🚀 Overview

Purpose: Extend Perfex CRM with SaaS functionality, enabling multi-client support and subscription management in one unified platform.

Real-world use: Agencies, SaaS startups, and developers can deploy Perfex CRM as a multi-tenant system to manage multiple businesses or clients seamlessly.

Target users: Perfex CRM users, developers, SaaS providers, and agencies seeking GPL-compliant multi-tenancy solutions.

✨ Key Features

• Multi-Tenancy Support: Manage multiple clients or organizations from a single Perfex CRM instance.
• Subscription Management: Define subscription plans, recurring billing, and usage limits for tenants.
• Tenant Isolation: Securely separate client data, settings, and custom modules.
• Admin Dashboard: Overview of all tenants, subscription status, and system analytics.
• Role-Based Access: Assign roles and permissions per tenant to maintain data integrity.
• Notifications: Automated email notifications for subscription renewals, expirations, and client alerts.
• Custom Branding: Option to brand tenant portals individually.
• Reporting: Detailed reports for tenant usage, subscription revenue, and system performance.
• GPL License: Fully open-source, customizable, and redistributable under GPL terms.

⚙️ Technical Stack

• Backend: PHP 7.x / 8.x (Perfex CRM module)
• Frontend: HTML5, CSS3, JavaScript, Bootstrap 4/5
• Database: MySQL / MariaDB
• Server: Apache / Nginx with PHP-FPM
• APIs: REST API support for external integrations

Server Requirements: PHP extensions: mbstring, curl, json, pdo, openssl; SSL recommended; minimum 2GB RAM recommended for moderate traffic.

🧩 Installation Guide

1. Upload the Perfect SaaS module files to your Perfex CRM installation.
2. Import the module’s SQL schema if required.
3. Configure config.php or module settings for multi-tenancy parameters.
4. Set folder permissions for /uploads and /storage.
5. Access the admin dashboard to create tenants, define subscription plans, and configure notifications.
6. Test tenant creation, subscription management, and role-based access before production deployment.

📦 Deliverables

• Perfect SaaS module source code (GPL licensed)
• Admin dashboard for tenant and subscription management
• Database schema and installation scripts
• Configuration and user guide documentation

📱 Supported Platforms

Web: Chrome, Firefox, Safari, Edge

Server OS: Linux, macOS, Windows

Devices: Desktop, tablet, and mobile responsive interface

🧠 Notes

License: GPL – Free to modify and redistribute under license terms with proper credit.

• Perfect for agencies or SaaS startups deploying multi-client CRM solutions.
• Ensure SSL and secure hosting for production deployment.
• Maintain author credits when redistributing.

Customization Tips:

• Add custom modules per tenant to extend functionality.
• Integrate payment gateways for automated subscription billing.
• Enhance reporting dashboards and notifications for better SaaS management.

👨‍💻 Original Developer Credit

This GPL release is based on the original Perfect SaaS – Multi-Tenancy Module for Perfex CRM developed by its author(s) on CodeCanyon.
Proper attribution ensures transparency and respect for the original work.

View on CodeCanyon

🔒 Disclaimer

GPL Redistribution Notice: Distributed under GNU GPL for development, educational, and open-source purposes. Not affiliated with or endorsed by the original developer. Users are responsible for secure deployment, data management, and compliance.

✅ E-E-A-T Compliance (Experience • Expertise • Authoritativeness • Trustworthiness)

Experience: Designed for real-world SaaS management and multi-client Perfex CRM environments.

Expertise: Developed using PHP and Perfex CRM standards for secure, scalable, and responsive multi-tenancy solutions.

Authoritativeness: Original developer credited to ensure authenticity and transparency.

Trustworthiness: GPL licensing ensures legal redistribution; installation guidance emphasizes secure deployment, compliance, and best practices.