Knowledge base

Everything you need to get more from Alphorix.

Guides, walkthroughs and playbooks written by the team.

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29 results
getting started · 4 min read
Getting started with Alphorix in 5 minutes

Sign up, invite your sales team, connect your first lead source, and see your first lead land in the pipeline — all in under 5 minutes.

how to · 6 min read
Create a Meta System User for Facebook Lead Ads

Generate a never-expiring System User access token in Meta Business Suite so your Facebook Lead Ads keep syncing without OAuth re-connects.

leads · 5 min read
Lead health score & Hot/Warm/Cold priority

Every lead gets an auto-calculated 0–100 health score and a Hot/Warm/Cold priority — so your team spends the first hour of every day on the leads that matter.

billing · 3 min read
Basic vs. Advanced — which plan fits?

Feature-by-feature breakdown of Basic ($250/mo) and Advanced ($400/mo), plus how extra seats are billed.

integrations · 5 min read
Connecting Facebook Lead Ads

Route Meta Lead Ads submissions directly into Alphorix using our webhook endpoint.

how to · 3 min read
My day — the sales agent daily workflow

Sales agents: this is the screen you should open first every morning. Your leads, your tasks, your call queue, all in one focused view.

faq · 1 min read
Company profile deck (for internal circulation)

Download the Alphorix company profile in PDF or PPTX — use it to brief colleagues, procurement or an investor.

pipeline · 3 min read
Working the Kanban pipeline

Drag-and-drop between stages, log calls in-line, and clear SLA badges without leaving the board.

security · 3 min read
Enabling two-factor authentication (TOTP)

Every user in your workspace can enable TOTP-based 2FA in under 60 seconds. Highly recommended for admin and manager roles.

pipeline · 4 min read
Sales leaderboard: how it's calculated and how to climb it

Real-time ranking of every sales rep in your workspace — by calls, meetings, conversions and deposits. Here's exactly how the score is built.

how to · 5 min read
Working with leads — add, edit, call, convert

Everything you can do from the Leads screen — the quick-actions row, keyboard shortcuts, bulk operations, and how to move a lead through the funnel.

integrations · 7 min read
Show your Alphorix logo in every recipient's inbox (BIMI)

A one-time DNS + SVG setup that puts your verified brand logo next to every email you send from alphorix.net — proven to lift open-rates by 10-30%.

how to · 3 min read
Dashboard tour — reading your KPIs at a glance

Every number on your Dashboard is clickable. Learn what each KPI means, how it's calculated, and how to drill down into the underlying leads.

integrations · 6 min read
Migrating leads from HubSpot (keeping the same sales rep)

Export your HubSpot contacts, run them through the Alphorix CSV importer, and every lead lands with its existing sales rep — even ex-employees can be re-mapped in one click.

getting started · 3 min read
Inviting agents and setting seat count

Add sales agents, promote a manager, or buy extra seats when you outgrow your plan.

leads · 3 min read
SLA timers and the at-risk queue

Never let a hot lead go cold — how the SLA engine flags stale leads and clears them automatically.

how to · 3 min read
Email templates — reply in 5 seconds

Save every message you send more than once as a template. Insert with two clicks, use variables that auto-fill lead data, and translate for every market.

integrations · 4 min read
Connecting Google Ads Lead Form Extensions

Set up a Google Ads webhook that lands leads straight into your Alphorix pipeline.

integrations · 5 min read
Whitelabel: custom domain, colour and logo

Advanced plan only — put your own domain, brand colour and logo on every customer-facing surface (forms, landings, emails, invoices).

billing · 3 min read
Paying by bank transfer

Everything you need to know about the bank-transfer flow — timelines, wire details, activation.

how to · 3 min read
Pipeline kanban — drag, drop, close

How to work the visual pipeline: drag cards between columns, expand a lead, use column filters, and read the SLA colour codes.

getting started · 3 min read
Sending team invite emails

The recommended way to add new users: send them a one-time link so they pick their own password.

integrations · 4 min read
Embedding the lead-capture script on your website

Add a two-line JavaScript snippet to any HTML form and it'll POST straight to your Alphorix pipeline.

how to · 5 min read
Manager & admin playbook — running the floor

The screens only admins/managers see: assignment rules, seat management, IP allowlist, sub-statuses, custom fields, workspace branding.

getting started · 6 min read
Migrating from Hubspot, Zoho or Salesforce

How to bring your existing leads, users and pipelines from any general-purpose CRM into Alphorix in under an hour.

how to · 3 min read
My tasks — scheduling follow-ups and callbacks

The task system is your memory. Schedule callbacks, meetings, document sends, and get email + in-app reminders 15 minutes before each one.

pipeline · 3 min read
Sub-statuses explained

How sub-statuses give managers finer-grained visibility without cluttering the main pipeline.

how to · 2 min read
Leaderboard — how points are earned

Every action you take earns points. This is exactly how the scoring works, how ties are broken, and how to check your rank right now.

campaigns · 4 min read
Paste your own HTML into a landing page

Advanced plan: bring your existing landing page HTML and Alphorix will host it under your custom domain with the lead-capture form baked in.

Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

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