Watch step-by-step video tutorials for every aspect of the Perfex CRM SaaS Module. Sometimes seeing is better than reading!
We've created detailed video tutorials covering all the key features and workflows. Each video walks you through the process step-by-step, so you can follow along at your own pace.
Subscribe to our YouTube channel to get notified when new tutorials are released! We regularly add new videos covering new features and use cases.
Complete Module Overview
Start here if you're new to the module. This video covers everything from installation to your first tenant:
Complete overview — Installation, configuration, and first tenant setup
What you'll learn:
How to install the module
Configuring SaaS settings
Creating your first plan
Setting up the landing page
Registering your first tenant
Module Installation
A focused guide on installing the module on your Perfex CRM:
Step-by-step module installation
What you'll learn:
Downloading from CodeCanyon
Uploading the module
Activating the module
Initial configuration
Tenant Registration Flow
See exactly what happens when a customer signs up on your platform:
Complete tenant registration process from start to finish
What you'll learn:
How the registration form works
Email verification process
Welcome email
First login experience
What the tenant sees in their CRM
Plans & Pricing Management
Learn how to create and manage subscription plans:
Creating subscription plans with pricing, limits, and features
What you'll learn:
Creating a new plan
Setting prices and billing cycles
Configuring usage limits
Choosing which modules each plan includes
Marking a plan as "most popular"
Find My Tenant Feature
See how the self-service tenant lookup works:
The Find My Tenant feature in action
What you'll learn:
How tenants can find their CRM URL
Reducing "where's my login?" support tickets
How to make this feature visible to customers
Landing Page Setup & Customization
Learn how to set up and customize your customer-facing landing page:
Setting up and customizing the landing page with the visual builder
More videos coming soon! We're continuously creating new tutorials based on customer requests. If you'd like to see a video on a specific topic, let us know through support!
