We look at your Ploomes as it is
We map the pipeline, stages, and fields you already use in Ploomes and where leads cool off between the first message and the salesperson. Nothing changes in your CRM — we fit into it.
01 · assessment
Integration · Ploomes
Ploomes with AI: serves and qualifies BACK TO PLOOMES
The Ploomes integration with AI doesn’t replace your CRM — it adds what was missing. You already use Ploomes to organize pipeline, proposals, and contacts, and that stays the same. What Ploomes doesn’t do is serve and sell alone: the lead arrives on WhatsApp at 22h, on Sunday, at peak time — and waits for someone to open the system. XMACNA connects a Digital Employee who EXECUTES that part — serves, qualifies, and sells 24/7 — and sends everything back to Ploomes already filled in: lead, stage, and note. No switching tools, no rework.
No CRM switchingPloomes remains your pipeline
Returns filledlead, stage, and note automatically update in Ploomes
+100% scheduled visitsRede Supera vs. control group
From SDR to CRM
See how the magic happens.
Stay in Ploomes. Just add the AI that was missing.
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01
Message
Client contacts via WhatsApp, voice, or active campaign.
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02
Context
The Digital Employee reads history, memory, and data from the Intelligent Dashboard.
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03
Decision
It chooses the next action: reply, qualify, schedule, collect, or escalate.
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04
Record
The conversation turns into structured data, private notes, and updated opportunity.
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05
Control
Your team takes over when a human is needed, already with full context.
Ploomes organizes. But who serves and sells is not Ploomes.
Ploomes does its job well: stores contact, shows the pipeline, gathers proposals in one place. But no CRM serves a customer who just sent a message or advances a sale alone — that still depends on someone opening the system, remembering the lead, and responding in time. When the reply is slow, the lead cools and Ploomes’ pipeline becomes a graveyard of stalled opportunities. The Ploomes integration with AI fills exactly that gap: the Digital Employee takes over the conversation and Ploomes gets the ready result.
Before
Ploomes alone: stores the lead, but waits for someone to open the system to respond.
After · XMACNA
Ploomes + XMACNA Digital Employee: answers immediately, 24/7, and returns the lead already filled in Ploomes.
Before
Ploomes alone: pipeline only advances if a human remembers to move the card.
After · XMACNA
Ploomes + XMACNA Digital Employee: qualifies the conversation and updates the stage in Ploomes alone.
Before
Ploomes alone: the salesperson fills contact and note manually afterward — when they do.
After · XMACNA
Ploomes + XMACNA Digital Employee: every conversation becomes a contact and note in Ploomes in real time.
Before
Ploomes alone: the lead at 22h, on Sunday, and at peak time is left for later.
After · XMACNA
Ploomes + XMACNA Digital Employee: responds outside business hours and at peak — and Ploomes never goes out of date.
Ploomes with AI in weeks, without changing your pipeline.
You don’t migrate anything or learn a new tool. In the free assessment, XMACNA checks how your Ploomes is set up today — pipeline, stages, and fields — and connects the Digital Employee on top, so it reads and writes in Ploomes just like one of your salespeople would. Your team keeps working in Ploomes; they just gain a coworker who serves and feeds the system alone.
The Digital Employee learns to speak with Ploomes
We train voice, rules, and process on the Digital Employee and connect it to Ploomes to create contact, advance stage, and write notes. Long-Term Memory stores each client’s history between conversations.
02 · ConnectionServes on WhatsApp, returns to Ploomes
The Digital Employee takes over WhatsApp, serves and sells 24/7, and sends each conversation to Ploomes already filled in. You track everything through the Intelligent Dashboard without leaving Ploomes.
03 · LiveWhat matters to know.
Do I need to change Ploomes to use XMACNA’s AI?+
No. The integration adds to Ploomes, it doesn’t replace it. You keep your pipeline and contacts in Ploomes, and the Digital Employee serves on WhatsApp and returns lead, stage, and note already filled.
How does Ploomes with AI keep the pipeline updated?+
With each WhatsApp conversation, the Digital Employee creates the contact, advances the stage, and writes the note directly in Ploomes — in real time, no salesperson typing afterward.
Is the integration two-way?+
Yes. The salesperson edits Ploomes and the Digital Employee already uses the new data in the next message. What it serves on WhatsApp goes back to Ploomes immediately, no parallel spreadsheets.
What changes in my team’s daily work?+
Almost nothing — your team stays in Ploomes. The Digital Employee handles repetitive service 24/7 and delivers only the hot lead. At Rede Supera, this became +100% scheduled visits vs. control group.
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