# Ploomes CRM Reviews **Vendor:** Ploomes **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.3/5.0 **Total Reviews:** 3 ## About Ploomes CRM Ploomes CRM is a sales automation and customer relationship management platform that brings together CRM, proposal automation, workflows and reports in a single environment, making sales operations more efficient and transparent. - 360ยบ customer management, centralizing the history of emails, proposals, deals, contracts, and activities, enabling more strategic and informed customer interactions. - Highly customizable sales pipelines and workflow automation (BPM), with rules and checklists adaptable to different industries and sales processes. - Automated B2B document generation. Create proposals, orders, and contracts in minutes with intelligent templates, built-in calculations (including taxes), and visual standardization. - Real-time dashboards and customizable reports, tracking KPIs such as goals, conversions, sales cycle length, and performance by rep, without the need for spreadsheets. - Integrations with over 100 tools and ERPs (including Sankhya, TOTVS, SAP, Omie), plus apps like Gmail, RD Station, Power BI, and Google Calendar; also offers an open API for a fully connected ecosystem. Adopted by companies in industries such as services, manufacturing, technology and insurance, Ploomes stands out for its user-friendly interface, fast implementation and consultative support. driving strong user adoption and long-term results. ## Ploomes CRM Pros & Cons **What users like:** - Users value the **ease of daily use** with Ploomes CRM, especially appreciating the CNPJ integration. (1 reviews) - Users value the **seamless integration** of Brazilian CNPJs, making daily operations straightforward and efficient. (1 reviews) **What users dislike:** - Users express concerns about **integration issues** , citing problems with dashboard quality and slow performance. (1 reviews) - Users find the **limited customization** options frustrating, impacting their ability to tailor Ploomes CRM to their needs. (1 reviews) - Users often experience **slow loading times** with Ploomes CRM, which hinders usability and overall efficiency. (1 reviews) ## Ploomes CRM Reviews ### 1. Intuitive platform - But limited. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Ploomes CRM?** Easy construction of flows and funnels within the tool. **What do you dislike about Ploomes CRM?** difficulty of integration and very limited support. **What problems is Ploomes CRM solving and how is that benefiting you?** Improve the market. ### 2. It works, and it is not very expensive **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Ploomes CRM?** Good to insert brazillian CNPJs integration, easy to use in a daily basis. **What do you dislike about Ploomes CRM?** Not a good quality dashboard, not so good integrations, slow, limited. **What problems is Ploomes CRM solving and how is that benefiting you?** Lead registration and funnels. ### 3. Great for company organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Ploomes CRM?** Easy to use, easy to implement, has customer support, has a variety of features, easy to integrate **What do you dislike about Ploomes CRM?** There is nothing that is not ideal for use **What problems is Ploomes CRM solving and how is that benefiting you?** Integration of projects, leads, existing clients, and team integration with ongoing work - [View Ploomes CRM pricing details and edition comparison](https://www.g2.com/products/ploomes-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-29+12%3A12%3A59+-0500&secure%5Bsession_id%5D=d43ed559-db7a-4d60-9015-f2bd14c5b24d&secure%5Btoken%5D=1753d95612616c51f670407d0cd000dadc4ce10a4d332e7e45eb557f6675d6a5&format=llm_user) ## Ploomes CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Call Center Features **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation ## Top Ploomes CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,608 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,459 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,206 reviews)