✦ PRODUCT

One CRM, From First Click to Closed Deal

Plumb5's CRM brings lead management and marketing & sales automation into a single platform — so no lead slips through, every follow-up happens on time, and sales and marketing work off the exact same data.

1 BinFor all prospects — MQLs & SQLs
1 PlatformMarketing, Sales & CRM unified
AutomatedScoring, follow-ups & campaigns
TWO CORE CAPABILITIES

Built on Two Connected Layers

Everything in Plumb5 CRM runs on two connected layers — one that captures and qualifies every lead, and one that automates how marketing and sales act on them.

LEAD MANAGEMENT

Never Let a High-Priority Lead Slip Through

Capture, score and nurture leads from every channel in one place, with round-robin assignment and behavioral scorecards that keep sales teams focused on the leads most likely to close.

1Capture leads automatically from websites, social media and other digital channels
2Score and prioritize leads in real time, and route them to the right rep automatically
Explore Lead Management →
Plumb5 lead pipeline board showing leads moving through New Lead, MQL, SQL and Customer stages with lead scores
MARKETING AND SALES AUTOMATION

One Platform, One Aligned Team

Plumb5 unifies sales and marketing automation tools into a single platform, so campaigns, pipeline and follow-ups run on the same customer data — breaking down silos between the teams that are supposed to be working toward the same goal.

1Automate email campaigns, follow-ups and workflow tasks based on customer behavior
2Give sales and marketing a shared, always-current view of every customer
Explore Marketing and Sales Automation →
Plumb5 marketing inputs and sales outputs unified through one automation engine
HOW IT FLOWS

From First Touch to Closed Deal

CaptureBring in leads from every channel into one unified pipeline.
Score & RouteQualify leads automatically and assign them to the right rep.
Automate & ConvertRun marketing and sales workflows off shared data, right through to close.

Ready to unify your CRM?

See lead management and marketing & sales automation working together on your own data.

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