Alpha CRM
Customer Relationship Management
Problem: Sales teams lose time entering data instead of selling.
What is Alpha CRM?
Alpha CRM is the customer relationship management app inside the Alpha Business OS. It keeps every contact, deal and conversation in one 360-degree record, scores leads with Genie AI and runs automated email sequences, so sales teams spend their time selling rather than entering data. Because it shares Alpha's data layer, a closed deal is already visible to Invoicing, Subscriptions and Marketing.
How Alpha CRM works
- 01
Capture
Every lead lands in a single customer record with the full history of deals, emails and activity attached.
- 02
Prioritise
Genie AI scores each lead on fit and engagement, and the visual pipeline shows exactly where every deal stands.
- 03
Follow through
Automated email sequences do the routine follow-ups; reps step in when a prospect responds. Won deals flow straight into Invoicing.
Key Features
Built for Sales teams, Account Managers
Designed to fit specific workflows and compliance requirements.
Works best with
Alpha CRM — frequently asked questions
What is Alpha CRM?
Alpha CRM is the sales and customer-relationship app of the Alpha Business OS. It combines contact management, a visual deal pipeline, AI lead scoring and automated email sequences in one app that shares data with Alpha's finance and marketing apps.
How does AI lead scoring work in Alpha CRM?
Genie AI, the intelligence engine built into Alpha, ranks leads using the engagement and profile data already in the CRM, so reps see who to call first without maintaining a manual scoring sheet.
Can Alpha CRM replace a standalone CRM like a spreadsheet or a point tool?
Yes. It covers pipeline management, a 360-degree customer view and automated sequences, and it removes the export/import step between the CRM and invoicing because both run on one data layer.
Does Alpha CRM share data with the other Alpha Apps?
Yes. Every Alpha App runs on the same data layer, so Alpha CRM reads and writes the same customers, products, people and ledger entries as Invoicing, Subscriptions and Email Marketing. Nothing is exported, imported or synced — a record updated in one app is already current in the rest.
Can I try Alpha CRM before paying?
Yes. Every Alpha plan starts with a 14-day free trial with no credit card required. CRM is available on its own à la carte or as part of a plan — see the Pricing page for the Starter, Growth and Business OS tiers in USD or INR.