Workflow

Increase the efficiency of your processes

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Ploomes CRM

Get rid of errors and oversights with automated processes, from start to finish

Higher productivity

Save time crafting, sending and signing documents.

Dynamic templates

Boost your operation with templates for as many documents you need, storing them safely and organized.

Document Management

Save and control documents, as well as related deadlines, renewals, and histories.

Benefits

See the main benefits of the Ploomes workflow and BPM system

Eliminate mistakes in your processes

Automations don't allow forgetting or missing data. Eliminate the dependence on people's memory and, thus, procedural failures.

Gain visibility of processes

Information previously scattered on post-its, emails and Whatsapp will now be centralized in a single environment, allowing managerial visibility of the progress of each process.

Avoid delays. Define deadlines

Automatic reminders and charges ensure more predictable and delay-free processes.

Automatic assignment of tasks

When automated, complex processes know what must be done, by whom, and when.
Automatic tasks remove the dependence on employee memory, ensuring integrity and efficiency.

Simplify the work routine

Employees work better and happier when it's easy to see what and when needs to be done.

Achieve predictability

Controlled processes are also predictable. With the business process management system, it is possible to estimate results and deadlines for meeting goals.

Product

Check out some of the features that make up document automation.

Customizing the workflow

Create multiple workflows with customized forms, fields, icons, naming, rules, and approval flows.

Automations

Programmed automatic actions with triggers and defined actions (IFTTT). Automations can be activated based on workflow movements, creations, changes, or by definition of time.

Checklists

Craft lists (linked do conditionals) of actions and fields required to advance the workflow.

Access Levels

Control permissions for each user, including creating, editing, viewing, and deleting data.

Professional services

Our services are made available to provide you with better user experience with Ploomes

Consultative implementation

You know your processes, us, the technology. Together, we implement Ploomes with support and training. Our multidisciplinary team is our differential.

Recurrent support

Online chat to clarify questions and give assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..

Custom 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.

Frequently Asked Questions

What is the Ploomes Workflow System (BPM) and what is it for?

It is a process automation tool that allows you to orchestrate end-to-end flows between different areas of the company, automate tasks, define steps, deadlines (SLA), checklists, rules, and approvals. It serves to make internal processes more efficient, avoid failures and improve operational control.

What are the main benefits of using this system?

With the Ploomes Workflow System, you automatically define managers, avoid delays, reduce SLA with automatic reminders, gain visibility of all stages, make processes predictable, and reduce forgetfulness and human errors.

What specific features does it offer?

Some features include: multiple personalized workflows, customized forms, conditional rules, mandatory checklists, trigger-based automations, definition of deadlines and access levels per user.

Is it possible to define who can view, edit, or approve each step of the process?

Yes. You can configure access levels and permissions for users, defining who can view, edit, approve, or progress items within a workflow.

How does the Ploomes Workflow System (BPM) work in practice?

Example: A technical services company receives a request to schedule a visit.

1. Scheduling: the customer service team views the technical team's schedule and allocates date/time according to availability.
2. Automatic shooting: the technician receives the task and event on the calendar and the client is notified by e-mail/WhatsApp.
3. SLA & scaling: in the event of a delay, the superior is notified and the caller can be reassigned.
4. Execution with locks: during the visit, the technician fills out the form (start/end, materials, photos, report, customer signature), without attaching photos/signature the flow does not proceed.
5. Automatic after-service: at the end, the system triggers NPS to the customer and creates follow-up within 7 days for post-service.

Do you have other questions? Get in touch

Increase the efficiency of your processes

with the use of workflow and BPM