Note: This is a module for Perfex CRM

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

Transform the user experience within Perfex CRM with the Interactive Tour Builder, a powerful yet easy-to-use plugin designed to help you create engaging, step-by-step guides, walkthroughs, and onboarding tours – all without writing a single line of code!

This plugin is perfect for admins and businesses that want to boost user adoption, streamline employee training, or help customers understand complex processes within Perfex CRM. Whether it’s guiding new users through initial setups or highlighting important features, this tool makes onboarding seamless and interactive.

Key Features:

Zero-Code Tour Creation – Create fully customized, interactive tours without writing any code. Simply drag, drop, and define steps using a user-friendly interface.
Multi-Page Tours – Build tours that seamlessly guide users across multiple pages within Perfex CRM (including third party modules pages), automatically tracking their progress through various steps.
Advanced Triggers – Control when and where steps appear based on specific conditions like user role (admin, client, guest), page URL, or browser details (language, referrer, operating system, etc.).
Tour Chaining – Chain tours together, making certain tours available only after users have completed prerequisite tours. Ideal for progressive training and step-by-step onboarding.
Drag-and-Drop Step Reordering – Easily reorder steps with drag-and-drop functionality to fine-tune your tours for an optimal user experience.
Localization & Translation – Add and manage translations for your tour steps to ensure users can follow guides in their preferred language. Support automatic translations for easy localization.
Personalized Experiences – Engage users with personalized greetings or references by utilizing dynamic tags that adapt to each user.
Auto-Save Functionality – Automatically save your progress as you create and configure tours, ensuring no data is lost.
Customizable Design – Customize the appearance and content of your tours, including tooltip styles and text, to match your brand for a cohesive user experience.
Dedicated Tour Widget – Provide users with a convenient widget to access and start any available tour at any time.

Why Use This Plugin?

Enhance User Training – Simplify onboarding with intuitive, step-by-step tours that guide new users through the most important features and workflows within Perfex CRM. By providing clear instructions, you reduce the need for one-on-one training sessions, allowing employees or clients to learn at their own pace. This also decreases the likelihood of errors and enhances overall user satisfaction.
Increase User Engagement – Ensure users don’t miss out on critical features or updates by strategically placing tours throughout Perfex CRM. By directly guiding users through important workflows, the plugin actively encourages them to explore and use more of the platform’s capabilities, resulting in deeper engagement and a more fulfilling experience.
Boost Productivity – Streamline the learning curve for your team or clients. With guided tours, users quickly learn how to effectively use the CRM’s tools, enabling them to become proficient in less time. This increased proficiency leads to faster task completion, fewer bottlenecks, and improved productivity across the board.
Reduce Support Requests – By providing comprehensive, easy-to-follow tours, you empower users to find answers and understand processes on their own. This reduces the number of common support inquiries related to basic CRM functions, freeing up your support team to focus on more complex issues.
Improve User Retention – A smoother onboarding process and ongoing support through interactive tours contribute to a more positive user experience, reducing frustration and increasing overall satisfaction. Users who feel confident using your CRM are more likely to continue using it over the long term.

Requirements:

Perfex CRM 3.1.* installed and active
Basic familiarity with Perfex CRM’s admin interface

Questions/Support

Perfex from version 3.1.* to latest version is required.
We provide documentation covering installation and usage.
We respond to your questions as fast as possible within few hours but can sometimes be up to few days.
We dont provide refund for the extension after purchase, so confirm and make full test before purchase.
Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

Documentation

View full documentation here

Demo

View a demo of the Tour Guide Module in action here.

Email: customer@customer.com
Password: password

Changelog:

version 1.0.4 – 13/11/2025

Add support for Perfex SaaS Module

version 1.0.3 – 23/05/2025

Add manual global replay option allowing a tour to be available anywhere for playing.

version 1.0.2 – 12/03/2025

Fix completed tour auto triggering.
Re-add the Complete on finish option to the tour settings
Improved tour guide builder and editor
Other minor fixes

version 1.0.1 – 31/10/2024

Add more editor tools
Update dependencies
Other minor fixes

Initial release: Features zero-code tour creation, drag-and-drop step management, multi-page tour support, and more.

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