Ploomes

Customer Data Management (CDM)

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

Sales Management

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

Marketing Automation

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

Data Sourcing / Integrations

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

Collaboration Tools

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

Security & Compliance

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

AI & Machine Learning

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

Reporting & Analytics

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

Alerts & Notifications

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