Ploomes CRM

Review of Ploomes CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Ploomes CRM

Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales. Designed for growing businesses that need more control over their pipeline, Ploomes centralizes proposals, workflows, and reports in one intuitive place. Sales teams gain full visibility into performance with real-time dashboards while automating repetitive tasks and document generation to save time and close deals faster. Unlike generic CRMs, Ploomes was built with consultative sales in mind. Customizable pipelines, advanced integrations (ERPs, Gmail, RD Station, Power BI, and more), and seamless reporting connect sales to the rest of the organization. Trusted by companies in industries such as manufacturing, technology, and insurance, Ploomes combines ease of use, fast implementation, and local customer support to drive measurable revenue growth and consistent adoption.

Ploomes CRM Screenshots

Ploomes CRM Features

Features of Ploomes CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management

Ploomes CRM Integrations

TOTVS ERP logo
TOTVS ERP
NetSuite logo
NetSuite
ERP Sankhya logo
ERP Sankhya
Alterdata Pack logo
Alterdata Pack
Microsoft Outlook logo
Microsoft Outlook
ActiveCampaign logo
ActiveCampaign

Customer Reviews

See why people love Ploomes CRM

5 Star
60%
4 Star
40%
3 Star
0%
2 Star
0%
1 Star
0%
Camila M.

Camila M.

Verified User

Information Technology and Services · 51-200 employees

Used weekly for free trial
Dec 22, 2025

Really complete!

Verified reviewer

What they liked
  • I really liked the platform and how it is extremely usual
  • For 6 months, the business team I worked for relied on the platform to support demands, it is very complete in terms of reports, features, customer monitoring and workflows
Room for improvement

I really like the usability of the platform, however, I believe that some points in the UX interface could be better worked out, in general the platform is monochromatic and for those who work with it throughout the day it becomes a little tiring to find some information without highlights

André M.

Verified User

Mechanical or Industrial Engineering · 11-50 employees

Used daily for free trial
Dec 22, 2025

ótima ferramenta

No geral, estive bem contemplado com o ploomes, é uma ferramenta bem prática para CRM e facilitou o aprendizado na área.

What they liked

Achei uma ferramenta prática e organizada, ajudou a organizar todo o funil de vendas da minha Empresa

Room for improvement
  • A complexidade é algo que atrapalha um pouco o meu desenvolver
  • Também encontrei limitações no aplicativo mobile
Switched From

por que o pipefy não era tão prático e fui informado que o ploomes era melhor

Verified Professional

Health, Wellness and Fitness · 51-200 employees

Used daily for less than 2 years
Dec 22, 2025

Good CRM

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

What they liked
  • It's very visual and helps understanding the sales funnel
  • In a small team, it works very well
Room for improvement

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

Paulo N.

Verified User

Mechanical or Industrial Engineering · 11-50 employees

Used daily for free trial
Dec 22, 2025

MELHOR PLATAFORMA DE COMERCIAL

Trouxe vários experiencias proveitosas para a nossa empresa, resultando em leeds positivos para o nosso comercial.

What they liked

Muito prático, bem estruturado, é uma plataforma que produz muitos Leeds bem qualificados para as empresas juniores

Room for improvement

Possui uma certa limitação na plataforma mobile, poderia ser mais fácil a utilização para melhorar o desempenho

Switched From

Porque o pipefy não estava mais funcionando como desejavamos.

Kaio G.

Verified User

Mechanical or Industrial Engineering · 11-50 employees

Used daily for free trial
Dec 22, 2025

Extremamente eficaz

muito boa, espero utiliza-lo muito dentro da Sinergy, percebi o time bem entusiasmado para continuar usando.

What they liked

Gostei bastante da forma como é organizado, consigo facilmente aplicar dentro da minha EJ, fácil de aprender

Room for improvement

Informações de preço ou condição pouco transparentes e aplicações mobile mais limitadas, poderia ser menos limitada

Switched From

o Ploomes é bem mais completo e atende as minhas demandas.

Jônatas M.

Verified User

Higher Education · 11-50 employees

Used daily for free trial
May 28, 2026

CRM muito bom

Verified reviewer

What they liked

Facilita visualizar todas as oportunidades de negocio por estagio, gestão de funil de vendas, criação automática de orçamentos e contratos

Room for improvement
  • Limitações no app
  • O aplicativo movel é util, mas não tem todas as funcionalidades da versao web, o que pode limitar
Switched From

Esse é melhor do que o pipefy, segundo algumas análises

Krunal P.

Verified User

Information Technology and Services · 10000+ employees

Used weekly for more than 2 years
May 28, 2026

Ploomes Value Drive Software Solution

Verified reviewer

What they liked

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

Room for improvement
  • Ploomes does not offer a free trial nor premium consulting / integration services
  • As a result, it can be a turn off for new users who are inexperienced and need regular support for the platform's complete capabilities

Luana R.

Verified User

Information Technology and Services · 51-200 employees

Used weekly for free trial
May 28, 2026

A great tool for sales management

Ploomes has helped the sales and customer experience team a lot to organize, self-manage, and has contributed to our productivity

What they liked

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

Room for improvement
  • I believe the user interface could be a little more user-friendly and easier

Renato B.

Verified User

Mechanical or Industrial Engineering · 11-50 employees

Used daily for less than 6 months
May 28, 2026

Ploomes is a CRM that can fit any business

Verified reviewer

What they liked
  • It does everything that a CRM tool needs to
  • 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
Room for improvement
  • Sometimes the integration with other plataforms can be tricky to get right

Rafael P.

Verified User

Mechanical or Industrial Engineering · 11-50 employees

Used monthly for less than 12 months
May 28, 2026

Good software, but there's room for improvement

Verified reviewer

What they liked
  • It has all the basic functions expected from a CRM sofware
Room for improvement

I believe it lacks a differencial, compared to other plataform, and the integrations could be easier to do

Why they chose it

"Cheaper option"

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Decision Context

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