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Tenant Registration Process – ProcomCRM SaaS

Welcome to ProcomCRM – the powerful SaaS-based CRM built on Perfex that allows businesses to launch their own CRM workspace instantly. This guide explains the step-by-step tenant registration process to get your own dedicated CRM instance like yourcompany.procomcrm.com.

🔰 Step-by-Step Guide to Register a New Tenant

✅ Step 1: Visit the ProcomCRM SaaS Landing Page

  • Open your browser and go to https://procomcrm.com/saas.

  • You’ll see a landing page showcasing all CRM features and available subscription plans.

  • Click on “Get Started”, “Register”, or the “Start Free Trial” button.

✅ Step 2: Select Your Plan

  • Browse through the available pricing plans.

  • Each plan includes:

    • Staff/user limits

    • Feature modules

    • Storage allowance

    • Billing cycle (monthly/yearly)

  • Click “Choose Plan” or “Subscribe” on the plan you want.

📝 Plans are managed by the Super Admin and can be customized.

✅ Step 3: Fill the Tenant Registration Form

You will be taken to a registration form where you need to fill in your details:

Field Description
Full Name Your name or company representative’s name
Email Address Valid email to receive login credentials
Company/Business Name Your business or brand name
Desired Subdomain The subdomain for your CRM (e.g., mycompany.procomcrm.com)
Password Choose a secure password
Confirm Password Re-enter your password

✅ Make sure your subdomain is unique. The system will validate availability.

✅ Step 4: Confirm Plan & Proceed to Payment

  • Review your selected plan and subdomain details.

  • If you're registering for a paid plan, you’ll be redirected to a secure payment gateway like PayPal or Stripe.

  • Complete the payment to activate your tenant.

💡 If you choose a free trial or free plan, you can skip the payment step.

✅ Step 5: Automatic CRM Setup

Once the registration is completed:

  • ProcomCRM will automatically create a dedicated CRM instance at your chosen subdomain.

    • Example: yourcompany.procomcrm.com

  • All modules and features based on your plan will be installed.

  • Your account will be marked as active in the system.

✅ Step 6: Receive Confirmation Email

You’ll receive a welcome email that contains:

  • Your CRM URL (subdomain)

  • Admin login details

  • Getting started tips

  • Support contact

📬 Check your inbox (and spam folder if needed).

✅ Step 7: Login & Start Using Your CRM

  • Visit your CRM: yourcompany.procomcrm.com

  • Login using your email and password.

  • Begin customizing your CRM:

    • Add staff members

    • Set up pipelines

    • Enable/disable modules

    • Start managing leads, customers, invoices, projects, and more

🎉 Congratulations! Your ProcomCRM workspace is live and ready to use.

🧑‍💼 Admin Tips (for Super Admins)

As the super admin of ProcomCRM:

  • Access the SaaS admin panel to:

    • Manage all tenants

    • Suspend or delete subdomains

    • Change plan details

    • View payment history and subscription statuses

🔒 All tenant data is isolated and secure in individual databases/subdomains.

❓ Frequently Asked Questions

🔹 What if my subdomain is already taken?

You’ll get an error during registration. Try a different subdomain.

🔹 Can I upgrade or downgrade my plan?

Yes, log in to your CRM, go to Billing or Subscription Settings, and manage your plan.

🔹 Where do I get support?

Contact us through:

📧 Email: support@procomcrm.com
🌐 Website: https://procomcrm.com

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