Name: Ploomes
Price: 225 USD
Rating: 10 (1 reviews)
Author: Ploomes

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

JavaScript Frameworks

Mind Mapping

Mobile App Development

Push Notifications

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Embedded Business Intelligence (BI)

Enterprise Generative AI

Partner Relationship Management

Enterprise

Accounting

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Content Delivery Networks (CDN)

Data Quality

Data Virtualization

Distributed Denial of Service (DDoS) Protection

Extended Detection and Response (XDR)

Fraud Detection

Identity Governance and Administration

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Databases

Scale-Out Storage

Secure Email Gateway

Smart Contracts

Tower Servers

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Direct Mail Automation

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Virtual Event

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Antivirus

Security

Estate Planning

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Mental Health

Public Transportation

Trucking Software

Vertical-Specific

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### Sales Management
Users appreciate the ease of use and organization provided by Ploomes for sales management tasks. The platform's ability to visualize sales pipelines, manage leads efficiently, and generate insightful dashboards are highlighted as key strengths. However, some users point out areas for improvement, such as the need for more detailed information on leads and smoother customer service interactions. Despite these minor drawbacks, Ploomes is generally praised for its effectiveness in streamlining sales processes and enhancing overall sales management operations.

### Task and Activity Management
Users consistently praise Ploomes for its task and activity management capabilities. The platform's ability to provide control over individual activities, generate insightful dashboards, allow for customization, and offer a comprehensive view for sales funnel management has garnered positive feedback. Users appreciate the integration with RD Station and highlight the ease of access, integration between marketing and sales funnels, task automation, data analysis, information management, and employee tracking as strong points. Additionally, the platform's feature for task assignment and deadline reminders has significantly improved workflow efficiency. Users find Ploomes intuitive, practical, and instrumental in organizing tasks, tracking progress, and maintaining a well-structured database of leads.

Ploomes is a CRM (Customer Relationship Management) software solution designed to streamline and optimize sales processes for businesses. According to the vendor, it offers a variety of features to effectively manage customer relationships, track sales activities, automate workflows, generate customized proposals, and provide comprehensive visibility into sales performance. Ploomes is utilized by sales teams, business development professionals, account managers, sales managers, and marketing teams across a wide range of industries, including manufacturing, technology, retail, healthcare, and financial services.

## Key Features

**Visibilidade Gerencial**: According to the vendor, Ploomes provides real-time visibility into team productivity, offering consistent and well-organized data presented in customizable dashboards. This allows for informed decision-making, data-driven actions, and strategies to meet company objectives. Users can filter data to create personalized charts, dynamic tables, and customized indicators. Additionally, Ploomes allows for real-time tracking of goals and key performance indicators (KPIs).

**Produto**: Ploomes offers personalized dashboards that include charts, indicators, and tables. These dashboards provide complete visibility for managers through separate panels, allowing them to gain insights into various aspects of their operations. Users can create production goal panels for individuals and teams, with access control features. The software also enables customized analysis of KPIs and allows for the distribution of goals across panels by area.

**Serviços**: According to the vendor, Ploomes provides a consultative implementation process, offering the necessary support and training required for successful adoption. Users can access an online chat feature for prompt clarification of doubts and assistance. Additionally, Ploomes has a dedicated team available to develop integrations on-demand with other systems or applications.

**CRM para Serviços**: Ploomes caters to service-oriented businesses, offering effective organization of clients, contracts, and processes. This makes it an ideal solution for industries such as technical support, consulting, brokerage, law firms, events, and equipment rental, among others.

**CRM para SaaS**: According to the vendor, Ploomes is designed to connect multiple processes and is actively used by the vendor itself. It is particularly well-suited for software and hardware companies, photovoltaic energy providers, insurance companies, as well as IT and Telecom industries.

**CRM para Indústria e Comércio**: Ploomes provides efficient customer and order management functionalities, making it the only CRM solution specifically tailored for Brazilian industries and distributors. It is particularly suitable for industries such as capital goods, construction, packaging, and renewable energy, among others.

**CRM de vendas**: Ploomes is a comprehensive CRM solution designed specifically for sales teams. It enables efficient contact management by providing comprehensive records. Users can create customizable sales funnels that align with their unique sales processes. The software also offers task automation capabilities, allowing for time-saving workflows. Ploomes facilitates the generation of professional and personalized proposals directly within the system. Additionally, it provides detailed reports and advanced analytics to track sales performance effectively.

Highly Visual Sales Funnel: Several users have praised Ploomes for its highly visual interface, which has helped them understand and analyze their sales funnel. The software provides a clear and intuitive representation of the sales process, making it easier for users to grasp and monitor the progress of their sales.

Suitable for Small Teams: Many reviewers have found that Ploomes works very well in small team settings. This indicates that the software is suitable for businesses with limited resources and can effectively support their sales operations. Its usability and functionality make it an ideal choice for smaller teams looking to streamline their sales processes.

Comprehensive Functionality: Users appreciate the comprehensive nature of Ploomes, which offers reporting capabilities, features for customer monitoring, and workflow management. This wide range of functionalities caters to various aspects of sales management, allowing users to track performance, manage customer interactions, and streamline workflows efficiently.

Limited and Below Average Analytics Features: Some users have expressed their dissatisfaction with the analytics features in Ploomes, stating that they are limited and below average compared to other tools in the market. 

Subpar Reports: Several reviewers have mentioned that the reports provided by Ploomes are not up to par with industry standards, indicating that they lack the level of detail or customization options expected.

Improvement Needed in User Interface: While users appreciate the usability of the platform, some have suggested that certain aspects of the user interface could be improved.

Users have found Ploomes to be a valuable tool for individual work. With its comprehensive features and user-friendly interface, individuals can effectively manage their tasks, contacts, and sales processes. The software enables users to track their leads, monitor customer interactions, and easily prioritize their activities. By providing a centralized platform for all sales-related tasks, Ploomes helps users stay organized and focused on their goals. Additionally, the software's analytical capabilities allow individuals to gain insights into their performance and make data-driven decisions to optimize their sales strategies.

However, some users have encountered challenges when it comes to tracking team performance using Ploomes. While the software is highly effective for individual usage, it may lack certain features that facilitate seamless collaboration among team members. Users have expressed the need for more robust team communication tools, such as shared calendars or task assignment functionalities. Without these features, managing team workflows and aligning efforts can be cumbersome and time-consuming. Nonetheless, despite these limitations in team performance tracking, Ploomes still serves as a reliable solution for individual sales professionals seeking to streamline their workflow and achieve their targets efficiently.

Basic

Free Forever

CRM Bundle

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Ploomes

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Ploomes

Overview

What is Ploomes?