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Ploomes

Ploomes is a customer relationship management solution tailored to streamline sales workflows and automate the generation of documents for expanding teams. Alth...

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Ploomes is a customer relationship management solution tailored to streamline sales workflows and automate the generation of documents for expanding teams. Alth...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Ploomes is a customer relationship management solution tailored to streamline sales workflows and automate the generation of documents for expanding teams. Although its analytical features might fall short for intricate reporting requirements, the user-friendly interface facilitates easy navigation. The modular functionalities enable organizations to handle leads, monitor transactions, and minimize manual tasks throughout the sales cycle.

Product Details

What Is Ploomes Software?

Ploomes is a customer relationship management (CRM) solution tailored for small to medium-sized enterprises that seek enhanced management of their sales processes. This platform enables users to establish organized deal stages, produce contracts and proposals directly from within the system, and consolidate all client data in a single location. Such an arrangement aids in decreasing missed follow-ups, accelerates sales cycles, and reduces dependence on disorganized spreadsheets or email conversations.

Ploomes Software Pricing

Ploomes provides a foundational plan along with optional add-ons, all offered at fixed monthly rates:

  • Basic Ploomes: $85.00/user/month (minimum 3 users)

Request a personalized Ploomes software pricing quote tailored for your business today!

Note: The pricing is subject to change.

Ploomes Software Integrations

This platform is compatible with various software solutions and enterprise resource planning (ERP) systems, including:

  • ActiveCampaign

  • Airtable

  • DocuSign

  • Callface

  • FoccoERP

  • Asana

  • NetSuite

Watch the Ploomes demo to discover more about its integration capabilities.

Who Is Ploomes Software For?

Ploomes software is well-suited for an array of industries and sectors, such as:

  • Consulting firms

  • Software and technology companies

  • Manufacturing businesses

  • Sales teams

  • Service providers

  • Marketing agencies

  • B2B distributors

Is Ploomes Software Right For You?

Ploomes could be an excellent choice for organizations looking to gain better control over their sales pipelines and automate document workflows without depending on disparate tools. Its modular design allows teams to activate only the features they require. Having received usability awards in Latin America, it is ideal for small to mid-sized teams engaged in business-to-business (B2B) sales.

If you are still uncertain whether Ploomes software is suitable for your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Highly visual sales pipeline clarity
  • ✔ Organized customer data in one location
  • ✔ Fast document and proposal automation

Cons

  • ✘ Lacks advanced segmentation for reports
  • ✘ Limited tracking of team-wide performance insights

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Ploomes offers a basic plan called Basic Ploomes, priced at R$85.00/user/month with a minimum of three users and also provides additional add ons. Request a custom Ploomes cost quote.

Typical users of Ploomes include consulting firms, technology companies, manufacturers, service providers, marketing agencies, and B2B distributors.

Ploomes software supports Portuguese (Brazil and Portugal), Spanish (Mexico), and English language.

Yes, Ploomes software offers an API.

Ploomes integrates with several tools and ERP systems including ActiveCampaign, Airtable, DocuSign, Asana, Callface, FoccoERP, and NetSuite.

Ploomes provides customer support via email, live chat, and self-service resources such as documentation and a help center.

Yes, Ploomes offers a mobile app available for Android and iOS.