Tour Guide Builder for Perfex CRM – Zero-Code Onboarding and Walkthroughs

Note: This is a module for Perfex CRM

Interactive Tour Builder for Perfex CRM – Zero-Code Onboarding & Walkthroughs

Transform the consumer expertise inside Perfex CRM with the Interactive Tour Builder, a strong but easy-to-use plugin designed that can assist you create partaking, step-by-step guides, walkthroughs, and onboarding excursions – all with out writing a single line of code!

This plugin is ideal for admins and companies that need to increase consumer adoption, streamline worker coaching, or assist clients perceive complicated processes inside Perfex CRM. Whether it’s guiding new customers by means of preliminary setups or highlighting necessary options, this device makes onboarding seamless and interactive.

Key Features:

Zero-Code Tour Creation – Create absolutely custom-made, interactive excursions with out writing any code. Simply drag, drop, and outline steps utilizing a user-friendly interface.
Multi-Page Tours – Build excursions that seamlessly information customers throughout a number of pages inside Perfex CRM (together with third occasion modules pages), robotically monitoring their progress by means of varied steps.
Advanced Triggers – Control when and the place steps seem based mostly on particular situations like consumer position (admin, shopper, visitor), web page URL, or browser particulars (language, referrer, working system, and many others.).
Tour Chaining – Chain excursions collectively, ensuring excursions obtainable solely after customers have accomplished prerequisite excursions. Ideal for progressive coaching and step-by-step onboarding.
Drag-and-Drop Step Reordering – Easily reorder steps with drag-and-drop performance to fine-tune your excursions for an optimum consumer expertise.
Localization & Translation – Add and handle translations for your tour steps to make sure customers can comply with guides of their most popular language. Support automated translations for simple localization.
Personalized Experiences – Engage customers with customized greetings or references by using dynamic tags that adapt to every consumer.
Auto-Save Functionality – Automatically save your progress as you create and configure excursions, making certain no information is misplaced.
Customizable Design – Customize the looks and content material of your excursions, together with tooltip types and textual content, to match your model for a cohesive consumer expertise.
Dedicated Tour Widget – Provide customers with a handy widget to entry and begin any obtainable tour at any time.

Why Use This Plugin?

Enhance User Training – Simplify onboarding with intuitive, step-by-step excursions that information new customers by means of a very powerful options and workflows inside Perfex CRM. By offering clear directions, you scale back the necessity for one-on-one coaching classes, permitting workers or shoppers to be taught at their very own tempo. This additionally decreases the probability of errors and enhances general consumer satisfaction.
Increase User Engagement – Ensure customers don’t miss out on essential options or updates by strategically inserting excursions all through Perfex CRM. By immediately guiding customers by means of necessary workflows, the plugin actively encourages them to discover and use extra of the platform’s capabilities, leading to deeper engagement and a extra fulfilling expertise.
Boost Productivity – Streamline the educational curve for your group or shoppers. With guided excursions, customers shortly discover ways to successfully use the CRM’s instruments, enabling them to turn out to be proficient in much less time. This elevated proficiency results in sooner process completion, fewer bottlenecks, and improved productiveness throughout the board.
Reduce Support Requests – By offering complete, easy-to-follow excursions, you empower customers to search out solutions and perceive processes on their very own. This reduces the variety of frequent assist inquiries associated to fundamental CRM capabilities, liberating up your assist group to concentrate on extra complicated points.
Improve User Retention – A smoother onboarding course of and ongoing assist by means of interactive excursions contribute to a extra constructive consumer expertise, decreasing frustration and rising general satisfaction. Users who really feel assured utilizing your CRM usually tend to proceed utilizing it over the long run.

Requirements:

Perfex CRM 3.1.* put in and lively
Basic familiarity with Perfex CRM’s admin interface

Questions/Support

Perfex from model 3.1.* to newest model is required.
We present documentation protecting set up and utilization.
We reply to your questions as quick as doable inside few hours however can generally be as much as few days.
We dont present refund for the extension after buy, so affirm and make full check earlier than buy.
Any customized work together with setup, set up and extension (that may require expert hours) aren’t
free. You can rent us for this.