How to use Pludor Leads Pipeline: step-by-step guide

How do I use Leads Pipeline, step by step?

Track people who messaged but have not bought yet. You need a Pludor store - free to create.

1. Open Leads: Outreach & CRM > Leads (or Answering > Leads).
2. Update status: Move each lead through the statuses.
3. Label: Add lead labels.
4. Convert: Press Convert to create their order.
5. Automate: On Scale, turn on Stale Leads automation.

How do I keep track of people who messaged me but never bought anything?

Use a simple pipeline with statuses so no enquiry gets forgotten. On Pludor, open Outreach & CRM > Leads and move each person through New, Contacted, Qualified, Converted or Unqualified as you work them. When they're ready, press Convert and their details pre-fill an order form.

What is a lead pipeline and do I actually need one for my small business?

A lead pipeline is just a list of people who showed interest but haven't bought yet, sorted by stage. If you get enquiries via WhatsApp, SMS or chat and some slip through the cracks, you need one. Pludor includes a leads pipeline on every plan, including Free.

How much does Pludor's Leads Pipeline cost?

It's included in every store plan, including the Free plan. Each month you get a free amount of usage, and past that you pay only for what you use at 1 credit = 1 cent. There's no per-seat or per-contact charge for the pipeline itself.

How do I turn an enquiry into an actual order without retyping their details?

Press Convert on the lead and an order form opens with their details already filled in. That's the Pludor Convert feature - it removes the copy-paste step between your chat and your order system. You then finish and submit the order as normal.

How do I follow up with leads who went quiet?

Set reminders (Nudges) on individual leads, or use automation to chase them for you. On Pludor's Scale plan you can turn on Stale Leads automation, which handles forgotten enquiries automatically. You can also set an Automation Rule with a trigger like 'new lead' or 'missed call' to send a follow-up template.

How do I organise my leads so I can find the important ones fast?

Use colour labels. In Pludor, open Labels in the Operations menu, create labels with a name and colour (or press Add Common Labels), then assign them to leads. You can filter by label and even use a label as a campaign audience.

Is Pludor's CRM better than HubSpot or GoHighLevel for a small business?

Pludor's advantage is that conversations, leads, orders and campaigns share one customer record, because the store and inbox are the same system - the inbox knows the orders, no integration needed. It also includes ready-made COD reminders and post-delivery follow-ups that usually need custom workflows elsewhere. Pricing is usage-based and included in store plans, rather than per-seat or per-contact tiers.

Can I manage WhatsApp, SMS and email enquiries in one place with my leads?

Yes. In Pludor, open Channels in the Operations menu and connect WhatsApp, SMS or email, then work the Inbox where every conversation from every channel appears, newest first. Leads sit alongside it so you can move people from enquiry to order without switching tools. Save common answers as Templates to reply faster.

How do I get started with a leads pipeline if I've never used a CRM before?

Keep it simple: one list, a few statuses, and a habit of updating them. On Pludor: open Leads, update each lead's status, add labels, press Convert when they buy, and later turn on automation. You just need a Pludor store, which is free to create at pludor.com/setup.

How do I automate follow-ups when a new lead comes in?

Set up an if-this-then-that rule: trigger on 'new lead' (or 'missed call' or 'new order') and choose an action like sending a template, adding a tag or creating a nudge. In Pludor, open Automation Rules in the Management menu, build the rule, then test it with a fake lead and check the Failed tab in Outreach if anything doesn't send.

How much does Pludor Leads Pipeline cost?

On for every store, including the Free plan - a free amount every month, then pay only for what you use (1 credit = 1 cent).

How do I get started with Pludor Leads Pipeline?

1. Open Leads 2. Update status 3. Label 4. Convert 5. Automate Full step-by-step guide: pludor.com/tutorials/lead-pipeline

How does Pludor Leads Pipeline 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.