Tenant Registration Flow

Understand the complete tenant registration flow — from when a customer clicks "Sign Up" to when they access their CRM for the first time.

Let's walk through exactly what happens when a new customer signs up on your SaaS platform. Understanding this flow helps you troubleshoot issues and optimize the experience.

Watch the Video Tutorial

Complete tenant registration flow walkthrough

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The Complete Flow

Step 1: Customer Visits Your Landing Page

The customer finds your landing page (either through your marketing, a direct link, or search engine) and sees your pricing plans.

Customers see your plans with clear pricing and feature comparison

Step 2: Customer Clicks "Get Started" / "Sign Up"

They choose a plan and are taken to the registration form.

Step 3: Customer Fills In the Registration Form

The registration form collects essential information:

The registration form — simple and clean with Primary Contact and Company Information fields

The form includes:

Primary Contact (Personal Details):

Field	Required?	Description
First Name	Yes	Tenant's first name
Last Name	Yes	Tenant's last name
Email	Yes	Will be used for login and communication
Password	Yes	Account password

Company Information:

Field	Required?	Description
Company Name	Yes	The name of the tenant's business
Company Subdomain/URL	Yes	Their desired subdomain (e.g., "acme" → acme.yoursite.com)
Plan Selection	Yes	Which plan they're signing up for

Step 4: Email Verification (If Enabled)

If you've enabled email verification in Tenant Settings, the customer sees a verification screen:

After registration, tenants see this page asking them to verify their email

They receive two emails:

Email 1: Welcome Email

A professional welcome email with their account details

Email 2: Verification Link

The verification email with a click-to-verify link

Step 5: Tenant Accesses Their CRM

After verification (or immediately, if verification is disabled), the tenant can access their CRM:

The tenant's CRM dashboard — fully functional from day one with their own data space

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What Happens Behind the Scenes

Here's what the module does automatically during registration:

Customer submits registration form
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Module validates the form data
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Module creates a new Client record in Perfex CRM
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Module creates a new MySQL database for the tenant
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Module populates the database with Perfex CRM tables
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Module configures the tenant's subdomain/subdirectory
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Module creates the tenant's admin account
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Module sends welcome email + verification email
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Tenant record appears in your admin panel ✅

All of this happens in seconds — your customer goes from clicking "Sign Up" to having a fully functional CRM in under a minute!

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Customizing the Registration Experience

Custom Registration Fields

You can customize the registration form through Perfex CRM's custom fields feature. Go to Setup → Custom Fields and add fields for the Customers group.

Custom Email Templates

Customize the welcome and verification emails:

1. Go to Setup → Email Templates

2. Look for the SaaS-related templates

3. Edit the subject and body as needed

Registration Page Appearance

Customize the look of the registration form through the Landing Page Builder.

Conversion Tip: Keep the registration form as short as possible. Every additional field reduces signups. Collect only what you need — you can always ask for more information later.

Understand the registration flow? Learn how to create tenants manually as an admin for cases where you onboard customers directly.