CRM FOR SERVICES

Organize clients, contracts, and processes in one place.

Over half of our clients are service providers. See how Ploomes helps you centralize operations, reduce manual work, and gain full control of your business.

Request your demo

We serve companies from all B2B services sectors.

Technical assistance
Consultancy Offices
Brokers
Photovoltaic energy
Law Firms

Accounting offices
Events
Equipment rental
Print outsourcing
Insurers

Safety and cleaning
IT and Telecom
Conveyors
And others...

The only CRM capable of serving Brazil’s largest healthcare cooperative.

Unimed is the leading healthcare cooperative network in Brazil, with millions of clients and thousands of doctors. Ploomes is the CRM robust enough to centralize and manage such a large-scale operation.

Increased sellers' productivity and commercial management through the tool.

“Ploomes is the tool that centralizes all commercial transaction information”

Flávia Schiochet

Strategic Market Manager

CRM for all company sizes

Your small service provider company Are you facing one or more of the following sales problems?

Managing opportunities, customers, and sales funnels in messy spreadsheets that are hard to update and track.
Business processes that are unclear, poorly structured, or missing defined steps, responsibilities, and workflows.
Lack of visibility into what happens at each stage of the sale, with no clear strategy to guide the process.
Losing track of customer data and contracts because they’re scattered across different systems or hard-to-access databases
Proposals being created without proper quality control, taking too long to generate and approve.
No automated flows to ensure contracts and proposals go through the right approval steps.

Ploomes delivers more than a CRM: It's a complete platform for managing processes, clients and documents

Here’s how Ploomes helps your service company solve these challenges:

Organize portfolio and processes

Keep all customers, deals, timelines, and business processes (like sales funnels) in one place. Everything is easy to search, filter, and manage through simple, user-friendly screens.

Sales Funnel Metrics

Get a report with crucial data from your sales funnel. Just select a funnel, and Ploomes returns conversion rates, average ticket, and sales cycle.

Access the right information

Quickly find customers and deals with powerful search.Visualize your data in customizable tables, and create tabs and filters for precise segmentation.

Automate proposals and contracts

Generate simple or complex documents in seconds, including advanced pricing, discounts, and tax calculations.
Save time, reduce errors, and ensure consistency across all your deals.

Establish approval flows

Control discounts, special prices, and approvals with customized workflows, avoiding errors and unauthorized conditions.

All-in-one tools to organize customers, manage processes, and scale your sales operation

Customer registration

Sales funnel report

Sales funnel

General search

Multiple workflows

Automation of proposals and budgets

Filters and tabs

Contract automation

Activity history

Approval flows

Table view

Data export

Your medium to large service provider company, Are you facing one or more of the following sales problems?

Manage opportunities, customers, and sales funnels in limited, disorganized, and difficult to access spreadsheets.
It has a hard time keeping salespeople engaged in filling out spreadsheets or the CRM itself.
It does a manual survey of indicators, which are unreliable. Constantly, the data collected present ambiguities.
Don't know or take too long to collect sales funnel indicators, such as conversion rates, average ticket, and sales cycle

Ploomes delivers more than a CRM: It's a complete platform for managing processes, clients and documents

Here's how to solve these problems in your service company:

Organize portfolio and processes

Have customers, deals, timeline histories, and multiple processes (such as sales funnels) organized on user-friendly, filterable, and easily accessible screens.

Ensure sellers' engagement

Centralize everything your seller needs: tasks, emails, processes, proposals, and contracts. CRM becomes a work tool, and not just a management tool.

Automate mechanical tasks and maintain
Focus where it really matters

Automate mechanical tasks such as sending reminders and emails, scheduling meetings, and more. That way, your sellers will have more time to negotiate.