Video Tutorials
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 Overviewโ
Start here if you're new to the module. This video covers everything from installation to your first tenant:
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 Installationโ
A focused guide on installing the module on your Perfex CRM:
What you'll learn:
- Downloading from CodeCanyon
- Uploading the module
- Activating the module
- Initial configuration
Tenant Registration Flowโ
See exactly what happens when a customer signs up on your platform:
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 Managementโ
Learn how to create and manage subscription plans:
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 Featureโ
See how the self-service tenant lookup works:
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 & Customizationโ
Learn how to set up and customize your customer-facing landing page:
What you'll learn:
- Choosing a landing page template
- Using the drag-and-drop builder
- Customizing text, images, and layout
- Configuring the pricing section
- Publishing your page
Video Tutorial Indexโ
| Video | Topic | Link |
|---|---|---|
| 1 | Complete Module Overview | Watch |
| 2 | Module Installation | Watch |
| 3 | Tenant Registration Flow | Watch |
| 4 | Plans & Pricing | Watch |
| 5 | Find My Tenant | Watch |
| 6 | Landing Page Setup | Watch |
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!