Documentation home

Get going

  • Getting started
  • Importing contacts
  • Building your first workflow

Channels

  • Sending broadcasts
  • Lead Harvester quickstart

Customization

  • Custom domains

Account

  • Billing and plans
  • Account and team

Documentation

Guides, walkthroughs, and reference for Apexium. Looking for something specific? Email support@apexium.team.

Get going

Getting started
Your first hour with Apexium — sign up, set up your workspace, and ship your first automation.
Importing contacts
Add contacts manually, in bulk via CSV, or directly from the Lead Harvester extension.
Building your first workflow
The Forge canvas, trigger types, piece library, and common workflow patterns.

Channels

Sending broadcasts
One-to-many email campaigns to a contact segment. Composing, audience selection, deliverability, tracking.
Lead Harvester quickstart
Install the Chrome extension, connect it to Apexium, configure scanning, and review captured leads.

Customization

Custom domains
Bring your own domain like crm.acme.com for a white-labeled workspace URL.

Account

Billing and plans
Plan tiers, usage limits, upgrading and downgrading, billing cycle.
Account and team
Profile settings, inviting members, roles, switching workspaces.