Perfex CRM SaaS Module - Transform Your Perfex CRM Into A Powerful Multi-Tenancy Solution

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

Multi-Tenancy Module for Perfex CRM

Transform your Perfex CRM set up into a highly effective multi-tenancy platform effortlessly with the Perfex CRM SaaS Module. This progressive module eliminates the necessity for wildcards or wildcard SSL or VPS, making it a seamless answer for scaling what you are promoting and accommodating a number of tenants.

Perfect module for Digital Marketer and and Accounting businesses for managing purchasers CRM cases from single dashboard or anybody attempting to start out CRM SaaS answer utilizing Perfex CRM.

Start a SaaS CRM enterprise with out breaking a sweat talkless of a financial institution !

Support 3 url construction for tenancy: path, subdomain and customized area

Support all database construction: single separated database for every tenant, multinenancy and sharding !

It works nicely on all internet hosting Cpanel, VPS or Dedicated servers.

Setup Perfex CRM and you might be good to go !

Key Features:

Multi-Tenancy Made Easy: With our SaaS module, you possibly can simply convert your Perfex CRM set up into a multi-tenancy platform. Seamlessly handle a number of purchasers, departments, or branches inside a single Perfex CRM occasion, guaranteeing information isolation and safety.
No Wildcard SSL Required: Unlike conventional multi-tenancy options, our module doesn’t depend on wildcard SSL certificates. You can present a safe atmosphere for every tenant with out the trouble and expense of managing wildcard certificates, decreasing complexity and prices. This makes it really works on any server together with shared internet hosting and Cpanel, then scales whenever you validate what you are promoting thought or have sufficient sources.
Subdomain and Custom Domain: Are you expert or have sufficient sources to run on VPS/Dedicated servers ? This module works completely for you too with our simplified subdomain and customized area implementation. We additionally present a free information in our documentation to get you setup on free limitless wildcard SSL for customized domains and subdomain to your tenants.
Robust Tenant Management: Our SaaS module gives complete tenant administration instruments, permitting you to simply onboard new tenants, configure their particular settings, and handle their entry privileges by package deal management. Simplify administration duties and supply a custom-made expertise for every tenant.
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 solely for particular tenants or prolong entry to all tenants subscribed to a explicit package deal. This granular management ensures flexibility and customization in figuring out module accessibility throughout your group or SaaS platform.
Resources Limitation/Quota: Fine grained package deal stage management for essensial sources corresponding to employees, contacts, leads, proposals, initiatives, prospects, invoices, tickets e.t.c
Settings and Configuration Sharing: Recognizing the potential software of this module in overseeing various departments inside a corporation, we’ve got applied a characteristic enabling the sharing of Perfex CRM configurations, together with module settings, throughout a number of cases on the package deal stage. This grants you the flexibleness to effortlessly disseminate your Pusher and SMTP settings to all tenants subscribed to a particular package deal. Furthermore, for delicate data corresponding to passwords or keys, we offer the choice to hide them from tenant visibility, using a masking mechanism (word that masking performance is presently experimental and ought to be utilized with warning).
Scalable and Flexible: Our module gives unparalleled versatility by way of database help, accommodating a wide selection of SaaS database schemes to fit your particular necessities. Whether you favor multi-tenancy, sharding, or a single database setup, our module has you coated.
Cloud Database Solutions: Seamlessly combine with standard cloud database options, corresponding to Amazon RDS or Google Cloud SQL. Leverage the scalability and reliability of those platforms to effectively handle and retailer tenant information, guaranteeing optimum efficiency and availability.
Tenant Data Custody Options: We perceive that some tenants might want to have full management over their information. Our module accommodates this by permitting creation of occasion utilizing buyer database credentials. This means they’ll select to host their information on their very own servers, guaranteeing information custody and compliance with their inner insurance policies.
Maximum Utilization of Perfex core: Perfex SaaS module make the most of the prevailing Perfex core sources for managing tenant invoices and fee. Thus, you dont have any new factor to be taught or setup fee gateway. Your current fee gateway works completely with different current Perfex CRM instruments.
Testing Framework: We acknowledge that you could be want to improve our module by implementing modifications or customization tailor-made to your group’s particular necessities. Consequently, we’ve got furnished a complete unit testing mechanism for important functionalities, which continues to broaden. This facilitates easy verification of your setup’s resilience to potential characteristic disruptions ensuing from any modifications, thus upholding the requirements of high quality growth.
Disk area and tenant storage management: The module present an choice to restrict tenants 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 get together modules that makes use of storage out of the Perfex core storage folders.
Auto login from the SaaS shopper portal to the respective functions
Smooth signup and versatile accessibility
Module Marketplace: The module provides you the flexibility to promote premium addons to tenant
Usage primarily based pricing: If you favor utilization base single pricing the place tenants solely pay for sources used, we bought you coated. The module help each package deal plans and pricing choice.
Inbuilt characteristic management: You can disable some inbuilt Perfex CRM options/module corresponding to Projects, Leads, Task e.t.c at each package deal/pricing stage and tenant stage.
Free extensions (bonus): You achieve entry to 7+ additional free modules inclding Affiliate Management, Purchase Order and Delivery Note. This checklist will develop with time. Access to the free modules requires lively help !
…..and lots of extra

Unlock the complete potential of Perfex CRM with our SaaS Module and take what you are promoting to new heights. Experience trouble-free multi-tenancy, easy occasion importing, and seamless scalability. Try it at present and revolutionize your CRM operations.

Questions/Support

Perfex from model 3.0.* to newest model is required.
We present documentation with video illustration overlaying set up and utilization.
We reply to your questions as quick as attainable inside few hours however can generally be as much as few days.
We dont present refund for the extension after buy, so verify earlier than buy.
Any customized work together with setup, set up and extension (which may require expert hours) should not
free. You can rent 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 each hour

ROADMAP

– Many attention-grabbing options to come back. Shoot us your attention-grabbing strategies by our profile. We will word them.
Thanks.

CHANGE LOG

model 0.3.0 20/09/2024

Add web page builder module (lite) – accessible to all
Move touchdown pages to standalone builder. (Please obtain the builder from SaaS > System and activate – Your information can be routinely be migrated after activation.)
Improve code high quality: fixes deprecated Perfex capabilities
Improve module set up throughout new tenant provisioning
Remove unused translation keys
Other minor fixes

model 0.2.9 24/08/2024

Fixes essential points in v0.2.8

model 0.2.8 24/08/2024

Ehanced API with help for a number of keys and entry management
Added Stripe package deal pricing for improved subscription administration by stripe.
Added package deal filtering and grouping within the pricing checklist base on the recurring intervals (might be turned off).
Introduced lifetime deal choice for packages. – 100 years (embrace this in your phrases)
Introduced choice to forestall updating bill (primarily based on some nation jurisdiction) throughout shopper package deal customization.
Added help for customized tenant seed supply on the package deal stage.
Implemented demo occasion/trial with auto-reset timer
Excluded debug mode module from tenant assignments.
Increased safety by hiding Cron command (Settings > Cron) and file paths (Settings > ticket) from tenants.
Resolved 403 error in single portal mode after canceling a subscription.
Added particular icon for personal packages.
Enhanced accessibility for whitelabel menu slugs.
Enabled one-time fee choice for add-on modules within the market.
Improved slug URL dealing with by supporting dashes.
Enhanced HTTPS decision for proxied servers.
Added button to reset cache in seed settings.
Introduced customized app module library for enhanced SaaS management.
Improved subscription API and billing fashions (refactoring).
Enhanced magic login optimization for cPanel and Plesk.
Implemented digital draft invoices for trial intervals (draft invoices are not any extra created for trial).
Added ticket setting supported extension file to default enforced shared fields.
Fixed API companies and modules configuration endpoint points.
Fixed entry points for collaborators with out admin roles within the media-public-touchdown-web page.
Fixed concern with clearing empty fields in a number of choose inputs.
Other normal enchancment and refactoring.

model 0.2.7 12/07/2024

Add extra API finish factors
Add API Key for brand new endpoints
Add in system API documentation
Add contact position for controlling entry to SaaS characteristic.
Improve third get together modules compatibility for tenants
Fix tenant favicon concern in subdomain or customized area
General refactor and different minor enhancements

model 0.2.6 22/05/2024

Fix subofolder redirection
Fix pressure redirection concern when logged in as tenant from the tremendous admin panel
Improved cookie safety
Fix error when including tenant to package deal with out taxes
Fix concern with deployment standing word
Remove preloader in preview mode
Other minor enhancements

model 0.2.5 06/05/2024

Introduced customized area DNS information
Enhanced tenant itemizing precedence with customized area request discover
Improved customized area linking expertise and added e mail notifications
Added customized area test characteristic to UI
Added backward compatibility help for MySQL 5.6
Fixed error 500 occurring on contemporary set up in sure setups
Implemented deployment standing word characteristic
Implemented choice to manage subdomain and customized area creation in cPanel and Plesk integration
Improved white labeling
Differentiated package deal downgrade and improve buttons
Added bill standing fee requirement test
Prevented debug mode module set up for tenants
Fixed deployment concern when utilizing tenant occasion
Allowed occasion elimination of pending or deploying cases in growth mode
Added companies and module market swap at package deal stage
Fixed redirection concern throughout shopper menu setup
Implemented subscription cancelling and resuming characteristic
Fixed adaptability concern with wiki module
Enhanced module checklist translation: Improved package deal/module translations permitting translation of modules checklist on the package deal
Improve Subscription web page UX: Added cash format to shopper portal, and enhanced package deal value formatting, encoding points e.t.c
Improved MySQL root testing and password era power
Allowed integration on servers with out entry to database server utilizing default DB credentials
Fixed encoding concern in builder
Added customized hooks for extending extensions checklist
Fixed concern permitting emptying hidden tabs settings
Excluded .html and .htm from redirection in path ID redirection to help third-get together module; page_builder
Other minor replace and enhancements

model 0.2.4 05/04/2024

Add extra tenant seeding choices; can now set devoted occasion for seeding function or use default perfex set up or the grasp CRM
Delayed everlasting occasion elimination: can set days earlier than occasion is eliminated completely after deleting
Improved whitelabeling: saas settings menu and asset hyperlinks
Improved whitelabeling: added choice to rename the default theme (perfex) to any title
Add shopper menu management extension
Discontinue hiding of shopper menu in SaaS module in favour of latest shopper menu management extension
Improve market accessibility
Add picture to module and companies market
Added extra hooks for exension of the saas module
Improve translations
Fix various host url for subdomain enter suggestion on registration discipline
Fix companies including concern
Fix tenant quota restrict for billing cycle
Other minor enhancements

model 0.2.3 – patch 26/02/2024

Fix various host concern the place essential area may not accessible.
Add referral monitoring of internet to steer for affiliate module.
Fix affiliate menu not displaying in SaaS My Account menu when utilizing single portal mode

model 0.2.3 23/02/2024

Added tabs visibility management to package deal settings, enabling the hiding of tabs corresponding to settings, initiatives, and buyer profiles.
Streamlined menu titles for enhanced design.
Improved package deal customization with the addition of additional bill gadgets or companies market, providing each month-to-month and one-time fee choices.
Enhanced magic authentication for brand new tenant when utilizing cPanel/Plesk. Tenants will now make the most of URL paths for the preliminary 20 minutes till SSL is prepared when subdomain/alias area choice is enabled.
Implemented another base host in SaaS settings. This permits set up at app.domainA.com whereas tenants use tenantid.domainA.com as subdomains, as an alternative of tenantid.app.domainA.com or completely totally different domains.
Resolved cellular responsiveness points for improved usability.
Other minor enhancements

model 0.2.2 18/02/2024

Fix Updating DSN and stopping the revelation of DSN connection to purchasers.
Improved cPanel testing for addon area, now dealt with as a separate course of.
Enhanced translation in middleware pages.
Improved reliability of web page masking hook.
Resolved shopper menu points in Perfex v3.1.2.

model 0.2.1 15/02/2024

Fix admin and shopper menu concern in new model of Perfex v3.1.2

model 0.2.0 12/02/2024

Added 4 new free extensions
Added Misc settings to exclude sure purchasers/prospects from SaaS characteristic
Added simply accessible hyperlink to quota card for package deal customization
Removed perfex_saas_tenant_id column from grasp and tenants desk in outdated pre v0.0.7 installations.
Fixed error when working cron utilizing CLI
Added auto elimination of occasion characteristic as a consequence of inactivity – by package deal advance settings
Added billing cycle reset choice to package deal restrict/sources. Resources might now be configured to reset on each billing cycle
Improved third-get together module administration and extension set up
Improved matching for registration web page
Auto migration of core Perfex database improve throughout new Perfex replace
Improved tenant seeding course of
General minor enhancements

model 0.1.9 06/01/2024

Added v3.1.0 migration seed for brand new tenants
Improve SaaS extension loading
Fix concern downloading ‘Disable buyer panel’ module

model 0.1.8 05/01/2024

Fix concern with cpanel integration
Add choice to disable autolaunch of occasion.
Add choice for customized trial over web page
Improved help for third get together modules compatibility
Added a non-obligatory module to disable buyer space: primarily for tenants

model 0.1.7 03/01/2024

Fix default module translation concern on package deal card.
Add choice to masks shared settings on different pages aside from settings web page. This mean you can masks shared setting on module settings pages e.t.c
Add Plesk integration
Add Mysql root integration interface and now you can use totally different connection for Perfex and establishing tenants
Add limitless choice for storage restrict

model 0.1.6 06/12/2023

Fix tenant concern skilled on some setup in v0.1.5

model 0.1.5 06/12/2023

Add extension choice for the SaaS module
Add direct replace of SaaS module and additional extensions from dashboard
Add choice to alter account menu merchandise place in single portal mode
Remove ‘Invoice added efficiently’ notification on contemporary signup
Improve trial notification message for single pricing mode
Remove calculation of storage on each request and restrict to when importing information
Rewrite route title to exclude “perfex” for full whitelabeling
Reset bill, estimate, and credit score word subsequent quantity in new tenants

model 0.1.4c 28/11/2023

Add choice to indicate navigation menu in shopper portal when utilizing single portal mode
Optimize occasion deploy display
Fix 403 error throughout signup

model 0.1.4b 27/11/2023

Update Affiliate module: add help for shopper menu when utilizing the ‘bridge’ mode, repair some lacking tags in e mail templates

model 0.1.4 27/11/2023

Affiliate administration as a separate addon module – might be shared with tenant
Improved occasion deploy display with two presentation choice
Improved Cron companies
Improved third get together modules loading and compatibility
Other minor updates

model 0.1.3 04/11/2023

Added a new settings space, specifically “Miscellaneous,” which incorporates an choice to offer a URL that the tenant can be redirected to after creating their first occasion. The URL might be an inner survey or every other hyperlink, and we add important tenant data to the URL.
Fixed a 419 concern on lead kinds and another endpoints when utilizing a path ID URL for the tenant.
Resolved the zero-trial concern: made the trial non-obligatory when it’s set to 0 or much less.
Removed the blue background from the Saas menu within the tremendous admin part.
Now, Perfex core bill due dates are revered, and tenants will solely develop into inaccessible after their bill is overdue.
Added an additional occasion to package deal customization; prospects can now enhance their occasion restrict by making an extra buy.
Implemented quota validation earlier than bill customization by {the marketplace}.
Added a means of adjusting the trail ID, permitting you to change the ‘ps’ within the URL path ID for tenants.
Improved the loading and compatibility of third-get together modules.
Made varied minor enhancements for higher efficiency and performance.

model 0.1.2 10/10/2023

Add cPanel Integrations for Database and Addon area automation
Improve cron course of
Fix tenant module set up points brought on by some third get together modules
Add french translation
Add entry prevention to tenants when trials expires
Other minor enhancements

model 0.1.1 – Patch 19/09/2023

Separate choice to handle cross area magic auth for tenants utilizing customized domains
Fix tenant swap 404 error on path id tenancy scheme

model 0.1.1 17/09/2023

Add extra default characteristic to manage checklist
Add package deal customization swap
Add sso for shopper cases, when enabled, tenant can usge magic login into any of cases owned
Assimilate shopper saas portal into cases – When enabled, tenant can handle saas billing and package deal instantly from any occasion
Add outdated bill customization to new bill throughout package deal improve
Show tax information and apply taxes when shopper make package deal customization
Landing Page builder: Encoding of web page html content material to bypass some content material filtering when saving web page
Landing Page builder: Fix asset copying concern on duplication of theme
Other normal enhancements and minor fixes

model 0.1.0 – patch109/09/2023

Fix Subtotal concern in non USD foreign money setups
Fix displaying of disk area customization when value has not been set

model 0.1.0 08/09/2023

Add package deal/plan customization and module market
Add core characteristic/inbuilt module management at package deal and tenant stage
Add single pricing mode – choice to make use of pricing system as an alternative of package deal plans
Add disabling of modules to tenant
Fix damaged file url on tenant id path scheme
Other minor fixes

model 0.0.9 – Patch 30/08/2023

Fix damaged add information when utilizing Path ID scheme.
Add settings management excluding delicate information when seeding tenant cases
Increase tenant id restrict to twenty characters

model 0.0.9 – Patch 27/08/2023

Fix tenant seeding concern resulting in db improve display in tenants.

model 0.0.9 26/08/2023

Disk area administration: storage restrict and add management for Perfex core, database backup storage and media
Seeding information administration; choose what information to repeat over to tenent throughout creation
Added language information for different languages
Fix deleting tenant information when deleting the tenant
Fix cron notification concern
Fix lead import clean web page error
Set tenant e mail as reply e mail when sharing SMTP
Added swap to manage limitation containers on tenant dashboard i.e you decide to indicate solely quota that aren’t limitless
Other minor fixes and enhancements

model 0.0.8 – Patch 17/08/2023

Fix to cron breaking when there may be a tenant with none lively customized area

model 0.0.8 – 10/08/2023

Add russian translation
Fix tenant module set up service not reaching all tenants
Support for plans with zero quantity i.e free plan. Free plan are marked as paid routinely.
Add subsequent billing interval to subscribed package deal card
Fix misplaced session throughout signup circulate when e mail verification is completed on totally different browser.
Improve signup and automated occasion creation
Add billing and delivery to saas invoices (inherited from firm information)

model 0.0.7 – 07/08/2023

Migrates shared database schema from shared tables to separate remoted tables for every tenants.
Fix modules set up information not accessible for tenants.
Limit tenant id (slug) to fifteen characters
Fix datacenter take a look at button when creating tenant from admin panel with choice of setting database credential.
Drop dump importation from outdated CRM
Auto run of DB migration for tenants by cron job. This stop buyer from seeing DB improve sceen.
Other minor fixes and enhancements

model 0.0.6-patch – 01/08/2023

Fix concern when creating gadgets with a number of currencies.

model 0.0.6-patch – 31/07/2023

Fix points when creating firm
Make choice for buyer chosen package deal over default package deal for register kind widget

model 0.0.6 – 30/07/2023

Add subdomain and customized area enter fields to signup kind (might be disabled i.e swith off from settings)
Add portal redirection test for proxied web page
Fix touchdown web page brand edit concern and take away some uneccessary blocks
Add package deal/plan itemizing api – helpful for fetching plans element into your customized touchdown web page
Add slug/subdomain availabity test api
Ensure the automated occasion deploy solely run after shopper verified e mail
Add customized area enter to shopper occasion create kind
Add customized area request discover to tenant desk for setups requiring approval
Fix SMTP shared settings not reflecting on tenant
Fix: stop saving shared masked string as worth when saving settings besides person present a worth
Add safety characteristic stop grasp or any tenant from permitting harmful extension information
Add enforced shared settings choices – when a setting is shared and enforced, tenant wont in a position to replace
Fix fast view snapping impact
Add arabic language translations
Other minor fixes

model 0.0.5-patch – 22/07/2023

Improve shopper single format view
Add iframe block to touchdown web page builder
Update documentation hyperlink within the downloaded file.

model 0.0.5-patch – 20/07/2023

Fix damaged anchor on bill and modules web page
Fix builder web page not saving
Fix touchdown web page builder not loading templace in system not supporting GLOB_BRACE

model 0.0.5 – 17/07/2023

Backward help for php7.4
Add touchdown web page templates
Add touchdown web page templates builder
Add Single occasion shopper view mode – you possibly can set this on package deal.
Fix invoicing system: trial bill is now draft by default on transformed to regular bill on sbscription.
Fix cron job concern not reaching the tenants
Add contracts and gadgets limitation
Improve saas dashboard statistic widget
Add tax and fee choice to package deal
Add subscribers rely to package deal card
Fix database pool inhabitants rely on package deal card
Add swap to off the progress loading bar
Remove loading of customized lang file – not related as its handeled already by perfex
Other minor fixes …

model 0.0.4 – 17/06/2023

Add swap for shopper menu management in saas settings
Fix firm subdomain or customized area handle to make use of https:// when neccessary
Fix cron job concern
Fixes some typos in translation texts
Prevent use of firm bill data within the tenants dump file
Add language customization file: You can now use separate file to your custom-made translation with out loosing them in future updates.
Prevent tenant from replace allowed file extension; all tenant can be restricted by extension set by the tremendous admin.
Improved bill trial discover
Other minor fixes …

model 0.0.3 – 13/06/2023

Fixes package deal updating concern for non SaaS associated invoices
Separate the tenant’s media folder and the grasp occasion.
Fix error in tenant settings web page in Perfex 3.0.5
Other minor fixes

model 0.0.2 – patch12/06/2023

Fix regression of “modules” menu displaying on tenant dashboard.

model 0.0.2 – 12/06/2023

Add Limitations for tenants (employees, contacts, leads, proposals, initiatives, prospects, invoices, tickets e.t.c)
Support for customized area and subdomain
Add package deal signup hyperlink – Each package deal hyperlink might be copied and use on touchdown web page
Improved UX
Fixes tenant settings bug
Removed assist menu in tenant
Add spanish translations

model 0.0.1 – 07/06/2023