the sales funnel
Integration
From e-mail
Goal screen
Your SaaS company, medium or large, Are you facing one or more of the following sales problems?
Current CRM does not cover the entire customer journey, including the pre- and post-sales stages.
Separate, decentralized, and disconnected customer journey flows.
It doesn't have a system for managing post-sales actions, such as upsell, cross sell, implementation, and CS.
CRM today does not have a mobile app with good usability and availability.
CRM or current system doesn't have an API or doesn't integrate with the tools you need.
Business rules, such as discount control and approval flows, are not included in the current sales system.
You don't know or take too long to collect sales funnel indicators, such as conversion rates, average ticket, and sales cycle.
It doesn't know if the sellers are carrying out their business activities, whether they are internal, external, or representatives.
The commercial proposal is made manually, or it is not 100% automated. Complex product/service proposals that require configuration and customization take hours or even days to make.
It does not offer a means of signing or accepting proposals, and it does not know if the clients opened the submitted proposals.
Ploomes centralizes the entire customer journey, from the lead generated to their conversion and loyalty becoming the only work environment from the seller.
Workflows for the entire customer journey
Ploomes encompasses BPM and CRM, allowing the creation of multiple processes that cover the entire customer journey, including qualification, sales, and post-sales flows.
Integrations and mobile app
Enhance the possibilities of CRM by integrating it with more than 80 tools through our API. Also have the software available via the mobile app, even offline.
Include business rules
Ensure all business rules that apply to each proposal or contract submitted. Also define checklists to have all the necessary information along the funnel.
Full reports
vending
Generate reports on any metric, including conversion rates, average ticket, and sales cycle. Also analyze your team's performance and financial goals.
Automate and track proposals
and contracts
Automate contracts and proposals with advanced pricing. Our team takes care of the design and the formulas involved. Also know when proposals are opened.
Main functions of Ploomes that help large and medium-sized SaaS companies
Multiple workflows
Advanced fields
Funnel automation
Required checklist
External forms
Advanced reports
Plug-and-play integrations
Sales funnel report
Access to the API
Goal screen
Mobile app
Automation of proposals and budgets
Offline mobile function
Contract automation
Approval flows
Opening notifications
Enhance Ploomes' features by integrating with your tool ecosystem.
See our ERP integrations
Native integrations
Ploomes natively integrates with the main solutions used by service providers.
Development
We have a team to develop integrations on demand with systems or other applications