Ploomes CRM Reviews & Product Details

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. - 360º 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.