Customer Experience Overview

Understand what your customers (tenants) experience when using your SaaS platform. Share these guides with your customers!

This section is written from your customer's perspective. It covers what your tenants see, how they interact with the platform, and what features are available to them.

Share this with your customers! You can link these pages directly to your tenants as self-service help documentation. This reduces your support burden and empowers your customers.

What Your Customers Can Do

When a tenant signs up for your SaaS CRM platform, here's what they get:

Feature	Description
Full CRM Access	A complete Perfex CRM instance with their own data
Custom Subdomain	Access via their-company.yoursite.com or /ws/their-company
Dashboard	Overview of their subscription, plan, and usage
Plan Details	See their current plan, limits, and upgrade options
Custom Domain	Use their own domain (if enabled in their plan)
Add-ons	Access to additional modules based on their plan

Customer Journey

Sign Up → Verify Email → First Login → Use CRM → View Plan → Upgrade (optional)

Guides in This Section

Guide	What It Covers
How Customers Register	The signup process from the customer's view
Customer Dashboard	What customers see when they log in
Plan Details & Usage	How customers check their plan and usage
Custom Domain Setup	How customers can use their own domain
Add-ons & Modules	How customers access and use add-ons