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Ploomes Logo

Ploomes is a CRM platform to centralize business operations

Last updated: October 2024

Ploomes - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

What is Ploomes?

Ploomes is a CRM platform that automates processes and integrates business operations. Ploomes include the creation of intelligent workflows, the automatic preparation of proposals and other documents, and the management of opportunities via a sales funnel.

With integration to software applications available via API, Ploomes helps companies in tracking their sales metrics and accessing information, such as average tickets and conversion rates. Tthe solution enables the monitoring of business goals in real-time and organizes data in customizable dashboards, using graphs and dynamic tables to assist in strategic decision-making processes.

Starting from

225

/user

Per month

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Ploomes's key features

Most critical features, based on insights from Ploomes users:

Contact Management
Lead Management
Sales Pipeline Management
Reporting/Analytics
Data Import/Export
Sales Reports

Features

4.8

/5

275

Ease of use

4.8

/5

275

All Ploomes features

CRM
Customer Database
Sales Activity Management
Secure Data Storage
Configurable Workflow
Rules-Based Workflow
Data Management
Reminders
Audit Management
File Sharing
Lead Qualification
Workflow Configuration
Activity Tracking
Activity Dashboard
Performance Metrics
Task Management
Calendar Management
Pipeline Management
Lead Capture
Customizable Reports
Proposal Generation
Reporting & Statistics
Business Process Automation
Customizable Fields
Workflow Management
Quotes/Estimates
Email Management
Document Storage
Templates
Email Templates
Electronic Signature
Progress Tracking
Real-Time Data
Third-Party Integrations
Deal Management
Opportunity Management
Mobile Access
Alerts/Notifications
Web-based Deployment
Process/Workflow Automation
Visual Configuration
Process Modeling & Designing
Product Configurator
Price/Margin Management
Price and Cost Calculations
Version Control
Project Workflow
User Management
Renewal Management
Territory Management
Tagging
Role-Based Permissions
Softphone
Rules Engine
Segmentation
Search/Filter
Sales Automation
Performance Management
Customer Segmentation
Contract/License Management
Content Management
Content Library
Commenting/Notes
Collaboration Tools
Catalog Management
Call Recording
Calendar Sync
Bills of Material
Automatic Formatting
Audit Trail
Archiving & Retention
Approval Workflow
Approval Process Control
API
Access Controls/Permissions
Order Management
No-Code
Multi-Currency
Monitoring
Mobile App
Forms Management
Forms Automation
Drag & Drop
Document Management
Document Generation
Document Automation
Discount Management
Data Visualization
Dashboard
Customizable Forms
Customizable Dashboard
Customizable Branding

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225

/user

Per month

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Ploomes pricing

Pricing options
Free plan
Subscription
Free trial
Pricing range

Value for money

4.6

/5

275

Starting from

225

/user

Per month

Ploomes 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

Training options

Documentation
Live Online
In Person
Webinars
Videos

Ploomes reviews

Overall rating

4.8

/5

275

Positive reviews

99

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.3/10
Rating distribution

5

4

3

2

1

234

39

2

0

0

Pros
Ploomes its an amazing software, the highlight are the organization tools that revolutionized the operations team.
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.
It's very visual and helps understanding the sales funnel. In a small team, it works very well.
Cons
The features are very limited for analytics, it's way below market average for reports.
Sometimes the integration with other plataforms can be tricky to get right.

Ploomes FAQs

Q. What type of pricing plans does Ploomes offer?

Ploomes has the following pricing plans:
Starting from: R$225.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

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Q. Who are the typical users of Ploomes?

Ploomes has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Ploomes support?

Ploomes supports the following languages:
Portuguese, English, Spanish


Q. Does Ploomes support mobile devices?

Ploomes supports the following devices:
Android, iPad, iPhone


Q. Does Ploomes offer an API?

Yes, Ploomes has an API available for use.


Q. What other apps does Ploomes integrate with?

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


Q. What level of support does Ploomes offer?

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

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