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Custom Domain Setup (For Tenants)

If your plan includes Custom Domain support, you can access your CRM using your own domain name (like crm.yourcompany.com) instead of the default subdomain. This gives your CRM a more professional appearance.

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Is Custom Domain available in your plan? Not all plans include this feature. Check your plan details or contact your platform administrator to see if your plan supports custom domains.

Step-by-Step Setupโ€‹

Step 1: Find the Custom Domain Sectionโ€‹

In your CRM dashboard, scroll down to the "Enable Custom Domain" section:

The Custom Domain section in your dashboard โ€” enter your domain here

Step 2: Enter Your Domainโ€‹

Type in the domain you want to use. For example:

  • crm.yourcompany.com
  • app.yourcompany.com
  • yourcompany.com

Click Save.

Step 3: Configure Your DNSโ€‹

Now you need to tell your domain to point to the CRM platform's server. Click the info icon (โ„น๏ธ) next to the Custom Domain section to see the DNS guide:

The built-in DNS guide tells you exactly what records to add

Here's what you need to do:

For Root Domain (e.g., yourcompany.com):โ€‹

  1. Log in to your domain registrar (where you bought your domain โ€” e.g., Namecheap, GoDaddy, Cloudflare)
  2. Go to DNS Settings
  3. Add a new A Record:
    • Host: @
    • Value: The IP address shown in the DNS guide (e.g., 127.0.0.1 โ€” your platform will show the real IP)
    • TTL: Automatic

For Subdomain (e.g., crm.yourcompany.com):โ€‹

  1. Add a new A Record:
    • Host: crm (or whatever subdomain you chose)
    • Value: The IP address shown in the DNS guide
    • TTL: Automatic

Optional: www Versionโ€‹

  1. Add another A Record:
    • Host: www
    • Value: Same IP address
    • TTL: Automatic

Step 4: Wait for DNS Propagationโ€‹

DNS changes take time to spread across the internet:

  • Cloudflare: Almost instant (5 minutes)
  • Most providers: 15 minutes to 4 hours
  • Maximum: Up to 48 hours (rare)

Step 5: Test Your Domainโ€‹

Open your browser and go to your custom domain. If you see your CRM login page โ€” it's working!

Troubleshootingโ€‹

ProblemSolution
Domain shows "Site Not Found"DNS hasn't propagated yet โ€” wait a few more hours
Domain shows a different websiteYou might have existing DNS records conflicting โ€” remove old A records first
"Not Secure" warning in browserYou need SSL for the custom domain โ€” ask your platform administrator or set up Cloudflare
Domain works but shows wrong CRMMake sure you entered the exact domain in the Custom Domain field
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Need help? If you're not comfortable with DNS settings, ask your platform administrator for assistance. They can guide you through the process or do it for you.