Prospero vs Ploomes CRM

Salesforce Sales Cloud

Pipedrive

PandaDoc

Pipefy

Proposify

Better Proposals

Compare Prospero and Ploomes CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

Proposify is a cloud-based proposal management solution that helps businesses streamline the sales process from conversation to close. The software provides professional branded proposals, quotes, and contracts that help businesses close deals faster. Its proposal automation feature allows users to create interactive quotes, legally binding e-signatures, and payments within the platform.

Prospero is a professional proposal platform that allows you to easily create beautiful proposals, share with your prospects, and turn them into clients.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Authentication

Collaboration Tools

Content Library

Content Management

Customizable Branding

Customizable Fields

Customizable Templates

Data Import/Export

Data Security

Digital Signature

Document Automation

Document Generation

Document Management

Document Storage

Document Templates

Drag & Drop

Electronic Signature

Mobile Signature Capture

Multi-Language

Multi-Party Signing

Process/Workflow Automation

Proposal Generation

Quotes/Estimates

Reporting & Statistics

RFP Management

Search/Filter

Status Tracking

Team Collaboration

Template Management

Templates

Text Editing

Third-Party Integrations

Version Control

Prospero

Web-based

Owner of digital marketing agency

I also love how seamlessly I integrated it into my CRM via automation. Their customer support is fantastic, and they continuously roll out new features that make the experience smoother.

Managing Partner

In addition to the ease of managing proposals, the Prospero help desk is awesome and will get back immediately.

Project Manager

Overall I'm very happy with this software and feel it is good value for money compared to others on the market. I would certainly recommend to others.

Owner

I love how easy it is to create beautiful proposals and contracts that can be tailor-made for individual clients.

Designer

The ability to download each proposal as a pdf or send it as a responsive web page is also amazing.

Proprietor

I love how easy it is to setup the proposal. They really have good content for different proposals.

Owner of company

This is very good and very easy to use software. Very important thing: it is localised in Polish.

Principal

The wix integration was nice for having the client name and email address auto-populated in the contract ( saves time and is perfect everytime).

And they have great customer support. I have contacted them with some inquiry about changes in code for better funcionality for Polish language and they did it (very fast, I might add).

Graphic Designer

Project proposals used to annoy me. It used to be the one aspect of a new project I dreaded.

UI/UX Designer

Brilliant contract/proposal service for creative folks.

SEO Freelancer

It's so easy to use and super quick to create a proposal without having to worry about making it look good. The tool does it all for you.

Owner - Web Strategy Consultant

I like that it's easy to use and intuitive. Easy for the client to access and sign.

This is a perfect option for freelancers who are looking for an efficient and cost-effective way to create professional-looking project proposals.

The intuitive interface is simple and  allows you to work so quickly, that you feel motivated to find a new prospect to send a proposal to.

Business Owner

You can't enter a page break - the formatting issue is the only negative.

filmmaker

I'm new here and yet need more time to get know the system, butI sure I'll gona stay here for a long time.

I can almost never find it when I want to show it to someone. I've bookmarked it now, but it really has no presence in search engines.

Prospero screenshot: Customise your proposal templates easily by dragging and dropping different elements

Prospero screenshot: Get a look at all your proposals directly from your dashboard

Prospero screenshot: Customize your proposals using different elements from our content library

Prospero screenshot: Close your deals faster by getting your proposals signed easily

Prospero screenshot: Enjoy seamless integrations for payments, CRM, and collaboration directly with your proposals

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Pipefy increase efficiency and integrate end-to-end operations on a secure, low-code workflow and business process automation (BPA) platform for teams in IT, Procurement, Finance, HR, and more.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Ploomes is a cloud-based CRM that automates sales, workflows, and proposals in one platform—helping teams save time, reduce errors, and close more deals.

Approval Workflow

Archiving & Retention

Audit Management

Audit Trail

Automatic Formatting

Bills of Material

Business Process Automation

Calendar Management

Calendar Sync

Call Recording

Catalog Management

Commenting/Notes

Configurable Workflow

Contact Management

Contract/License Management

Customer Database

Customer Segmentation

Customizable Dashboard

Customizable Forms

Customizable Reports

Dashboard

Data Management

Data Visualization

Deal Management

Discount Management

Email Management

Email Templates

File Sharing

Forms Automation

Forms Management

Lead Capture

Lead Management

Lead Qualification

Mobile Access

Mobile App

Monitoring

Multi-Currency

No-Code

Opportunity Management

Order Management

Performance Management

Performance Metrics

Pipeline Management

Price and Cost Calculations

Price/Margin Management

Process Modeling & Designing

Product Configurator

Progress Tracking

Project Workflow

Real-Time Data

Reminders

Renewal Management

Reporting/Analytics

Role-Based Permissions

Rules Engine

Rules-Based Workflow

Sales Activity Management

Sales Automation

Sales Pipeline Management

Sales Reports

Secure Data Storage

Segmentation

Softphone

Tagging

Task Management

Territory Management

User Management

Visual Configuration

Web-based Deployment

Workflow Configuration

Workflow Management

Ploomes CRM

Android

Linux

Windows

iPad

iPhone

Product Manager

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

Presidente

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.

Account Executive

It's very visual and helps understanding the sales funnel. In a small team, it works very well.

The features are very limited for analytics, it's way below market average for reports.

Prospero vs Ploomes CRM Comparison (2026)

Prospero

Ploomes CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives