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

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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.
…..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: [email protected]
Password: password

Customer panel.
https://perfextosaas.com
Email: [email protected]
Password: password

Demo resets every hour

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 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