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.
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. …..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 0.1.1 – 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.