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Multi-Tenancy Module for Perfex CRM

Transform your Perfex CRM installation into a powerful multi-tenancy platform effortlessly with the Perfex CRM SaaS Module. This innovative module eliminates the need for wildcards or wildcard SSL or VPS, making it a seamless solution for scaling your business and accommodating multiple tenants.

Perfect module for Digital Marketer and and Accounting agencies for managing clients CRM instances from single dashboard or anyone trying to start CRM SaaS solution using Perfex CRM.

Start a SaaS CRM business without breaking a sweat talkless of a bank !

Support 3 url structure for tenancy: path, subdomain and custom domain

Support all database structure: single separated database for each tenant, multinenancy and sharding !

It works well on all hosting Cpanel, VPS or Dedicated servers.

Setup Perfex CRM and you are good to go !

Key Features:

Multi-Tenancy Made Easy: With our SaaS module, you can easily convert your Perfex CRM installation into a multi-tenancy platform. Seamlessly manage multiple clients, departments, or branches within a single Perfex CRM instance, ensuring data isolation and security.
No Wildcard SSL Required: Unlike traditional multi-tenancy solutions, our module doesn’t rely on wildcard SSL certificates. You can provide a secure environment for each tenant without the hassle and expense of managing wildcard certificates, reducing complexity and costs. This makes it works on any server including shared hosting and Cpanel, then scales when you validate your business idea or have enough resources.
Subdomain and Custom Domain: Are you skilled or have enough resources to run on VPS/Dedicated servers ? This module works perfectly for you too with our simplified subdomain and custom domain implementation. We also provide a free guide in our documentation to get you setup on free unlimited wildcard SSL for custom domains and subdomain for your tenants.
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Robust Tenant Management: Our SaaS module offers comprehensive tenant management tools, allowing you to easily onboard new tenants, configure their specific settings, and manage their access privileges through package control. Simplify administration tasks and provide a customized experience for each tenant.
Module Access Control: Our module empowers you with comprehensive control over access to other modules, allowing for precise management at both the package level and individual tenant level. You have the ability to designate module availability exclusively for specific tenants or extend access to all tenants subscribed to a particular package. This granular control ensures flexibility and customization in determining module accessibility across your organization or SaaS platform.
Resources Limitation/Quota: Fine grained package level control for essensial resources such as staff, contacts, leads, proposals, projects, customers, invoices, tickets e.t.c
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Settings and Configuration Sharing: Recognizing the potential application of this module in overseeing diverse departments within an organization, we have implemented a feature enabling the sharing of Perfex CRM configurations, including module settings, across multiple instances at the package level. This grants you the flexibility to effortlessly disseminate your Pusher and SMTP settings to all tenants subscribed to a specific package. Furthermore, for sensitive information such as passwords or keys, we provide the option to conceal them from tenant visibility, employing a masking mechanism (note that masking functionality is currently experimental and should be utilized with caution).
Scalable and Flexible: Our module offers unparalleled versatility in terms of database support, accommodating a wide range of SaaS database schemes to suit your specific requirements. Whether you prefer multi-tenancy, sharding, or a single database setup, our module has you covered.
Cloud Database Solutions: Seamlessly integrate with popular cloud database solutions, such as Amazon RDS or Google Cloud SQL. Leverage the scalability and reliability of these platforms to efficiently manage and store tenant data, ensuring optimal performance and availability.
Tenant Data Custody Options: We understand that some tenants may prefer to have complete control over their data. Our module accommodates this by allowing creation of instance using customer database credentials. This means they can choose to host their data on their own servers, ensuring data custody and compliance with their internal policies.
Maximum Utilization of Perfex core: Perfex SaaS module utilize the existing Perfex core resources for managing tenant invoices and payment. Thus, you dont have any new thing to learn or setup payment gateway. Your existing payment gateway works perfectly with other existing Perfex CRM tools.
Testing Framework: We acknowledge that you may wish to enhance our module by implementing modifications or customization tailored to your organization’s specific requirements. Consequently, we have furnished a comprehensive unit testing mechanism for essential functionalities, which continues to expand. This facilitates effortless verification of your setup’s resilience to potential feature disruptions resulting from any modifications, thus upholding the standards of quality development.
Disk space and tenant storage control: The module provide an option to limit tenants disk usage. This involves tenants files upload (core default modules), database backup and media. It should be noted that storage control does not support third party modules that uses storage out of the Perfex core storage folders.
Auto login from the SaaS client portal to the respective applications
Smooth signup and flexible accessibility
Module Marketplace: The module gives you the ability to sell premium addons to tenant
Usage based pricing: If you prefer usage base single pricing where tenants only pay for resources used, we got you covered. The module support both package plans and pricing option.
Inbuilt feature control: You can disable some inbuilt Perfex CRM features/module such as Projects, Leads, Task e.t.c at both package/pricing level and tenant level.
Demo preset with auto reset: You can make dedicated demo instances(tenants) for you packages, allowing customer to try demo before even subscribing. You can set certain interval to auto reset the demo.
API: Highly documented API to allow you manage SaaS related activities (only) through API with ease. i.e Creating tenant, subscription e.t.c . API support multiple key and capability control for each key.
Free extensions (bonus): You gain access to 9+ extra free modules including Affiliate Management, Purchase Order, Delivery Note e.t.c This list will grow with time. Access to numbers of the free modules requires active support ! . Some free modules might also requires extended license. All downloaded module will continue to work with or without active support.
…..and many more

Unlock the full potential of Perfex CRM with our SaaS Module and take your business to new heights. Experience hassle-free multi-tenancy, effortless instance importing, and seamless scalability. Try it today and revolutionize your CRM operations.

Questions/Support

Perfex from version 3.0.* to latest version is required.
We provide documentation with video illustration 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 before purchase.
Any custom work including setup, installation and extension (that might require skilled hours) are not free. You can hire us for this.

View full documentation here

Demo

https://perfextosaas.com

Admin panel:
https://perfextosaas.com/admin
Email: admin@admin.com Password: password

Customer panel.
https://perfextosaas.com
Email: customer@customer.com Password: password

Demo resets every hour

Contact us on support@perfextosaas.com for support

ROADMAP

- Many interesting features to come. Shoot us your interesting suggestions through our profile. We will note them. Thanks.

CHANGE LOG

version 0.3.7 13/11/2025

Added more hooks and improve extendability.
Added global custom JS/CSS code allow sharing widget to all tenants
Fix custom domain notification issue
Fix cron job issue
Improve MYSQL root integration password strength
Improved stripe subscription UX
Fix Perfex 3.4 migration issue in tenants.
Added cancelling of recurring invoice till end of period
Add client profile link to My Account menu
Improve tenant deployment polling in client
Other minor updates and improvements

version 0.3.6 21/08/2025

Added invoice synchronization for stripe subscriptions; this ensure all prorated invoices are also available locally.
Added Tenant Module Setup to modules list for seemless tenant menu customization.
Added full menu control for super admin allowing hiding of all menu
Added settings option for demo clone mode
Improved demo seeding and database table handling
Improved deployment cache file uniqueness
Enhanced seeding by using first 3 columns for identification when seeding tables without selector
Reduced demo reset hours step to 0.1 for better granularity
Fixed storage calculation for file input with array or nested names
Improved stripe subscription invoice items description (local)
Fixed issue with custom limits not updating when generating invoices
Added few extra extension hooks
Other minor updates and improvements

version 0.3.5 13/05/2025

Add master cron key to proxied tenant cron url
Fix disabling switch for integrations
Disabling saas management by demo client account
Sensitive option filtering is now only applied to the super admin tenant seeding source.
Improve seeding: now copy seeding tenant media over during new tenant provisioning
Add demo instance login credentials management (admin and client panel)
Other general seeding process improvement and error notification to super admin dashboard
Cloudflare/Firewall: Add user agent option for tenant cron request allowing custom rules in your cloudflare/firewall settings to permit tenant cron job
Fix: remove subscription or invoice check when updating tenant by admin
UX: make reserved slugs input textarea
Auto deactivation of tenants with missing subscription
Fix client announcement not showing.
Add option to show annoucement for SaaS clients directly on tenant admin dashboard.
New free module: Advance quota module
Other minor improvements

version 0.3.4 24/01/2025

Dev: Add filter hooks for tenant quota usage
Ensure lead email integration row is seeded during tenant deploy (when unchecked from seed table)
Remove subscribe button from SaaS packages list page
Fix auto subscribe when client visit marketplace
Add stripe subscription to SaaS dashboard widget statistic
Add packaging sorting
Add verbose option to cron process for tracing
Fix: Improve status management and non-active state
Add switch control for default module marketplace
Other minor improvements

version 0.3.3 14/12/2024

Added cloud storage module (beta – available for extended licenses).
Make default modules available for purchase on the marketplace.
Removed default disabled module from package feature list.
Added tags to all middle-page error methods for extensibility.
Added module pages for tenant admins.
Added control for trial notifications.
Fixed typo in “permission denied” text.
Improved proxy handling for the landing page.
Fixed broken logo display for tenants.
Resolved issues with file downloads in tenant paths.
Improve special characters escaping in JavaScript attributes.
Exposed slug management in package settings (advance settings).
Improved unique slug generation and removed redundant validation checks.
Fixed upload path issues and allowed redirection to request-based upload files.
Automatically removed magic auth when the associated company is empty.
Improve hidden tabs for settings pages.
Dropped Carbon dependency.
Other minor improvements and fixes.

version 0.3.2 06/11/2024

Fix client login error in Perfex 3.2.0

version 0.3.1 01/11/2024

Fix api invalid credential issue
Fix redirection issue for custom domain in single portal mode.
Other minor fixes

version 0.3.0 20/09/2024

Add page builder module (lite) – available to all
Move landing pages to standalone builder. (Please download the builder from SaaS > System and activate – Your files will be automatically be migrated after activation.)
Improve code quality: fixes deprecated Perfex functions
Improve module installation during new tenant provisioning
Remove unused translation keys
Other minor fixes

version 0.2.9 24/08/2024

Fixes important issues in v0.2.8

version 0.2.8 24/08/2024

Ehanced API with support for multiple keys and access control
Added Stripe package pricing for improved subscription management through stripe.
Added package filtering and grouping in the pricing list base on the recurring intervals (can be turned off).
Introduced lifetime deal option for packages. – 100 years (include this in your terms)
Introduced option to prevent updating invoice (based on some country jurisdiction) during client package customization.
Added support for custom tenant seed source at the package level.
Implemented demo instance/trial with auto-reset timer
Excluded debug mode module from tenant assignments.
Increased security by hiding Cron command (Settings > Cron) and file paths (Settings > ticket) from tenants.
Resolved 403 error in single portal mode after canceling a subscription.
Added special icon for private packages.
Enhanced accessibility for whitelabel menu slugs.
Enabled one-time payment option for add-on modules in the marketplace.
Improved slug URL handling by supporting dashes.
Enhanced HTTPS resolution for proxied servers.
Added button to reset cache in seed settings.
Introduced custom app module library for enhanced SaaS control.
Improved subscription API and billing models (refactoring).
Enhanced magic login optimization for cPanel and Plesk.
Implemented virtual draft invoices for trial periods (draft invoices are no more created for trial).
Added ticket setting supported extension file to default enforced shared fields.
Fixed API services and modules configuration endpoint issues.
Fixed access issues for collaborators without admin roles in the media-public-landing-page.
Fixed issue with clearing empty fields in multiple select inputs.
Other general improvement and refactoring.

version 0.2.7 12/07/2024

Add more API end points
Add API Key for new endpoints
Add in system API documentation
Add contact role for controlling access to SaaS feature.
Improve third party modules compatibility for tenants
Fix tenant favicon issue in subdomain or custom domain
General refactor and other minor improvements

version 0.2.6 22/05/2024

Fix subofolder redirection
Fix force redirection issue when logged in as tenant from the super admin panel
Improved cookie security
Fix error when adding tenant to package without taxes
Fix issue with deployment status note
Remove preloader in preview mode
Other minor improvements

version 0.2.5 06/05/2024

Introduced custom domain DNS guide
Enhanced tenant listing priority with custom domain request notice
Improved custom domain linking experience and added email notifications
Added custom domain check feature to UI
Added backward compatibility support for MySQL 5.6
Fixed error 500 occurring on fresh installation in certain setups
Implemented deployment status note feature
Implemented option to control subdomain and custom domain creation in cPanel and Plesk integration
Improved white labeling
Differentiated package downgrade and upgrade buttons
Added invoice status payment requirement check
Prevented debug mode module installation for tenants
Fixed deployment issue when using tenant instance
Allowed instance removal of pending or deploying instances in development mode
Added services and module marketplace switch at package level
Fixed redirection issue during client menu setup
Implemented subscription cancelling and resuming feature
Fixed adaptability issue with wiki module
Enhanced module list translation: Improved package/module translations allowing translation of modules list on the package
Improve Subscription page UX: Added money format to client portal, and enhanced package price formatting, encoding issues e.t.c
Improved MySQL root testing and password generation strength
Allowed integration on servers without access to database server using default DB credentials
Fixed encoding issue in builder
Added custom hooks for extending extensions list
Fixed issue allowing emptying hidden tabs settings
Excluded .html and .htm from redirection in path ID redirection to support third-party module; page_builder
Other minor update and improvements

version 0.2.4 05/04/2024

Add more tenant seeding options; can now set dedicated instance for seeding purpose or use default perfex installation or the master CRM
Delayed permanent instance removal: can set days before instance is removed permanently after deleting
Improved whitelabeling: saas settings menu and asset links
Improved whitelabeling: added option to rename the default theme (perfex) to any name
Add client menu control extension
Discontinue hiding of client menu in SaaS module in favour of new client menu control extension
Improve marketplace accessibility
Add image to module and services marketplace
Added more hooks for exension of the saas module
Improve translations
Fix alternative host url for subdomain input suggestion on registration field
Fix services adding issue
Fix tenant quota limit for billing cycle
Other minor improvements

version 0.2.3 – patch 26/02/2024

Fix alternative host issue where main domain might not accessible.
Add referral tracking of web to lead for affiliate module.
Fix affiliate menu not showing in SaaS My Account menu when using single portal mode

version 0.2.3 23/02/2024

Added tabs visibility control to package settings, enabling the hiding of tabs such as settings, projects, and customer profiles.
Streamlined menu titles for enhanced design.
Improved package customization with the addition of extra invoice items or services marketplace, offering both monthly and one-time payment options.
Enhanced magic authentication for new tenant when using cPanel/Plesk. Tenants will now utilize URL paths for the initial 20 minutes until SSL is ready when subdomain/alias domain option is enabled.
Implemented an alternative base host in SaaS settings. This allows installation at app.domainA.com while tenants use tenantid.domainA.com as subdomains, instead of tenantid.app.domainA.com or entirely different domains.
Resolved mobile responsiveness issues for improved usability.
Other minor improvements

version 0.2.2 18/02/2024

Fix Updating DSN and preventing the revelation of DSN connection to clients.
Improved cPanel testing for addon domain, now handled as a separate process.
Enhanced translation in middleware pages.
Improved reliability of page masking hook.
Resolved client menu issues in Perfex v3.1.2.

version 0.2.1 15/02/2024

Fix admin and client menu issue in new version of Perfex v3.1.2

version 0.2.0 12/02/2024

Added 4 new free extensions
Added Misc settings to exclude certain clients/customers from SaaS feature
Added easily accessible link to quota card for package customization
Removed perfex_saas_tenant_id column from master and tenants table in old pre v0.0.7 installations.
Fixed error when running cron using CLI
Added auto removal of instance feature due to inactivity – through package advance settings
Added billing cycle reset option to package limit/resources. Resources may now be configured to reset on every billing cycle
Improved third-party module management and extension installation
Improved matching for registration page
Auto migration of core Perfex database upgrade during new Perfex update
Improved tenant seeding process
General minor improvements

version 0.1.9 06/01/2024

Added v3.1.0 migration seed for new tenants
Improve SaaS extension loading
Fix issue downloading ‘Disable customer panel’ module

version 0.1.8 05/01/2024

Fix issue with cpanel integration
Add option to disable autolaunch of instance.
Add option for custom trial over page
Improved support for third party modules compatibility
Added a optional module to disable customer area: mainly for tenants

version 0.1.7 03/01/2024

Fix default module translation issue on package card.
Add option to mask shared settings on other pages other than settings page. This allow you to mask shared setting on module settings pages e.t.c
Add Plesk integration
Add Mysql root integration interface and you can now use different connection for Perfex and setting up tenants
Add unlimited option for storage limit

version 0.1.6 06/12/2023

Fix tenant issue experienced on some setup in v0.1.5

version 0.1.5 06/12/2023

Add extension option for the SaaS module
Add direct update of SaaS module and extra extensions from dashboard
Add option to change account menu item position in single portal mode
Remove ‘Invoice added successfully’ notification on fresh signup
Improve trial notification message for single pricing mode
Remove calculation of storage on every request and limit to when uploading files
Rewrite route name to exclude “perfex” for full whitelabeling
Reset invoice, estimate, and credit note next number in new tenants

version 0.1.4c 28/11/2023

Add option to show navigation menu in client portal when using single portal mode
Optimize instance deploy screen
Fix 403 error during signup

version 0.1.4b 27/11/2023

Update Affiliate module: add support for client menu when using the ‘bridge’ mode, fix some missing tags in email templates

version 0.1.4 27/11/2023

Affiliate management as a separate addon module – can be shared with tenant
Improved instance deploy screen with two presentation option
Improved Cron services
Improved third party modules loading and compatibility
Other minor updates

version 0.1.3 04/11/2023

Added a new settings area, namely “Miscellaneous,” which includes an option to provide a URL that the tenant will be redirected to after creating their first instance. The URL could be an internal survey or any other link, and we add essential tenant information to the URL.
Fixed a 419 issue on lead forms and some other endpoints when using a path ID URL for the tenant.
Resolved the zero-trial issue: made the trial optional when it’s set to 0 or less.
Removed the blue background from the Saas menu in the super admin section.
Now, Perfex core invoice due dates are respected, and tenants will only become inaccessible after their invoice is overdue.
Added an extra instance to package customization; customers can now increase their instance limit by making an additional purchase.
Implemented quota validation before invoice customization through the marketplace.
Added a means of changing the path ID, allowing you to modify the ‘ps’ in the URL path ID for tenants.
Improved the loading and compatibility of third-party modules.
Made various minor improvements for better performance and functionality.

version 0.1.2 10/10/2023

Add cPanel Integrations for Database and Addon domain automation
Improve cron process
Fix tenant module installation issues caused by some third party modules
Add french translation
Add access prevention to tenants when trials expires
Other minor improvements

version 0.1.1 – Patch 19/09/2023

Separate option to manage cross domain magic auth for tenants using custom domains
Fix tenant switch 404 error on path id tenancy scheme

version 0.1.1 17/09/2023

Add more default feature to control list
Add package customization switch
Add sso for client instances, when enabled, tenant can usge magic login into any of instances owned
Assimilate client saas portal into instances – When enabled, tenant can manage saas billing and package directly from any instance
Add old invoice customization to new invoice during package upgrade
Show tax info and apply taxes when client make package customization
Landing Page builder: Encoding of page html content to bypass some content filtering when saving page
Landing Page builder: Fix asset copying issue on duplication of theme
Other general improvements and minor fixes

version 0.1.0 – patch109/09/2023

Fix Subtotal issue in non USD currency setups
Fix showing of disk space customization when price has not been set

version 0.1.0 08/09/2023

Add package/plan customization and module marketplace
Add core feature/inbuilt module control at package and tenant level
Add single pricing mode – option to use pricing system instead of package plans
Add disabling of modules to tenant
Fix broken file url on tenant id path scheme
Other minor fixes

version 0.0.9 – Patch 30/08/2023

Fix broken upload files when using Path ID scheme.
Add settings control excluding sensitive data when seeding tenant instances
Increase tenant id limit to 20 characters

version 0.0.9 – Patch 27/08/2023

Fix tenant seeding issue leading to db upgrade screen in tenants.

version 0.0.9 26/08/2023

Disk space management: storage limit and upload control for Perfex core, database backup storage and media
Seeding data management; select what data to copy over to tenent during creation
Added language files for other languages
Fix deleting tenant files when deleting the tenant
Fix cron notification issue
Fix lead import blank page error
Set tenant email as reply email when sharing SMTP
Added switch to control limitation boxes on tenant dashboard i.e you opt to show only quota that are not unlimited
Other minor fixes and improvements

version 0.0.8 – Patch 17/08/2023

Fix to cron breaking when there is a tenant with none active custom domain

version 0.0.8 – 10/08/2023

Add russian translation
Fix tenant module installation service not reaching all tenants
Support for plans with zero amount i.e free plan. Free plan are marked as paid automatically.
Add next billing period to subscribed package card
Fix lost session during signup flow when email verification is done on different browser.
Improve signup and automatic instance creation
Add billing and shipping to saas invoices (inherited from company info)

version 0.0.7 – 07/08/2023

Migrates shared database schema from shared tables to separate isolated tables for each tenants.
Fix modules installation data not available for tenants.
Limit tenant id (slug) to 15 characters
Fix datacenter test button when creating tenant from admin panel with option of setting database credential.
Drop dump importation from old CRM
Auto run of DB migration for tenants through cron job. This prevent customer from seeing DB upgrade sceen.
Other minor fixes and improvements

version 0.0.6-patch – 01/08/2023

Fix issue when creating items with multiple currencies.

version 0.0.6-patch – 31/07/2023

Fix issues when creating company
Make preference for customer selected package over default package for register form widget

version 0.0.6 – 30/07/2023

Add subdomain and custom domain input fields to signup form (can be disabled i.e swith off from settings)
Add portal redirection check for proxied page
Fix landing page logo edit issue and remove some uneccessary blocks
Add package/plan listing api – useful for fetching plans detail into your custom landing page
Add slug/subdomain availabity check api
Ensure the automatic instance deploy only run after client verified email
Add custom domain input to client instance create form
Add custom domain request notice to tenant table for setups requiring approval
Fix SMTP shared settings not reflecting on tenant
Fix: prevent saving shared masked string as value when saving settings except user provide a value
Add security feature prevent master or any tenant from allowing dangerous extension files
Add enforced shared settings options – when a setting is shared and enforced, tenant wont able to update
Fix quick view snapping effect
Add arabic language translations
Other minor fixes

version 0.0.5-patch – 22/07/2023

Improve client single layout view
Add iframe block to landing page builder
Update documentation link in the downloaded file.

version 0.0.5-patch – 20/07/2023

Fix broken anchor on invoice and modules page
Fix builder page not saving
Fix landing page builder not loading templace in system not supporting GLOB_BRACE

version 0.0.5 – 17/07/2023

Backward support for php7.4
Add landing page templates
Add landing page templates builder
Add Single instance client view mode – you can set this on package.
Fix invoicing system: trial invoice is now draft by default on converted to normal invoice on sbscription.
Fix cron job issue not reaching the tenants
Add contracts and items limitation
Improve saas dashboard statistic widget
Add tax and payment option to package
Add subscribers count to package card
Fix database pool population count on package card
Add switch to off the progress loading bar
Remove loading of custom lang file – not relevant as its handeled already by perfex
Other minor fixes …

version 0.0.4 – 17/06/2023

Add switch for client menu control in saas settings
Fix company subdomain or custom domain address to use https:// when neccessary
Fix cron job issue
Fixes some typos in translation texts
Prevent use of company invoice information in the tenants dump file
Add language customization file: You can now use separate file for your customized translation without loosing them in future updates.
Prevent tenant from update allowed file extension; all tenant will be limited by extension set by the super admin.
Improved invoice trial notice
Other minor fixes …

version 0.0.3 – 13/06/2023

Fixes package updating issue for non SaaS related invoices
Separate the tenant’s media folder and the master instance.
Fix error in tenant settings page in Perfex 3.0.5
Other minor fixes

version 0.0.2 – patch12/06/2023

Fix regression of “modules” menu showing on tenant dashboard.

version 0.0.2 – 12/06/2023

Add Limitations for tenants (staff, contacts, leads, proposals, projects, customers, invoices, tickets e.t.c)
Support for custom domain and subdomain
Add package signup link – Each package link can be copied and use on landing page
Improved UX
Fixes tenant settings bug
Removed help menu in tenant
Add spanish translations

version 0.0.1 – 07/06/2023

First release.

Perfex CRM SaaS Module - Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution