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How to use Pludor CRM, Inbox & Outreach: step-by-step guide

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.

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Customer conversations spread across WhatsApp, SMS, email and social DMs, with no shared record of who asked what or who needs a follow-up.

What you need

How to do it

How do I use CRM, Inbox & Outreach, step by step?

One inbox for WhatsApp, SMS, email and chat, with leads, templates and campaigns. You need a Pludor store - free to create.

  1. Connect channels: Open Channels in the Operations menu and connect WhatsApp, SMS or email.
  2. Work the Inbox: Open Inbox - every conversation from every channel is here, newest first.
  3. Save templates: Create quick replies in Templates for common answers.
  4. Track leads: Open Leads to move each lead from new to won.
  5. Follow up: Set Nudges for reminders, and on Scale run Campaigns from Outreach & CRM.

Common questions

How do I set up a CRM and shared inbox for WhatsApp, email and SMS in one place?

You need a tool that pulls all your customer channels into one inbox with a shared record. In Pludor, create a free store at pludor.com/setup, open Channels in the Operations menu, and connect WhatsApp, SMS or email. Every conversation then lands in one Inbox, newest first, so nothing gets lost between apps.

How much does a CRM with a unified inbox cost for a small business?

Most CRMs charge per seat or per contact. On Pludor, the unified Inbox, Leads pipeline, contacts, campaigns and automation are included in every store plan: 500 marketing emails and 200 automation runs a month are free, then you pay as you go with credits (1 credit = 1 cent). New stores also get 500 free credits.

Can my staff all work from the same customer inbox?

Yes. With Team Staff on Pludor, several people work the same Inbox and Leads, so anyone can pick up a conversation with full context. Two team members are included free each month, and extra seats cost 200 credits per seat a month.

How do I stop forgetting to follow up with leads?

Set reminders tied to each conversation instead of relying on memory. In Pludor, set Nudges on leads or chats and you'll get a reminder when a follow-up is due. You can also automate it: Automation Rules can trigger a template message or a nudge when events like a new lead or missed call happen.

What's the best way to track leads from first message to sale?

Use a simple pipeline where you move each lead through stages from new to won. Pludor's Leads board does exactly this, and because the inbox and store are the same system, each lead's chats and orders sit on one record. Open Leads and drag each lead forward as the deal progresses.

How do I send bulk marketing emails to my customers?

Build a campaign from your customer list rather than emailing people one by one. On Pludor, run Campaigns from Outreach & CRM - 500 marketing emails a month are free, then it's 1 credit per 10 emails. A failed-message queue shows you anything that didn't deliver.

How do I set up automatic replies for common customer questions?

Write your answers once and reuse them. In Pludor, create quick replies under Templates for your most common questions, then either send them manually from the Inbox or have Automation Rules send a template automatically when a trigger like a new order or missed call fires.

Is it safe to connect WhatsApp and SMS to a third-party inbox?

Generally yes, but sending depends on the channels you connect and their own policies - WhatsApp and SMS providers have their own rules and limits. On Pludor, you connect channels yourself under Channels, so you stay in control of those accounts. Check each provider's policies before connecting.

How does Pludor CRM compare to HubSpot or GoHighLevel?

The main difference is that Pludor's store and inbox are one system, so conversations, leads, orders and campaigns share a single customer record with no integrations. Order context in chats and post-delivery follow-ups are native rather than custom workflows. Pricing is also different: instead of per-seat or per-contact tiers, it's included in store plans with free monthly amounts.

How do I get started with CRM, Inbox & Outreach step by step?

Start by connecting your channels, then work the Inbox, save templates, track leads and set follow-up nudges. In Pludor: open Channels in the Operations menu to connect WhatsApp, SMS or email; open Inbox to see every conversation; create quick replies in Templates; move leads through Leads; and set Nudges for reminders. The full guide is at pludor.com/tutorials/crm-outreach.

Can staff share the same inbox?

Yes - with Team Staff several people work the same Inbox and Leads.

How much does Pludor CRM, Inbox & Outreach cost?

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).

How do I get started with Pludor CRM, Inbox & Outreach?

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

What are the limitations of Pludor CRM, Inbox & 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.

How does Pludor CRM, Inbox & Outreach compare with HubSpot, GoHighLevel, Klaviyo, ManyChat?

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.

Going further: scale and grow

What you get

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.

What comes out of it

Unified conversation history, Lead pipeline, Campaigns and follow-ups.

Who it is for

Businesses that sell over chat, service businesses with many leads, stores running re-engagement campaigns.

Good to know

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.

Works well with

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.

More about CRM, Inbox & Outreach

What it does, who it is for and what it costs: CRM, Inbox & Outreach.

Doing this on Pludor

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).

  • Unified Inbox (WhatsApp, SMS, email, in-app)
  • Leads pipeline
  • Templates and quick replies
  • Nudges (follow-up reminders)
  • Campaigns
  • Channel connections

Free to start - no card, no item limit. Pay only for what you use past the monthly free amounts.

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Sources

  1. Pludor facts (features, plans and limits)
  2. Pludor pricing

Checked 1 October 2026. Fees and rules change; follow the links for the latest.

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