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

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

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 !
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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.

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

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.

Free extensions (bonus): You gain access to 7+ extra free modules inclding Affiliate Management, Purchase Order and Delivery Note. This list will grow with time.

…..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.comAdmin panel:https://perfextosaas.com/adminEmail: admin@admin.comPassword: passwordCustomer panel.https://perfextosaas.comEmail: customer@customer.comPassword: 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 LOGversion 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

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