CRM & the customer lifecycle, handled
Transactional, lifecycle, and operational email all flow through one rate-limited gateway — so customers stay informed, reviews get requested, and you get a daily brief without lifting a finger.
What it does
One outbox, every message
- Rate-limited outbox queue sends through a single gateway so you never trip provider limits.
- Transactional email for order, shipped, delivered, and review-request events.
- Lifecycle & ops mail: daily summaries, alerts, lead evaluation, arrival notifications.
- RFQ responder that turns inbound quote requests into structured records (shared with the quote engine).
- Review requests triggered off delivered status to grow social proof.
| Outbox | Queue + worker, single OAuth gateway, rate-limited |
|---|---|
| Transactional | Order / ship / delivered / review templates |
| Scheduled | Daily summary, alerts, lead eval, arrival alerts |
| RFQ intake | Inbound parser → structured RFQ rows |
Integrations
| Integration | Required |
|---|---|
| Gmail / email gateway | Yes |
| Transactional SMTP (Post SMTP) | Yes |
| MariaDB | Yes |
| WooCommerce REST | Yes |
CRM & lifecycle
The whole customer lifecycle, sent by PLCXBOT
From the moment an order lands to the review request after it arrives, the right branded email goes out at the right time — each one signed by 
PLCXBOT. Your templates and brand; PLCXBOT just sends them on cue.
Order placed → Shipped + tracking → Out for delivery → Delivered → How was your order?
Representative templates with sample data. Each is branded to the tenant and timed off real order and tracking events — the “out for delivery” note fires when the carrier marks the package on the truck, and the review request waits a few days after delivery.
In practice
The outbox, rate-limited and reliable
| Message | To | Status |
|---|---|---|
| Order confirmation · #10482 | Ridgeline | Sent 11:41 |
| Shipped + tracking · #10480 | Apex | Sent 11:38 |
| Quote · Q-260606-04 | d.okafor | Draft · review |
| Review request · #10475 | MaintTech | Scheduled 10:00 |
| Daily summary | you | Scheduled 20:00 |
One queue, one gateway, paced under provider limits.
Every message, in order
Transactional mail goes out the moment it’s due — order confirmation and a shipped-with-tracking note already sent. The quote for Ridgeline is held as a draft for a rep to glance at before it sends, because a quote is worth a human’s two seconds.
Lifecycle mail is scheduled, not blasted: a review request fires after delivery, and your daily summary lands at 8 PM. Everything flows through one rate-limited queue, so you never trip a provider’s sending cap or get throttled.
- Transactional, lifecycle, and ops mail in one queue
- Quotes drafted for review; the rest fully automated
- Rate-limited — no provider lockouts
Email is the spine of the RFQ engine
The same gateway that sends your transactional mail delivers quotes and chases follow-ups.
B2B RFQ engine → See plans