Creating Tenants as Admin

Learn how to manually create tenants from the admin panel — useful for onboarding clients directly, agency models, or VIP customers.

While most tenants will sign up through your landing page, sometimes you'll want to create a tenant manually. This is common for:

• Onboarding enterprise clients personally

• Agency models where you manage client CRM instances

• VIP customers who contact you directly

• Testing and development

How to Create a Tenant Manually

Step 1: Create a New Client

1. Go to Customers in the main Perfex CRM sidebar

2. Click "+ New Customer"

3. Fill in the client details:

   • Company name

   • Contact information (name, email, phone)

   • Any other relevant fields

Step 2: Assign a SaaS Plan

After creating the client:

1. Click on the newly created client

2. Go to the SaaS Tenant tab (or look for the SaaS section)

3. Select a subscription plan from the dropdown

4. Set the billing cycle and start date

5. Click Save

Step 3: Tenant Gets Their CRM

Once you assign a plan, the module automatically:

• Creates a database for the tenant

• Sets up their subdomain/subdirectory

• Sends them a welcome email with their login details

---

When to Create Tenants Manually vs. Self-Registration

Scenario	Recommended Method
High-volume signups	Self-registration (landing page)
Enterprise/VIP clients	Manual creation by admin
Agency model (you manage all clients)	Manual creation by admin
Testing	Manual creation by admin
Mixed model	Both — self-registration for most, manual for special cases

Pro Tip: Even if you primarily use self-registration, it's good to know how to create tenants manually. Sometimes a potential customer will email you saying "I want to sign up but I'm having trouble" — you can create their account manually and impress them with your service.

Tenant created? Learn how to view and manage their details in Tenant Dashboard & Details.