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SaaS Module for Concord CRM

The SaaS Module transforms your Concord CRM installation into a fully managed multi-tenant platform. As a Super Admin, you can create, manage, and monetize tenant instances -- each tenant receives their own isolated CRM environment with plan-based feature controls, usage quotas, and automated lifecycle management.

Key Featuresโ€‹

  • Super Admin Dashboard -- Centralized control panel to manage all tenants, plans, and billing from a single interface.
  • Automated Tenant Provisioning -- Customers sign up and automatically receive their own CRM instance without manual intervention.
  • Dynamic Frontend Pricing Page -- A built-in, fully editable landing page that showcases your plans and pricing to prospective customers.
  • Plan-Based Feature Control -- Define limits on Deals, Contacts, and other CRM entities per plan. Configure trial periods and automatically suspend overdue accounts.
  • Integrated Payments -- Accept recurring payments through Stripe and PayPal.
  • Multi-Tenancy Architecture -- Choose between single-database or multi-database models to match your infrastructure requirements.
  • Usage Quota Visibility -- Tenants can monitor their real-time usage against plan limits.
  • Module Access Control -- Enable or disable specific CRM modules on a per-tenant basis.
  • Multiple Domain Support -- Support subdomains or custom domains for each tenant.
  • Bring Your Own Database (BYODB) -- Allow enterprise clients to connect their own database for maximum data isolation.
info

Monetization features such as recurring billing and invoice generation require the Concord CRM Invoice Module to be installed and activated alongside the SaaS Module.

Requirementsโ€‹

RequirementDetails
Concord CRMLatest version recommended
PHP8.1 or higher
MySQL5.7 or higher (8.0 recommended for multi-database)
Valid LicenseObtained from Themesic
Invoice ModuleRequired for payment and billing features (optional otherwise)

Optional Requirementsโ€‹

  • Wildcard SSL Certificate -- Required if using subdomain-based multi-tenancy.
  • DNS Configuration -- Wildcard DNS record pointing to your server for automatic subdomain creation.
  • Stripe / PayPal Account -- For accepting tenant payments.
  • Cron Job -- For automated provisioning, suspension, and lifecycle notifications.

Installation and Activationโ€‹

Follow these steps to install the SaaS Module:

  1. Download the module ZIP file from Themesic.
  2. Log in to your Concord CRM as an administrator.
  3. Navigate to Settings โ†’ Modules in the CRM sidebar.
  4. Click Upload Module and select the downloaded ZIP file.
  5. Once uploaded, click Activate to enable the module.
  6. Enter your license key when prompted to complete the activation.
tip

After activation, the Super Admin dashboard and SaaS management options will appear in the CRM navigation. If they do not appear, clear your browser cache and refresh the page.

Post-Installation Setupโ€‹

After activation, complete the following steps to prepare your SaaS platform:

  1. Configure Tenancy Mode -- Choose between single-database or multi-database architecture in the SaaS settings.
  2. Set Up DNS -- If using subdomains, create a wildcard DNS record (e.g., *.yourdomain.com) pointing to your server's IP address.
  3. Configure SSL -- Install a wildcard SSL certificate to cover all tenant subdomains.
  4. Create Plans -- Define at least one subscription plan with pricing, feature limits, and trial periods.
  5. Set Up Payments -- Connect Stripe and/or PayPal credentials for automated billing.
  6. Customize the Landing Page -- Edit the built-in pricing page to match your branding and plan offerings.
warning

DNS and SSL configuration are critical for subdomain-based tenancy. Without proper wildcard DNS and SSL, tenant subdomains will not resolve or will show security warnings. See the Configuration guide for detailed instructions.

Troubleshootingโ€‹

IssueSolution
Module does not appear after uploadRefresh the page and verify the ZIP file integrity
Activation failsVerify license key and ensure no trailing spaces
Tenants cannot access subdomainsCheck wildcard DNS and SSL configuration
Payment processing not workingEnsure the Invoice Module is active and payment credentials are correct

What's Nextโ€‹

  • Configuration -- Set up tenancy modes, DNS, SSL, payment gateways, and plans.
  • Usage Overview -- Learn how to manage tenants, monitor usage, and operate the SaaS platform day-to-day.
Support

If you encounter any issues during installation, visit the Themesic Support Ticketing Area for assistance.