Updated 1 October 2026 · Pludor team · 2 sources
Outreach & CRM combines a unified Inbox, a Leads pipeline, message Templates, Nudges, Channels and Campaigns so every conversation and follow-up lives in one place staff can pick up.
Customer conversations spread across WhatsApp, SMS, email and social DMs, with no shared record of who asked what or who needs a follow-up.
5 steps, in this order. Each one is explained in the step-by-step guide.
You need a tool that connects each channel and merges the conversations into a single inbox. On Pludor, open Channels in the Operations menu, connect WhatsApp, SMS or email, and every conversation appears in the unified Inbox, newest first. Staff can work it together with Team Staff accounts.
Most CRMs charge per seat or per contact, which adds up fast for a small team. Pludor includes the unified Inbox, Leads pipeline, contacts and campaigns with every store, and the free plan comes with 2 team members included. Past the free monthly amounts you only pay for what you use in credits (1 credit = 1 cent).
Set reminders on each lead so nothing slips through. On Pludor, use Nudges - follow-up reminders attached to your leads - and move each lead through the pipeline from new to won in the Leads view. You can also automate it: Automation Rules can trigger a template or create a nudge when a new lead comes in.
Use an automation rule with the delivered order as the trigger. On Pludor, choose Automation Rules in the Management menu, pick 'delivered order' as the trigger, and set the action to send a template or create a nudge. Test it with a test order, then check the Failed queue in Outreach for anything that didn't deliver.
Yes, if your messaging tool supports shared team access. On Pludor, Team Staff lets several people work the same Inbox and Leads, so everyone sees the same conversation history. The free plan includes 2 team members, and extra seats are billed per seat.
The unified Inbox, Leads pipeline, contacts, bulk campaigns and automation are included for every store. Each month you get 500 marketing emails and 200 automation runs free, then pay as you go with credits (1 credit = 1 cent); bulk emails cost 1 credit per 10. New stores also get 500 free credits, and optional monthly plans bundle more credits.
The main difference is that on Pludor the store and inbox are one system, so conversations, leads, orders and campaigns share a single customer record. Order context in chats is native rather than requiring an integration, and COD reminders or post-delivery follow-ups are ready-made nudges instead of custom workflows. Pricing is also usage-based rather than per-seat or per-contact tiers.
You need a tool with campaign sending connected to your customer list. On Pludor, run Campaigns from Outreach & CRM - 500 marketing emails a month are free, then it's 1 credit per 10 emails. Note that WhatsApp and SMS sending depend on the channels you connect and their own policies.
Connecting WhatsApp to a messaging tool is standard practice, but sending is governed by WhatsApp's own policies - the tool just routes messages. On Pludor, you connect WhatsApp yourself under Channels, and any message that can't be delivered shows up in a Failed-message queue so you can see exactly what didn't go out. Always follow the channel provider's rules on bulk messaging.
Reference what they asked about, give them a clear next step, and keep it short - don't just 'check in.' Pludor has a free Customer Follow-up Message Writer that drafts it for you: tell it about the customer and it returns a message that moves the conversation forward. You can try it without an account, then save your best ones as Templates for quick replies.
Yes - with Team Staff several people work the same Inbox and Leads.
Outreach & CRM combines a unified Inbox, a Leads pipeline, message Templates, Nudges, Channels and Campaigns so every conversation and follow-up lives in one place staff can pick up.
Businesses that sell over chat, service businesses with many leads, stores running re-engagement campaigns.
Customer conversations spread across WhatsApp, SMS, email and social DMs, with no shared record of who asked what or who needs a follow-up.
The unified Inbox, CRM leads pipeline, contacts, bulk outreach campaigns and automation are on for every store. 500 marketing emails and 200 automation runs a month are free, then pay as you go with credits (1 credit = 1 cent).
1. Connect channels 2. Work the Inbox 3. Save templates 4. Track leads 5. Follow up Full step-by-step guide: pludor.com/tutorials/crm-outreach
WhatsApp and SMS sending depend on the channels you connect and their own policies. Bulk campaigns: 500 emails free a month, then 1 credit per 10.
Conversations, leads, orders and campaigns share one customer record because the store and inbox are the same system. Order context in chats: typically integration required; on Pludor, native - the inbox knows the orders. COD reminders and post-delivery follow-ups: typically custom workflows; on Pludor, ready-made nudges and automations. Pricing model: typically per-seat or per-contact tiers; on Pludor, included in store plans.
Unified Inbox (WhatsApp, SMS, email, in-app). Leads pipeline. Templates and quick replies. Nudges (follow-up reminders). Campaigns. Channel connections. Message reactions and delete in customer chats. Failed-message queue so you can see what did not deliver.
Unified conversation history, Lead pipeline, Campaigns and follow-ups.
Businesses that sell over chat, service businesses with many leads, stores running re-engagement campaigns.
WhatsApp and SMS sending depend on the channels you connect and their own policies. Bulk campaigns: 500 emails free a month, then 1 credit per 10.
AI Answering: an AI receptionist and unified CRM that answers calls, texts, and chats for your business. Automation Rules: if-this-then-that rules for orders, leads and follow-ups. Service Booking: bookable services with a calendar, deposits and quotes. Promotions & Promo Codes: sale prices, promo codes and automated customer emails.
Every step, in order: How to use CRM, Inbox & Outreach.
The unified Inbox, CRM leads pipeline, contacts, bulk outreach campaigns and automation are on for every store. 500 marketing emails and 200 automation runs a month are free, then pay as you go with credits (1 credit = 1 cent).
Free to start - no card, no item limit. Pay only for what you use past the monthly free amounts.
Open my free storeChecked 1 October 2026. Fees and rules change; follow the links for the latest.