Client onboarding — end to end

From lead to go-live sign-off

Master flow

Pipeline Lead → CRM Client → Quotation → Won → Super Admin Tenant → ERP setup → Roles → Dashboard → Module training → Go-live

Implementation steps

A — Register client (CRM)

crm.localhost → Clients → Create
Legal name, GST state, primary contact
Quotations → modules, seats, implementation days

B — Create tenant (Super Admin)

admin.localhost → Tenants → Create
Link client · slug · enable sold MOD-* only
Create MC admin · send ERP URL + credentials

C — Client masters (ERP)

Hand off Setup wizard
Minimum go-live: Sites → Units → Billing → first invoice

D — Users & roles

Committee & staff access · guards · treasurer
Role dashboard templates · personal dashboards

E — Module training

5 × 2h sessions recommended — see schedule below.

Module guides · Brochure for prospect

Training session plan

#TopicLink
1Setup, users, dashboardWizard
2FinanceFinance
3SecuritySecurity
4Operations + amenitiesModules
5Governance + HRModules

Go-live sign-off