🚀 Overview

Perfex CRM SaaS Module enables businesses to transform their existing Perfex CRM into a powerful multi-tenancy SaaS platform.
This module allows managing multiple clients, workspaces, subscriptions, and billing in a centralized system while maintaining data isolation and scalability.

Inspired by real-world SaaS and CRM needs, this module helps agencies, SaaS providers, and large organizations offer Perfex CRM as a service while retaining full control over client environments and workflows.

✨ Key Features

• Multi-Tenancy Support: Create isolated workspaces for multiple clients with separate data, users, and configurations.
• Subscription Management: Define plans, billing cycles, and payment methods for clients.
• Automated Billing: Generate invoices, track payments, and send notifications automatically.
• User & Role Management: Assign roles per workspace for admins, staff, and clients.
• Workspace Customization: Custom logos, themes, and domain mapping per client workspace.
• Analytics & Reports: Track subscription growth, revenue, and workspace activity.
• Seamless Integration: Works directly with existing Perfex CRM installations without data conflicts.
• Secure Data Isolation: Each client’s data is completely separate to ensure privacy and compliance.
• Notifications: Email alerts for renewals, payments, and important workspace activities.
• Responsive Design: Fully web-based, accessible from desktop, tablet, and mobile devices.

⚙️ Technical Stack

• Backend: PHP 7/8, Laravel Framework (compatible with Perfex CRM)
• Frontend: HTML5, CSS3, Bootstrap 5, JavaScript, Vue.js / React
• Database: MySQL / MariaDB
• Server Requirements: Apache / Nginx with PHP extensions (pdo, mbstring, curl, openssl, zip)
• Integrations: Payment gateways, email notifications, and subscription management tools
• Mobile Support: Responsive web application accessible on all devices

🧩 Installation Guide

1. Ensure your existing Perfex CRM installation is up-to-date.
2. Upload the SaaS module source files to the server.
3. Import the SQL file provided for multi-tenancy tables.
4. Update the .env file with database credentials and payment gateway settings.
5. Run Laravel migrations: php artisan migrate --seed.
6. Login to the admin panel to configure subscription plans, client workspaces, and roles.
7. Test client onboarding, billing, and workspace isolation before going live.

📘 Detailed installation and customization guide included.

📦 Deliverables

• ✅ Perfex CRM SaaS Module Source Code (GPL Licensed)
• ✅ Admin Panel for Subscription & Workspace Management
• ✅ Client Workspaces with Role Management
• ✅ Automated Billing & Invoice System
• ✅ SQL Database File for SaaS Features
• ✅ Sample Workspaces and Demo Data
• ✅ Installation & Customization Documentation

📱 Supported Platforms

• Operating Systems: Linux, Windows, macOS (LAMP/LEMP compatible)
• Devices: Desktop, Tablet, Mobile (responsive design)
• Browsers: Chrome, Firefox, Edge, Safari (latest versions)

🧠 Notes

• License: Distributed under the GNU General Public License (GPL) for educational and non-commercial purposes.
• Customization: Developers can add new subscription plans, payment integrations, analytics modules, or workspace themes.
• Security: HTTPS, role-based access, and data isolation recommended.
• SEO & Marketing: Suitable for SaaS providers offering multi-client CRM solutions.

👨‍💻 Original Developer Credit

Developed by CodeCanyon Author. This GPL version is shared for educational and open-source purposes, fully crediting the original developer.

🔒 Disclaimer

This software is not affiliated with or endorsed by the original developer or CodeCanyon.
Distributed under the GNU General Public License (GPL), allowing modification, study, and redistribution for educational and non-commercial purposes.
All trademarks, logos, and brand names remain the property of their respective owners.