admin 
Note: This is a module for Perfex CRM. Not a standalone
script.
Perfect SaaS – Powerful Multi-Tenancy Module for Perfex CRM is a module for Perfex
CRM that you can sell subscriptions to your companies and manage their
payments and subscriptions history for your business also can extend
time,suspended and terminated services and allow your customers to
access your services through the Perfex CRM interface.
This innovative module for Perfex CRM is useful for any company that has a product or
service that is offered to their customers on a subscription
basis.
Perfect SaaS Support 4 types of URL
1. Subdomain like: https://subdomain.perfectsaas.com
2. Subdirectory like: https://perfectsaas.com/subdirectory/s
3. Custom Domain like: https://yourdomain.com
4. without subdomain like: https://perfectsaas.com
Perfect SaaS Support 4 database creation types:
1- Localhost: create database on localhost
2- Mysql Root: create database on mysql root access
3- cPanel: create database on cPanel access
4- Plesk: create database on plesk access
Perfect SaaS will work on any hosting that support like Cpanel, Plesk,Cloud hosting, VPS, or dedicated
server.
for more information about Server configuration please check this link:
https://docs.coderitems.com/perfectsaas/
Separate Dashboard for SaaS
for SaaS business you need manage many companies and you need to manage them in one place and you need to
manage your companies services and subscriptions and invoices and payments and many more in one place and
a big feature of Perfect SaaS is that you can manage your coupons and trials and affiliates and many more in
one place.
Perfect SaaS give you this feature and you can manage everything in one place with a separate dashboard for
Super Admin and a separate dashboard for your companies.
Multi-company/Multi-Tenancy
Perfect SaaS is a multi-company module for Perfex CRM that you can create as many companies/Tenancy as you want
and
give them access to your services with a limit acording to package of active services and you can also create as
many services as you want and assign them to your companies.
here is some features of Multi-company/Multi-Tenancy:
- You can create as many companies as you want and give them access to your services with a
limit
of active services - can login with wildcard subdomain or without subdomain to your companies
- Create company with dynamic database according to your company domain
- for creating company database can create 4 ways to create database using localhost or
mysql root access or cPanel access or plesk access - Fully featured dashboard for your companies
- Manage your companies
- Manage your companies services
- Manage your companies subscriptions
- Manage your companies invoices
- Manage your companies payments
for more information about Multi-company/Multi-Tenancy please check this link:
Multi-company/Multi-Tenancy
Isolated Databases
Each company/tenant has its own database and is completely isolated from other companies, and avoids any
conflicts between the companies and the data of each company is completely separate from other companies.
preserving security standards and data privacy. For example if you have 2 companies and you want to create
same user in both companies, you can create same user in both companies without any conflict.
for creating company database can create 4 ways to create database using localhost or mysql root access or
cPanel access or plesk access
Manage Packages
you can create as many packages with different prices and features as you want and assign
them to your companies and you can also create as many services as you want and assign them to your
companies
- Manage Packages Features
- Manage Packages Pricing
- Manage Packages Coupons
- Manage Packages Trials
- Manage Packages Addons
- Can Disable/Enable or set Limit for Staff
- Can Disable/Enable or set Limit for Client
- Can Disable/Enable or set Limit for Leads
- Can Disable/Enable or set Limit for Expense
- Can Disable/Enable or set Limit for Tasks
- Can Disable/Enable or set Limit for Projects
- Can Disable/Enable or set Limit for Invoices
- Can Disable/Enable or set Limit for Contracts
- Can Disable/Enable or set Limit for Estimates
- Can Disable/Enable or set Limit for Credit Notes
- Can Disable/Enable or set Limit for Proposals
- Can Disable/Enable or set Limit for Items
- Can Disable/Enable modules that are installed in your Perfex CRM
For more information about packages please check this link
How work packages
Manage coupons and discounts
You can create coupons for your packages. You can set the discount type to be a percentage or a fixed
amount. You can also set the duration of the coupon, the number of times it can be used, and the
maximum number of times it can be used. You can also set the expiry date of the coupon. You can also
set the coupon to be used for a specific package or for all packages with monthly or yearly or lifetime
subscription.
the coupon will be applied to the package price and the customer will pay the discounted price.
also you can create as many coupons and discounts as you want and assign them to packages and can
apply them to your customers
when they purchase a package from perfect saas frontend or upgrade their package from their
dashboard.
For more information about coupons and discounts please check this link
How work coupons and discounts
Manage Affiliate System
You can create an affiliate program for your SaaS business. You can set the commission type to be a
percentage or a fixed amount.and user can withdraw their commission.
and can set the minimum amount to withdraw. and many more.
For more information about affiliate system please check this link
How work affiliate system
-
you can set up affiliate system for your customers to promote your services and earn
commissions
from their sales -
you can manage users affiliate system and track their sales and commissions and also can
payout
their commissions
Manage Frontend Settings
from Front CMS you can manage your website content. you can add, edit, delete content from Front CMS. like header
menu, footer menu, pages, slider,brands,reveiew,features,blogs,gallary etc.
For more information about Front CMS please check this link
How work Front CMS
-
you can manage frontend settings like logo, favicon, social media links, contact
information,
footer text, terms and conditions, privacy policy, about us, and more -
you can manage frontend menu and create as many pages as you want and assign them to your
frontend menu -
you can create as many pages as you want and assign them to your frontend menu and you can
also
also create as many sliders as you want and and create
brand,reviews,faq,team,pricing,contact us
and more
Manage Settings
-
you can manage settings like logo, favicon, company name, and allowed types of files to
upload - localization settings like date format, time format, currency, currency position, and more
-
email settings like mail driver, mail host, mail port, mail username, mail password, mail
encryption, mail from address, mail from name, and more -
services settings like is wildcard enabled or not, settings your server is localhost or mysql root
access or cpnael
or plesk
Manage Super Admin
-
you can manage super admin for managing all companies and their services and packages and
also
can manage all users and their affiliate system
Front Website
- You can set your front website from the settings. You can set your logo, favicon, title, description,
keywords, and many more. - can manage your menu from the settings. You can set your menu name, link, and icon.
- You can set your social links from the settings. You can set your social links like Facebook, Twitter,
Linkedin, Instagram, Youtube, and many more. - You can set your contact details from the settings. You can set your contact details like email,
phone, address, and many more. - You can set your footer text from the settings. You can set your footer text like footer text, footer
logo, footer favicon, and many more. - can create your own pages from pages menu and can set your own pages title, slug, content, and many more.
- also can create your slider from the slider menu and can set your slider title, description, image, and
many more. - can create your own faq from the faq menu and can set your faq title, description, and many more.
- can create your own testimonial from the testimonial menu and can set your testimonial title,
description, image, and many more.
Email Templates/Reminders
- Welcome Email
- SaaS FAQ Request Email
- SaaS Assign New Package
- Company Expiration Email
- Inactive Company Email
- Company URL
- Email Verification (Sent to Affiliate User After Registration)
- Affiliate Withdrawal Request (Sent to Super Admin)
- Affiliate Withdrawal Accepted (Sent to affiliate users)
- Affiliate Withdrawal Declined (Sent to affiliate users)
Perfect SaaS – Powerful Multi-Tenancy for Perfex CRM Demo
Username: [email protected] Password: 123456 | Username: [email protected] Password: 123456 |
Update History
2 September 2023
--- Added Validation check the file have permission when install the module. --- Fixed settings update issue. --- Fixed all known issues and bugs.
1 September 2023
--- Fixed payment issue when making payment for any invoice. --- Fixed all known issues and bugs.
31 August 2023
Version 1.1.3
--- Added can see how many companies/tenants registered each package into package list
--- Added automatically hidden module and badge from menu for every tenant
--- Added now can add/delete module from company details page each company
--- Added when update package if update company package then module will active/remove
from tenants/company automatically
--- Added a menu name module price into package menu for quick set module price.
--- Added landing page URL option that can use different URLs with proxy, redirection, and
set as a Default URL.
--- Added ability to disable and enable Frontend if you don't need
--- Added ability to disable and enable Redirect to dashboard if login
--- Added Back to admin button into SAAS panel header left top
--- Fixed if enter 0 for unlimited not showing on package when edit/add
--- Fixed all known issues and bugs.
26 August 2023
Version 1.1.2
--- Added new preview link for a builder in theme builder --- Fixed installation issue when installing the fresh version. --- Fixed all known issues and bugs.
21 August 2023
Version 1.1.1
--- Added Allowed Multiple Themes option in the packages section.
--- Added Disk Space option in the packages section.
--- Added Calculate Disk Space option in the settings section.
--- Added Additional Price option in the packages section.where if you want to add
more staff, client, project, invoice, leads, expense, contract, estimate,
credit note, proposal, tickets, tasks, item, disk space then calculate the price
according to the additional price.
--- Added Custom Domain option in the packages section.
--- Added Ability to request for a custom domain in the admin panel and SaaS panel and
admin can approve or reject the request.
--- Added Customize Package option in the admin and saas panel where admin can customize
the package according to the tenant's requirements.
--- Added Can hide/show/order package field options like staff, client, project, invoice,
leads, and expense in packages settings menu.
--- Added Set price for each modules for marketplace.if anyone add the module when
customized then calculate the price according to the module price.
--- Added Ability to add the module in the customize package.
--- Added the Themes builder option in saas panel with 10+ themes into frontcms theme builder.
--- Added the Ability to add your own themes and customize the themes from builder.
--- Added Multiple themes option with builder in tenant panel where tenant can
change/customize the theme according to the package.
--- Added more three types of URL in the Companies section like subdomain, subdirectory,
and custom domain.
--- Added Customize the package option Companies section.
--- Fixed all known issue and bugs.
6 August 2023
Version 1.1.0
--- Big Added Can put the saas version into a subdomain and can run frontend/wordpress theme into the main url. The main domain is not mandatory to operate the saas. --- Added Tickets option in the packages section. --- Fixed Plesk issue while creating a dynamic database --- Fixed Can login if your wildcard is disabled from the main URL. --- Fixed all known issue
3 August 2023
Version 1.0.1
--- Added SaaS Reserved Company/Tenant Name (i.e subdomain) in general settings --- Added more validation in Company/Tenant package and tenant issue --- UPDATE system performance
