Tenant Dashboard & Features | Themesic Docs - Perfex CRM, Rise CRM & Concord CRM Modules

📄️ 🏠 Overview

Learn how tenants access and navigate the LeadHub dashboard to manage feedback operations, products, campaigns, and public pages.

Explore the main tenant dashboard with real-time stat cards, charts, submission trends, and NPS breakdowns.

Create, edit, and manage feedback products including product slugs, URLs, plan limits, and public page visibility.

Create and configure feedback campaigns with custom form fields, audience settings, rate limiting, and multi-language support.

Build custom survey forms with drag-and-drop field types including text, dropdowns, radio buttons, checkboxes, and more.

Manage incoming feedback submissions with filtering, search, bulk actions, AI analysis, replies, and status tracking.

Visualize feedback data with NPS trends, rating distributions, submission volume charts, tag frequency, and sentiment breakdowns.

Generate detailed feedback reports with overview, ratings, and detailed tabs, plus CSV export and scheduled report delivery.

Manage your public product roadmap with feature statuses, user voting, and feature request handling from the tenant dashboard.

Publish release notes and product updates to your public changelog with version tagging and scheduled publishing.

Invite team members, assign admin or staff roles, and manage team access within your tenant organization.

Manage subscription plans, view usage meters, handle payments via Stripe or PayPal, and manage free trial periods.

Configure branding, notifications, webhooks, custom domains, API keys, two-factor authentication, and scheduled reports.

Comply with GDPR using data export, deletion, anonymization tools, automatic retention policies, and deletion request logging.

Generate referral codes, share them with others, and track conversions and rewards from your referral program.

Stay updated with in-app notifications for new submissions, usage alerts, payment events, trial expiry, and AI anomaly detection.

Submit and track support tickets directly from the tenant dashboard, with threaded conversations and email notifications.

Guided onboarding checklist and automated email sequence to help new tenants complete initial setup.

Monitor and debug webhook integrations with detailed delivery logs, filtering, and full request/response inspection.

Interactive API documentation page for exploring and testing available endpoints with authentication details and copy-to-clipboard support.

Manage email subscription preferences with per-category opt-in/opt-out controls, compliant with CAN-SPAM and GDPR.