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

November 27, 2024

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.
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
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.
Demo preset with auto reset: You can make dedicated demo instances(tenants) for you packages, allowing customer to try demo before even subscribing. You can set certain interval to auto reset the demo.
API: Highly documented API to allow you manage SaaS related activities (only) through API with ease. i.e Creating tenant, subscription e.t.c . API support multiple key and capability control for each key.
Free extensions (bonus): You gain access to 7+ extra free modules inclding Affiliate Management, Purchase Order and Delivery Note. This list will grow with time. Access to the free modules requires active support !
…..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 0.3.2 06/11/2024

Fix client login error in Perfex 3.2.0

version 0.3.1 01/11/2024

Fix api invalid credential issue
Fix redirection issue for custom domain in single portal mode.

Other minor fixes

version 0.3.0 20/09/2024

Add page builder module (lite) – available to all
Move landing pages to standalone builder. (Please download the builder from SaaS > System and activate – Your files will be automatically be migrated after activation.)
Improve code quality: fixes deprecated Perfex functions
Improve module installation during new tenant provisioning
Remove unused translation keys
Other minor fixes

version 0.2.9 24/08/2024

Fixes important issues in v0.2.8

version 0.2.8 24/08/2024

Ehanced API with support for multiple keys and access control
Added Stripe package pricing for improved subscription management through stripe.
Added package filtering and grouping in the pricing list base on the recurring intervals (can be turned off).
Introduced lifetime deal option for packages. – 100 years (include this in your terms)
Introduced option to prevent updating invoice (based on some country jurisdiction) during client package customization.
Added support for custom tenant seed source at the package level.
Implemented demo instance/trial with auto-reset timer
Excluded debug mode module from tenant assignments.
Increased security 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 special icon for private packages.
Enhanced accessibility for whitelabel menu slugs.
Enabled one-time payment option for add-on modules in the marketplace.
Improved slug URL handling by supporting dashes.
Enhanced HTTPS resolution for proxied servers.
Added button to reset cache in seed settings.
Introduced custom app module library for enhanced SaaS control.
Improved subscription API and billing models (refactoring).
Enhanced magic login optimization for cPanel and Plesk.
Implemented virtual draft invoices for trial periods (draft invoices are no more created for trial).
Added ticket setting supported extension file to default enforced shared fields.
Fixed API services and modules configuration endpoint issues.
Fixed access issues for collaborators without admin roles in the media-public-landing-page.
Fixed issue with clearing empty fields in multiple select inputs.
Other general improvement and refactoring.

version 0.2.7 12/07/2024

Add more API end points
Add API Key for new endpoints
Add in system API documentation
Add contact role for controlling access to SaaS feature.
Improve third party modules compatibility for tenants
Fix tenant favicon issue in subdomain or custom domain
General refactor and other minor improvements

version 0.2.6 22/05/2024

Fix subofolder redirection
Fix force redirection issue when logged in as tenant from the super admin panel
Improved cookie security
Fix error when adding tenant to package without taxes
Fix issue with deployment status note
Remove preloader in preview mode
Other minor improvements

version 0.2.5 06/05/2024

Introduced custom domain DNS guide
Enhanced tenant listing priority with custom domain request notice
Improved custom domain linking experience and added email notifications
Added custom domain check feature to UI
Added backward compatibility support for MySQL 5.6
Fixed error 500 occurring on fresh installation in certain setups
Implemented deployment status note feature
Implemented option to control subdomain and custom domain creation in cPanel and Plesk integration
Improved white labeling
Differentiated package downgrade and upgrade buttons
Added invoice status payment requirement check
Prevented debug mode module installation for tenants
Fixed deployment issue when using tenant instance
Allowed instance removal of pending or deploying instances in development mode
Added services and module marketplace switch at package level
Fixed redirection issue during client menu setup
Implemented subscription cancelling and resuming feature
Fixed adaptability issue with wiki module
Enhanced module list translation: Improved package/module translations allowing translation of modules list on the package
Improve Subscription page UX: Added money format to client portal, and enhanced package price formatting, encoding issues e.t.c
Improved MySQL root testing and password generation strength
Allowed integration on servers without access to database server using default DB credentials
Fixed encoding issue in builder
Added custom hooks for extending extensions list
Fixed issue allowing emptying hidden tabs settings
Excluded .html and .htm from redirection in path ID redirection to support third-party module; page_builder
Other minor update and improvements

version 0.2.4 05/04/2024

Add more tenant seeding options; can now set dedicated instance for seeding purpose or use default perfex installation or the master CRM
Delayed permanent instance removal: can set days before instance is removed permanently after deleting
Improved whitelabeling: saas settings menu and asset links
Improved whitelabeling: added option to rename the default theme (perfex) to any name
Add client menu control extension
Discontinue hiding of client menu in SaaS module in favour of new client menu control extension
Improve marketplace accessibility
Add image to module and services marketplace
Added more hooks for exension of the saas module
Improve translations
Fix alternative host url for subdomain input suggestion on registration field
Fix services adding issue
Fix tenant quota limit for billing cycle
Other minor improvements

version 0.2.3 – patch 26/02/2024

Fix alternative host issue where main domain might not accessible.
Add referral tracking of web to lead for affiliate module.
Fix affiliate menu not showing in SaaS My Account menu when using single portal mode

version 0.2.3 23/02/2024

Added tabs visibility control to package settings, enabling the hiding of tabs such as settings, projects, and customer profiles.
Streamlined menu titles for enhanced design.
Improved package customization with the addition of extra invoice items or services marketplace, offering both monthly and one-time payment options.
Enhanced magic authentication for new tenant when using cPanel/Plesk. Tenants will now utilize URL paths for the initial 20 minutes until SSL is ready when subdomain/alias domain option is enabled.
Implemented an alternative base host in SaaS settings. This allows installation at app.domainA.com while tenants use tenantid.domainA.com as subdomains, instead of tenantid.app.domainA.com or entirely different domains.
Resolved mobile responsiveness issues for improved usability.
Other minor improvements

version 0.2.2 18/02/2024

Fix Updating DSN and preventing the revelation of DSN connection to clients.
Improved cPanel testing for addon domain, now handled as a separate process.
Enhanced translation in middleware pages.
Improved reliability of page masking hook.
Resolved client menu issues in Perfex v3.1.2.

version 0.2.1 15/02/2024

Fix admin and client menu issue in new version of Perfex v3.1.2

version 0.2.0 12/02/2024

Added 4 new free extensions
Added Misc settings to exclude certain clients/customers from SaaS feature
Added easily accessible link to quota card for package customization
Removed perfex_saas_tenant_id column from master and tenants table in old pre v0.0.7 installations.
Fixed error when running cron using CLI
Added auto removal of instance feature due to inactivity – through package advance settings
Added billing cycle reset option to package limit/resources. Resources may now be configured to reset on every billing cycle
Improved third-party module management and extension installation
Improved matching for registration page
Auto migration of core Perfex database upgrade during new Perfex update
Improved tenant seeding process
General minor improvements

version 0.1.9 06/01/2024

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

version 0.1.8 05/01/2024

Fix issue with cpanel integration
Add option to disable autolaunch of instance.
Add option for custom trial over page
Improved support for third party modules compatibility
Added a optional module to disable customer area: mainly for tenants

version 0.1.7 03/01/2024

Fix default module translation issue on package card.
Add option to mask shared settings on other pages other than settings page. This allow you to mask shared setting on module settings pages e.t.c
Add Plesk integration
Add Mysql root integration interface and you can now use different connection for Perfex and setting up tenants
Add unlimited option for storage limit

version 0.1.6 06/12/2023

Fix tenant issue experienced on some setup in v0.1.5

version 0.1.5 06/12/2023

Add extension option for the SaaS module
Add direct update of SaaS module and extra extensions from dashboard
Add option to change account menu item position in single portal mode
Remove ‘Invoice added successfully’ notification on fresh signup
Improve trial notification message for single pricing mode
Remove calculation of storage on every request and limit to when uploading files
Rewrite route name to exclude “perfex” for full whitelabeling
Reset invoice, estimate, and credit note next number in new tenants

version 0.1.4c 28/11/2023

Add option to show navigation menu in client portal when using single portal mode
Optimize instance deploy screen
Fix 403 error during signup

version 0.1.4b 27/11/2023

Update Affiliate module: add support for client menu when using the ‘bridge’ mode, fix some missing tags in email templates

version 0.1.4 27/11/2023

Affiliate management as a separate addon module – can be shared with tenant
Improved instance deploy screen with two presentation option
Improved Cron services
Improved third party modules loading and compatibility
Other minor updates

version 0.1.3 04/11/2023

Added a new settings area, namely “Miscellaneous,” which includes an option to provide a URL that the tenant will be redirected to after creating their first instance. The URL could be an internal survey or any other link, and we add essential tenant information to the URL.
Fixed a 419 issue on lead forms and some other endpoints when using a path ID URL for the tenant.
Resolved the zero-trial issue: made the trial optional when it’s set to 0 or less.
Removed the blue background from the Saas menu in the super admin section.
Now, Perfex core invoice due dates are respected, and tenants will only become inaccessible after their invoice is overdue.
Added an extra instance to package customization; customers can now increase their instance limit by making an additional purchase.
Implemented quota validation before invoice customization through the marketplace.
Added a means of changing the path ID, allowing you to modify the ‘ps’ in the URL path ID for tenants.
Improved the loading and compatibility of third-party modules.
Made various minor improvements for better performance and functionality.

version 0.1.2 10/10/2023

Add cPanel Integrations for Database and Addon domain automation
Improve cron process
Fix tenant module installation issues caused by some third party modules
Add french translation
Add access prevention to tenants when trials expires
Other minor improvements

version 0.1.1 – Patch 19/09/2023

Separate option to manage cross domain magic auth for tenants using custom domains
Fix tenant switch 404 error on path id tenancy scheme

version 0.1.1 17/09/2023

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