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Perfect SaaS – Powerful Multi-Tenancy Module for Perfex CRM

Perfect SaaS – Powerful Multi-Tenancy Module for Perfex CRM

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Perfect SaaS – Powerful Multi-Tenancy Module for Perfex CRM

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Note: This is a module for Perfex CRM. Not a standalone
script.

Perfect SaaS

Perfect SaaS

Perfect SaaS – Powerful Multi-Tenancy Module for Perfex CRM is a module for Perfex
CRM
that you could promote subscriptions to your firms and handle their
funds
and subscriptions historical past for your enterprise can also prolong
time,suspended and terminated companies and permit your clients to
entry your companies via the Perfex CRM interface.
This progressive module for Perfex CRM is helpful for any firm that has a product or
service that’s supplied to their clients on a subscription
foundation
.

Perfect SaaS Support 4 kinds 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. with out subdomain like: https://perfectsaas.com

Perfect SaaS Support 4 database creation varieties:
1- Localhost: create database on localhost
2- Mysql Root: create database on mysql root entry
3- cPanel: create database on cPanel entry
4- Plesk: create database on plesk entry

Perfect SaaS will work on any internet hosting that help like Cpanel, Plesk,Cloud internet hosting, VPS, or devoted
server.

for extra details about Server configuration please test this hyperlink:
https://docs.coderitems.com/perfectsaas/

Perfect SaaS

online doc

support

Separate Dashboard for SaaS

for SaaS enterprise you want handle many firms and you want to handle them in a single place and you want to
handle your firms companies and subscriptions and invoices and funds and plenty of extra in a single place and
an enormous function of Perfect SaaS is that you could handle your coupons and trials and associates and plenty of extra in
one place.
Perfect SaaS offer you this function and you may handle the whole lot in a single place with a separate dashboard for
Super Admin and a separate dashboard for your firms.

Multi-company/Multi-Tenancy

Perfect SaaS is a multi-firm module for Perfex CRM that you could create as many firms/Tenancy as you need
and
give them entry to your companies with a restrict acording to package deal of energetic companies and you may as well create as
many companies as you need and assign them to your firms.
right here is a few options of Multi-company/Multi-Tenancy:

  • You can create as many firms as you need and provides them entry to your companies with a
    restrict
    of energetic companies
  • can login with wildcard subdomain or with out subdomain to your firms
  • Create firm with dynamic database in accordance with your organization area
  • for creating firm database can create 4 methods to create database utilizing localhost or
    mysql root entry or cPanel entry or plesk entry
  • Fully featured dashboard for your firms
  • Manage your firms
  • Manage your firms companies
  • Manage your firms subscriptions
  • Manage your firms invoices
  • Manage your firms funds

for extra details about Multi-company/Multi-Tenancy please test this hyperlink:
Multi-company/Multi-Tenancy

Isolated Databases

Each firm/tenant has its personal database and is totally remoted from different firms, and avoids any
conflicts between the businesses and the information of every firm is totally separate from different firms.
preserving safety requirements and information privateness. For instance you probably have 2 firms and also you need to create
identical person in each firms, you may create identical person in each firms with none battle.

for creating firm database can create 4 methods to create database utilizing localhost or mysql root entry or
cPanel entry or plesk entry

Manage Packages

you may create as many packages with totally different costs and options as you need and assign
them to your firms and you may as well create as many companies as you need and assign them to your
firms

  • 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 which are put in in your Perfex CRM

For extra details about packages please test this hyperlink
How work packages

Manage coupons and reductions

You can create coupons for your packages. You can set the low cost sort to be a share or a hard and fast
quantity. You can even set the period of the coupon, the variety of instances it may be used, and the
most variety of instances it may be used. You can even set the expiry date of the coupon. You can even
set the coupon for use for a selected package deal or for all packages with month-to-month or yearly or lifetime
subscription.
the coupon will probably be utilized to the package deal worth and the client can pay the discounted worth.

additionally you may create as many coupons and reductions as you need and assign them to packages and might
apply them to your clients
once they buy a package deal from good saas frontend or improve their package deal from their
dashboard.

For extra details about coupons and reductions please test this hyperlink
How work coupons and discounts

Manage Affiliate System

You can create an associates program for your SaaS enterprise. You can set the fee sort to be a
share or a hard and fast quantity.and person can withdraw their fee.
and might set the minimal quantity to withdraw. and plenty of extra.

For extra details about affiliate system please test this hyperlink
How work affiliate system

  • you may arrange affiliate system for your clients to advertise your companies and earn
    commissions
    from their gross sales
  • you may handle customers affiliate system and monitor their gross sales and commissions and likewise can
    payout
    their commissions

Manage Frontend Settings

from Front CMS you may handle your web site content material. you may add, edit, delete content material from Front CMS. like header
menu, footer menu, pages, slider,manufacturers,reveiew,options,blogs,gallary and so on.

For extra details about Front CMS please test this hyperlink
How work Front CMS

  • you may handle frontend settings like emblem, favicon, social media hyperlinks, contact
    info,
    footer textual content, phrases and circumstances, privateness coverage, about us, and extra
  • you may handle frontend menu and create as many pages as you need and assign them to your
    frontend menu
  • you may create as many pages as you need and assign them to your frontend menu and you may
    additionally
    additionally create as many sliders as you need and and create
    model,evaluations,faq,workforce,pricing,contact us
    and extra

Module Access Control

Our module empowers you with complete management over entry to different modules, permitting for exact administration at each the package deal stage and particular person tenant stage. You have the flexibility to designate module availability completely for particular tenants or prolong entry to all tenants subscribed to a selected package deal. This granular management ensures flexibility and customization in figuring out module accessibility throughout your group or SaaS platform.

Disk house and tenant storage management

The module present an choice to restrict firm/tenant’s disk utilization. This includes tenants information add (core default modules), database backup and media. It ought to be famous that storage management doesn’t help third-celebration modules that makes use of storage out of the Perfex core storage folders.

Module Marketplace

The module provides you the flexibility to promote premium addons to tenant

Inbuilt function management

You can disable some inbuilt Perfex CRM options/module akin to Projects, Leads, Task e.t.c at each package deal/pricing stage and tenant stage.

Manage Settings

  • you may handle settings like emblem, favicon, firm identify, and allowed kinds of information to
    add
  • localization settings like date format, time format, forex, forex place, and extra
  • e mail settings like mail driver, mail host, mail port, mail username, mail password, mail
    encryption, mail from tackle, mail from identify, and extra
  • companies settings like is wildcard enabled or not, settings your server is localhost or mysql root
    entry or cpnael
    or plesk

Manage Super Admin

  • you may handle tremendous admin for managing all firms and their companies and packages and
    additionally
    can handle all customers and their affiliate system

Front Website

  • You can set your entrance web site from the settings. You can set your emblem, favicon, title, description,
    key phrases, and plenty of extra.
  • can handle your menu from the settings. You can set your menu identify, hyperlink, and icon.
  • You can set your social hyperlinks from the settings. You can set your social hyperlinks like Facebook, Twitter,
    Linkedin, Instagram, Youtube, and plenty of extra.
  • You can set your contact particulars from the settings. You can set your contact particulars like e mail,
    telephone, tackle, and plenty of extra.
  • You can set your footer textual content from the settings. You can set your footer textual content like footer textual content, footer
    emblem, footer favicon, and plenty of extra.
  • can create your personal pages from pages menu and might set your personal pages title, slug, content material, and plenty of extra.
  • can also create your slider from the slider menu and might set your slider title, description, picture, and
    many extra.
  • can create your personal faq from the faq menu and might set your faq title, description, and plenty of extra.
  • can create your personal testimonial from the testimonial menu and might set your testimonial title,
    description, picture, and plenty of extra.

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 customers)
  • Affiliate Withdrawal Declined (Sent to affiliate customers)

Perfect SaaS – Powerful Multi-Tenancy for Perfex CRM Demo

Front Website

Company Login Details

Username: admin@saas.com
Password: 123456
            

Super Admin Login Details

Username: superadmin@saas.com
Password: 123456
            

Update History

27 October 2024 Version: 1.2.4

--- Added full saas with product system with auto renew system 
--- Added paypal,stripe cost gateway with saas performance  
--- Added Need to pay when register sure no performance 
--- Added v3.1.6 migration seed for new tenants
--- Fixed problem frequent area when utilizing particular characters 

--- Fixed database create problem when create firm
--- Fixed e mail redirects problem from frontend 
--- Fixed all recognized points and bugs.

13 January 2024 Version: 1.2.2

--- Added v3.1.1 migration seed for new tenants
--- Update seed firm to three.1.1
--- FIXED Api authentication problem.
--- Fixed all recognized points and bugs.

7 December 2023 Version: 1.2.1

--- Added Api Menu for  use from exterior packages,singup,modules and so on
--- Added Auto replace options on settings menu from tremendous admin
--- Added Auto replace database in the event you replace manually with all firm/tenant 
--- Added Hide/present dahsboard and different menu if not have included into package deal 
--- Added Set Defualt theme by clicking button 
--- Moved SaaS billings to setup menu
--- Rename Dynamic SaaS to Company Name on Billing identify (SaaS Billings to [company_name] Billings)
--- FIXED Client theme problem not exhibiting 
--- FIXED Timestamp problem when set up 
--- FIXED when set up new tenent exhibiting error or frontend
--- FIXED SaaS module not working if dont have any module when singup any firm/tenent
--- Fixed all recognized points and bugs.

23 Novembar 2023 Version: 1.2.0

--- Added database prefix for mysql root entry if have use any cloud with shared internet hosting
--- FIXED Activation e mail template not working (not sending e mail)
--- FIXED Company database reset e mail template not working (not sending e mail)
--- Fixed all recognized points and bugs.

23 October 2023 Version: 1.1.9

--- Added Can disabled default menu like initiatives,invoices and so on from every package deal and firm particulars 

--- Fixed Page sync problem on frontcms 

--- Fixed after set up area not registered problem on some url.
--- Fixed if prolong time on trial from firm particulars replace 
--- Update e mail verification course of when register 
--- Update If the corporate working remaining date is gone it'll present expired
--- Fixed all recognized points and bugs.

11 October 2023

--- Added can allow and disable e mail verification possibility from settings.
--- Fixed with out working cannot login to firm 
--- Fixed module problem when energetic
--- Fixed set up and uninstall error when set up/uninstall the saas module
--- Fixed all recognized points and bugs.

9 October 2023

--- Fixed module problem when including/delete with database
--- Fixed date doesn't change when altering package deal frequency (like month-to-month, yearly and month-to-month).
--- Fixed resetting the password for tenants
--- Fixed all recognized points and bugs.

7 October 2023

--- Added firm seed database possibility and might swap to the database and arrange the whole lot that firm/tenant will get when registering.
--- Fixed Email Setting problem .
--- Fixed all recognized points and bugs.

25 September 2023

--- Added Module title possibility that may change your module identify to your personal title.
--- Added Few Intelligence  in firm and server settings 
--- Fixed Module pricing exhibiting error when set module worth
--- Fixed all recognized points and bugs.

24 September 2023

--- Added skill to cover/present SaaS billing menu from buyer/tenant admin
--- Added can login as admin from tremendous admin firms checklist,particulars,firm/tenant panel
--- Added theme preview picture possibility into every firm/tenant and tremendous admin can see it
    from theme builder
--- Added Meta Title,writer,description,Keywords,Google Analytics Code for search engine marketing into Front
    CMS Settings
--- Added Custom CSS,Custom Script earlier than </head> and earlier than  in FrontCMS Settings
--- Added Affiliates performance into firm/tenant panel . can see all associates and
    their commissions and payouts
--- Fixed new tremendous admin create not working when create new tremendous admin
--- Fixed Cron job for every firm/tenant with e mail notification when expired,when trial
    interval expired,when package deal expired
--- Fixed e mail not sending when create new firm.
--- Fixed all recognized points and bugs.

13 September 2023

--- Switch SaaS billings menu from buyer/tenant admin panel & added to buyer panel.
--- Added all buyer/tenant login will probably be redirected to their firm panel although
    consumer url,can create tickets,data base,bill and improve their package deal,
    customise their packages,should buy modules,theme constructing,can request customized area and so on.
--- Added login as consumer possibility into firms menu for tremendous admin
--- Added Can Enable/Disable billing Frequency Yearly and Lifetime from packages -> settings
--- Added More fields Preview Video URL, Preview Screenshots, Descriptions, Module Order,
    Status into packages ->modules menu
--- Added should buy modules from buyer/tenant panel with cart possibility
--- Added can see module particulars with preview possibility from tenant panel with cart possibility.
--- Added forex and cash format into all package deal worth in accordance with forex format.
--- Added can change password for every firm from firm particulars
--- Added Gen Started menu into entrance house web page for simply register firm/tenant
--- Change login url for buyer/tenant in house web page. 
--- Fixed reset password possibility when edit firm.
--- Fixed customized area directions not exhibiting on firm panel
--- Fixed can’t entry saas entry when create new tremendous admin
--- Fixed all recognized points and bugs.

2 September 2023

--- Added Validation test the file have permission when set up the module.
--- Fixed settings replace problem.
--- Fixed all recognized points and bugs.

1 September 2023

--- Fixed cost problem when making cost for any bill.
--- Fixed all recognized points and bugs.

31 August 2023
Version 1.1.3

--- Added can see what number of firms/tenants registered every package deal into package deal checklist
--- Added robotically hidden module and badge from menu for each tenant
--- Added now can add/delete module from firm particulars web page every firm 

--- Added when replace package deal if replace firm package deal then module will energetic/take away 
    from tenants/firm robotically

--- Added a menu identify module worth into package deal menu for fast set module worth.

--- Added touchdown web page URL possibility that may use totally different URLs with proxy, redirection, and 
    set as a Default URL. 

--- Added skill to disable and allow Frontend in the event you don’t want 

--- Added skill to disable and allow Redirect to dashboard if login 

--- Added Back to admin button into SAAS panel header left high
--- Fixed if enter 0 for limitless not exhibiting on package deal when edit/add
--- Fixed all recognized points and bugs.

26 August 2023
Version 1.1.2

--- Added new preview hyperlink for a builder in theme builder 
--- Fixed set up problem when putting in the recent model.
--- Fixed all recognized points and bugs.

21 August 2023
Version 1.1.1

--- Added Allowed Multiple Themes possibility within the packages part.
--- Added Disk Space possibility within the packages part.
--- Added Calculate Disk Space possibility within the settings part.
--- Added Additional Price possibility within the packages part.the place if you wish to add
    extra workers, consumer, challenge, bill, leads, expense, contract, estimate,
    credit score word, proposal, tickets, duties, merchandise, disk house then calculate the worth
    in accordance with the extra worth.
--- Added Custom Domain possibility within the packages part.
--- Added Ability to request for a customized area within the admin panel and SaaS panel and
    admin can approve or reject the request.
--- Added Customize Package possibility within the admin and saas panel the place admin can customise
    the package deal in accordance with the tenant's necessities.
--- Added Can conceal/present/order package deal discipline choices like workers, consumer, challenge, bill,
    leads, and expense in packages settings menu.
--- Added Set worth for every modules for market.if anybody add the module when
    personalized then calculate the worth in accordance with the module worth.
--- Added Ability so as to add the module within the customise package deal.
--- Added the Themes builder possibility in saas panel with 10+ themes into frontcms theme builder.
--- Added the Ability so as to add your personal themes and customise the themes from builder.
--- Added Multiple themes possibility with builder in tenant panel the place tenant can
    change/customise the theme in accordance with the package deal.
--- Added extra three kinds of URL within the Companies part like subdomain, subdirectory,
    and customized area.
--- Added Customize the package deal possibility Companies part.
--- Fixed all recognized problem and bugs.

6 August 2023
Version 1.1.0

--- Big Added Can put the saas model right into a subdomain and might run frontend/wordpress theme into the principle url. The fundamental area isn't necessary to function the saas.
--- Added Tickets possibility within the packages part.
--- Fixed Plesk problem whereas making a dynamic database
--- Fixed Can login in case your wildcard is disabled from the principle URL.
--- Fixed all recognized problem 

3 August 2023
Version 1.0.1

--- Added SaaS Reserved Company/Tenant Name (i.e subdomain)  generally settings 
--- Added extra validation in  Company/Tenant package deal and tenant problem
--- UPDATE system efficiency

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