Skip to content
Plumto
Log inTalk to the team

Your process.
From setup to follow-up.

Build your CRM workspace around your sales team, then use it to keep customer relationships moving.

Talk to the team
  1. 1

    Create and verify your account

    Register and complete account verification before setting up your workspace.

  2. 2

    Tell us about your company

    Add company details and choose the primary goal for your CRM.

  3. 3

    Define your pipeline

    Configure the stages that reflect your sales process, including won and lost outcomes.

  4. 4

    Bring your team into the process

    Invite colleagues during setup, or skip invitations and continue.

  5. 5

    Work from your customer records

    Organize leads, contacts, accounts and deals. Add tasks and configure the details your process needs.

Let’s talk about
your sales process.

Show us how your team works. Explore where Plumto fits.

Talk to the team