Overview
Ploomes is a CRM software designed to organize sales pipelines and automate document creation for growing teams. While its analytics capabilities may not meet complex reporting needs, its clean interface makes navigation simple. Modular features help businesses manage leads, track deals, and reduce manual work across the sales process.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Ploomes Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Ploomes Software?
Ploomes is a customer relationship management (CRM) platform designed for small and mid-sized businesses that need better control over their sales workflow. It allows users to create structured deal stages, generate contracts and proposals directly from the system, and keep all client information in one place. This setup helps reduce missed follow-ups, shortens sales cycles, and minimizes reliance on scattered spreadsheets or email threads.
Ploomes Software Pricing
Ploomes offers a base plan with optional add-ons, all with fixed monthly rates:
- Basic Ploomes: $85.00/user/month (minimum 3 users)
Disclaimer: The pricing is subject to change.
Ploomes Software Integrations
The platform supports integration with multiple software solutions and enterprise resource planning (ERP) systems, such as:
Who Is Ploomes Software For?
Ploomes software is ideal for a wide range of industries and sectors, including:
- Consulting firms
- Software and technology companies
- Manufacturing businesses
- Sales teams
- Service providers
- Marketing agencies
- B2B distributors
Is Ploomes Software Right For You?
Ploomes may be a strong fit for businesses seeking greater control over sales pipelines and automated document workflows without relying on scattered tools. Its modular approach allows teams to activate only the features they need. Recognized with usability awards in Latin America, it suits small and mid-sized teams handling business to business (B2B) sales.
Still doubtful if Ploomes software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Ploomes Features
Users can configure over twenty field types to suit specific data needs, including required fields, duplicate detection, conditional editing, and visibility rules. This level of customization supports cleaner data collection and reduces manual errors during form submissions.
Ploomes allows users to filter and organize data using customizable tables, columns, and saved views. These segmentations help teams view customer and deal information from different angles, enabling better targeting and faster decision-making.
Sales teams can create multiple funnels with unique steps and rules suited to different workflows. These funnels are accessible in both kanban and table formats, giving users the flexibility to choose how they track and manage opportunities.
All client interactions, including calls, emails, check-ins, and meetings, are logged automatically. This ongoing history helps team members stay updated on previous touchpoints and maintain continuity across handoffs or multi-stage engagements.
Teams can define next steps, assign responsibilities, and manage tasks using a built-in calendar view. Syncing with Google Calendar and Outlook 365 makes it easier to coordinate meetings and track deliverables without switching platforms.
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