Workflow

Increase the efficiency of your processes

+2000 companies trust
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.

Increase the efficiency of your processes

with the use of workflow and BPM