Ploomes
Ploomes is a Brazilian cloud-based B2B CRM platform serving over 3,000 companies across Latin America with a modular suite covering sales automation, CPQ, proposals, ERP integrations, and AI-assisted activity management, and is a subsidiary of Grupo Sankhya.
- Company typePrivate
- Founded2012
- HeadquartersPinheiros, Brazil
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Ploomes does
Ploomes is a Brazilian cloud-based B2B CRM platform operating under the legal entity Ploomes Sistemas Empresariais S.A., headquartered in São Paulo and positioned as the largest CRM company in Latin America. The platform centralizes the full commercial journey — lead capture, opportunity management, proposal/order/contract automation, CPQ, analytics, and customer portfolio management — and serves over 3,000 companies across primary verticals of Industry/B2B Commerce, SaaS/Technology, and Services, with secondary coverage of Consultancies, Insurance Brokers, and Facilities. Notable customers include Philips, Unimed, Moura, Lockton, Truckvan, Facchini, and Sansuy.
The product follows a platform-plus-modules architecture: the core Sales CRM (CRM de Vendas) anchors a modular suite including Workflow automation, External Forms, Proposal and Document Automation, CPQ, Analytics/Reports, Customer Products, an AI Library, an Integrations Hub, dedicated ERP Integrations, a public API (developers.ploomes.com), and a mobile application with offline functionality. Technology differentiation rests on an open API, an ecosystem of 100+ pre-built integrations (spanning LATAM ERPs such as Sankhya, TOTVS, SAP, Omie, and Oracle, plus BI, e-signature, communications, and marketing automation tools), and an AI Assistant that automates activity registration.
Ploomes generates revenue primarily through per-user, per-module subscription licensing billed monthly, supplemented by paid professional services for configuration, consulting, development, and maintenance. Go-to-market combines direct sales-assisted demos for enterprise, self-serve free trial signup for SMB, and a partner program (Seja parceiro / Nossos parceiros) for channel-led distribution. Annual price adjustments are contractually capped to the greater of IPCA-IBGE or the SINDPD-SP salary index, and the company is a privately held subsidiary of Grupo Sankhya, a diversified Brazilian technology conglomerate, with no disclosed external venture capital or private equity funding rounds.
Ploomes firmographics
Firmographics- Name
- Ploomes
- Legal name
- Ploomes Sistemas Empresariais S.A.
- Website
- https://ploomes.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Ploomes is a Brazilian cloud-based B2B CRM platform serving over 3,000 companies across Latin America with a modular suite covering sales automation, CPQ, proposals, ERP integrations, and AI-assisted activity management, and is a subsidiary of Grupo Sankhya.
- Ownership category
- akta.pro rank
Ploomes industry classification
Industry- Product category
- Sales CRM Software
- NAICS
- Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)
- akta.pro secondary industries
- Customer Success & Account Management CRM (HDAEAFAD), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
Keywords
Where Ploomes is headquartered
LocationHeadquarters
- HQ city
- Pinheiros
- HQ country
- Brazil
- HQ region
- Latin America
Offices2 records
Markets served
Ploomes business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software License Subscriptions: Subscription-based licensing model where customers pay for the right to access the Ploomes CRM system via internet. Licenses are sold based on number of users and modules selected, with plans defined according to desired features and number of users. Annual price adjustments are limited to the greater of IPCA-IBGE or last salary adjustment index imposed by SINDPD-SP.
- Professional Services: Additional services including Configuration Services (training, data migration, parameterization), Consulting Services (specialist meetings and guidance), Development Services (custom integrations), and Maintenance Services for ongoing development work. These are paid separately based on hours contracted.
- Additional License Expansion: Customers can purchase additional user licenses beyond their contracted quantity at any time directly in the system, with pro-rata charges for the remaining period.
- Module Expansion: Customers can contract new modules of the Ploomes CRM system beyond those already included in their Commercial Proposal, with additional pricing negotiated separately.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Custom plans based on features and user count |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Ploomes product offering
Product offeringCore offering
Ploomes offers a cloud-based B2B CRM platform that centralizes the entire sales cycle from first contact through conversion and customer loyalty, providing a 360-degree customer view. The platform comprises a core Sales CRM supplemented by modules for workflow automation, external forms, proposal and contract generation, CPQ, analytics, customer product upsell, AI-guided intelligence, integration hub, and ERP synchronization. It serves industries, distributors, SaaS firms, service companies, consultancies, insurance brokers, and facilities across Latin America.
Product overview
Ploomes is a unified CRM platform for B2B sales management in Latin America, consisting of a core Sales CRM module complemented by additional modules including Workflow (process automation), External Forms (data entry), Proposal and Document Automation, CPQ (configure-price-quote), Analytics/Reports, Customer Products, AI Library, Integrations Hub, and ERP Integrations. The platform also offers a public API for developer integrations. The architecture follows a platform-plus-modules model where the CRM de Vendas serves as the central hub, with all modules designed to integrate seamlessly and share data across the system for end-to-end commercial process management.
Differentiator
Problem solved
Functional benefit
Products and services
- Ploomes Sales CRM (CRM de Vendas) Cloud-based B2B sales CRM platform for sales managers and revenue teams that centralizes the full customer journey from first contact through conversion and loyalty, providing a 360-degree customer view, portfolio management, and customer retention tools for industries, distributors, SaaS firms, service companies, consultancies, insurance brokers, and facilities.
- Ploomes API Public REST API for developers that enables unlimited external integrations, custom applications, and ecosystem connectivity, with a stated rate limit of 120 calls per minute and per-contract rate limit negotiation. Targeted at developers and systems integrators extending the Ploomes platform.
Quantifiable outcome
- 80% growth in the last year for Ploomes as a SaaS company using their own CRM
- +3 more outcomes
Companies that use Ploomes
Customer profileNamed customers10 records
Segments6 records
Ideal customer profiles3 records
Ploomes technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
AI capability2 records
Feature11 records
Ploomes partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core.
- SankhyacoreSankhya is a parent company of Ploomes (Uma empresa do Grupo Sankhya - A company of the Sankhya Group). Sankhya is an ERP company that provides complementary solutions and customer referrals to Ploomes.
- Meetime Desenvolvimento de SoftwarecorePart of the Ploomes Group (CNPJ 19.661.006/0001-38). Meetime is both a group company and an integration partner with Ploomes CRM, offering complementary sales technology solutions.
- Power BIcoreMicrosoft Power BI integration enabling data visualization and analytics capabilities within the Ploomes CRM platform.
- DocusigncoreDocuSign integration for electronic signature of proposals, contracts, and documents generated within Ploomes CRM.
- TOTVScoreTOTVS ERP integration enabling data synchronization between Ploomes CRM and TOTVS enterprise management systems.
- SAPcoreSAP ERP integration for commercial and management data synchronization between Ploomes CRM and SAP systems.
- OmiecoreOmie ERP integration for synchronized operations between Ploomes CRM and Omie management platform.
- WhatsAppcoreWhatsApp integration including Chrome extension (Ploomes for WhatsApp) that identifies contacts and enables conversation logging into the CRM system.
- RD StationcoreRD Station marketing automation integration for coordinated marketing and sales workflows within Ploomes.
- ClicksigncoreClicksign electronic signature integration for digital document signing within Ploomes CRM proposals and contracts.
- Gmail / Google CalendarcoreGmail integration allowing Ploomes to send, read, modify, and delete messages. Google Calendar sync for scheduling and activity management.
- Active CampaigncoreActive Campaign marketing automation integration for coordinated customer communication and campaign management.
- Meta (Facebook/Instagram)coreMeta platforms integration for social media marketing coordination and customer engagement within Ploomes.
- MeetimecoreMeetime sales acceleration platform integration for call recording, analytics, and sales productivity enhancement within Ploomes.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Ploomes competitors and assessment
Company assessmentDirect peers
- Freshsales (Freshworks): AI-augmented sales CRM with pipeline management, built-in CPQ, and workflow automation. Like Ploomes, it bundles AI-assistant features into the sales workflow and targets the same SMB/mid-market B2B segment.
- HubSpot: B2B SaaS CRM platform combining sales, marketing, and service hubs. Like Ploomes, it targets B2B sales teams with sales-pipeline and workflow tooling, but extends natively into marketing automation — the category Ploomes is missing.
- Agendor: Brazilian sales CRM platform focused on B2B pipeline management for mid-market and SMB. Closest local competitor to Ploomes with similar segment focus (Brazilian B2B sales teams) and overlapping feature set.
- Creatio: No-code/low-code CRM with workflow automation and process management — overlapping with Ploomes' Workflow and Process Automation modules. Both target mid-market B2B companies wanting process digitization without heavy consulting.
- RD Station: Brazil's leading marketing automation platform with an integrated CRM layer; owned by TOTVS. Direct competitor in the Brazilian B2B market for sales and marketing tooling, with strong brand recognition among Ploomes' exact buyer profile.
- Zoho CRM: Broad SaaS platform with CRM, CPQ, workflow automation, and ERP-adjacent tools. Comparable to Ploomes in the multi-module, low-cost platform positioning, although Zoho serves a global rather than LATAM-specific customer base.
- Pipedrive: B2B sales CRM focused on pipeline management for SMB and mid-market, with workflow automation and reporting. Both Pipedrive and Ploomes emphasize ease-of-use for sales adoption and target similar B2B customer profiles.
Broad incumbents
- Salesforce: Global CRM platform leader with Sales Cloud, Service Cloud, and CPQ functionality that competes with Ploomes for enterprise B2B sales in Latin America. Salesforce has far broader portfolio (marketing, service, analytics) but targets larger enterprises, while Ploomes focuses on mid-market LATAM verticals.
- Microsoft Dynamics 365 Sales: Enterprise CRM tightly integrated with Microsoft 365 and ERP/finance capabilities. Competes with Ploomes on enterprise sales management, particularly where SAP/Oracle/ERP ecosystem buyers want tight Microsoft-stack integration in Latin America.
Emerging players
- Bitrix24: CRM plus collaboration platform with broad feature bundle (tasks, projects, telephony). Competes in the SMB and price-sensitive segment where Ploomes also sells in Latin America.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Ploomes social profiles
Digital presencePloomes financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ploomes leadership team
Management profileNumber of profiles
Profiles2 records
Ploomes funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ploomes M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ploomes
What does Ploomes do?
Ploomes offers a cloud-based B2B CRM platform that centralizes the entire sales cycle from first contact through conversion and customer loyalty, providing a 360-degree customer view. The platform comprises a core Sales CRM supplemented by modules for workflow automation, external forms, proposal and contract generation, CPQ, analytics, customer product upsell, AI-guided intelligence, integration hub, and ERP synchronization. It serves industries, distributors, SaaS firms, service companies, consultancies, insurance brokers, and facilities across Latin America.
Is Ploomes a public or private company?
Ploomes is a private company. It is classified as corporate owned and is currently operating.
When was Ploomes founded?
Ploomes was founded in 2012. It employs 51 to 100 people.
Where is Ploomes based?
Ploomes is headquartered in Pinheiros, Brazil, in the Latin America region.
How does Ploomes make money?
Four revenue lines are on record. Software License Subscriptions are the primary driver. The others are professional Services, additional License Expansion and module Expansion.
Who are Ploomes's main competitors?
Direct peers on record are Freshsales (Freshworks), HubSpot, Agendor, Creatio, RD Station, Zoho CRM and Pipedrive. Broad incumbents are Salesforce and Microsoft Dynamics 365 Sales. Bitrix24 is listed as an emerging player.
Does Ploomes have an API?
Yes. Ploomes offers a public API that enables developers to create unlimited integrations and expand their digital ecosystem. The API allows external calls and supports integrations with third-party systems. Rate limits are defined per contract (specific limits to be determined at contract signing), with a stated limit of 120 calls per minute. The API documentation is available at developers.ploomes.com. Developer documentation is at developers.ploomes.com.
What industry is Ploomes in?
Ploomes's product category is Sales CRM Software. Its primary akta.pro industry code is HDAEAFAK, CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions, with a secondary code of HDAEAFAD, Customer Success & Account Management CRM. Its NAICS code is 51321 and its SIC code is 7372.