ElliboHelp Centre

Customers in CRM

If you also use Ellibo CRM, your POS customers can appear there as contacts, with their purchases. Billing works as usual.

This is optional, and only admins can turn it on. Go to Settings › Customers in CRM and click Turn on. CRM has the same switch, so a change in either app shows in both.

Customers with a mobile number or an email are added to CRM straight away, and new ones follow every hour. CRM never changes anything in POS.

Only customers who ticked send me offers can get mass emails from CRM. The rest are kept out of campaigns, and you can still email them one to one.

Turning it off stops new contacts. Contacts already in CRM stay there.

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