🚀 Overview

The SaaS Module for Perfex CRM transforms your existing Perfex CRM installation into a fully automated Software-as-a-Service (SaaS) platform with complete multitenancy support.
Designed for hosting providers, digital agencies, and entrepreneurs, it enables clients to register, create their own CRM instances (on subdomains or custom domains), and manage their operations independently — all from a single installation.

This module provides a real-world, scalable business model inspired by successful SaaS CRM services. It’s perfect for those who want to launch their own CRM SaaS business without maintaining multiple Perfex installations.

✨ Key Features

• True Multitenancy: Each tenant (company) gets its own isolated database, users, and CRM environment.
• Subdomain & Custom Domain Support: Automatically create CRM instances like client1.yourdomain.com or link custom domains.
• Automated Registration & Provisioning: New customers can sign up, choose plans, and instantly get their own CRM instance.
• Subscription & Billing System: Built-in payment integration for plan upgrades, renewals, and recurring billing.
• Centralized Super Admin Panel: Manage all tenants, plans, and system settings from a unified dashboard.
• Plan Management: Define multiple SaaS plans with specific modules, limits, and pricing tiers.
• Tenant Isolation: Separate databases ensure data privacy and security across accounts.
• Automation & Cron Jobs: Automated cleanup, plan expiration, and usage tracking via background tasks.
• Full Perfex CRM Compatibility: Seamless integration with the core CRM and other Perfex add-ons.
• Email & Notifications: Automated email notifications for signup, plan renewal, and payment receipts.

⚙️ Technical Stack

• Base Application: Perfex CRM (CodeIgniter Framework)
• Language: PHP 8.x
• Database: MySQL / MariaDB
• Web Server: Apache / Nginx with cPanel, DirectAdmin, or similar hosting control panel
• Frontend: HTML5, CSS3, JavaScript, jQuery, Bootstrap
• Other Requirements: Cron jobs enabled, SSL support for subdomains, and mod_rewrite enabled

🧩 Installation Guide

1. Install or ensure you have a working Perfex CRM setup.
2. Upload the saas_module folder to your Perfex /modules/ directory.
3. Login as Admin and activate the module via the Modules section.
4. Configure SaaS settings (plans, pricing, database creation method, and domain options).
5. Run the setup wizard to finalize tenant provisioning and billing options.

📘 A detailed installation and configuration guide is included with the package.

📦 Deliverables

• ✅ Full SaaS Module Source Code (GPL Licensed)
• ✅ Setup & Configuration Documentation
• ✅ SQL Installation File (if applicable)
• ✅ Example SaaS Plans and Demo Data
• ✅ Support & Customization Guide

📱 Supported Platforms

• Operating Systems: Linux, Windows, macOS (with web server)
• Devices: Desktop, Tablet, Mobile (responsive interface)
• Browsers: Chrome, Firefox, Edge, Safari (latest versions)

🧠 Notes

• License: Distributed under the GNU General Public License (GPL) for educational and developmental use.
• Customization: Fully open-source with clean modular code for developers to extend or integrate with third-party APIs.
• SEO Assurance: Multitenant subdomains are SEO-friendly, with optimized routes and lightweight performance tuning.
• Scalability Tip: Recommended to use VPS or dedicated hosting for large-scale tenant deployments.

👨‍💻 Original Developer Credit

Developed by CodeCanyon Author. This GPL-licensed version is shared for educational and open-source purposes only, honoring the original developer’s work and rights.

🔒 Disclaimer

This module is not affiliated with or endorsed by the original Perfex CRM developer or any CodeCanyon author.
It is redistributed under the terms of the GNU General Public License (GPL), allowing users to modify and study the source for learning or development.
All third-party trademarks and copyrights remain the property of their respective owners. Redistribution is intended for educational and non-commercial use.