Getting Started

Getting started with Alphorix in 5 minutes

4 min read 12 viewsby Alphorix Team

Welcome to Alphorix. This guide walks you through your first 5 minutes.

1. Create your workspace

Head to alphorix.net/signup and fill in your company details. You'll get a 7-day free trial with no credit card required.

2. Invite your sales agents

Once logged in, open Team in the sidebar and click + Add user. Each seat comes with your plan (5 on Basic, 10 on Advanced).

3. Configure assignment rules

Go to Assignment Rules and pick a routing mode:

  • Country + language — best for multi-market floors
  • Round robin — evens out queue load
  • Manual — sales manager assigns each lead

4. Connect your first lead source

On the Integrations page you'll find webhook URLs for Meta Leads, Google Ads, and a JavaScript embed script for your website form.

5. Watch leads flow in

Open Pipeline and you'll see incoming leads auto-routed to the right agent — with the SLA timer counting down.

That's it. You're live.

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Alphorix

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

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Trading forex and CFDs carries a high level of risk and may not be suitable for all investors. You could sustain a loss of some or all of your initial investment; therefore, you should not invest money that you cannot afford to lose. Before deciding to trade, you should carefully consider your investment objectives, level of experience, and risk appetite. Past performance is not indicative of future results.

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