Configuration
This guide covers all configuration options for the SaaS Module, from tenancy architecture to payment gateways and the frontend pricing page.
Accessing SaaS Settingsโ
Navigate to SaaS โ Settings from the CRM sidebar to access the full configuration panel. Settings are organized into the following sections:
- General -- Tenancy mode and core settings
- Plans & Pricing -- Subscription plan definitions
- Payment Gateways -- Stripe and PayPal integration
- Landing Page -- Frontend pricing page customization
- Domain Settings -- Subdomain and custom domain configuration
- Notifications -- Email templates and lifecycle alerts
Multi-Tenancy Architectureโ
The SaaS Module supports two tenancy models. Choose the one that best fits your infrastructure and isolation requirements.
Single-Database Modelโ
All tenants share a single database with data isolation enforced at the application level.
| Advantage | Consideration |
|---|---|
| Simpler infrastructure | Shared database may raise data isolation concerns |
| Lower resource usage | Requires careful data partitioning |
| Easier maintenance | Performance may degrade with many tenants |
Multi-Database Modelโ
Each tenant receives their own dedicated database, providing full data isolation.
| Advantage | Consideration |
|---|---|
| Complete data isolation | Higher resource usage per tenant |
| Independent scaling | Requires more server resources |
| Per-tenant backup/restore | Database provisioning adds setup complexity |
The tenancy model is selected during initial configuration. Changing models after tenants have been provisioned requires migration planning. Choose carefully before onboarding your first tenant.
Bring Your Own Database (BYODB)โ
For enterprise clients, the multi-database model supports BYODB -- tenants can connect their own external database server. This provides maximum data sovereignty and allows clients to maintain their own backup and compliance workflows.
Plans and Pricingโ
Subscription plans define what features and limits each tenant receives. You must create at least one plan before tenants can sign up.
Creating a Planโ
- Navigate to SaaS โ Settings โ Plans & Pricing.
- Click Create Plan.
- Configure the plan details:
| Field | Description |
|---|---|
| Plan Name | Display name shown on the pricing page (e.g., "Starter", "Professional") |
| Price | Monthly or annual subscription price |
| Billing Cycle | Monthly, quarterly, or annual |
| Trial Period | Number of free trial days (set to 0 to disable) |
| Feature Limits | Maximum Deals, Contacts, Companies, and other CRM entities |
| Module Access | Which CRM modules tenants on this plan can use |
- Click Save.
Quota-Based Package Configurationโ
The module allows you to convert any CRM entity into a quota-based limit. This means you can control not just Deals and Contacts, but any resource the CRM manages -- giving you fine-grained control over what each plan tier offers.
Create at least three plans (e.g., Starter, Professional, Enterprise) to give prospective customers clear upgrade paths. Include a trial period on your entry-level plan to lower the barrier to sign-up.
Plan-Based Controlsโ
| Control | Description |
|---|---|
| Entity Limits | Maximum number of Deals, Contacts, etc. |
| Module Access | Enable or disable specific CRM modules per plan |
| Trial Period | Free trial days before billing begins |
| Auto-Suspend | Automatically suspend tenants with overdue payments |
Payment Gateway Integrationโ
The SaaS Module integrates with Stripe and PayPal for automated recurring billing.
Payment processing requires the Concord CRM Invoice Module to be installed and activated. Without it, billing and subscription management features will not be available.
Stripe Configurationโ
- Navigate to SaaS โ Settings โ Payment Gateways.
- Select Stripe.
- Enter your Publishable Key and Secret Key from the Stripe Dashboard.
- Configure webhook endpoints if required for real-time payment event processing.
- Click Save.
PayPal Configurationโ
- Navigate to SaaS โ Settings โ Payment Gateways.
- Select PayPal.
- Enter your Client ID and Client Secret from the PayPal Developer Dashboard.
- Select the mode: Sandbox for testing or Live for production.
- Click Save.
Landing Page Configurationโ
The SaaS Module includes a built-in, fully editable frontend pricing page that you can customize to match your branding.
Customizing the Landing Pageโ
- Navigate to SaaS โ Settings โ Landing Page.
- Edit the page content:
- Header and Logo -- Upload your brand logo and set the page title.
- Plan Cards -- Automatically generated from your configured plans.
- Feature Highlights -- Add or remove feature descriptions.
- Call-to-Action Buttons -- Customize button text and colors.
- Footer -- Add contact information, terms, and privacy links.
- Click Save to publish changes.
Landing Page Proxy Supportโ
If you want to serve the pricing page from a different domain or subdomain, the module supports proxy configurations. This allows you to host the landing page on www.yourdomain.com while the CRM runs on app.yourdomain.com.
Preview the landing page before publishing by using the Preview button. This opens the page in a new tab so you can verify the layout and content.
Domain Configurationโ
Subdomain-Based Tenancyโ
Each tenant receives a subdomain under your main domain (e.g., tenant1.yourdomain.com).
Requirements:
- A wildcard DNS record:
*.yourdomain.com โ your-server-ip - A wildcard SSL certificate covering
*.yourdomain.com
Custom Domain Supportโ
Allow tenants to use their own custom domain (e.g., crm.clientdomain.com).
Requirements:
- The tenant creates a CNAME record pointing their domain to your server.
- SSL provisioning for each custom domain (manual or automated via Let's Encrypt).
Email Notificationsโ
Configure automated email communications for the tenant lifecycle:
| Notification | Trigger |
|---|---|
| Welcome Email | Sent when a new tenant is provisioned |
| Trial Expiry Warning | Sent before the trial period ends |
| Payment Confirmation | Sent after a successful payment |
| Suspension Notice | Sent when a tenant account is suspended |
| Plan Upgrade/Downgrade | Sent when a tenant changes their plan |
Navigate to SaaS โ Settings โ Notifications to customize email templates and timing for each notification type.
Ensure your CRM's email sending (SMTP) is properly configured for notifications to be delivered reliably.