Ploomes
CRM for B2B sales automation — manage leads, automate proposals, orders, and contracts in one platform.
| What is it | CRM for B2B sales automation — manage leads, automate proposals, orders, and contracts in one platform. |
|---|---|
| Pricing | Unknown |
| Platform | Web Application |
| API | Yes |
| Works with | n8n |
| Best for | Managing customer relationships and sales pipelines, Automating repetitive sales tasks and follow-ups |
| Domain registered | 2011 |
Data updated Aug. 1, 2026
What does Ploomes do?
Ploomes is a CRM platform built for B2B companies in Latin America. It centralizes the entire customer journey — from lead capture to proposal, order, and contract management. The tool is designed to replace spreadsheets and manual processes with a structured system that tracks every interaction and automates repetitive tasks.
The platform offers a 360-degree view of each client, letting sales teams see history, notes, and next steps in one place. Its workflow engine lets you set up rules, checklists, and automations for sales processes. You can generate proposals, orders, and contracts directly inside the system, cutting down document creation time. Ploomes also includes an AI assistant that can automatically log activities, pull up client information on demand, and handle routine follow-ups. The tool integrates with over 100 third-party services, including ERPs like SAP and TOTVS, email, and marketing platforms.
Ploomes is best suited for B2B sales teams in industries like manufacturing, technology, and services. It helps commercial managers keep pipelines organized, reduces manual data entry, and speeds up deal closure. Companies with complex sales cycles and multiple stakeholders will find the automation and document generation features especially useful.
Key features
What makes it stand outWho is Ploomes for?
Who benefits most from this toolTrust & presence
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