SaaS module for Perfex CRM – Multitenancy support

Description

SaaS Module for Perfex CRM – Multitenancy Support

SaaS Module for Perfex CRM transforms your existing Perfex CRM installation into a full-featured multi-tenant SaaS platform, allowing you to offer subscription-based CRM services to unlimited clients from a single installation. Designed for agencies, startups, and hosting providers, this module provides automated tenant provisioning, subscription billing, custom domains, and role-based access to streamline the delivery of CRM as a service. Distributed by wpshop.net under the GPL license, it includes lifetime free updates and limited email support for hassle-free deployment.

Feature Highlights

• 🏢 True Multitenancy for Perfex CRM: Host multiple clients on a single installation with completely isolated data for each tenant.
• 💳 Subscription Plans & Billing: Create flexible pricing tiers with automated recurring payments and trial options.
• 🌎 Custom Domain/Subdomain Mapping: Allow tenants to use their own domains or auto-generate subdomains for their CRM.
• 📊 Centralized Super Admin Dashboard: Manage all tenants, billing, and CRM instances from one unified interface.
• 🔗 Payment Gateway Integrations: Supports PayPal, Stripe, Razorpay, SSLCOMMERZ, and other popular gateways.
• 📈 Usage Analytics & Reports: Monitor tenant growth, revenue, and CRM activity in real-time.
• 🔐 Secure Data Isolation: Ensures each tenant’s CRM data is private, encrypted, and compliant with data protection regulations.
• ⚡ Scalable & Performance-Optimized: Designed to handle growing numbers of tenants without slowing down your Perfex CRM instance.

Detailed Overview

The SaaS Module for Perfex CRM enables you to launch your own CRM SaaS business using the popular Perfex CRM platform. With a single installation, you can create automated tenant onboarding, assign subscription plans, and let clients instantly start using their dedicated Perfex CRM dashboards.

Ideal for agencies, resellers, and cloud providers, this module simplifies infrastructure management by centralizing control while ensuring that each tenant operates in a secure, isolated environment. Built-in subscription billing automates renewals and helps you monetize your CRM service effectively.

Comparison Table

Feature	SaaS Module for Perfex CRM	Traditional Perfex CRM
Multitenancy	✅ Multiple clients on one installation with isolated data	❌ Single tenant per installation
Subscription Billing	✅ Built-in recurring billing & plan management	❌ Requires third-party billing systems
Custom Domains	✅ Supports custom domains or subdomains for tenants	❌ No domain mapping features
Centralized Admin Panel	✅ Super admin dashboard for managing all tenants	❌ Requires separate logins for each installation
Data Security	✅ Tenant data isolation & encryption	❌ Shared data within a single environment
Updates & Support	✅ Lifetime free updates + limited email support	❌ Manual updates and limited after-sales support

Installation Guide

1. Ensure you have a working installation of Perfex CRM on your server.
2. Download the SaaS Module for Perfex CRM package from your wpshop.net account and unzip it.
3. Upload the extracted module folder into the modules directory of your Perfex CRM installation.
4. Log in as the Super Admin of Perfex CRM and navigate to Setup → Modules.
5. Locate the SaaS Module in the module list and click Activate.
6. Configure the subscription plans, payment gateways, and trial settings from the Super Admin dashboard.
7. Enable domain/subdomain mapping and customize tenant onboarding workflows.
8. Test a sample subscription flow, tenant provisioning, and domain mapping before going live.

Licensing Information

SaaS Module for Perfex CRM – Multitenancy Support is distributed under the GPL (General Public License). You are free to use, modify, and deploy it across unlimited personal or client Perfex CRM projects. Every purchase from wpshop.net comes with lifetime free updates and limited email support to ensure smooth installation and configuration.

FAQs

Does this module work with any Perfex CRM installation?

Yes. It is fully compatible with all licensed Perfex CRM installations and enhances them with multitenancy features.

Can I create custom pricing plans for my tenants?

Absolutely. You can define multiple subscription tiers with different features, limits, and pricing models.

Does it support automated billing and payments?

Yes. The module integrates with major payment gateways like PayPal, Stripe, and Razorpay to manage recurring billing automatically.

Are tenants’ data kept secure and separate?

Yes. Each tenant’s CRM data is fully isolated and encrypted to maintain strict data privacy and security.

Do I receive free updates?

Yes. Your purchase includes lifetime free updates and limited email support provided by wpshop.net.

Why Choose SaaS Module for Perfex CRM?

SaaS Module for Perfex CRM is the ultimate solution to monetize your CRM offering by providing subscription-based multitenant services from a single Perfex installation. It reduces infrastructure costs, simplifies onboarding, automates billing, and enhances security—making it perfect for SaaS entrepreneurs and agencies who want to scale quickly.

Turn your Perfex CRM into a revenue-generating SaaS platform today! Download SaaS Module for Perfex CRM – Multitenancy Support from wpshop.net and enjoy lifetime free updates and limited email support.