Everything you need to get more from Alphorix.
Guides, walkthroughs and playbooks written by the team.
Generate a never-expiring System User access token in Meta Business Suite so your Facebook Lead Ads keep syncing without OAuth re-connects.
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.
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.
Route Meta Lead Ads submissions directly into Alphorix using our webhook endpoint.
Sales agents: this is the screen you should open first every morning. Your leads, your tasks, your call queue, all in one focused view.
Download the Alphorix company profile in PDF or PPTX — use it to brief colleagues, procurement or an investor.
Generate a never-expiring System User access token in Meta Business Suite so your Facebook Lead Ads keep syncing without OAuth re-connects.
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.
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.
Route Meta Lead Ads submissions directly into Alphorix using our webhook endpoint.
Sales agents: this is the screen you should open first every morning. Your leads, your tasks, your call queue, all in one focused view.
Download the Alphorix company profile in PDF or PPTX — use it to brief colleagues, procurement or an investor.
Every user in your workspace can enable TOTP-based 2FA in under 60 seconds. Highly recommended for admin and manager roles.
Feature-by-feature breakdown of Basic ($250/mo) and Advanced ($400/mo), plus how extra seats are billed.
Drag-and-drop between stages, log calls in-line, and clear SLA badges without leaving the board.
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.
Real-time ranking of every sales rep in your workspace — by calls, meetings, conversions and deposits. Here's exactly how the score is built.
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%.
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.
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.
Build journeys that email leads automatically when their CRM status changes.
Everything the Marketing Email module can do: campaigns, segments, automations, analytics and billing.
Choose a plan, buy extra sends, turn on auto top-up and download receipts.
How the Journeys tab works, which events can start a journey and how leads leave one.
Add sales agents, promote a manager, or buy extra seats when you outgrow your plan.
Add a two-line JavaScript snippet to any HTML form and it'll POST straight to your Alphorix pipeline.
Never let a hot lead go cold — how the SLA engine flags stale leads and clears them automatically.
Set up a Google Ads webhook that lands leads straight into your Alphorix pipeline.
The screens only admins/managers see: assignment rules, seat management, IP allowlist, sub-statuses, custom fields, workspace branding.
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.
The task system is your memory. Schedule callbacks, meetings, document sends, and get email + in-app reminders 15 minutes before each one.
How to bring your existing leads, users and pipelines from any general-purpose CRM into Alphorix in under an hour.
Everything you need to know about the bank-transfer flow — timelines, wire details, activation.
Advanced plan only — put your own domain, brand colour and logo on every customer-facing surface (forms, landings, emails, invoices).
How sub-statuses give managers finer-grained visibility without cluttering the main pipeline.
How to work the visual pipeline: drag cards between columns, expand a lead, use column filters, and read the SLA colour codes.
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.
The recommended way to add new users: send them a one-time link so they pick their own password.
Advanced plan: bring your existing landing page HTML and Alphorix will host it under your custom domain with the lead-capture form baked in.
End journeys on a first deposit, see deposits per journey and analyse performance.
Send from your own domain and stay compliant automatically.
Test two subject lines automatically and follow up emails with WhatsApp templates.
Use the campaign wizard to pick an audience, design your email, preview it and send or schedule it.
Turn approved accounts into funded clients, then tailor onboarding to the size of the first deposit.
Collect sign-ups with a form that tags leads “education” and send a 5-lesson course over 7 days.
Give marketing staff access to Marketing Email only, with granular rights.
How your CRM leads become your email audience and how to target them with segments.