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Ploomes CRM

CRM platform that automates sales and business workflows

Table of Contents

Is this product right for your business?

Find out with a

Ploomes CRM - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: April 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.

Starting price

22per user /
per month

Alternatives

with better value for money

Pros & Cons

Lead Management

Team Task Management

Ease of Use

Reports

Ploomes CRM’s user interface

Ease of use rating:

4.9

(429)

Ploomes CRM review summaries overview

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

Overall rating

Reviews sentiment

3-4(50)

5(379)

What do users say about Ploomes CRM?

Reviewers appreciate Ploomes CRM for its intuitive interface, customizable sales funnels, and robust tools for managing leads, sales teams, and reports. They say it streamlines sales processes, centralizes information, and offers practical automations that boost productivity and organization in daily routines. Most find the platform comprehensive and effective for sales management and performance tracking.

Users report that the initial learning curve can be steep, especially for advanced features, and some feel the pricing is high for small businesses. They mention occasional usability issues, limited mobile functionality, and note that customer support could be more agile in certain situations.

Select to learn more

Who uses Ploomes CRM?

Based on 429 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Management Consulting

Information Technology and Services

Human Resources

Judiciary

Others

Use cases

CRM

Workflow Management

Proposal Management

Online CRM

Business Process Management

Ploomes CRM's key features

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

Task management

4.7

(51)

Reporting/Analytics

4.7

(108)

Sales pipeline management

4.8

(158)

Segmentation

4.0

(1)

Calendar management

4.6

(22)

Quotes/Estimates

4.6

(16)

Email management

4.8

(39)

Workflow management

4.7

(38)

All Ploomes CRM features

Features rating:

4.8

(429)

Access controls/permissions

5.0

(1)

Activity dashboard

4.9

(24)

Activity tracking

5.0

(16)

Alerts/Notifications

4.9

(13)

API

5.0

(7)

Approval process control

(0)

Approval workflow

(0)

Archiving & retention

(0)

Audit management

4.0

(1)

Audit trail

(0)

Automatic formatting

5.0

(1)

Bills of material

(0)

Business process automation

4.3

(6)

Calendar management

4.6

(22)

Calendar sync

(0)

Call recording

(0)

Catalog management

(0)

Collaboration tools

(0)

Commenting/Notes

(0)

Configurable workflow

4.8

(5)

Contact management

4.8

(140)

Content library

(0)

Content management

(0)

Contract/License management

(0)

CRM

4.8

(4)

Customer database

4.0

(1)

Customer segmentation

(0)

Customizable branding

(0)

Customizable dashboard

(0)

Customizable fields

4.5

(19)

Customizable forms

(0)

Customizable reports

4.6

(64)

Customizable templates

5.0

(7)

Dashboard

4.7

(3)

Data import/export

4.6

(87)

Data management

4.6

(7)

Data visualization

4.9

(7)

Deal management

(0)

Discount management

(0)

Document automation

(0)

Document generation

(0)

Document management

5.0

(4)

Document storage

4.8

(45)

Document templates

(0)

Drag & drop

5.0

(1)

Electronic signature

4.3

(13)

Email management

4.8

(39)

Email templates

4.5

(27)

File sharing

5.0

(1)

Forms automation

(0)

Forms management

4.0

(1)

Lead capture

4.7

(85)

Lead management

4.8

(168)

Lead qualification

4.8

(53)

Mobile access

4.0

(3)

Mobile app

(0)

Monitoring

(0)

Multi-Currency

(0)

No-Code

(0)

Opportunity management

4.0

(2)

Order management

(0)

Performance management

(0)

Performance metrics

4.6

(14)

Pipeline management

4.8

(12)

Price and cost calculations

(0)

Price/Margin management

(0)

Process modeling & designing

4.7

(3)

Process/Workflow automation

(0)

Product configurator

(0)

Progress tracking

4.8

(6)

Project workflow

(0)

Proposal generation

4.8

(11)

Quotes/Estimates

4.6

(16)

Real-Time data

4.6

(5)

Reminders

4.0

(1)

Renewal management

(0)

Reporting/Analytics

4.7

(108)

Reporting & statistics

4.8

(19)

Role-Based permissions

(0)

Rules-Based workflow

4.0

(1)

Rules engine

(0)

Sales activity management

4.3

(3)

Sales automation

5.0

(1)

Sales pipeline management

4.8

(158)

Sales reports

4.7

(86)

Search/Filter

(0)

Secure data storage

4.0

(1)

Segmentation

4.0

(1)

Softphone

(0)

Tagging

(0)

Task management

4.7

(51)

Templates

5.0

(13)

Territory management

(0)

Third-Party integrations

4.6

(14)

User management

3.0

(1)

Version control

5.0

(4)

Visual configuration

(0)

Web-based deployment

(0)

Workflow configuration

5.0

(8)

Workflow management

4.7

(38)

Ploomes CRM alternatives

Ploomes CRM

4.9

(429)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.8

Features

4.8

Value for Money

4.7

Customer Support

4.7

Bigin by Zoho CRM

4.7

(731)

visit website

Starting from

/user

Per year

Free trial

Free version

Ease of Use

4.8

Features

4.5

Value for Money

4.7

Customer Support

4.5

HubSpot CRM

4.5

(4.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.3

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Ploomes CRM pricing

Value for money rating:

4.7

(429)

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Ploomes CRM price and value

Value for money rating:

4.7

(429)

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

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

Krunal P.

Cybersecurity Analyst

“It was great for my individual work, but challenging to follow a team's performance.”

Neline K.

Account Executive

Ploomes CRM integrations (24)

Integrations rated by users

We looked at 429 user reviews to identify which products are mentioned as Ploomes CRM integrations and how users feel about them.

Gmail

Integration rating: 5.0 (3)

Integration rating: 5.0 (2)

Slack

Integration rating: 5.0 (2)

“We use Google Docs a lot alongside Slack and Gmail for sharing meeting notes, requirement docs and collaborative updates across teams. The Slack integration is especially useful because documents can be shared and discussed quickly.”