Your people
How many people need access, and how do they work together?
A conversation
before a commitment.
Tell us how your team sells and what you need from your CRM. Contact us to discuss pricing and the right configuration.
Contact for pricingLet’s start with what matters to your team.
Your process
Which records, stages and follow-up steps do you need to manage?
Your configuration
What custom fields, workflows and reporting does your team need?
Prices, billing terms and feature entitlements are confirmed with the team.
How the conversation goes.
- 1
Tell us how your team sells
Share your people, your process and the records you need to manage.
- 2
We talk it through
We discuss the configuration, workflows and reporting that fit your team.
- 3
Agree the right fit
Pricing, billing terms and entitlements are confirmed with you.
A few things
you might be wondering.
What is Plumto?
Plumto 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.
Who is Plumto built for?
Growing sales teams that want to manage customer relationships and follow-up in a CRM they can shape around their own process.
What can I manage in Plumto?
Plumto brings leads, contacts, accounts, deals and tasks into your sales process. Custom fields and objects let you capture information specific to your business.
Can I configure my sales pipeline?
Yes. Pipeline setup lets you define stages for your process, including won and lost outcomes.
Does Plumto support workflows?
Plumto includes a visual CRM workflow builder with triggers, conditions and actions. Discuss the actions and configuration your team needs with us.
Can I report on my CRM data?
Yes. Build reports with the fields and filters you choose, and export supported report results for further analysis.
Where can I find pricing?
Contact the Plumto team to discuss your requirements and pricing. Public plan prices, trial terms and entitlements are not listed here.
How do I get started?
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.