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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: January 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

Organization

Tracking

Accessibility

Affordability

Onboarding

Connectivity

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(353)

What do users say about Ploomes CRM?

Reviewers appreciate Ploomes for its intuitive interface, practical organization, and strong tools for sales and lead management. They say it streamlines sales processes, centralizes information, and offers helpful customization and reporting features, making daily work more efficient for teams. They find the sales funnel visualization and automation especially useful for tracking performance and improving productivity.

Users report that the platform can be complex at first, with a notable learning curve and some challenges in adapting new users. They mention limited customization in certain areas, occasional interface issues, and that smaller businesses may find the cost high.

Select to learn more


Who uses Ploomes CRM?

Based on 401 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Management Consulting
Mechanical or Industrial Engineering
Information Technology and Services
Human Resources
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
Lead qualification
Email marketing
Activity tracking
Lead generation

All Ploomes CRM features

Features rating:

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

Ploomes CRM awards

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Starting from

22

/user

Per month

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Features
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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 401 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. What type of pricing plans does Ploomes CRM offer?

Ploomes CRM has the following pricing plans:
Starting from: $22.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


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


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 other apps does Ploomes CRM integrate with?

Ploomes CRM integrates with the following applications:
Microsoft Outlook, TOTVS ERP, Econodata, Omie, ActiveCampaign, WhatsApp, Reev, Zapier, Alterdata Pack, Clicksign, Gmail, Docusign, Meetime, NetSuite, Leadlovers, ContaAzul, ERP Sankhya, Zenvia, Nomus, Google Calendar, JivoChat, Mailchimp, Asana, Movidesk


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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