Note: This is a module for Perfex CRM – it converts Perfex into a SaaS system.

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NEW FEATURE: Shared Hosting and Subfolder structure support added!

Convert Perfex CRM to SaaS

Are you a Perfex CRM owner, looking for a SaaS solution?
The revolutionary SaaS module for Perfex CRM is finally here!

SaaS module for Perfex CRM is the solution to the long-awaited feature of multitenancy installation and usage charging, officially recommended by Perfex CRM team and the #1 SaaS solution of the marketplace!

With our module, Perfex CRM owners can now create multiple installations for their clients and charge them appropriately with a proper license.
SaaS module fills the gap and caters to the needs of the massive amount of Perfex CRM users who require a SaaS solution for their businesses.

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It is designed with a user-friendly interface, inherited by the core and is easy to use. It offers seamless integration with Perfex CRM and provides an exceptional user experience with no file replacements or similar tasks that affect core’s files.

Every payment method of Perfex CRM can be used to check out SaaS plans and pricing policy can include Recurring Invoices! You can even make every third party module available for activation, under your tenant plans!

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This module solves real-world problems and opens up a window to unlimited possibilities using Perfex CRM for your SaaS-based businesses.

Unlock the true potential of Perfex CRM with this cutting-edge SaaS Module, introducing powerful multitenancy support. With this module, you can revolutionize your CRM platform by enabling multiple businesses or organizations to operate seamlessly from a single Perfex CRM installation.

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Multitenancy Architecture: Embrace a flexible and scalable CRM environment with this robust multitenancy architecture. Easily create isolated and secure instances for each tenant, ensuring data privacy and personalized experiences for each business entity.

Isolated Databases: Each tenant has its own database, making conflicts impossible and preserving security standards, compared to solutions that use one big database, blown by records, slowing down your complete installation.

Centralized Management: Effortlessly manage multiple tenants through a centralized admin dashboard. Switch between tenants, view analytics, and monitor performance, streamlining your management process.

Unique Subdomain: Impress your clients by offering a subdomain for each tenant.

White Labeling: Put your branding front and center! Utilize our white labeling options to rebrand the CRM interface with your company’s logo and color scheme, giving your CRM platform a personalized touch.

User Access Control: Maintain strict control over user permissions and access levels for each tenant. Customize roles and privileges to ensure data security and a tailored user experience.

Billing and Subscriptions: Implement seamless billing and subscription management for your tenants. Offer various subscription plans, handle recurring payments, and keep track of invoicing effortlessly. SaaS module dynamically displays currency, based on end-purchasers local currency.

Extensive Reports: Leverage comprehensive reporting tools to analyze and track the performance of each tenant. Gain insights into their usage patterns, and empower them with valuable data-driven recommendations.

Integration-ready: The SaaS module seamlessly integrates with the existing Perfex CRM infrastructure, ensuring a smooth adoption process without any technical hurdles.

Optional Custom Landing Page URL: You can now set your own custom URL for the landing page, providing a unique and branded experience to your customers.

PageBuilder: Unleash your creativity and design stunning landing pages effortlessly with our intuitive page builder, making it easier than ever to showcase your products and captivate your audience.

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Embrace the future of CRM with Perfex SaaS Module and cater to multiple businesses without compromising on efficiency, security, or user experience. Whether you’re a seasoned CRM provider or an aspiring entrepreneur, SaaS Module is the ultimate solution to propel your CRM services to new heights.

Get the Perfex CRM SaaS Module today and witness the transformation of your CRM platform into a powerful, multitenant ecosystem!

Current Features List

Plans
- Trial Plans
- Per-Plan Modules
Usage Limits per Plan (including unlimited option)
- Limit usage of Invoices
- Limit usage of Customers
- Limit usage of Contracts
- Limit usage of Projects
- Limit usage of Estimates
- Limit usage of Credit Notes
- Limit usage of Payments
- Limit usage of Items
- Limit usage of Proposals
- Limit usage of Expenses
- Limit usage of Tasks
- Limit usage of Support Tickets
- Limit usage of Leads
- Limit usage of Staff Members
Email Templates/Reminders
- Welcome Eail
- Verification Email
- Expiration Email
- Find My Tenant Email
Generic
- Configuration Options
- Automated cPanel/WHM installation (with API token)
- SaaS Landing Page (optional)
- Automatic tenant generation
- Manual (SuperAdmin) tenant generation
- Automatic Plan Upgrade/Downgrade (based on Cron)
- Tenants can activate/deactivate specific modules
- Optional Custom URL for the landing page (Proxy/Redirection modes)
- Landing page WISIWYG PageBuilder

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Perfex SaaS Module Demo

Keep in mind that demo website resets every hour ( :05 )

Click below to test Tenant-based Experience (New SaaS user signup):

Perfex CRM SaaS Service Demo

* Scroll down to PRICING area.
** All new signups will receive a free trial.

→ SuperAdmin Demo

Click below to test SuperAdmin Experience:

Perfex CRM SuperAdmin Demo

Login email: admin@perfexsaasmodule.com
Password: 11223344

Documentation/Requirements

It takes only a couple minutes to be installed and activated. We created a complete documentation regarding the installation and configuration process of the SaaS module, which you can find online.

Please check requirements and Installation/Configuration videocasted instructions:

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While documentation contains everything you might need, under step-by-step screencasted videos, our support team will be also available to help you. Please note that you need to have Perfex CRM installed. Our module will need to be uploaded through the Modules section.

Videocasted how-tos

Take a look at the videos uploaded on the YouTube channel:

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Support

Just raise a support ticket within support area and we will get back to you ASAP!

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Version 1.2.0

Added support for shared hosting environments
Added support for single database installs
Added support for custom domains
Added support for subdomain & subfolder architectures
Added support for the latest version of Perfex CRM

Version 1.1.0

Added support for Perfex CRM 3.2.1

Version 1.1.0

New Feature: Ability to set a landing page on the main domain (e.g., https://saasapp.com), directing all visitors to a custom landing page.

New Feature: SaaS SuperAdmins can now update and configure settings for individual tenants or apply changes across all tenants, allowing more flexible and centralized management

Fix: Edit staff profile image was not working properly in some Tenants

Fix: Tenant statistics count issue in SaaS Tenant settings

Version 1.0.9

-Code Improvements
-Versioning system added for tenant modules

Version 1.0.8

-REST API support ( Docs: https://perfexcrm.themesic.com/saasapiguide/index.html )

Version 1.0.7

-Automatic cPanel/WHM Installation feature (auto provisioning of tenants)

Version 1.0.6

-Multilevel TLD support added (com.br and related sublevel domains)

Version 1.0.5b

-Fix: Automatic reactivation of tenants upon overdue Invoices payment
-Cron Job improvements

Version 1.0.5

-Option to set a custom Landing Page URL (Proxy / Redirection option)
-PageBuilder added for Landing Page

Version 1.0.4

-Various fixes
-Enhanced backwards compatibility with previous versions

Version 1.0.3

-Automatic Plan Upgrade / Downgrade option added (based on cron run)
-Per-plan Modules Management (SuperAdmin can enable specific modules to be per-plan available)

Version 1.0.2

-Unlimited value (-1) is now supported in limitations of every plan
-Superadmin can install new modules and have them available in all tenants
-Tenants can activate/deactivate modules of their installations
-Improvement: MySQL Server Settings
-Improvement for cron settings of Email Templates / Email reminders
-Enhancement implemented in remaining days & trial days calculation formulas

Version 1.0.1

-Minor fixes
-Added Tenant Staff Member Limitation in Plans

Version 1.0.0

-Initial version