Streamlined CRM Communication
3CX Ploomes CRM INTEGRATION
Give your B2B sales team the full deal picture on every call. Aatrox’s 3CX Ploomes CRM integration connects Ploomes with 3CX. The result is instant access to contact profiles, deal stage, proposal status, contract history, and workflow progress the moment every call connects.
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Details on CRM Integration
About Ploomes CRM
Ploomes is the largest CRM company in Latin America, founded in São Paulo in 2013 and now part of the Sankhya ecosystem. It is a unified B2B sales platform purpose-built for companies managing complex, long-cycle sales processes. Unlike generic CRMs, Ploomes goes beyond pipeline management to bring CRM, CPQ, automated proposal generation, order management, contract creation, and workflow automation all into one fully customisable platform. Key features include visual multi-stage sales funnels, 360-degree customer history centralising emails, proposals, deals, contracts, and activities, highly customisable pipelines with BPM-style workflow rules and checklists, automated B2B document generation using intelligent templates with built-in tax calculations, real-time dashboards and KPI reports tracking goals, conversions, sales cycle length, and rep performance, and integrations with over 100 tools and ERPs including Sankhya, TOTVS, SAP, Omie, Gmail, RD Station, Power BI, and Google Calendar, plus an open API. Ploomes is used across manufacturing, technology, services, consultancies, and insurance. It is a strong fit for Australian B2B businesses managing configurable products or services, complex approval workflows, or structured multi-stage sales processes.
Why Integrate Ploomes CRM with 3CX?
Imagine a prospect or existing client calls your B2B sales team. Before your rep picks up, their full Ploomes record is already on screen. You can see their deal stage, the latest proposal sent, contract status, workflow approval progress, and any outstanding follow-up tasks. That is the operational advantage of 3CX Ploomes CRM integration. Your team enters every call with full deal context. Proposals get discussed faster, approvals move quicker, and no opportunity falls through the cracks between calls.
Full Deal and Proposal Context on Every Call:
See pipeline stage, latest proposal, contract status, and workflow progress before you say hello.
Faster B2B Deal Progression:
Know exactly where every deal stands across the pipeline and approval chain before the conversation begins.
Automatic Call Logging:
Every answered and missed call is logged as an activity on the Ploomes contact record automatically. No manual entry needed.
Perfect for Australian B2B Sales Teams in Manufacturing, Technology, and Services:
Built for teams managing structured, multi-stage sales processes with proposal and contract workflows inside Ploomes.
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How Aatrox Makes It Happen
At Aatrox Communications, we specialise in B2B sales CRM and platform integrations for Australian businesses. We offer custom Local (hosted locally) Ploomes CRM integration with 3CX. Secure on-premise and cloud deployments are both supported. Our team handles everything from API configuration and field mapping to call pop, activity logging, and end-to-end testing.
Here's how we do it:
Review your Ploomes pipelines, contacts, deals, proposals, and workflow configuration.
Configure secure API connections to Ploomes.
Map contacts, deals, proposals, and custom fields to 3CX call events.
Test live calls and provide ongoing support.
CRM Features
Features of 3CX Ploomes CRM Integration
Contact Synchronization:
Auto-sync Ploomes contacts with 3CX. Caller name, company, deal stage, and proposal status appear instantly on every call.
Contact Lookup:
Search Ploomes by phone number during a call. See deal progress, latest proposal sent, contract status, and workflow approval stage before answering.
Call Pop:
One click opens the exact Ploomes contact or deal record directly from the 3CX call screen.
Call Journaling:
Answered and missed calls are automatically logged as activities on the Ploomes contact record. Zero manual entry required.
Chat Journaling:
Push SMS, WhatsApp, and Facebook messages into Ploomes contact notes. Every B2B sales touchpoint stays in one place.
Click to Call:
Dial prospects or clients directly from any Ploomes contact or deal record.
Call Recording:
Recordings are automatically attached to the relevant Ploomes contact for easy reference, coaching, and compliance.
AI Transcription and Summarization:
Calls are transcribed and summarised, then posted into Ploomes contact notes. Available exclusively with an Enterprise 3CX license.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Case Study
Shortening the Sales Cycle by 34% for an Australian B2B Technology Distributor
A growing Australian B2B technology distributor was managing a complex, multi-stage sales process inside Ploomes. Sales reps were answering client calls with no quick visibility into where deals stood, which proposals had been sent, or what the next approval step was. Mid-call searching was causing delays and inconsistent follow-ups across a long sales cycle. Aatrox deployed a full 3CX Ploomes CRM integration with custom local hosting. Results in the first 90 days:
- 34% reduction in average B2B sales cycle length
- 100% of calls automatically logged into Ploomes contact and deal records
- 6+ hours saved per week on manual CRM updates and post-call data entry
- Sales rep confidence improved significantly, with full deal and proposal context on every call
The team now enters every client conversation fully prepared. Proposals are discussed in real time, approvals move faster, and the pipeline is advancing more efficiently across all accounts.
Explore More CRM Integrations
Ready for more business acceleration? Aatrox offers powerful 3CX CRM integrations for Australian businesses, including:
- 3CX GoHighLevel CRM Integration: All-in-one marketing and sales for agencies.
- 3CX HubSpot CRM Integration: Inbound marketing and sales CRM.
- 3CX Salesforce CRM Integration: Enterprise CRM for large sales and service teams.
- 3CX Onpipeline CRM Integration: Sales CRM with built-in quoting and invoicing.
- 3CX noCRM Integration: Action-driven lead management for telesales teams.
- 3CX Webhook/API Request Integration: Connect any custom platform.
For reliable local hosting, see our 3CX Hosted Solutions.
Start with us
Get Started with Aatrox
Ready to turn every phone call into a booked job with 3CX Ploomes CRM integration?
Contact Aatrox Communications today, most integrations live in under a week.
FAQs
FAQs for 3CX Ploomes CRM Integration
It is a real-time connection between 3CX and Ploomes. Contact details, deal stage, proposal status, and workflow progress appear in 3CX during calls. Every call is automatically logged back into Ploomes as a contact activity.
Yes. It connects via the Ploomes open API and works with all Ploomes plans, supporting B2B sales teams of any size.
Yes. Missed calls can automatically create follow-up tasks, trigger workflow automation rules, or update deal stages in Ploomes so no B2B opportunity is ever lost between calls.
Yes. Proposal status and document generation stage appear in 3CX during calls, and every call activity syncs back into Ploomes to keep your deal records and commercial workflows fully up to date.
Yes. Aatrox offers secure on-premise 3CX with full cloud Ploomes connectivity. Ideal for Australian businesses with data sovereignty or security requirements.
Yes. AI transcription and summarisation require an Enterprise 3CX license. Summaries post directly into Ploomes contact notes.