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Bring leads, deals and follow-up into a CRM that you can shape around the way your team sells.
From the first conversation
to the next opportunity.
Start with the customer relationship. Build the structure your team needs around it.
Organize leads, connect people and companies, and follow deals through the stages of your sales process.
Build workflows around CRM events, conditions and actions. Make the next step part of the process.
When a deal moves to Proposal
If the amount is over $10,000
Then create a follow-up task and assign the owner
Shape your customer data with custom fields, objects and relationships instead of squeezing your process into a fixed record.
Keep follow-up attached to customer records and examine CRM data with configurable reports.
Send revised quote
Lakeview FurnitureConfirm site visit date
Reyes Dental GroupFollow up on contract terms
Tri-State Freight LinesOrganize marketing contacts into segments and prepare email campaigns from templates, using an email provider you configure.
Segment dental practices not contacted in 90 days
Template service renewal reminder
Campaign sent through your configured email provider
Set up your company, define your pipeline and invite your team. Then bring customer records and everyday follow-up into view.
Move leads, deals and follow-up out of scattered lists and into one connected record of each customer relationship.
Define the stages, fields and objects that match how you actually sell, instead of adapting to a fixed template.
See who owns each opportunity and what happens next, so follow-up does not depend on memory.
Your team’s process is the place to start. Talk to us about the capabilities and configuration you need.
Discuss pricingPlumto is a configurable CRM for sales teams. It brings leads, contacts, accounts, deals and tasks into one place, with custom fields, objects and workflows to match your sales process.
Growing sales teams that want to manage customer relationships and follow-up in a CRM they can shape around their own process.
Plumto brings leads, contacts, accounts, deals and tasks into your sales process. Custom fields and objects let you capture information specific to your business.
Yes. Pipeline setup lets you define stages for your process, including won and lost outcomes.
Plumto includes a visual CRM workflow builder with triggers, conditions and actions. Discuss the actions and configuration your team needs with us.
Yes. Build reports with the fields and filters you choose, and export supported report results for further analysis.
Contact the Plumto team to discuss your requirements and pricing. Public plan prices, trial terms and entitlements are not listed here.
Talk to the team about your process, or create an account. Account setup includes verification, company details, a primary goal and pipeline configuration, with optional team invitations.
Show us how your team works. Explore where Plumto fits.