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

Description

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

Perfex CRM SaaS Module empowers you to convert your existing Perfex CRM into a full-fledged multi-tenant SaaS platform. With this module, you can onboard unlimited companies (tenants), isolate their data securely, and offer subscription-based access — all inside your current Perfex setup. It’s perfect for agencies, B2B SaaS startups, or IT service providers who want to monetize Perfex CRM as a hosted service. Distributed by wpshop.net under the GPL license, this module comes with lifetime free updates and limited email support for smooth deployments and long-term growth.

Feature Highlights

• 🏢 Multi-Tenancy Architecture: Spin up isolated workspaces for each client/company with separate data and secure login.
• 💳 Built-in Subscription Billing: Supports free trials, recurring payments, and plan upgrades/downgrades for tenants.
• 👥 Self-Service Onboarding: Automated signup, domain/sub-domain mapping, and email activation links for new customers.
• 🔒 Data Isolation & Security: Enforced tenant-specific databases/tables with advanced permission controls.
• ⚙️ Admin Control Panel: Centralized dashboard to manage tenants, usage, invoices, and system settings.
• 🌐 Custom Domains & White-Labeling: Each tenant can use their own logo, colors, and custom domain/subdomain.
• 📊 Usage & Revenue Analytics: Monitor active tenants, subscription stats, and payment history in real-time.
• 📧 Email Notifications & Invoicing: Automated billing emails, payment reminders, and account status alerts.

Detailed Overview

Perfex CRM SaaS Module allows you to launch your own CRM SaaS business without rebuilding from scratch. Each tenant gets an isolated workspace while you maintain centralized control and revenue analytics. The built-in billing engine supports Stripe, PayPal, and other gateways for automated recurring subscriptions and free trial periods.

With self-service onboarding and white-label branding, you can cater to diverse industries — from digital agencies to logistics companies — offering them a secure and dedicated Perfex CRM instance under your SaaS umbrella. This module is designed for scalability, compliance, and ease of maintenance, making it an ideal solution for growth-focused SaaS providers.

Comparison Table

Feature	Perfex CRM SaaS Module	Standard Perfex CRM
Multi-Tenant Workspaces	✅ Fully supported with isolated data per client	❌ Single workspace only
Subscription Billing	✅ Automated billing, free trials, invoices	❌ Requires third-party plugins or manual setup
Custom Domains	✅ Each tenant can use their own domain/subdomain	❌ Not available
White-Label Branding	✅ Tenants get custom logo, branding, colors	❌ Limited branding features
Centralized Tenant Management	✅ Admin dashboard for monitoring and control	❌ No native multi-client control
Usage Analytics	✅ Real-time metrics and revenue stats	❌ Basic CRM reports only
Updates & Support	✅ Lifetime free updates + limited email support	❌ Paid extensions, no SaaS-specific support

Installation Guide

1. Ensure your Perfex CRM installation is up-to-date and has full admin access.
2. Download the Perfex CRM SaaS Module package from your wpshop.net account and unzip the contents.
3. Upload the module folder into the modules/ directory of your Perfex CRM installation.
4. Log in as an admin, navigate to Setup → Modules, locate the SaaS Module, and click Activate.
5. Go to SaaS Settings to:
   • Configure subscription plans, pricing tiers, and free trial durations.
   • Integrate payment gateways like Stripe or PayPal.
   • Set up email notifications, invoicing preferences, and domain mapping options.
6. Run test sign-ups and payments to verify smooth tenant onboarding and billing processes.
7. Start marketing your SaaS CRM service and onboard new customers seamlessly.

Licensing Information

Perfex CRM SaaS Module – Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution is released under the GPL (General Public License). You’re free to install, customize, and deploy it on unlimited personal or client projects. Every purchase from wpshop.net includes lifetime free updates and limited email support for installation and basic configuration assistance.

FAQs

Can I run multiple client companies on one Perfex installation?

Yes. Each client gets a secure, isolated workspace under your SaaS setup.

Does the SaaS Module handle subscription billing?

Yes. It includes recurring billing, free trials, automated invoices, and payment reminders.

Is white-label branding supported?

Absolutely. Each tenant can apply their own branding, logo, and even custom domains.

Which payment gateways are supported?

The module supports Stripe, PayPal, and other popular gateways compatible with Perfex CRM.

Do I get lifetime updates?

Yes. All purchases include lifetime free updates plus limited email support from wpshop.net.

Why Choose Perfex CRM SaaS Module?

The Perfex CRM SaaS Module lets you scale your Perfex CRM into a revenue-generating SaaS product. With built-in billing, multi-tenant security, and white-label features, you can launch a professional SaaS business in days instead of months. It’s built for speed, compliance, and growth — giving you full control over customers and recurring income.

Start your SaaS journey today! Download Perfex CRM SaaS Module – Transform Your Perfex CRM into a Powerful Multi-Tenancy Solution from wpshop.net to enjoy lifetime free updates and limited email support for a smooth and successful launch.