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:

1. 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.
2. 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.
3. 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.
   
4. Effortless Instance Importing: Streamline your workflow by importing existing Perfex CRM instances into your multi-tenancy platform. Migrate tenants with their data and settings, eliminating the need for manual setup and ensuring a smooth transition.
5. 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.
6. 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.
7. Resources Limitation/Quota: Fine grained package level control for essensial resources such as staff, contacts, leads, proposals, projects, customers, invoices, tickets e.t.c
   
8. 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).
9. 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.
10. 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.
11. 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.
12. 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.
13. 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.
14. Auto login from the SaaS client portal to the respective applications

    Smooth signup and flexible accessibility

    
    
    
15. …..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 0.0.6-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.