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Step-by-step guides to get the most out of Elooo CRM.
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Popular articles
- How to add and verify your email sending domain (SPF, DKIM and DMARC)Deliverability and domain
- How to book an appointment manually for a clientSchedule appointments
- How to buy a phone number for your businessNumbers and voicemail
- How to connect your domain to sites and funnelsDomains
- How to connect the WhatsApp Business app you already use on your phoneWhatsApp
- How to connect your Facebook page and Instagram account to Elooo CRMFacebook and Instagram
- How to connect your Gmail or Outlook inbox to Elooo CRMEmail
- How to connect a new number to WhatsApp in Elooo CRMWhatsApp
- How to use the Conversations inboxConversations
- How to create a contact manuallyContacts
- How to create an AI agent that replies to customer messagesConversation AI
- How to create and send an email campaignEmail campaigns and templates
Categories
Getting started
Set up your account and start working in Elooo CRM.
- Initial setupComing soon
- Quick guidesComing soon
- Practical recipesComing soon
- Industry guidesComing soon
- Migrate from another toolComing soon
- Performance and browser2
2 articles
Conversations and channels
One inbox for WhatsApp, Instagram, Facebook, SMS, email and calls.
77 articles
Contacts and CRM
Contacts, companies, lists, custom fields, tasks and projects.
- Contacts5
- Contact record5
- Smart lists2
- Bulk actions2
- Import, export and views5
- Companies3
- Custom objects10
- Custom fields and values5
- Tasks2
- Project management5
44 articles
Opportunities and pipelines
Track every deal, from first message to close.
11 articles
Calendars and appointments
Online booking, services, teams and reminders.
- Calendars basics2
- Create calendars2
- Services1
- RentalsComing soon
- Calendar groupsComing soon
- Calendar settings3
- Schedule appointments2
- Calendar integrations3
- Calendar troubleshooting1
14 articles
Automations
Workflows that work for you: triggers, actions and ready recipes.
16 articles
Send, receive and make sure your emails reach the inbox.
9 articles
Marketing
Email campaigns, social media, ads, reviews and events.
- Email campaigns and templates2
- Social media2
- AdsComing soon
- Trigger links1
- Brand kitComing soon
- Countdown timersComing soon
- EventsComing soon
- Reviews2
- Google profile and reputationComing soon
- AffiliatesComing soon
7 articles
Sites, funnels and forms
Pages, funnels, blog, forms, website chat, store and courses.
- Funnels and websites3
- Site setup2
- Site troubleshooting1
- Site analyticsComing soon
- Blog1
- WordPressComing soon
- SEO1
- Forms3
- Surveys1
- QuizzesComing soon
- Website chat2
- QR codes1
- WebinarsComing soon
- Online storeComing soon
- Courses and membershipsComing soon
- CommunitiesComing soon
- CertificatesComing soon
- Client portalComing soon
15 articles
Payments and documents
Invoices, payment links, subscriptions, products and contracts.
- Payments basics1
- Payment methods and settingsComing soon
- Invoices and estimates3
- Payment links1
- Products, taxes and coupons3
- Orders, subscriptions and transactions2
- Mobile paymentsComing soon
- Gift cardsComing soon
- Documents and contracts2
12 articles
Artificial intelligence
AI agents that reply, book, call and write for you.
- AI employees1
- Conversation AI6
- Voice AI3
- Knowledge bases1
- Agent studio1
- AI studioComing soon
- Ask AI1
- Content, email and reviews AI1
- MCP serverComing soon
14 articles
Reports and dashboards
Dashboards, lead source attribution and custom reports.
4 articles
Mobile app and notifications
Use the CRM on your phone and desktop and control alerts.
5 articles
Integrations
Connect Facebook, Instagram, Google, Stripe, Zapier and other tools.
- Facebook and Instagram5
- Google2
- Stripe1
- Zapier, webhooks and APIComing soon
- Other integrationsComing soon
8 articles
Account settings
Business profile, users, permissions, domains and privacy.
- Business profile2
- Users and permissions7
- Domains1
- Media storageComing soon
- Audit logsComing soon
- Privacy and GDPR1
11 articles