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SaaS module for Perfex CRM – Multi Tenancy Support

SaaS module for Perfex CRM – Multi Tenancy Support

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SaaS module for Perfex CRM – Multi Tenancy Support

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Note: This is a module for Perfex CRM – it converts Perfex right into a SaaS system.

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Convert Perfex CRM to SaaS

Are you a Perfex CRM proprietor, wanting for a SaaS resolution?
The revolutionary SaaS module for Perfex CRM is lastly right here!

SaaS module for Perfex CRM is the answer to the lengthy-awaited characteristic of multitenancy set up and utilization charging, officially recommended by Perfex CRM team and the #1 SaaS resolution of {the marketplace}!

With our module, Perfex CRM house owners can now create a number of installations for their shoppers and cost them appropriately with a correct license.
SaaS module fills the hole and caters to the wants of the large quantity of Perfex CRM customers who require a SaaS resolution for their companies.

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It is designed with a consumer-pleasant interface, inherited by the core and is straightforward to make use of. It presents seamless integration with Perfex CRM and supplies an distinctive consumer expertise with no file replacements or comparable duties that have an effect on core’s recordsdata.

Every cost technique of Perfex CRM can be utilized to take a look at SaaS plans and pricing coverage can embody Recurring Invoices! You may even make each third get together module out there for activation, beneath your tenant plans!

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This module solves actual-world issues and opens up a window to limitless potentialities utilizing Perfex CRM for your SaaS-based companies.

Unlock the true potential of Perfex CRM with this chopping-edge SaaS Module, introducing highly effective multitenancy help. With this module, you’ll be able to revolutionize your CRM platform by enabling a number of companies or organizations to function seamlessly from a single Perfex CRM set up.

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Multitenancy Architecture: Embrace a versatile and scalable CRM setting with this sturdy multitenancy structure. Easily create remoted and safe situations for every tenant, guaranteeing information privateness and personalised experiences for every enterprise entity.

Isolated Databases: Each tenant has its personal database, making conflicts unimaginable and preserving safety requirements, in comparison with options that use one massive database, blown by information, slowing down your full set up.

Centralized Management: Effortlessly handle a number of tenants by a centralized admin dashboard. Switch between tenants, view analytics, and monitor efficiency, streamlining your administration course of.

Unique Subdomain: Impress your shoppers by providing a subdomain for every tenant.

White Labeling: Put your branding entrance and middle! Utilize our white labeling choices to rebrand the CRM interface along with your firm’s brand and colour scheme, giving your CRM platform a personalized effect.

User Access Control: Maintain strict management over consumer permissions and entry ranges for every tenant. Customize roles and privileges to make sure information safety and a tailor-made consumer expertise.

Billing and Subscriptions: Implement seamless billing and subscription administration for your tenants. Offer numerous subscription plans, deal with recurring funds, and preserve observe of invoicing effortlessly. SaaS module dynamically shows forex, primarily based on finish-purchasers native forex.

Extensive Reports: Leverage complete reporting instruments to research and observe the efficiency of every tenant. Gain insights into their utilization patterns, and empower them with helpful information-pushed suggestions.

Integration-ready: The SaaS module seamlessly integrates with the present Perfex CRM infrastructure, guaranteeing a clean adoption course of with none technical hurdles.

Optional Custom Landing Page URL: You can now set your individual customized URL for the touchdown web page, offering a novel and branded expertise to your clients.

PageBuilder: Unleash your creativity and design beautiful touchdown pages effortlessly with our intuitive web page builder, making it simpler than ever to showcase your merchandise and captivate your viewers.

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Embrace the way forward for CRM with Perfex SaaS Module and cater to a number of companies with out compromising on effectivity, safety, or consumer expertise. Whether you’re a seasoned CRM supplier or an aspiring entrepreneur, SaaS Module is the last word resolution to propel your CRM providers to new heights.

Get the Perfex CRM SaaS Module in the present day and witness the transformation of your CRM platform right into a highly effective, multitenant ecosystem!

Current Features List

     


  • Plans

    • Trial Plans
    • Per-Plan Modules
  •  


  • Usage Limits per Plan (together with limitless possibility)

    • Limit utilization of Invoices
    • Limit utilization of Customers
    • Limit utilization of Contracts
    • Limit utilization of Projects
    • Limit utilization of Estimates
    • Limit utilization of Credit Notes
    • Limit utilization of Payments
    • Limit utilization of Items
    • Limit utilization of Proposals
    • Limit utilization of Expenses
    • Limit utilization of Tasks
    • Limit utilization of Support Tickets
    • Limit utilization of Leads
    • Limit utilization of Staff Members
       
  •  


  • Email Templates/Reminders

    • Welcome Eail
    • Verification Email
    • Expiration Email
    • Find My Tenant Email
       
  •  


  • Generic

    • Configuration Options
    • Automated cPanel/WHM set up (with API token)
    • SaaS Landing Page (non-obligatory)
    • Automatic tenant technology
    • Manual (SuperAdmin) tenant technology
    • Automatic Plan Upgrade/Downgrade (primarily based on Cron)
    • Tenants can activate/deactivate particular modules
    • Optional Custom URL for the touchdown web page (Proxy/Redirection modes)
    • Landing web page WISIWYG PageBuilder
    •  

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Perfex SaaS Module Demo

Keep in thoughts that demo web site resets each hour ( :05 )

→ New Signup Demo

Click under to check Tenant-based Experience (New SaaS consumer signup):

Perfex CRM SaaS Service Demo

* Scroll all the way down to PRICING space.
** All new signups will obtain a free trial.

→ SuperAdmin Demo

Click under to check SuperAdmin Experience:

Perfex CRM SuperAdmin Demo

Login e-mail: admin@perfexsaasmodule.com
Password: 11223344

Documentation/Requirements

It takes solely a pair minutes to be put in and activated.
We created an entire documentation relating to the set up and configuration technique of the SaaS module, which you could find on-line.

Please examine necessities and Installation/Configuration videocasted directions:

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While documentation accommodates every little thing you may want, beneath step-by-step screencasted movies, our help workforce shall be additionally out there that will help you. Please be aware that it’s essential have Perfex CRM put in. Our module will should be uploaded by the Modules part.

Videocasted how-tos

Take a take a look at the movies uploaded on the YouTube channel:
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Support

Just elevate a help ticket inside help space and we’ll get again to you ASAP!

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Version 1.0.9

-Code Improvements
-Versioning system added for tenant modules

Version 1.0.8

-REST API help ( Docs: https://perfexcrm.themesic.com/saasapiguide/index.html )

Version 1.0.7

-Automatic cPanel/WHM Installation characteristic (auto provisioning of tenants)

Version 1.0.6

-Multilevel TLD help added (com.br and associated sublevel domains)

Version 1.0.5b

-Fix: Automatic reactivation of tenants upon overdue Invoices cost
-Cron Job enhancements

Version 1.0.5

-Option to set a customized Landing Page URL (Proxy / Redirection possibility)
-PageBuilder added for Landing Page

Version 1.0.4

-Various fixes
-Enhanced backwards compatibility with earlier variations

Version 1.0.3

-Automatic Plan Upgrade / Downgrade possibility added (primarily based on cron run)
-Per-plan Modules Management (SuperAdmin can allow particular modules to be per-plan out there)

Version 1.0.2

-Unlimited worth (-1) is now supported in limitations of each plan
-Superadmin can set up new modules and have them out there in all tenants
-Tenants can activate/deactivate modules of their installations
-Improvement: MySQL Server Settings
-Improvement for cron settings of Email Templates / Email reminders
-Enhancement carried out in remaining days & trial days calculation formulation

Version 1.0.1

-Minor fixes
-Added Tenant Staff Member Limitation in Plans

Version 1.0.0

-Initial model

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