Alpha CRM

🚀 Open beta launches on January 26, 2025 !

Features

All the tools you need,

on one platform

Alpha CRM offers you a complete suite of features to better manage your customers and operations.

A CRM adapted to your way

of prospecting

In today’s fast-paced work environment, having a tailored workflow is critical for ensuring efficiency, clarity, and alignment with your specific processes. Whether you’re an individual professional or part of a larger team, a well-designed workflow helps streamline your tasks, improve collaboration, and keep everything organized. Here’s how to create a workflow that’s fully customized to your needs—complete with personalized categories, status labels, and intuitive color-coding.

And here’s the exciting part: with AI-powered tools, you can either set up the entire workflow with a single click or opt to do it manually, step by step, to ensure it perfectly reflects your unique style. Both methods are simple, but the AI-assisted approach brings an extra layer of speed and precision.

Create a workflow fully tailored to your process by defining your own categories, statuses, and color codes. For instance, you might include stages like Planning, Execution, and Review, with statuses such as In Progress or Completed. Using AI, you can set up the entire workflow with a single click, as it will generate categories, labels, and colors based on your needs. If you prefer a manual approach, it’s just as simple, allowing for precise customization to reflect your style. Either way, you’ll have an organized, intuitive workflow that keeps your tasks clear and efficient.

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Set up user access by creating roles and defining specific permissions for each. For example, roles like Admin, Manager, or Viewer can have tailored access levels, such as managing data, approving changes, or viewing reports. With AI, you can create these roles and assign permissions in a single click, automatically generating a secure and efficient structure. If manual setup is preferred, you can customize every detail to suit your team’s exact needs. This ensures a clear, scalable system where users only access what’s relevant to their role.

Stay organized with

Calendar view

With Alpha CRM, keep an overview of all your appointments, deadlines, and customer interactions thanks to our integrated calendar. Plan your commercial actions, organize your team meetings, and easily follow the key stages of your prospecting.

Individual Calendar

Each user can view and manage their own personal calendar to track their activities.

Administrator view

Administrators have a complete view of each user’s calendar for better management and coordination of tasks within the team.

Team view

Team managers can only access the calendars of their team members, allowing for more targeted and efficient management.

Real-time synchronization

Connect your calendar to your usual tools (Google, Outlook) for smooth and effortless management.

Personalized view

Adapt the display of your calendar according to your preferences: day, week or month.

Easier collaboration

Share events with your team and make sure everyone is informed in real time.

Automate every step of your

Customer process

Alpha CRM workflows allow you to automate important tasks and save valuable time. For each customer record, define key steps and automated actions, such as sending emails, updating statuses, or scheduling follow-ups. Thanks to a clear and intuitive interface, you can customize your workflows so that they perfectly match your working method.

Dynamic tabs on customer view :

A Clear and Organized Overview

Customer views in Alpha CRM are more than just a place to store information. With our dynamic tabs, each interaction, task or event is organized fluidly for simplified management.

You can create and view :

Tracking current or future actions generated by your workflows.

Adapt statuses to each stage of the sales cycle, from prospecting to retention.

Organize and share documents directly via the customer file, without loss of information.

Easily collaborate with your team by adding comments and notes for each customer.