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Ploomes CRM Logo

CRM platform that automates sales and business workflows

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Ploomes CRM - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Ploomes CRM overview

What is Ploomes CRM?

Ploomes is a CRM platform that automates sales processes and integrates business operations in one place. It combines CRM, workflow automation, proposal generation, and analytics to help B2B companies manage leads, deals, and clients efficiently.

Through intelligent workflows and document automation, Ploomes eliminates repetitive tasks and ensures accuracy across every sales stage. Managers can track performance with customizable dashboards, real-time reports, and integrated analytics.

The platform connects seamlessly with ERPs, Gmail, RD Station, Power BI, and other tools via API—centralizing customer data and communication. With a flexible, modular structure, businesses can add features like CPQ, Proposal Management, and Workflow Automation as they grow.

Ploomes is trusted by thousands of medium-sized companies seeking to standardize operations, increase productivity, and drive scalable revenue growth with an easy-to-use, cloud-based solution.

Key benefits of using Ploomes CRM

Automate sales workflows to reduce manual work and increase team productivity.

Generate quotes, proposals, and contracts automatically with customizable templates.

Gain full pipeline visibility through real-time dashboards and performance analytics.

Integrate with ERPs, email, and marketing tools to centralize customer data.

Scale your CRM with modular add-ons like CPQ, Proposal Management, and Workflow Automation.

Enhance collaboration and accuracy with standardized processes and approvals.

Start quickly with a user-friendly interface and a free 14-day trial.

Starting price

22per user /
per month

Alternatives

with better value for money


Pros & Cons

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Lead Management

Team Task Management

Ease of Use

Reports

Ploomes CRM’s user interface

Ease of use rating:

Ploomes CRM pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(48)
5(370)

What do users say about Ploomes CRM?

Ploomes allows users to track leads, prioritize activities, and help stay organized through the software.

Select to learn more


Who uses Ploomes CRM?

Based on 418 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Management Consulting
Information Technology and Services
Human Resources
Mechanical or Industrial Engineering
Others

Use cases

CRM
Business Process Management
Proposal Management
Online CRM
Sales Force Automation

Ploomes CRM's key features

Most critical features, based on insights from Ploomes CRM users:

Lead management
Sales pipeline management
Sales reports
Lead qualification
Email marketing
Activity tracking

All Ploomes CRM features

Features rating:

Data management
Reminders
Performance metrics
Rules-Based workflow
Sales activity management
Customer database
File sharing
Sales automation
Automatic formatting
Secure data storage
Audit management
Data visualization
User management
Version control
Customizable templates
Dashboard
Activity dashboard
Task management
Reporting/Analytics
Lead capture
Contact management
Calendar management
Reporting & statistics
Customizable reports
Pipeline management
Proposal generation
Workflow configuration
Data import/export
Business process automation
Document storage
Quotes/Estimates
Configurable workflow
CRM
Templates
Email management
Customizable fields
Workflow management
Progress tracking
Process modeling & designing
Email templates
Real-Time data
Electronic signature
Opportunity management
Third-Party integrations
Deal management
Document management
Alerts/Notifications
API
Mobile access
Renewal management
Collaboration tools
Catalog management
Commenting/Notes
Role-Based permissions
Rules engine
Call recording
Calendar sync
Bills of material
Search/Filter
Audit trail
Segmentation
Softphone
Tagging
Archiving & retention
Approval workflow
Territory management
Approval process control
Visual configuration
Web-based deployment
Access controls/permissions
Discount management
Document automation
Document generation
Document templates
Drag & drop
Customizable forms
Customizable dashboard
Forms automation
Forms management
Customizable branding
Mobile app
Monitoring
Multi-Currency
No-Code
Order management
Performance management
Customer segmentation
Contract/License management
Price and cost calculations
Price/Margin management
Process/Workflow automation
Product configurator
Project workflow
Content management
Content library

Ploomes CRM awards

Ploomes CRM alternatives

Ploomes CRM logo

Starting from

22

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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HubSpot CRM logo

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Zoho CRM logo

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Free version
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Value for Money
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Ploomes CRM pricing

Value for money rating:

Starting from

22

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Ploomes CRM price and value

Value for money rating:

To see what individual users think of Ploomes CRM's price and value, check out the review snippets below.

“Ploomes its an amazing software, the highlight are the organization tools that revolutionized the operations team.”
LR

Luana R.

Product Manager

“And besides that fact, it has the options to integrate other tools which is perfect because you don't have to adapt anything in your company and generates by its automation documents and report.”
RB

Renato B.

Presidente

Ploomes CRM integrations (27)

Integrations rated by users

We looked at 418 user reviews to identify which products are mentioned as Ploomes CRM integrations and how users feel about them.

TOTVS ERP logo
TOTVS ERP

Integration rating: 5.0 (1)

ContaAzul logo
ContaAzul

Integration rating: 5.0 (1)

Zapier logo
Zapier

Integration rating: 5.0 (1)

Gmail logo
Gmail

Integration rating: 5.0 (1)

Ploomes CRM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk
Knowledge Base
FAQs/Forum

Training options

Documentation
Live Online
In Person
Webinars
Videos

Ploomes CRM FAQs

Q. Who are the typical users of Ploomes CRM?

Ploomes CRM has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

These products have better value for money


Q. What languages does Ploomes CRM support?

Ploomes CRM supports the following languages:
English, Portuguese, Spanish


Q. Does Ploomes CRM support mobile devices?

Ploomes CRM supports the following devices:
Android, iPad, iPhone


Q. Does Ploomes CRM offer an API?

Yes, Ploomes CRM has an API available for use.


Q. What level of support does Ploomes CRM offer?

Ploomes CRM offers the following support options:
Chat, Email/Help Desk, Knowledge Base, FAQs/Forum

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