Knowledge base
Everything you need to get more from Alphorix.
Guides, walkthroughs and playbooks written by the team.
Getting Started
4 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.
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.
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.
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.