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Ploomes-overview

Ploomes

Brand : Ploomes

Starting at

$ 85

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Ploomes Pricing & Plans

Basic Plumes
  • Minimum of 3 users
  • Multiple customized funnels
  • Organizing records and tasks
  • Customer base management
  • Dashboards and analytics reports
    • Users
    • Monthly
Starting at $ 85

Ploomes Features

Customer Data Management (CDM)

  • icon_check Contact Management Centralized contact records with full interaction history, custom fields, and relationship tracking
  • icon_check Account Management Manage company-level accounts with linked contacts, deals, activities, and documents
  • icon_check Customer Profiles Unified customer profiles combining contacts, accounts, deals, and history
  • icon_check Contact Segmentation Segment contacts using filters, tags, and custom attributes
  • icon_check Activity History Complete timeline of emails, calls, tasks, and updates per record

Sales Management

  • icon_check Lead Management Capture, qualify, assign, and track leads through customizable sales pipelines
  • icon_check Territory Management Assign territories by rules to balance sales ownership and regional responsibility
  • icon_check Contract Management Create, manage, approve, and store contracts with workflow-based controls
  • icon_check Order Management Track sales orders linked to deals, pricing rules, approvals, and fulfillment stages
  • icon_check Quote Management CPQ-driven quote creation with dynamic pricing, discounts, and proposal automation
  • icon_check Sales Forecasting Forecast revenue using pipeline data, deal stages, and expected close dates
  • icon_check Deal Management Track deals with stages, values, probabilities, and automated task triggers
  • icon_check Sales Automation Automates tasks, approvals, follow-ups, and deal progression workflows
  • icon_check Workflow Automation and Management Visual workflow builder for approvals, triggers, and business rules
  • icon_check Opportunity & Pipeline Management Visual pipelines with deal stages, probabilities, and automation

Marketing Automation

  • icon_check Customer Journey Tracking Tracks customer interactions across sales stages and lifecycle touchpoints
  • icon_check Customer Segmentation Segment customers for reporting, workflows, and sales strategies
  • icon_check Event-Triggered Workflows Automatically trigger workflows based on deal or data events
  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Import and export CRM data via CSV, APIs, and automated syncs
  • icon_check API Access Robust REST API for custom integrations with ERPs and third-party platforms
  • icon_check Calendar Integration Sync activities and meetings with external calendar tools
  • icon_check Third Party Integrations Integrates with ERP, marketing, finance, and communication platforms
  • icon_check Email Marketing Tools Integration Integrates with external email platforms for campaigns and nurturing
  • icon_check Marketing Tools Integration Connects with marketing automation and analytics tools
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Team Communication Internal notes, mentions, and deal-level collaboration tools
  • icon_check Task / Activity Management Assign, schedule, and monitor tasks linked to deals and contacts
  • icon_check Document Sharing & File Storage Store, attach, and share documents within deals and records
  • icon_check Omnichannel Support & Engagement Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Audit Trail Complete activity logs tracking data changes, approvals, and user actions
  • icon_check Data Encryption Encrypts data in transit and at rest following enterprise security standards
  • icon_check Role-Based Access Control (RBAC) Granular permission control based on user roles and teams
  • icon_check Backup & Disaster Recovery Enterprise-grade backups and recovery processes
  • icon_check GDPR & Data Privacy Supports GDPR compliance with data control and privacy features

AI & Machine Learning

  • icon_check Lead Scoring Score leads using rules, engagement levels, and custom qualification criteria
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Real Time Analytics Live dashboards display pipeline status, KPIs, and sales metrics instantly
  • icon_check Custom Dashboards Fully customizable dashboards with widgets and KPIs
  • icon_check Sales Performance Reports Detailed reports on reps, pipelines, conversion rates, and revenue
  • icon_check Customer Insights Actionable insights derived from CRM data and activity patterns
  • icon_check Forecasting & Trends Historical trend analysis based on pipeline and revenue data
  • icon_check Performance Tracking Track individual, team, and company-level sales performance
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Real-time alerts triggered by workflow or deal events
  • icon_check Custom Workflow Alerts Custom alerts configured within automation workflows
  • icon_check System Errors/Failures System monitoring and admin-level alerts for failures
  • icon_check Customer Interaction Alerts Alerts when customers interact or key actions occur
  • icon_check Workflow Trigger Alerts Notifications when workflow conditions are met
  • icon_check Lead Activity Alerts Alerts for lead engagement, inactivity, or status changes
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Ploomes Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Windows iOS Android MacOS
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • API Integration
  • Videos
  • English

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Ploomes Company Details

Brand Name Ploomes
Information Ploomes is an online CRM platform that helps managers monitor the progress of their sales team.
Founded Year 2012
Director/Founders Matheus Pagani, Vinicius Sampaio
Company Size 1-100 Employees
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