Pleom
Agentic Business Intelligence
Pleom is an agentic business intelligence platform that connects to company data sources and generates insights, visualizations, workflows, and predictive models. It is designed to reduce the manual analysis typically required to turn raw data into decisions, with a data catalog that connects to CRMs, customer success and support tools, data warehouses, ad platforms, social, web analytics, project management platforms, SaaS tools, DevOps systems, databases, and data lakes. Data is cached only when used rather than stored.
Core capabilities include ETL workflows with transformations, visualizations, and machine learning; interactive charts and dashboards; no-code predictive analytics for revenue forecasting, churn prediction, and customer segmentation; data apps in beta for custom dashboards and internal tools; plain-language Data Q&A across connected sources; and automatic business intelligence with anomaly alerts and recommended actions. The platform supports team collaboration, sharing, and embedding, and offers on-premises deployment alongside its cloud offering. It is positioned for revenue operations, customer success, product analytics, marketing, financial planning, and supply chain teams. A free trial is available, and the platform is described as enterprise-ready with end-to-end encryption and data not used to train models.
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