What Plusoft does

Plusoft (legal entity: Plusoft Informática S.A.) is a privately held Brazilian enterprise software company founded in 1988 and headquartered in São Paulo, operating as a group that also includes DTM Relationship Marketing Ltda. and InPaaS IT Solutions Ltda. The company builds and sells an omnichannel Customer Relationship Management (CRM) and customer experience (CX/HX) platform, anchored by Omni CRM as the core product and complemented by Marketing Suite (marketing automation), Sales Automation/Hike (field sales force automation), A.I. Agent (multichannel NLP chatbot), Social Monitoring (social listening across 14+ integrated channels), WhatsApp Broker (official Meta API integration), GeoFind (geomarketing), and a Performance Agency services layer. The platform has been 100% cloud-native since 2015 and runs on multi-cloud infrastructure designed to handle millions of events and demand peaks.

The company serves enterprise customers across nine verticals — Consumer Goods, Education, Pharmaceutical, Financial, Healthcare, Insurance & Social Security, Services, Telecom & Media, and Retail — with named clients that include Claro, Itaú, Bradesco Seguros, Unimed, PepsiCo, Unilever, Whirlpool, Cencosud, OXXO Brazil, Estée Lauder, Pague Menos, and EnergisaPrev. Revenue is generated through quote-based annual SaaS subscriptions and professional services delivered via the Performance Agency, with no public pricing. Plusoft's platform has been largely assembled through four acquisitions (iCustomer in 2012, Virtual Interactions in 2014, InPaaS in 2018, and Ibope-DTM in 2021), and the company holds a first-mover regulatory position as the first Brazilian CRM with ISO 27001 certification (2017, recertified 2023) and Meta Business Solutions Partner status (2024), enabling official WhatsApp Business deployments at enterprise scale.

The company is led by CEO Solemar Andrade (since 2016), with a privately-held, management-controlled ownership structure and no disclosed institutional investors or parent company. The organization operates with 251–500 employees and has begun limited geographic expansion into Spain (EMEA) alongside its primary Brazilian market. In 2026, the company repositioned its brand and strategy around strategic verticals, formalizing a verticalized go-to-market approach across its enterprise customer base.

Name

Plusoft

Legal name

Plusoft Informática S.A.

Website

https://plusoft.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

251–500 employees

Short description

Plusoft is a privately held Brazilian enterprise CRM and customer experience software provider, founded in 1988 in São Paulo, serving large organizations across nine verticals with a cloud-native omnichannel platform spanning CRM, marketing automation, conversational AI, social monitoring, and WhatsApp Business integration.

Ownership category

akta.pro rank

Product category

Customer Relationship Management (CRM) Software

NAICS

Custom Computer Programming Services (541511), Advertising Agencies (541810)

SIC

Services-Advertising Agencies (7311), Services-Management Consulting Services (8742)

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

akta.pro secondary industries

General Customer Service (Order/Account/Inquiries) (BPAAABAA), Technical & Product Support (Tier 0–2, Troubleshooting) (BPAAABAF)

Keywords

• Omnichannel CRM software
• Customer experience platform
• Marketing automation software
• Conversational AI chatbot
• Sales force automation

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Software Subscriptions: SaaS-based CRM and customer experience platform subscriptions providing access to OMNI CRM, Marketing Suite, Sales Automation, A.I. Agent, Social Monitoring, and WhatsApp Broker modules on a subscription basis
2. Professional Services: Performance Agency services providing consultative CRM strategy, campaign execution, journey design, and measurement services

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core offering

Plusoft develops and sells a cloud-native omnichannel CRM platform (Omni CRM) and complementary modules including Marketing Suite, Sales Automation (Hike), A.I. Agent (NLP chatbot), Social Monitoring (14+ channels), and WhatsApp Broker (Official Meta API). The company also offers Performance Agency professional services for CRM strategy, hyperpersonalized journey design, and campaign execution. The platform is targeted at large enterprises across nine verticals (Retail, Financial, Healthcare, Telecom, Consumer Goods, Pharmaceutical, Education, Insurance, Services) and is sold via direct enterprise sales on quote-based annual subscriptions.

Product overview

Plusoft offers a modular platform architecture centered on Omni CRM as the core product, complemented by specialized modules including Marketing Suite (marketing automation), Sales Automation/Hike (field sales management), A.I. Agent (conversational AI), Social Monitoring (reputation management), WhatsApp Broker (Meta API integration), and Performance Agency (strategic CRM services). The platform is cloud-native (100% cloud since 2015) and serves multiple market verticals including retail, financial, healthcare, telecom, and pharmaceuticals. Plusoft's ecosystem was built through strategic acquisitions: Virtual Interactions (2014) for chatbot/AI capabilities, InPaaS (2018) for sales force automation, and Ibope-DTM (2021) for marketing automation, all integrated into the unified Plusoft portfolio.

Differentiator

Problem solved

Functional benefit

Brands

• Hike: Sales force automation and workflows platform for field sales management
• Omni CRM
• Marketing Suite
• A.I. Agent
• Social Monitoring
• WhatsApp Broker
• Performance Agency

Products and services

• Omni CRM Central omnichannel CRM platform providing a 360-degree customer view with unified history, intelligent routing, and omnichannel automation to increase resolution, conversion, and retention across all touchpoints. Targeted at large enterprises across Retail, Financial, Healthcare, Telecom, Consumer Goods, Pharmaceutical, Education, Insurance, and Services verticals.
• Marketing Suite Marketing automation platform for orchestrating intelligent omnichannel journeys with end-to-end data unification, real-time events, channel prioritization, and actionable metrics. Used by enterprise marketing teams (e.g., Claro achieved 35% engagement lift via email rules strategy) to personalize customer journeys at scale.
• Sales Automation (Hike) Sales force automation solution with lead control, routing, history synchronization, and dashboards to increase conversion per visit in field operations. Used by field sales and commercial management teams (e.g., Capricórnio Têxtil achieved intelligence and agility in commercial management with Hike).
• A.I. Agent Conversational AI assistant with NLP-powered chatbot operating 24/7 across multiple channels, featuring intelligent screening and CRM integration to reduce costs and increase customer satisfaction (e.g., OXXO Brazil resolved 82% of calls with AI at Plusoft AI).
• Social Monitoring Social listening and network monitoring platform with more than 14 integrated channels, AI-powered categorization, and crisis management alerts to protect brand reputation. Used by enterprise marketing and reputation teams across verticals.
• WhatsApp Broker Official Meta WhatsApp Business API broker with approved templates and chatbot automation for customer service, sales, and notifications with governance and scalability (e.g., EnergisaPrev achieved 96% satisfaction via automated WhatsApp service). Targeted at enterprise customers across multiple verticals needing compliant WhatsApp at scale.
• Performance Agency CRM-driven consulting and services offering focused on hyperpersonalized customer journeys, relationship rule activation, and measurement using Cultura Test & Learn methodology for retention and revenue impact. Sold alongside platform subscriptions to enterprise customers (e.g., Pague Menos Pharmacies achieved personalization by lifecycle for retention and recovery).

Quantifiable outcome

• 96% customer satisfaction with automated WhatsApp service (EnergisaPrev)
• +3 more outcomes

Named customers20 records

Segments9 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability7 records

Feature8 records

Partnerships

One partnership is on record.

• MetacoreTechnology or Integration · 1 January 2024Plusoft became an official Meta Business Solutions Partner (BSP) in 2024, enabling the company to offer WhatsApp Business integration with Official Meta API, approved templates, and chatbot automation for enterprise customers across Brazil.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Salesforce: Global CRM and CX platform leader with Service Cloud, Marketing Cloud, and Sales Cloud. Directly competes with Plusoft's Omni CRM and Marketing Suite in Brazilian enterprise accounts, but operates a much broader portfolio.
• HubSpot: Global CRM, marketing automation, and customer service platform. Competes with Plusoft's Marketing Suite and CRM modules particularly in mid-market and SMB segments expanding into Brazil.
• Zendesk: Customer service and engagement platform with omnichannel capabilities. Overlaps with Plusoft's Omni CRM and A.I. Agent modules for Brazilian enterprise customer service deployments.
• Genesys: Global contact center-as-a-service (CCaaS) and customer experience orchestration platform. Competes with Plusoft's omnichannel CRM and AI service automation capabilities in enterprise deployments.
• Oracle CX (Oracle Advertising and Customer Experience): Oracle's customer experience suite including Oracle Service, Marketing, and Sales. Directly overlaps with Plusoft's enterprise CRM, marketing automation, and AI service offerings.

Direct peers

• Zenvia: Brazilian-based communications platform offering omnichannel messaging, WhatsApp Business API, chatbots, and sales automation. Directly competes with Plusoft's WhatsApp Broker, A.I. Agent, and Sales Automation modules in the Brazilian market.
• Take Blip: Brazilian conversational AI and WhatsApp Business platform with intelligent chatbots and contact center solutions. Direct competitor to Plusoft's WhatsApp Broker and A.I. Agent offerings.

Regional players

• Movidesk: Brazilian-born service desk and omnichannel customer service platform (now part of TOTVS). Competes with Plusoft's Omni CRM and customer service modules primarily in the Brazilian SMB and mid-market.

Emerging players

• Pegasystems: Low-code CRM, customer engagement, and process automation platform with AI-driven personalization. Competes with Plusoft's Marketing Suite and hyperpersonalization capabilities in Brazilian enterprise accounts.
• Infobip: Global cloud communications platform with strong WhatsApp Business API, conversational AI, and customer engagement solutions. Competes with Plusoft's WhatsApp Broker and A.I. Agent modules in Brazilian enterprise markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@plusofthx
• LinkedInlinkedin.com/company/plusoft
• Instagraminstagram.com/plusofthx
• Xx.com/Plusoft
• Facebookfacebook.com/PLUSOFT

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plusoft