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Welcome to Opterflow

Opterflow is the tool you open when you want to make money this week. It's not a filing cabinet — it's a place to run plays, track results, and get paid.

This documentation will walk you through:

  • Getting started — setting up your account, team, and brand so the rest of the app knows who you are and what you sell.
  • Modules — the tools you'll use day-to-day: Clients, Campaigns, Payments, Messaging, Inbox.
  • Integrations — connecting outside services (Paystack, MTN MoMo, Hubtel, Arkesel SMS, WhatsApp via Unipile).
  • Admin — everything the super admin sees: organization management, impersonation, messaging pricing.

Use the sidebar to jump into any topic. If something's missing, tell us — the docs ship with the product.

Popular articles

  1. 1

    Managing contactsPopular

    Add, import, tag, and organise your contacts in the Opterflow CRM.

  2. 2

    Start with your first business workflow

    Move one team and one daily process into Opterflow before expanding.

  3. 3

    Quick startPopular

    The 15-minute path from signup to your first live campaign.

  4. 4

    Creating invoices

    How to create, send, and manage invoices for clients and one-off jobs.

  5. 5

    Find and follow up demo leads

    Handle Opterflow website demo enquiries in the sales account's normal CRM.

Video tutorials

Coming soon

Getting started in 15 minutes

14:32

Coming soon

Creating and sending invoices

8:17

Coming soon

Managing your sales pipeline

10:45

Coming soon

Running your first campaign

12:04