AlfaCRM Leads by source, trial lessons, and payments
AlfaCRM AlfaCRM via API AlfaCRM report: leads, trial lessons, payments
Reportkey takes leads, client cards, trial lessons and payments from AlfaCRM and builds a report for the owner of a kids' center or school: where parents come from, how many reached a trial lesson, how many became clients and how much money reached the tills.
Sign up, enter your AlfaCRM address, email and API key and pick a branch. Your first report in 5 minutes.
- The AlfaCRM email and API key are entered once and work in any project.
- Leads, clients, trial lessons and payments by branch and till.
- The center shares one report with Yandex Direct, VK Ads and Metrica, plus AI insights and branding (not on every plan).
TL;DR
AlfaCRM integration: you need your AlfaCRM address, a user email and that user's API key from the profile, with a role that can access the API module. Enter them once on the integrations page and pick a branch in the project. Leads, trial lessons and payments arrive on schedule as a link or PDF.
Kids’ center reporting on AlfaCRM data
Kids’ development centers, coding schools, dance and sports clubs sell through a trial class. A parent leaves a request, the administrator books the child for a trial, and after the lesson the family decides whether to buy a membership. AlfaCRM stores every step: the lead with source and status, the lesson, the client card and till payments. Reportkey reads them through the API and builds a section of a recurring report for the owner, a branch manager or an ads contractor.
AlfaCRM integration: email, API key and branch
API access in AlfaCRM is tied to a system user. You provide the CRM address, the user’s email and the API key from their profile; the role must allow the API module, and data is limited to that user’s rights. Reportkey exchanges these for a temporary token valid for an hour, so the CRM password is not needed.
Enter the details once on the integrations page and select the branch ID in a project; in a chain each branch is chosen separately. If the key is reset in the user profile, the connection is flagged for re-authorisation and project settings remain.
AlfaCRM lead sources and new clients
Leads and clients live in one list, each card with a creation date, a source from the center’s list and a lead status. The block shows:
- New leads created in the period;
- New client cards among them;
- Client share among new cards, the main channel quality signal;
- Breakdowns by source, lead status, branch and period.
The center maintains its own source list, such as search ads, Instagram*, word of mouth or a street sign. The report uses names as entered, so agree on one set of values for all administrators.
Trial lessons from request to class
The trial class is the bottleneck of any membership school. The block takes lessons, trials included, with date and status and shows trials scheduled and held by branch and period. Many leads but few held trials point to booking and reminders; many trials but few clients point to the lesson or the offer after it.
Lead-to-client conversion without a conversion date
AlfaCRM cards carry no conversion date, so the report counts how many leads created in the period are clients now. A fresh month shows lower conversion that grows as families buy memberships, which is worth explaining to the client in advance.
Payments by till and branch
Money comes from AlfaCRM till payments by document date: total, number of payments and average payment by branch, till and period. It is neither membership value nor accruals, only what went through the CRM till.
AlfaCRM and school ads in one report
Add Yandex Direct, VK Ads, the VK community, trial forms in Yandex Metrica and Callibri calls. See the in-house team demo report, similar niche systems on the CRM integrations page, and the 14-day trial on pricing.
Metrics
What goes into the AlfaCRM report
These are the metrics that the AlfaCRM integration already brings into Reportkey reports.
Leads
Clients
Trial lessons
Payments
Average payment
What this integration adds to the report
Leads by source, trial lessons, and payments
Pricing
AlfaCRM reporting: plans and free trial
14 days free, no card required. Prices and plan limits are on the pricing page.
Use cases
Why teams connect AlfaCRM to Reportkey
Real reporting jobs, typical pain points, and the outcomes teams get from AlfaCRM in client reports.
Pain points
- Parents request a trial class, but the manager cannot tell how many attended and bought a membership.
- Every month the administrator exports AlfaCRM leads to a spreadsheet and groups them by sources she entered herself.
- The agency reports clicks and website requests while the center counts money in the till, and the numbers never meet.
AlfaCRM
A kids' development center with several branches
The owner gets a weekly summary per branch: new leads by source, scheduled and held trial lessons, total payments and average payment. It shows at once where the funnel breaks between a request and a trial class.
AlfaCRM
A coding or robotics school
The marketer shows the director which channel produces leads that turn into client cards. Yandex Direct spend sits alongside, so the budget discussion relies on clients rather than clicks.
AlfaCRM
An ads contractor for private schools
Each school has its own project and AlfaCRM connection. The report goes out under the contractor's brand, and the school does not need to open the CRM to understand the month.
Report preview
How AlfaCRM appears inside the report
The report keeps the familiar Reportkey layout: source sections and period comparison.
New leads by source for the month, bars of scheduled and held trial lessons, client share among new cards and tiles for total payments and average payment.
How to connect
Three steps to the first report
Connect the account once, choose the reporting scope, and save the setup for recurring client reports.
01
Connect the account
Save the AlfaCRM connection once so the same datasource can be reused across recurring client reports.
02
Choose the reporting scope
Choose the AlfaCRM account and pipelines that should supply leads, deals, and sales to the report.
03
Save the setup and generate the report
Keep the selected scope in the project and reuse the same report setup next time instead of connecting the source again.
FAQ
Frequently asked questions
Short answers about how the integration works in Reportkey today.
What do I need to connect AlfaCRM?
Your AlfaCRM address, a user email and the API key from that user's profile. The user's role must allow access to the API module, otherwise AlfaCRM will not issue a token. You also need the ID of the branch to report on. Everything is entered once on the Reportkey integrations page.
How does the report tell a lead from a client?
AlfaCRM keeps leads and clients in one list and separates them with a study flag: off for a lead, on for a client. The report counts new cards created in the period and shows how many have already become clients when the report is built.
Why can last month's client conversion go up?
An AlfaCRM card has no date for when a lead became a client; the API returns only the current flag. Conversion is therefore the share of leads created in the period that are clients now. If a family buys a membership a month later, the earlier period's conversion rises.
Will payments match the accounting books?
Payments come from AlfaCRM tills by document date, not from the value of memberships sold. A payment that bypassed the CRM till, for example a bank transfer never recorded in the system, will not appear in the report.
Does the report include children's personal data?
No. It uses aggregates per center and branch: counts of leads, clients, lessons and amounts. Names, phone numbers and student cards are not shown.
How often is the data refreshed?
On every report build. AlfaCRM allows up to five requests per second for all methods, authorisation included, and a token lasts an hour, extended by activity. A center with a large base loads page by page and takes slightly longer.
Related integrations
Often connected together
Working sources that teams usually add to the same report.
AlfaCRM report: leads, trial lessons, payments
Sign up, enter your AlfaCRM address, email and API key and pick a branch. Your first report in 5 minutes.